Workflow History in InsightsLite V2
Table of Contents
Workflow History is designed for all staff roles to have a comprehensive view of daily events.
Events include:
- Made (green)
- Wasted (yellow)
- Adjust (blue)
- Mark Sold (blue)
- Extend Hold (blue)
- Expired (red)
Access Workflow History under the Execution tab on the side bar.
Change filters as desired and click Apply Filters to set.
Product quantity mistakes can be edited or voided from Workflow History.
- Edit: Change the quantity of product.
- Void: Set the product quantity to zero to remove the quantity while maintaining the record in Workflow History.
All changes to workflow history will appear in the Audit Log.
Only extended, manager, and admin roles can edit and void events.
Edit an action
1. Click Edit next to the event that needs changing.
2. Type the correct Quantity.
3. Type the Reason.
4. Click Save.
Void an action
1. Click Void next to the event that needs changing.
2. Type the Reason.
3. Click Void Event.
You can download workflow as a CSV file.
Export Workflow History
Set filters as desired, then click Export CSV.
