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| Field name | Definition | Used in which reports | Available as search criteria | Available as results |
|---|---|---|---|---|
| Accountable User/Group | User or group currently assigned to a workflow | Both Tracking reports and User/Group Responsibility report | Both Tracking reports and User/Group Responsibility report | Both Tracking reports |
| Assigned on (Date/Time) | Date on which an assignment was made | Tracking reports | Tracking reports | Tracking reports |
| Assigned to (User/Group) | User or Group currently assigned to a workflow. Note: This field is dependent on Service Type | Both Tracking reports, Due Date reports, Aging report, Routing Summaries and all User reports | Both Tracking reports, Due Date reports, Aging report, Routing Summaries and all User reports | Both Tracking reports, Due Date reports (excluding By Responsibility reports), Aging report, Routing Summaries and all User reports |
| Assigned to (Y/N) | Indicator as to whether the item is currently assigned | Both Tracking reports and User/Group Responsibility report | Both Tracking reports | Both Tracking reports and User/Group Responsibility report |
| Assignment History (User/Group) | A user who has ever been assigned to a workflow is part of the Assignment History (see FirmFlow Routing History checkbox) | Both Tracking reports and User Audit report | Both Tracking reports and User Audit report | Both Tracking reports |
| Assignment History (Date/Time) | Date on which or date range in which a workflow was ever sent or received | User Audit report | User Audit report | None |
| Client Name | The name used for a client; uses lookup list | All | All | Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report |
| Client Number | The number used to identify a client; uses lookup list | All | All | Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report |
| Completed By (User/Group) | User who achieved last step of workflow | Both Tracking reports, Routing Summaries, and User reports | Both Tracking reports, Routing Summaries, and User reports | Both Tracking reports |
| Completed On (Date/Time) | Date and Time last step of workflow was completed | Both Tracking reports | Both Tracking reports | Both Tracking reports |
| Current Due Date | The date assigned to a deliverable at the time the report is run. This date can be the same as the Original Due Date but can be later if the Deliverable has been extended. | All | All | Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging report |
| Current Step | The current step for the workflow ( Initial, In Progress, Completed, and so on) | Aging, all Due Date reports, Routing, Tracking and User reports and WIP Detail (by Workflow) report | Aging, all Due Date reports, Routing, Tracking and User reports | Aging, all Due Date reports, Routing, Tracking and User reports and WIP Detail (by Workflow) report |
| Date Extended | Date on which a deliverable’s Due Date was extended | Both Tracking reports, all Due Date reports, all User reports, all Routing Summaries, and Aging report | Tracking reports, Due Date (by deliverable) Routing Summary (by Deliverable) | Both Tracking reports, all Due Date reports, all User reports, all Routing Summaries, and Aging report |
| Days at Step | Number of days: hours: minutes a workflow has remained at the current step, assigned to the current user | Both Tracking reports and Aging report | Both Tracking reports | Both Tracking reports and Aging report |
| Days between Routings | Number of days: hours: minutes a workflow has remained at the current step since the last routing | Both Tracking reports, Aging Report and User Audit report. | Both Tracking reports | Both Tracking reports, Aging Report, and User Audit report |
| Deliverables | Forms attached to workflows; this field uses the Deliverables lookup list. | Tracking by Deliverables report, Due Date by Deliverable reports, Due Date with Responsibilities report and Routing Summary by Deliverable | Due Date by Deliverable report and Tracking by Deliverable report | Tracking by Deliverables report, Due Date by Deliverable reports, Due Date with Responsibilities report and Routing Summary by Deliverable |
| E-File (Y/N) | Indicator that denotes whether the checkbox on the workflow deliverables to be electronically filed has been selected | Tracking (by Deliverable) report | None | Tracking (by Deliverable) report |
| Engagement Type | Based on the Service Type, the particular undertaking; Note: This file is dependent on Service Type | All | All | Both Tracking reports, Due Date reports, Routing Summaries User reports, and Aging Report |
| Extended (Y/N) | Indicates if a deliverable’s due date has been extended | Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report | None | Both Tracking reports, Due Date reports, Routing Summaries, User reports, and Aging Report |
| In Progress Only (checkbox) | Denotes steps to be filtered which have not been designated as Initial or Complete | Tracking Reports, User/Group Responsibility report | Tracking Reports, User/Group Responsibility report | None |
| Information Fields | User-defined fields created at workflow and folder levels. Note: These fields are dependent on Service Type | All | All | Both Tracking reports, Due Date reports, and Aging report |
| Original Due Date | Initial date assigned to a deliverable | Document Tracking report, Due Date by Deliverable reports, Due Date with Responsibilities Report and Routing Summary by Deliverable | Document Tracking report, Due Date by Deliverable reports, and Routing Summary by Deliverable | Document Tracking report, Due Date by Deliverable reports, Due Date with Responsibilities Report and Routing Summary by Deliverable |
| Period End | End of a reporting period for a particular Folder/Workflow | WIP Detail (by User), all Due Date reports, Routing Summaries, User reports | WIP Detail (by User), Due Date with Responsibilities reports, all Routing and User reports | Both Tracking reports, Due Date with Responsibilities reports, all Routing and User reports |
| PIC | Partner in Charge Note: This field is dependent on Service Type. | Both Tracking reports and User/Group Responsibility report | Both Tracking reports | Both Tracking reports and User/Group Responsibility report |
| PIC (Y/N) | Indicator of whether a partner in charge is assigned to a workflow | Both Tracking reports and User/Group Responsibility report | Both Tracking reports | Both Tracking reports and User/Group Responsibility report |
| Priority | The importance level assigned to a given workflow or deliverable: High (!), Medium (blank), or low (Â) | Both Tracking reports and Due Date with responsibilities reports | Both Tracking reports | Both Tracking reports and Due Date with responsibilities reports |
| Progress | Steps | None | None | None |
| Received From (User/Group) | The user who routed workflow or folder to the current Assigned To user | Both Tracking reports and User Audit report | Both Tracking reports | Both Tracking reports and User Audit report |
| Received On (Date/Time) | Date and time current Assigned To user was routed and assigned workflow or folder | Both Tracking reports and User Audit report | Both Tracking reports | Both Tracking reports and User Audit report |
| Responsible (User/Group) | Shows which users or groups are accountable for a workflow or deliverable at any given stage in the process | Both Tracking reports, Due Date with Responsibility, Routing and User reports | Both Tracking reports and Due Date with Responsibility reports | Both Tracking reports, Due Date with Responsibility, Routing and User reports |
| Responsible (User/Group) (Y/N) | Indicator as to whether a workflow or deliverable has Responsible Users or Groups assigned to steps | Both Tracking reports and User/Group Responsibility report | Both Tracking reports | Both Tracking reports and User/Group Responsibility report |
| Routing Notes | An indicator (&165;) for the presence of notes on a workflow | Due Date with Responsibilities reports | None | Due Date with Responsibilities reports |
| Routing Summary | Displays all steps a workflow has completed | Both Tracking reports, Routing Summaries, and User Audit report | Both Tracking reports | Both Tracking reports, Routing Summaries, and User Audit report |
| Sent on (Date/Time) | Date on which a workflow was sent to the assigned user | Both Tracking reports and User Audit report | Both Tracking reports | Both Tracking reports and User Audit report |
| Sent To (User/Group) | User of Group to whom a workflow was next assigned | Both Tracking reports and User Audit Report | Both Tracking reports | Both Tracking reports and User Audit Report |
| Service Type | Types of workflows (Tax or Assurance, for example) | All | All | Both Tracking reports, Sue Date reports, Routing Summaries, User reports, and Aging Report |
| Status | The existing condition a workflow has reached (In-Process, Awaiting Info, and so on) | Both Tracking reports, Aging, all Due Date reports, all Routing Summaries, and all User reports | All Routing Summaries and all User reports | Both Tracking reports, Aging, all Due Date reports, all Routing Summaries, and all User reports |
| Total Days at Step | Number of days : hours : minutes that a workflow has been at the current step, regardless of the user | Both Tracking reports and Aging report | Both Tracking reports | Both Tracking reports and Aging report |
| Total Days In-Process | Number of days : hours : minutes that a workflow has spent between the first and last steps of the workflow. Includes all routings with the exception of the first and last step | Both Tracking reports, Aging report | Both Tracking reports | Both Tracking reports, Aging report |
| Workflow | Name assigned to a particular routing of documents. Note: This field is dependent on Service Type | All | All | Both Tracking Reports, Due Date, Routing, User and Aging reports |
| Workflow Description | Description of a particular routing of documents | Tracking , Due Date, Routing, User and Aging reports | None | Both Tracking, Due Date, Routing, User and Aging reports |
| Workflow Steps | Like Current Step (described above), the particular stage a workflow has reached | WIP Detail (by User) | None | WIP Detail (by User) |
| Year | Reporting year for a particular folder or workflow | All | All | Both Tracking reports, Due Date reports, Routing Summaries, User reports and Aging report |
Related topic: FirmFlow reports