Working with Workflow Activities

The Activities category view of Workflow Console displays the activities that you have been assigned as potential owner or business administrator, and that have a state of started. From the Activities category view, you can perform the following tasks:
  • claim an activity
  • add comments to an activity
  • change values of properties
  • release an activity
  • mark an activity completed
  • view the history log for an activity
  • view dashboard reports
To complete an activity, follow these steps:
  1. From the Activities category view, select an activity name, and click Claim the activity to claim an activity.
    Note: You can select an activity name and click Release the activity to release an activity that you had previously claimed. Only a SAS administrator or SAS Model Manager administrator can release an activity that has been claimed by another participant. For more information, see Releasing an Activity.
  2. (Optional) Enter a property value or change an existing property value in the Properties pane. For more information, see Editing Activity Properties.
  3. (Optional) Double-click an activity to view the activity details. From the activity details view you can modify activity properties or perform the model management tasks that are associated with the activity.
    Note: If you did not claim the activity from the Activities category view, you can select the Claim check box in the activity status bar.
    The following actions can be performed from the activity status bar.
    • Select the information button to view the description of the activity. The description window can contain a brief description of the activity or special instructions.
    • If you have no other actions to perform for the activity, you can select a status to complete the activity, and click Update and Close. The workflow process continues to the next activity.
    • Click Close if you want to return to the Activities category view without updating the status of the activity.
    For more information about the model management tasks that might be available, see SAS Workflow Model Management Components.
  4. (Optional) Add a comment to the activity using the Comments pane. For more information, see Working with Comments.
  5. Select a status value to complete the activity. The workflow process continues to the next activity.
    Activity Status Menu
  6. Repeat steps 1 through 4 until the workflow process has been completed.
From the Activities category view you can also view the dashboard reports for all projects. Click View dashboard reports to view the dashboard reports in a browser window.