The following video shows you how to leverage workflow reporting in Flow. The transcript is also provided below. You can skip to any section in the video using the chapters feature.
Please note that in order to be able to access workflow reports, your Mira account must be set as either an "Admin" or "Owner" role. Learn more about roles and permissions.
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1. Viewing Completion Status
Once a workflow has been published and is started by an operator, the report will appear under the Reports section, as shown, with a status of “Started”.
The outcome of every report completed within an organization is also detailed here - whether it was abandoned, completed as compliant, or completed as non compliant. These reports can be filtered by folder, operator, or organized by name, operator, last updated, duration, or status.
2. Accessing Reports
To get more details into a completed workflow, open the report from within this section, by double clicking on the report line item as follows.
This action opens the workflow’s results history.
From within the workflow history we can view all the times the workflow in question has been completed on the left and by whom, when, and the status. Anytime the workflow is updated, it will continue to be reported here as a new version.
3. Accessing Reports - Downloading PDF
It is possible to review the aggregated results of each workflow from this view. It is also possible to access each as an exported PDF file. To do so, we can click on the “Download report PDF” button in the top right corner.
This will save a copy of that operator’s workflow’s results to the computer.
4. Reviewing Reports - Workflow History
On the right of this view are details of each run-through of the workflow available for review: the steps, the inputted response by the operator at each step, the time taken per step, and the overall time taken for the workflow. Also shown here is the version history of the workflow.
It is also possible to review the aggregated results over time at each step by selecting the “summary” button on the right. This feature allows us to identify when anomalous results may occur outside of an expected threshold. Perhaps it might be the time taken to complete the step, or a result such as answering yes to whether there is a safety concern during a pre-start checklist.
Selecting this button will open the following modal. Here in the main window will display a total count of step responses in the top right. This default view will display each result in a list view, with completed date, input, operator, completion time and status information.
5. Reviewing Reports - Dynamic Chart Of Time To Completion
On the left are some additional options. The first option is to view the time taken to complete each step.
Selecting this will open a chart of the historical step results, identified by their final status - whether compliant or non compliant - and plotted by when it was completed on X axis. Most recent results populate to the left, and oldest to the right. The time taken to complete is documented on the Y axis. Each dot can be hovered over to view a summary of the response time, date completed, and operator. Clicking on a dot will return to the original report the result was captured in.
We can select upper and lower “time” thresholds to filter the graph’s results, specifically for desired or anomalous ranges. For example, if we were running Time In Motion studies at a logistics facility, we may wish to set a threshold to help identify only those runs which exceeded the expected baseline and determine potential process improvements.
6. Reviewing Reports - Accessing Captured Media
The next selectable option down on the left is to view captured media at each step. This allows us to access all the images captured - or referenced - at a particular step. Each image can be downloaded. With this we have a historical visual reference for the step, which for example could be used to track the ongoing condition of a piece of equipment over time.
7. Reviewing Reports - Accessing Flagged Media
The last option on the left is to view any flagged media captured by the operator. Each step with a flagged event will display an orange flag icon alongside the status, to alert the back office team who manage checklists and reports.
Flagged items can be video clips or images, which an operator can capture at any step as a way to feedback information to management or back office which falls outside of information captured through following the current steps of the workflow. For example, if an operator arrives on the job expecting to visually inspect a running machine but finds it has been shut down, they can use flagging to video log this unexpected event. Flagged video clips and images can be accessed and downloaded from here, by right clicking and saving as.
8. Automating Email Sending Of PDF Report
We can also schedule PDF reports to be sent to specific members of our Enterprise. This feature enables the Mira platform to push the results of workflows to those people who need access to it, when they need it.
To do this, we select the Workflow from within the Collection view as follows. To the bottom right, there is a section titled “Autosend Reports”.
We have the ability to either select “All Completed Workflows”, or “Non Compliant Workflows”. This allows us to filter only those reports which may require corrective action to be sent. From the drop down list below, we can select individuals from a list of the users associated with the Organization’s Mira Enterprise account.
Once selected, those named users will be sent the PDF report anytime moving forward, whether as non compliant, or all workflows.