The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”.
This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing whether or not each task has been run. Most entries in the grid are automatically updated by the software when the task in question is performed. Note that you can sort any column by clicking on the column name; you can also export the grid to Microsoft Excel via the “Download Spreadsheet” link.
The grid includes the following columns:
- Plan Name
- Year End
- Census Prep - whether the census has been prepared and posted to the portal (for portal customers only).
- Census Send - whether the census has been sent to the client via the portal (for portal customers only)
- Census Rec - whether the census has been uploaded
- Scrub - whether the data scrub has been run
- Alloc - whether the allocation has been run.
- ADP/ACP - whether the ADP/ACP tests have been run.
- Comb - whether the Combined Test has been run.
- Gen Test - whether the General Test has been run.
- Top Hvy - whether the Top Heavy Test has been run.
- C Pack - whether the Client Package has been prepared.
- Resp - for customer use to indicate whether responsible for the plan.
- Admin - for customer use to assign an Admin to the plan. All system users with Admin access will be available to select from the drop-down box.
