Running the Workflow Groups Report
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Process
This job aid describes steps on how to run the Workflow Groups Report in infoAdvantage for CORE Security and Workflow
purposes.
The Workflow Groups Report provides the complete list of Workflow groups that belong to either a specific department or
cabinet. You will need to run this report to select the appropriate workflow groups when completing a UDOC to either add new
user or modify user.
To run the Workflow Groups group in infoAdvantage, you will want to follow the steps below:
Log into CORE
In CORE, on the left-hand Navigation Panel,
select the Business Intelligence Icon near the bottom
select Reports and Dashboards
select infoAdvantage
Click the Folders icon
Expand Public Reports
Expand CORE Reports
Expand Statewide Reports.
Scroll down the list
Select Security and Workflow
Select WF-003 - Workflow Groups
Click the Refesh icon
In the Prompts window, you can specify a Department.
Select Enter Department (Use % as WildCard).
i. If you do not know the Department, you can select Refresh Values button above the prompt search box.
Type in the Department Code or Wildcard (%) in the Enter a Value Manually box.
Click Run to run the query.
Note: To view a list of all Workflow Groups for a cabinet enter the first letter of the cabinet and % (wildcard), e.g., A%, B%, etc.
The report will display all Approval Groups selected in your query.
