If you’re a system admin, product owner, champion or manager of Workfront users, you’ve probably been asked to demonstrate the value Workfront is bringing to your business. We’ve identified five key areas where your business can realize value. Workfront provides the ability to:
- Centralize work in one solution
- Manage work processes
- Review and approve digital work
- Govern compliance workflows
- Deliver client-facing services
We’ve created the Value Realization | Govern Compliance Workflows dashboard to help you realize value by providing reports that can be used for auditing purposes, especially in highly regulated industries. These reports are designed to support common compliance needs. For example, you can:
- Identify the correct system and group admins in your organization when you need assistance with processes or system information
- Easily search for key brand and compliance documents
- Provide documentation of an approval
- Ensure critical data is maintained on projects which may cause non-compliance and reporting issues if left blank
This dashboard is now available to install from your blueprints. Learn how to install this dashboard from blueprints.
A few things to note:
- The reports on the dashboard have been built to support the needs of a wide audience. It’s likely you will need to change the filters, views, and groupings in some reports. This is especially the case when it comes to filtering on status or date/time.
- You may not need all the reports, so feel free to remove them.
- All reports have tags in their descriptions for searchability:
- #governcomplianceworkflows
- #valuerealization
- Finally, we recommend making copies of these reports before editing in case you want to go back to the original reports.
The Govern and Compliance Workflows Reports:
- Active System Admins
- Use this report to identify active System Admins.
- Active Group Admins
- Use this report to identify active Group Admins.
- Documents Search for Brand, Compliance, and Governance Purposes
- Use this report to locate brand, compliance, and governance documents. Adding filters is recommended.
- Document Approval Audit
- Use this report to audit document approval decisions.
- Requests Pending Approval by Approval Process
- Use this report to identify pending issue approvals.
- Tasks Pending Approval by Approval Process
- Use this report to identify pending task approvals.
- Projects Missing Key Data
- Use this report to identify missing project data.
