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Dashboard
It's easy to find all the information you need on active workflows using the dashboard in the Document Register. Contained within the dashboard are graphs that show the users with the most reviews to complete and how many reviews have be processed over time. Beneath the graphs are count widgets that when clicked will give you a list of outstanding reviews, overdue reviews and reviews that are overdue by more than 2 weeks.

This dashboard also contains a report especially for Document Reviews so you can drill into which step and with who each review is at.


Document Review Report
This report will show active workflows, which step they are in and who is responsible for that step. You can filter the report to find particular users, workflows, steps or how many days late/remaining the review has. There is traffic light reporting - reviews that are still within the step duration are green, late reviews are orange and review later than 2 weeks are red. The report can also be exported to pdf for wider circulation. 


Reporting on the documents in the Workflow Report

The review report will also display the documents within each workflow. Simply expand each row to see the documents within the workflow.