Work with Workflow Usage Reports

When you're automating the activities that need to be completed for a project, you can create a sequential reviewer or topic workflow. To see if a component is being used in a project's workflow, you can generate a report on the component.

To create, view, update, and delete workflows you must be an Administrator, the project Owner, or have special permissions. You do not need these permissions to create a Project workflow report.

Tips and tricks

  • Inspire provides a usage report that gives you information about the workflow that includes the component you select:
    • Component ID. This number is assigned by Inspire and is shown as a link you can click to Go to the component. You cannot see this ID anywhere else in Inspire and you cannot edit it.
    • Component Name. The display name used in the Component's browser. It can include spaces and does not show the GUID.
    • Path. The location of the folder where the component is stored.
    • Project. The name of the project.
    • Workflow. The name of the workflow that was created in the specified Project.
    • Project Activity. Identifies the activity the component is currently assigned to. The activities are set on the Start Workflow (3 of 4) Activities screen. For example, the report may show an Activity of Edit Content.

      For instructions on setting Project Activity defaults, read: Manage workflow template activities.

    • State. Identifies the progress of the Activity in the workflow. For example, initially, an Activity has a State of To Do. Participants who complete an Activity in the workflow can update the State, for example to In Progress or Completed.

      States can be customized to match your business requirements. For more information, read Manage activity status in a template.

    • Assigned User. Identifies the first and last name of the Inspire user who is currently assigned to complete the Activity. Users are assigned to an Activity when the workflow is created.
    • Created Date. Specifies the date (MM/DD/YYY) and time (HH:MM:SS AM/PM) that the workflow was started.
    • Due Date. Specifies the date (MM/DD/YYY) and time (HH:MM:SS AM/PM) that the workflow was set to be completed. This date is set on the first screen when a workflow is created.

  • If you select a component that isn't used in a project workflow, in Report Result, you see:

    No project workflow information to show for this component.

  • You can run a report on just one component.

  • You can run a report on multiple components.
    • Use the components browser to select the checkbox for each component you want a report on
    • In the Selected Components panel, select the Reports menu, and then select Project workflow report...

    • You see a separate notification for each component you select.

    • You see a notification when you send the request and when the reports are complete.

    • You get a separate report for each component you select.

      View a project workflow report for multiple components