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  • Product: GoFileRoom

Enable FirmFlow reports to show inactive users

GoFileRoom lets you generate reports to show inactive users. Follow these steps to enable this feature for your GoFileRoom database.
important
Don’t change the Info Field Reporting, Responsibility & Steps Reporting and Assignment & Steps Reporting workflow names. Altering the names of these workflows won’t provide the results when you run the reports.
  1. Sign in to GoFileRoom with an Administrator account that has access to
    Manage FirmFlow
    .
  2. Select a service type, workflows, and steps.
  3. Select the
    Info Field Reporting
     workflow.
  4. Clear the
    Disabled Workflow
     checkbox, and select
    Save
    .
  5. Repeat the previous steps for the Responsibility & Steps Reporting and Assignment & Steps Reporting workflows.
  6. Select the
    Configuration
     tab to enable access to the new reporting feature.
  7. Select a
    Service Type
     from the
    Service
     field, then select
    Workflows
     from the
    Category
     field.
  8. Choose one of the new workflows that you enabled previously, and enable access to the workflow for groups that should see inactive users.
    note
    Steps are needed to save, but selection is not important as this is not an actual workflow that will be used.
  9. Once you have selected the groups, select
    Save
    .
  10. Repeat the previous steps for the 2 additional new reports that you enabled, if needed.
  11. To view the new reports, sign in to GoFileRoom with an account that is a member of one of the groups to whom you granted reporting access.
  12. Access FirmFlow Reports, and select the
    WIP Detail (By User)
     report.
  13. Select a
    Service Type
    , and select one of the new Reporting workflows.
  14. Inactive users will be displayed, preceded by Inactive as shown in the following example.
    important
    An inactive user won’t appear in this report if FirmFlow user permissions are not enabled for that user.

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