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Check Workflow Request Status

Purpose​

This guide explains how to search for a previously submitted Workflow-based Request in PLEX and check its current approval or completion status.

Prerequisites​

  • You must be logged into PLEX.
  • You submitted a Workflow-based Request.

Steps​

  1. Go to plexonline.com and log in to your account.

  2. Press Ctrl + M to search for "based" in PLEX.

    Step 2 - Menu Search

  3. Choose "Workflow-based Request" in the menu search results.

    Step 3 - Menu Search Results

  4. Enter your search criteria to filter for your specific request.

    Step 4 - Search Criteria

  5. Locate your request in the search results and click to open the workflow details.

    Step 5 - Search Results

  6. Review the overall status of the workflow at the top of the page.

    Step 6 - Workflow Status Overview

  7. In Workflow Actions page, see who the current step is assigned to ("View Assigned Users"), and check whether it is Pending or Completed.

    Step 7 - Workflow Actions

Common Issues​

SymptomLikely CauseFix
Cannot find the requestIncorrect date range or filtersWiden your search date range and clear any unnecessary filters to ensure your request isn't hidden.
Status still shows "Pending"Waiting on an approverCheck the "View Assigned Users" in Step 6 to identify whose approval is needed next.
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