Objective:

• To view which workflows are assigned to policies

Environment:

• PolicyStat

Additional Information:

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.

Procedure:

To generate an Approval Workflow report based on an Area*

1. Click the Area* filtered search tab.
   
   * 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).
   
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: