When viewing a ticket in TDNext that is in a workflow, you can see the name of the workflow, current step(s), and who they are assigned to on the right portion of the ticket details window:

In the above example, the ticket is:

• In the 'Non-Travel Employee/Student Reimbursement' workflow, shown under Workflow
• On one step in the workflow waiting to be completed, listed under Current Activities:
  • Reimbursement Acknowledgement
    • Choice Step
    • Assigned to Jack

Depending on your TDNext Technician access, you may not have the ability to act on steps assigned to others ('I acknowledge' or 'I do not acknowledge' in the choice step example above). If not, you would only see the 'Re-send Notification' option.

For a visual representation of workflow progress, click 'View Progress' in the Workflow module:

With this view, you can see the current step(s) highlighted in blue (Reimbursement Acknowledgement), the paths the workflow has taken to reach them, and the remaining paths eventually leading to a workflow completion of Approve or Reject.

Testing/Settings

It's recommended to use the 'View Progress' view when testing workflows and refreshing the window (F5) after completing steps to keep track and verify workflow paths are progressing as intended.

A new ticket with a workflow will be in the default status determined by your application (typically New) as any other ticket, but may change statuses based on the workflow settings once it reaches Approval or Rejection. For instance, the 'Non-Travel Employee Reimbursement' example above in the SSC Tickets application stays in New status upon approval, but changes to 'Workflow Choice Determined - Ticket Closed' if a Rejection is reached:

Back to top (Technicians)