Can I generate a report listing which Approval Workflows are assigned to which policies?

-

CSV reports produced through PolicyStat contain a column that lists the Approval Workflow assigned to the selected policy. To review the process for generating a CSV report, see this article.

To generate an Approval Workflow report based on an Area*

  1. Click the Area* filtered search tab.
    policyAreaTab_area.png
    *Area may be called Policy Area, Department, Category, or another term based on local settings.

  2. Select the Area(s) you would like identified in the report (1)
  3. Click Search Policies (2).
  4. Click the Excel / CSV report icon (3).
    searchbyPA_area.png

  5. The second column in the generated CSV report will feature the assigned Approval Workflow for the policies.

==================================================

This article applies to the following user roles:

staff.png user.png owner.png collaborator.png approver.png aeditor.png amanager.png siteAdmin.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments