I want to perform an advanced workflow item search

  • If you have dual administration set up in Commercial Banking Online, every administrative action taken by a Primary Administrator must be approved by another Primary Administrator. Every administrative action taken by an Administrator must be approved by a Primary Administrator or another Administrator. Actions taken by users who do not have an administrative role must be approved by two Administrators.

    If you have single administration set up in Commercial Banking Online, actions taken by users who do not have an administrative role must be approved by an Administrator. 

    Some actions created by the Bank will also create a Workflow item that will need to be approved by a Primary Administrator. 

    Users who do not have an administrative role cannot view the Workflow screen. They can view their workflow items (generated by themselves or Administrators) via the Your workflow items link in the Commercial Banking Online Header.

    A workflow item is automatically created whenever an administrative action is taken and any workflow items you need to approve, amend, reject or cancel are displayed as rows in the Workflow section of your Administration page. If you can’t see those workflow items on which you want to take action, you can find them by performing a search

    1. On your Administration page, click Search workflow to display the Search screen.
    2. Click Advanced search to display the advanced search fields.
       Advanced search
    3. Enter or select the advanced search terms you want to use.
      • Action type. Select the type of action that the workflow item you are looking for was created to complete.
      • Created by. Enter the username of the person who created the workflow item.
        If you’re unsure of their exact username, try a wildcard search.
      • Last action by. Enter the username of the person who last created, approved, amended, cancelled or rejected the workflow item you are looking for.  
        If you’re unsure of their exact username, try a wildcard search.
      • Last action date. Select the earliest and latest dates when action would’ve been taken on the workflow item by clicking Calendar icon and selecting the dates required.
        The From and to dates should be less than or equal to today’s date. The to date must be equal to or greater than the From date .
      • Action group. Select whether the workflow item you are looking for is a Security settings management, Security device management, user or replacement Security device order action.
    4. When you’re ready, click Search to display the search results.
      Everything that matches the search terms you entered will be displayed in the Search results.
       Search results
      If nothing matches the search terms you entered or you can’t see what you want in the search results, click Search again to try another search. Try entering fewer search terms to get more search results.

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