How to Check Workflow History

This guide will walk you through the steps to check the history of a workflow. By reviewing the workflow history, you can track the progress, troubleshoot issues, and ensure that the workflow is performing as expected.

Step-by-Step Instructions:

1. Access Your Automation Tool

1. Login
   • Log in to your dashboard.
2. Navigate to Workflows
   • Find and click on the “Automation” section in the main menu.

2. Select the Workflow

1. Locate Your Workflow
   • Browse through the list of workflows and select the one you want to review.
2. Open Workflow Details
   • Click on the workflow name to open the workflow’s details page.

3. Viewing Workflow History

Open the History Section

• Access Enrollment History
  • Click on the “Enrollment History” tab to view the record of participants enrolled in the workflow.
• Access Execution Logs
  • Click on the “Execution Logs” tab to review detailed logs of each action executed within the workflow.

4. Review Workflow Actions

1. Examine Detailed Logs
   • Click on individual entries to view detailed logs, including timestamps, actions taken, and any errors encountered.

5. Identify and Troubleshoot Issues

1. Check for Errors
   • Look for any error messages or failed actions in the execution log.
   • Review the error details to understand the issue.
2. Analyze Patterns
   • Identify patterns or recurring issues that might indicate a broader problem with the workflow.

6. Take Corrective Actions

1. Edit Workflow
   • If you identify issues, go back to the workflow editor to make necessary adjustments.
2. Re-Test Workflow
   • After making changes, re-test the workflow with sample data to ensure the issues are resolved.

7. Document Findings

1. Note Key Observations
   • Document any key observations, issues identified, and corrective actions taken.
2. Report to Team
   • Share the findings with your team to keep everyone informed and ensure continuous improvement of the workflow.

Final Steps:

1. Regular Monitoring
   • Make it a habit to regularly check the workflow history to proactively identify and resolve issues.
2. Set Up Notifications
   • Consider setting up notifications for critical errors or actions to stay informed about the workflow’s performance.