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Workflow Activity

Purpose

Monitor human approval steps waiting on administrators and power users. The Workflow Activity section shows a Pending Approvals feed on the administrator dashboard and links to the full approvals list.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in to EisenVault One as a system administrator.
  • Workflow features are enabled in your environment.
  • You can open Dashboard from the left navigation.

Before You Begin

  • Workflow Activity may be hidden in production builds even when workflow routes exist elsewhere.
  • The dashboard widget shows up to the configured maximum number of pending approvals with View all when more exist.
  • Click Pending Approvals to open /dashboard/workflow-approvals.

View Pending Approvals on the Dashboard

  1. Open Dashboard.
  2. Scroll to Workflow Activity.
  3. Review tasks in the Pending Approvals panel.
  4. Click the panel header or View all to open the full list.

Open the Full Approvals List

  1. From the dashboard widget, click Pending Approvals or View all (count).
  2. EisenVault One opens the workflow approvals list.
  3. Select an assignment to review documents and approve or reject.
  4. Use browser Back or navigation to return to the dashboard.

Example Walkthrough

Demonstration screenshots highlight the workflow panel.

  1. When approvals are waiting, they appear in the Workflow Activity section.

    Workflow Activity pending approvals panel

  2. When nothing is assigned to you, the panel shows No pending approvals for you.

Expected Result

  • The dashboard panel lists pending approvals assigned to you or shows an empty state.
  • The full list supports completing approval steps.
  • Counts update after you action assignments.