Workflow screens
Detailed reference for each Workflow screen used by the user journeys. Labels are quoted exactly as they appear in the interface. Content was observed on 2026-10-08 (Workflow interface 5c2a9a8, service 765d526) and again on 2026-10-09 in DEV, inside the Cogneris Platform, during the pilot review (XTRAK-2251); the text was checked against the interface 65c117e and service 4a548b7. Items marked From the product, not walked are described from the product but the action was not carried out; items marked Not observed were not checked.
Screenshots are not included in this edition.
Review queue
Review documents one at a time. Used by Review a document and Return a document for correction.
| How to get here | Menu Operations › Human Review, then a queue card |
| Who sees it | Profiles with review access, allocated to the queue |
| Content status | Observed |
Queue cards. Under Pick a queue to start reviewing its documents., one card per queue with the number of documents waiting (for example All, Unidentified). The link Awaiting requester correction is at the top.
Document view.
| Element | What it does | Reversible? |
|---|---|---|
| Approve (✓) | Approves the document | No |
| Reject (✗) | Opens the reason box | — |
| Describe what is missing or wrong… | Reason for rejection. Required. | — |
| Confirm reject | Rejects the document with the reason | No |
| Open dossier | Opens the review dossier | — |
| Return to requester | Opens the return confirmation. Enabled only for a process from the Portal with at least one rejected and at least one undecided document, while the review waits for a decision; otherwise disabled with the reason shown under it | — |
| Confirm return | Closes the review, approves the undecided documents by omission and returns the process to the requester | No |
| Cancel (return confirmation) | Closes the confirmation without changing anything | Yes |
| Zoom in, Zoom out, Rotate, Reset view | Change the preview only (toolbar above the preview, with the zoom level, for example 100%) | Yes |
| Classify document | Shown for a document of unknown type: This document could not be identified. Pick its type to send it on for field review., with one button per document type (for example Selfies) | No |
States.
| State | How it looks |
|---|---|
| Document open | Name, position counter (1 / 1), preview and decision buttons |
| Queue empty | No documents to review right now. |
| Reason missing | Confirm reject does nothing; no message is shown |
| Return available | Return to requester enabled |
| Return confirmation | N rejected document(s) will be sent back for the requester to correct. M pending document(s) will be APPROVED BY OMISSION, without being reviewed. (N and M are the counts), Confirm return, Cancel |
| Return unavailable | Return to requester disabled, with one of: This process did not come from the Portal, so there is no requester to return it to. Use Reject. · Reject at least one document before returning the process to the requester. (observed) · Every document is already decided; the process is closed automatically. · This review is not open for your decision (finished, or in review by someone else). — shown when the review no longer waits for a decision |
| Return failed | Could not return the process to the requester. or the service's reason, which may be in Portuguese — for example when another reviewer holds the review (Documento em avaliação por …) or your access is limited to specific queues (Avaliação em massa indisponível…); the button is enabled in both cases |
| Return done | The service's confirmation, in Portuguese, with the count of documents approved by omission (Processo devolvido ao solicitante…); in English only Process returned to the requester. |
Consequences. Opening a document reserves it for you; leaving releases it. When every document of the process is decided, the review closes and the process moves on, is returned to the requester, or ends as failed. Confirm return closes the review before that: undecided documents are approved by omission and recorded as such in the dossier timeline, and the process is returned to the requester. A review that already has a rejection and gets no new decision for 24 hours closes the same way by itself, recorded as a System event.
From the product, not walked: the return confirmation, Confirm return and the Return done and Return failed states. The disabled state with Reject at least one document… was observed.
Not observed: approving, choosing a type under Classify document, correcting extracted fields, what another reviewer sees while a document is reserved, and what a reviewer outside the queue sees.
Review dossier
The full history of one review, and the place for comments.
| How to get here | Open dossier from the review queue, from Awaiting requester correction, or from Run detail |
| Who sees it | Reviewers |
| Content status | Observed |
| Area | Content |
|---|---|
| Header | Review dossier, workflow name, review status (for example Awaiting approval) |
| Timeline | Every event with date, time and author: Review claimed, Claim released, decisions, comments, Approved by omission, Returned to requester, Review closed |
| Earlier attempts | No earlier attempts found. when there are none. A list with entries was not observed. |
| Comment | Text box. Comments cannot be edited or deleted. |
| Document | Whole process or one document of the process |
| Mentions | People you can notify: queue members and previous reviewers |
| Save comment | Saves the comment; the page shows Comment saved. |
Not observed: the notification received by a mentioned person.
Awaiting requester correction
Processes returned to the requester and not yet resubmitted.
| How to get here | Operations › Human Review › Awaiting requester correction |
| Who sees it | Reviewers allocated to the queue of a returned document |
| Content status | Observed |
| Column | Content |
|---|---|
| Workflow | The process subject, or the workflow name when the process has none |
| Returned at | Date and time the review closed as returned |
| Waiting (hours) | Time since then; longest wait first |
| Returned submission round | Correction round, — for the first |
| Timeline | Open dossier |
The subtitle reads Time since the process was returned, shown for reference. Actions: Refresh, Queues (back to the queue cards). Only processes that came from the Portal appear here.
Start Workflow dialog
Start a process by uploading documents. Administrator and technical profiles only.
| How to get here | Administration › Flow Configuration › Start on a published workflow |
| Content status | Observed |
| Field | Required | Accepted |
|---|---|---|
| Documents to process | Yes | PDF, images (PNG/JPG/TIFF/BMP), DOC/DOCX, XLS/XLSX, CSV or TXT — up to 50 MB each |
| Message | When |
|---|---|
| Select at least one document. | Start with no file |
| Starting… (button) | While documents are prepared — about 40 s observed for one page |
After Start, the Runs page opens and the new run is listed. A process started here has no requester.
Runs
Every run of every workflow. Administrator and technical profiles only.
| How to get here | Menu Operations › Processes |
| Content status | Observed (Table and Kanban views) |
| Area | Content |
|---|---|
| Workflow cards | Under Select a process to see its runs., In progress and Completed / errored counts per workflow |
| Runs table | One row per run (newest first) with workflow version and start time, one column per phase: ✔ completed, ✋ waiting for review, ✗ failed or rejected |
| Kanban | One column per phase plus Completed and Failed, each with its count; a card waiting in a review phase has Review, a failed card shows its error and Details |
| Run detail | Dialog with Workflow, Run ID, Documents (for example 2 total, 1 failed), Error (for example returned_to_requester), View executed flow, and Steps (phase, status, started, completed), with Open dossier for review steps |
| Actions | Refresh, Back to processes, Table / Kanban, Try again, View executed flow |
| Action | Effect | Note |
|---|---|---|
| Try again | Runs the failed phase again (The phase will run again shortly.) | Not offered when the review phase ended with a reviewer's rejection or a return to the requester (observed on a returned run); the service also refuses it. Still offered when a review phase failed for a technical reason. |
| View executed flow | Button in Run detail; what it opens was not observed | — |
Last reviewed 2026-10-09 · Version 1.1.0 · Owner: product-documentation