Banner Workflow Basics

General Guidance

Link: https://banner.esc.edu:10002/wfprod/home/worklist.do

Note: You must be connected to the VPN or Citrix to access the workflow.

The workflow worklist is a combination of workflow requests for multiple approvers. Please only click on and approve/deny the items in the queue that have your last name listed.

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Important: If you click on a workflow item, it will be locked to your account. This means other users cannot see or review the request. If this occurs, you must release the workflow item so the correct person can access it. See instructions below for releasing a workflow item.

 

Viewing Item

While we are unable to limit your view to your specific requests, you can search for your items:

1. Go to the search field (Workflow Specifics Name) on main page

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2. Use an * on both sides of your name (*Lagoe*) and hit enter

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3. Any active requests that require your approval will appear in the worklist

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Approving an Item

While each workflow may look different, you will need to approve or deny the request. Click on the appropriate option for approval or denial. Make sure you click Complete to process the item, so it moves to the next approver. Save & Close will only save your input and will keep it on your worklist in Performing status.

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Releasing an Item

If you have clicked on a worklist item by mistake and it is not yours to review, you can release it back to Ready so the correct approver can access it. You can see if you have possession of an item by the status. If you have possession, it will show as Performing in the main worklist.

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1. Refresh your worklist page so the entry shows as Performing

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2. Click on the magnify glass

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3. Click on Release

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4. The item will now appear as Ready in the worklist, and it is available to the correct approver.