This article will describe how you can access a summary report of an employment workflow.
After accessing a client, locate their Programs (located in the Account
Activity section, under Engagements)…
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Click on the diamond to the left of Programs to expand the section.
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Locate their Employment Program activity and click on the Edit button.
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Click on the Summary button to display the Workflow Report.
The report will immediately display, showing the actions, responsible parties, statuses, etc.
Note: the greater the number of details provided in the workflow, the more information which will displayed in your report.
Example:
