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The Workflow Screen

The Workflow screen appears when you log on to Contributor. It consists of a tree, a table, and e.List items.

The Tree

The tree on the left side of the screen shows the areas that you are responsible for contributing to (Contributions) and reviewing (Reviews) in a hierarchical form. Depending on your rights, you may see Contributions, Reviews, or both. When you click an item in the tree, a table with the details for the item appears on the right side of the screen.

Each item in the tree has an icon that tells you the current state of the data.

Icon

State and description

 

Not started

No changes have been saved to the data, although the contribution may have been opened for editing.

 

Work in progress

The data was saved but not submitted. You can change and submit data in this state.

 

Locked

The data was submitted and the e.List item was locked. Data can only be viewed in this state. If an e.List item is rejected, its state returns to Work in progress.

 

Incomplete

At least one item belonging to this item is Not started, and at least one other item is in a state of Work in progress, Locked, or Ready. Data in this state was aggregated. The Incomplete state applies only to review e.List items.

 

Ready

All e.List items belonging to the reviewer e.List item are locked. The data is ready to be submitted to the next level in the hierarchy.

 

Currently being edited or annotated

The e.List item was opened for editing or annotating. An edit session is ended by the user closing the grid, or by submitting the e.List item.

 

Out of date

Data in the e.List item needs restructuring to reflect changes in the application, or system data must be imported.

 

Currently being edited or annotated and is out of date.

The Table

The table on the right side of the screen gives information such as the workflow state of the item, the current owner, the reviewer, and when the item last changed.

If a document is attached to an e.List, an icon appears next to that item .

If Contributor for Excel is installed and configured, you can click the Excel button to open the e.List item using Contributor for Excel .

If you are a reviewer of an e.List item, you can reject a submitted item from this screen by clicking the reject button .

e.List Items

An item in the tree or table is known as an e.List item. Typical examples are Sales Division, Marketing Division, Development Division, and Cost Center 123. The e.List item names depend on the design of your application.

You can open multiple e.List items at the same time. If you have a multi-e.List item view, it is indicated by (All) in the first row of the table. Because more data is downloaded to your computer in a multi-e.List item view, it can take longer to open than a standard e.List item view. This option may not be available. Contact your administrator for more information.