- To view which workflows are assigned to policies
To generate an Approval Workflow report based on an Area*
- Click the Area* filtered search tab.
* Area may be called Policy Area, Department, Category, or another term based on local settings.
- Select the Area(s) you would like identified in the report (1)
- Click Search Policies (2).
- Click the Excel / CSV report icon (3).
- 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: