View Collaboration Job Submissions

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows you to view transactions created for each action executed within a collaboration job.

To view the transactions within a collaboration job:

  1. Select Operations > Collaboration Jobs.
  2. Locate a collaboration job and click View.
  3. Select the Submissions tab to see the collaboration job's transactions and their basic information such as:
    • A transaction ID and a tracking code.
    • Form
    • Step name
    • Action name
    • Time submitted
    • Assignee
    • Submitter
    • Form status
    • A form status can be one of the following:

      • Abandoned - transactions that have been abandoned by the user, or based on the data retention policy.
      • Assigned - a task which is waiting to be completed by a user.
      • Completed - transactions that have been successfully submitted and contain all required data.
      • Opened - transactions that have been started by a user. When a transaction is created by a user (by starting a new form), the initial form status is set to opened. This status will be changed once the user saves, cancels, or submits the transaction.
      • Saved - transactions that have been saved by the user or automatically by the system.
      • Submitted - transactions that have been submitted but may require additional information (attachments, payment, etc.). Once the required data is collected, the transaction status will change to Completed. This status is not common for Maestro forms as all information, such as attachments and payments, are collected prior to the user submitting the form. Most Maestro forms would skip the Submitted status and be marked as Completed after the form is submitted by the user. This is a legacy feature.
      • Expired - a form used by this transaction has expired and is no longer available.
    • Delivery status
    • Time delivered
  4. Click ID, Tracking Code or View Transaction Details to check the details of the transaction.
  5. Click View PDF Receipt to view a form as PDF receipt.

Next, learn how to view collaboration jobs events.