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            How to Access the Action Center & View a Status Report on All Workflows

            Created by Amy Sara Price, Modified on Tue, 19 May at 12:12 PM by Amy Sara Price

            Trade Shield  |  Knowledge Centre WORKFLOWS

            How to Access the Action Center & View a Status Report on All Workflows

            ? 3 min read    5 steps

            1

            Navigate to Start a Workflow

            Log in to Trade Shield. In the left-hand navigation panel, scroll to the FABRIC WORKFLOWS section and click Start Workflow.

            TRADE SHIELD — START WORKFLOW

            app.tradeshield.ai/fabric/workflows/start
            T
            TradeShield Demo
            tradeshield-demo@inox...
            ⌂ Home
            CUSTOMERS
            ? Customers
            TASKS
            ☰ To Do
            FABRIC WORKFLOWS
            ▶ Start Workflow
            ? Workflow Overview
            PERFORMANCE
            ? KPIs & Trends
            ⚠ Risk View
            ? Delivery Export
            START WORKFLOW
            Select a workflow below to begin
            Technology that enables the digitisation of the credit application & approval process.
            Invoice
            Basic Credit Application
            This workflow is used for new credit applications.
            Start →
            Invoice
            Cash Application
            This workflow is used for cash applications.
            Start →
            Invoice
            Credit Onboarding
            A basic credit onboarding workflow.
            Start →

            ⓘ Tip: Start Workflow is found under FABRIC WORKFLOWS in the left sidebar — not under Customers or Performance.

            ↓
            2

            Click on the Department Workflow You Want to View

            The workflow selection screen will appear. Click the Start button on the department workflow you wish to view the Action Center for.

            TRADE SHIELD — SELECT A DEPARTMENT WORKFLOW

            app.tradeshield.ai/fabric/workflows/start ⚙   ?   □
            T
            TradeShield Demo
            tradeshield-demo@inox...
            ⌂ Home
            CUSTOMERS
            ? Customers
            TASKS
            ☰ To Do
            FABRIC WORKFLOWS
            ▶ Start Workflow
            ? Workflow Overview
            PERFORMANCE
            ? KPIs & Trends
            ⚠ Risk View
            ? Delivery Export
            START WORKFLOW
            Select a workflow below to begin
            Technology that enables the digitisation of the credit application & approval process.
            All ▼
            Search by title or description...
            ★ Show Favourites
            Invoice
            Basic Credit Application
            This workflow is used for new credit applications.
            ? 47 minutes
            Start →
            Invoice
            Cash Application
            This workflow is used for cash applications.
            ? 40 minutes
            Start →
            Invoice
            Credit Onboarding
            A basic credit onboarding workflow.
            ? 47 minutes
            Start →
            ↑ Click Start on your department's workflow
            ↓
            3

            Important: Do Not Search — Click the Trade Shield Logo in the Top-Left Corner

            You will land on the Trade Shield entity search page. Do not type anything into the search box. Instead, click the Trade Shield logo in the top-left corner of the white navigation bar.

            TRADE SHIELD — ENTITY SEARCH SCREEN

            app.tradeshield.ai/search
            TRADE SHIELD
            ← Click this logo
            Amy Price ▼
            I am searching for a
            Person
            Company
            In
            South Africa▼
            With name or registration number

            ⚠ Note: Do not type anything into the search box — this searches for a client entity. Click the Trade Shield logo in the top-left corner of the white nav bar instead.

            ↓
            4

            Click View Under the Action Center Tile

            The Fabric home screen shows four tiles. Click VIEW under the Action Center tile. Or go directly: https://app.fabricworkflows.com/admin/action-centre

            FABRIC — HOME SCREEN

            fabric.tradeshield.ai/home
            ▶ Select Process
            Kick off your configured workflows and automate the way your team works.
            VIEW
            ✕ Action Center
            Get an overview of all your workflows and take action where needed.
            VIEW
            ↑ Click VIEW here
            ? Client Account Management
            Manage clients, their workflows, roles, teams, departments, and workflow schedules.
            VIEW
            ? Auxiliary Teams
            Manage the teams that support Fabric clients and users.
            VIEW
            ↓
            5

            Click Status Report in the Top-Right Corner

            Once inside the Action Centre, click Status Report in the top-right corner. A modal will appear — select your Client Account, optionally enter a date range, then click Download.

            FABRIC — ACTION CENTRE & STATUS REPORT MODAL

            fabric.tradeshield.ai/action-centre ? Amy Price ▼
            TRADE SHIELD ⎯ ? Action Centre
            ⌂ Home
            ↓ Click here
            Status Report
            Overdue (918)
            All Other (398)
            Status Report
            Client Account
            Trade Shield (Pty) Ltd ▼
            Enter application start date range
            ✕ Cancel
            ↓ Download

            ⓘ Tip: Select your Client Account, optionally set a date range, then click Download to export the Status Report as an Excel (.xlsx) file.

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