Results overview status

Learn what each status means for your workflow

The results overview status provides an overview of the outcomes of a specific process and/or task. By reviewing it, users can quickly assess the current state of the workflow and make informed decisions moving forward. It is a valuable tool for monitoring progress and determining areas requiring further attention or action.

 

Results Overview 

Step 1: Log in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner and select your organization 

Step 3: Click Results 

3.1 You will see three different statuses. Simply choose a dashboard to see a detailed breakdown of the workflow's status.

Step 4: Click Workflow Results 

4.1 Click on Details . The workflow life-cycle displays different statuses for every task or action within the process.

Status Title   Action 
In progress  The workflow has been started, and has tasks that are not yet complete
Completed  All tasks within the workflow have been completed 
Resolved  When a workflow includes a review step, and there's ongoing communication between the assigned user and the reviewer, the status will change to "Resolved" once the review is approved.
Dismissed  The user responsible for completing the task has chosen not to complete it. 
Late  The user responsible for completing the task has not done so and, therefore, has missed the deadline. 
Insufficient funds  Capptions enable your organization to operate with a credit deficit, indicating the number of workflows initiated with no remaining credits.
Cancelled   Team deletion occurred while the task was still in progress.
Stuck  A summarized status on the Dashboard that includes both late and dismissed tasks.
Stopped  When a task that was previously in progress is halted due to the dismissal of the entire workflow.
On hold   The review step will be on hold if the form submission has been rejected by the reviewer. 
Unassigned A task has been assigned to a role responsibility of the type "Any user in team", and none of the users in the assigned team have claimed the task
Open The task is yet to be completed by the user 
Done  Indicates that the task or system action within the workflow is complete 

 

 

And that's how easy it is! 

We hope this article helps understand statuses. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!