Export workflow-sent email report
In EDC, workflows are intended to dictate the procedure of the source document and payment request handling, introducing an additional tier of scrutiny and the approval or rejection mechanism to reduce the risk of unintended impact on sensitive resources and financial operations.
When creating a new workflow, you add all the relevant stages of the process and assign users responsible for completing each stage. To notify the user of the required workflow stage completion, the system sends out notification emails.
For traceability, you can review the complete history of emails sent by workflows via one comprehensive report or you can export this report data as an XLSX file to your computer and use it according to your business needs.
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In the EDC application header, select the STUDY INFO tab.
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On the page that opens, from the left pane, select Workflow > Sent Emails by Workflow.
Figure 1. Accessing workflow-sent email list
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On the page that opens, select one of the following tabs:
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Source Document Approval: to access emails sent according to the source document-related workflows.
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Payment: to access emails sent according to the payment request-related workflows.
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On the resulting page, from the workspace toolbar, select Export
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Figure 2. Exporting workflow-sent email list
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In the Export dialog that appears, select to export all the report data or only the filtered version. Then select
.
Figure 3. Selecting export option
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Select the downloads widget that appears showing the progress of your export.
Figure 4. Downloads widget for workflow-sent email list
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In the My Downloads dialog that opens, you can find the following tabs:
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Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.
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Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting
.
Figure 5. Downloading exported workflow-sent email list
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Once exported and downloaded, the XLSX file generated based on the workflow-sent email report becomes available on your computer.
A schema, each step of which represents a stage of a specific entity lifecycle in the system.
A workflow can be considered an instrument to help control various actions on system entities for the sake of accountability, as it limits the actions that can be performed on the entity associated with a workflow. This provides an additional tier of scrutiny, and the approval/rejection mechanism reduces the risk of unintended impact on sensitive resources and important information.
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For instance, in eTMF, the workflow dictates the procedure of file and folder management from the moment of upload to the approval stage; in CTMS, the workflow controls the process of creation, completion, and approval of a trip report; in EDC, the workflow covers the process of source document handling.