Monitor Workflow Progress for a Program (after submission)

  1. Go to
  2. Login using Single Sign-On (SSO)
  3. Find the Program Action Form of the existing program
  4. With the program selected on the dashboard, it will automatically display the workflow steps if the form is In Workflow
  5. You can identify where the form is in the workflow based on the colors shown:
    • Steps shown in green/bold (1) are workflow steps that have already received approval
    • The step shown in brown/bold (2) is the current workflow step the form is at
    • Steps shown in gray (3) are workflow steps the form will go to next
    • Tip: Clicking on any of the workflow steps will start an email to the users at that step
  6. Below the outline of the workflow steps, you can find the Approval Path

     

    Screenshot highlighting the Approval Path under below the workflow steps

     

    • The approval path provides a record of approvals showing the:
      • Date/time stamp and the user that approved (1)
      • Workflow Step approved (2)
  7. If you have any questions regarding the workflow listed, please contact programprocess@case.edu