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FirmFlow

FirmFlow report fields glossary

The following table describes the FirmFlow report fields, the field definition, the report in which the field applies, search criteria, and the reports in which the results are available.
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, both Bulk Import Templates, Due Date reports (excluding the Due Date with responsibilities 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

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