In the energy vertical, workflows drive the activation and the termination of contracts. Each step a workflow goes through is a transition from one status to another. The Workflow list in Customer Care shows these transitions, and each workflow has its own page with its full history.
Workflow list
Go to Customer Care > Workflow. Each row is a transition that a workflow has gone through. The newest transitions come first. The columns are:
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Name: the workflow, for example an activation or a termination workflow.
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Action date: the date and time of the transition.
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Entity: the order line the workflow runs on. Click it to open the order line.
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Transition: the transition that took place.
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From and To: the status before and after the transition.
An activation workflow ends once the contract is active. A termination workflow ends once the contract is inactive.
Use the search bar above the list to find a value in the Name, Entity, Transition, From and To columns. You can also sort and filter each column.
Click a row to open the page of its workflow.
Workflow page
The top of the page shows:
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Generic workflow: the workflow.
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PoD: the point of delivery concerned. Click it to open the point of delivery.
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Entity instance code: the order line the workflow runs on. Click it to open the order line.
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Customer: the customer of the order.
The History table below lists every transition of this workflow, newest first, with its Action date, Name, Transition, From and To. The Action date and Name filters are shown by default, and you can also filter on the other columns.