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Incomplete Workflow Dashboard

Where to Find It​

Incomplete Workflow Dashboard location in the Dashboards menu

Panels​

Incomplete Workflow Dashboard panels

Workflow Types​

  • CC Flow
  • Delivery Flow
  • Loan Car Swap Flow
  • PRI Flow
  • Recto Flow
  • Rental Only Pick-Up

Every panel below excludes Cancel and Rejected claims.

1. Master Movements Dashboard​

All movements created by a movement workflow show up here — every workflow type is included. Total count of all movements, any status.

Criteria: Booking date is not null.

On Click: Opens the report Master_Movements_Report. Clicking a record redirects to the Movement Details page.

2. Total Active Movements​

Movements booked and still in progress.

Criteria: Booking date and time is not null and Completed date and time is null.

On Click: Opens the report Total_Active_Movements. The Complete Movement action button redirects to the Movement Details page.

Total Active Movements report

3. Current Day Master Movements​

All movements booked today.

Criteria: Same as Master Movements Dashboard, booking date and time is today.

On Click: Opens the report Current_Day_Master_Movements. The Complete Movement action button redirects to the Movement Details page.

Current Day Master Movements report

4. Current Day Active Movements​

Today's movements still in progress.

Criteria: Booking date and time is today and Completed date and time is null.

On Click: Opens the report Current_Day_Active_Movements. The Complete Movement action button redirects to the Movement Details page.

Current Day Active Movements report

5. Movements Not Started​

Movements past their booking time that haven't started yet.

Criteria: Booking time has passed and movement stage not started.

On Click: Opens the report Movements_Not_Started. The Complete Movement action button redirects to the Movement Details page.

6. Movement Not Completed​

Movements that started but haven't finished.

Criteria: Movement stage started but stage not completed, and booking time has passed.

On Click: Opens the report Movement_Not_Completed. The Complete Movement action button redirects to the Movement Details page.

7. Current Day - Movement Not Started​

Today's movements that haven't started yet.

Criteria: Same as Movements Not Started, booking date and time is today.

8. Current Day - Movement Not Completed​

Today's movements that started but haven't finished.

Criteria: Same as Movement Not Completed, booking date and time is today.

On Click: Opens the report Current_Day_Movement_Not_Completed. The Complete Movement action button redirects to the Movement Details page.

Current Day - Movement Not Completed report

9. Workflow Not Completed​

Workflows running more than 2 hours without finishing.

Criteria: Workflow start date and time is more than 2 hours ago and Workflow End date and time is null.

On Click: Opens the report Workflow_Not_completed. The Complete Movement action button redirects to the Movement Details page.

10. Workflow not Started - past 1 hour​

Movements booked more than 1 hour ago that still haven't started.

Criteria: Booking date and time is more than 1 hour ago, and Workflow Stage not started.

On Click: Opens the report Workflow_not_Started_past_1_hour. The Complete Movement action button redirects to the Movement Details page.

11. Internal Movement Not Completed​

This record contains all workflow movements and Internal Movement via Cliq/Kratos.

Criteria: Movement Status not equal to Completed.

On Click: Opens the report Internal_Movement_Not_completed. The Complete Movement action button redirects to the Movement Details page.

12. Internal Movement Not Completed - past 1 hour​

Same as above, overdue by more than 1 hour.

Criteria: Same as Internal Movement Not Completed, and booking time or vehicle pick up date time is more than 1 hour overdue.

On Click: Opens the report Internal_movement_not_completed_more_than_1_hour. The Complete Movement action button redirects to the Movement Details page.

13. New Job Pick Up​

Movements for new claim pick-ups.

Criteria: Movement Workflow Type is New Job Pick-Up (all Active and Completed movements are visible here).

On Click: Opens the report CC_Workflow_Report. The Complete Movement action button redirects to the Movement Details page.

14. Client Vehicle Delivery​

Movements for delivery jobs.

Criteria: Movement Workflow Type is Delivery (all Active and Completed movements are visible here).

15. Rental Only Pick-Up​

Movements for rental-only pick-up jobs.

Criteria: Movement Workflow Type is Rental Only Pick-Up (all Active and Completed movements are visible here).

On Click: Opens the report Rental_Only_Pick_Up. The Complete Movement action button redirects to the Movement Details page.

16. Loan Vehicle Swap​

Movements for loan car swap jobs.

Criteria: Movement Workflow Type is Loan Car Swap (all Active and Completed movements are visible here).

On Click: Opens the report Loan_Car_Swap_Workflow. The Complete Movement action button redirects to the Movement Details page.

17. Recto/PRI Pickup​

Movements for Recto or PRI pick-up jobs.

Criteria: Movement Workflow Type is Recto/PRI Pickup (all Active and Completed movements are visible here).

On Click: Opens the report Recto_PRI_Pickup_flow. The Complete Movement action button redirects to the Movement Details page.

18. Internal Movement​

All internal vehicle movement records.

Criteria: No filter applied — includes all records.

On Click: Opens the report Internal_Movements. The Complete Movement action button redirects to the Movement Details page.