The Workflow Overview section is located in the left-hand navigation menu under the Fabric Workflows group. This is where you can locate any credit application and see exactly where in the workflow process it currently sits.

Navigate to: Left Menu → Fabric Workflows → Workflow Overview

LEFT NAVIGATION MENU

ⓘ Tip: If you cannot see the Fabric Workflows section in your menu, contact your system administrator to confirm you have the correct access permissions.

Once inside the Workflow Overview, use the Search bar at the top of the left panel to find the workflow or credit application you are looking for.

Once you have found it, click on the workflow in the list — the full details will load on the right-hand side of the screen.

WORKFLOW OVERVIEW — SEARCH & SELECT

Once a workflow is selected, the right-hand panel provides you with the following key information at a glance:

The blue action buttons at the top of the right-hand panel give you the tools you need to manage a workflow. Below is what each button does:

↻ Reassign — when to use it

The Reassign button is extremely useful and can be used any time before Final Approval 1. Once an application is with a certain team at your organisation, it cannot be re-assigned. Common scenarios where Reassign is helpful:

• You entered the incorrect email address when initiating the workflow
• You need to send the application to a different person
• The applicant says they did not receive the application email — re-assigning to the same email address will push it back to the top of their inbox

⚠ Note: Applications in Final Approval cannot be cancelled. Use the Open button to decline the application at that stage instead.

Directly below the action buttons, you will find two tabs — Overview and Assigned To. Scrolling down further reveals two additional important sections:

WORKFLOW DETAILS PANEL

ⓘ Tip: Only users who belong to the department currently assigned will be able to see and action the application at that stage.