diff --git a/site/guide/inventory/_remove-layout-view.qmd b/site/guide/inventory/_remove-layout-view.qmd
deleted file mode 100644
index 8401ffa09..000000000
--- a/site/guide/inventory/_remove-layout-view.qmd
+++ /dev/null
@@ -1,44 +0,0 @@
-
-
-
-
-
-
-:::: {.content-visible when-format="html" when-meta="includes.inventory"}
-2. Select the **[record type]{.smallcaps}** you want to remove a view for from the drop-down menu.
-
-3. Click **{{< fa bookmark >}} Select View**.
-
-4. Hover over the view you want to modify.
-
-5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view:
-
- - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments.
- - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view.
-
-::::
-
-
-
-:::: {.content-visible when-format="html" unless-meta="includes.inventory"}
-3. Click **{{< fa bookmark >}} Select View**.
-
-4. Hover over the view you want to modify.
-
-5. When the **{{< fa ellipsis-vertical >}}** appears, click on it to edit the name or description or to delete the view:
-
- - To edit a view, select **{{< fa pencil >}} Edit View**. Make your edits then click **Save Changes** to apply your adjustments.
- - To remove a view, select [**{{< fa trash-can >}} Remove View**]{.red}. Click **Yes, Delete View** to confirm permanent deletion of that view.
-
-::::
-
diff --git a/site/guide/inventory/_save-layout-view.qmd b/site/guide/inventory/_save-layout-view.qmd
deleted file mode 100644
index ea195d16d..000000000
--- a/site/guide/inventory/_save-layout-view.qmd
+++ /dev/null
@@ -1,21 +0,0 @@
-
-
-
-
-2. Click **{{< fa bookmark >}} Save View** to save your first view.
-
- To add subsequent saved views, click **{{< fa bookmark >}} Select View**.
-
-3. Select **{{< fa bookmark >}} Save New View**.
-
-4. On the Add New View modal that appears, enter the:
-
- - **[view name]{.smallcaps}**
- - **[description]{.smallcaps}** (optional)
-
-5. Click **Add New View** to create your saved view.
-
-
-
diff --git a/site/guide/inventory/customize-inventory-layout.qmd b/site/guide/inventory/customize-inventory-layout.qmd
index d5e4eed89..250efa80e 100644
--- a/site/guide/inventory/customize-inventory-layout.qmd
+++ b/site/guide/inventory/customize-inventory-layout.qmd
@@ -62,38 +62,15 @@ Once customized, you can save views for later application for each type of recor
### Manage custom inventory views
-:::{.callout title="Saved views are unique to you and do not display for other users in your organization."}
-
-While customizations to table views apply across all record types, saving a view only applies to that record type.
-
-:::
-
-::: {.panel-tabset}
-
-#### Save inventory views
-
-
-
-
You can save custom table configurations as a view to reapply at any time:
-1. Customize a table view for the **[record type]{.smallcaps}** you want to save a view for.[^7]
+#### Manage personal inventory views
- You can also apply filters or sorting before saving your view to include them in the view.[^8]
+{{< include /guide/shared/manage-views/_personal-views.qmd >}}
-{{< include _save-layout-view.qmd >}}
+#### Manage organization inventory views
-#### Edit or remove saved inventory views
-
-::: {.callout-important}
-Deletion of saved views is permanent.
-:::
-
-1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
-
-{{< include _remove-layout-view.qmd >}}
-
-:::
+{{< include /guide/shared/manage-views/_organization-views.qmd >}}
@@ -102,14 +79,10 @@ Deletion of saved views is permanent.
[^2]: [Customize table view](#customize-table-view)
-[^3]: [Working with the inventory](working-with-the-inventory.qmd)
+[^3]: [Working with the inventory](working-with-the-inventory.qmd#search-filter-and-sort-records)
[^4]: [Swap between views](#swap-between-views)
[^5]: [Manage inventory fields](manage-inventory-fields.qmd)
[^6]: [Manage custom inventory views](#manage-custom-inventory-views)
-
-[^7]: [Customize table view](#customize-table-view)
-
-[^8]: [Working with the inventory](working-with-the-inventory.qmd)
\ No newline at end of file
diff --git a/site/guide/shared/_work-with-filters.qmd b/site/guide/shared/_work-with-filters.qmd
index f98eda71a..893c54118 100644
--- a/site/guide/shared/_work-with-filters.qmd
+++ b/site/guide/shared/_work-with-filters.qmd
@@ -44,7 +44,7 @@ Value editor
:::: {.content-visible when-format="html" when-meta="includes.inventory"}
- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit.
- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable.
-- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use.
+- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group.
::::
@@ -55,11 +55,22 @@ Value editor
::::
-:::: {.content-visible when-format="html" when-meta="includes.workflows"}
+:::: {.content-visible when-format="html" when-meta="includes.workflow.setup"}
- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
::::
+:::: {.content-visible when-format="html" when-meta="includes.workflow.view"}
+::: {.pl4 .pr3}
+Inventory
+
+- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit.
+- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable.
+- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group.
+:::
+
+::::
+
:::: {.content-visible when-format="html" when-meta="includes.all"}
:::: {.columns}
@@ -68,7 +79,7 @@ Value editor
- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit.
- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable.
-- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use.
+- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group.
:::
::: {.column width="50%" .pl4 .pr3}
@@ -83,15 +94,28 @@ Value editor
::::
-::: {.column width="100%" .pl4 .pr3}
-[Workflow Filters]{.small-text}
+:::: {.columns}
-- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
+::: {.column width="50%" .pl4 .pr2}
+[Workflow View Filters]{.small-text}
+Inventory
+
+- **[record information]{.smallcaps}** — One of the inventory record fields always created by {{< var vm.product >}}, such as the Business Unit.
+- **[stakeholders]{.smallcaps}** — Record Owner, Record Developer, or Record Validator, or custom stakeholders if applicable.
+- **[record fields]{.smallcaps}** — One of the organization-specific inventory record fields you added for your own use, by field group.
+:::
+
+::: {.column width="50%" .pl4 .pr3}
+[Workflow Setup Filters]{.small-text}
+
+- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
:::
::::
+::::
+
3. From the operator dropdown, select one of:
[Available operators update based on the field selector]{.small-text}
diff --git a/site/guide/shared/manage-views/_organization-views.qmd b/site/guide/shared/manage-views/_organization-views.qmd
new file mode 100644
index 000000000..1c866adb5
--- /dev/null
+++ b/site/guide/shared/manage-views/_organization-views.qmd
@@ -0,0 +1,74 @@
+
+
+::: {.callout}
+To publish a saved personal view to your organization, you must have permissions to manage shared workflow timeline views.^[[Manage permissions](/guide/configuration/manage-permissions.qmd)]
+:::
+
+::: {.panel-tabset}
+
+### Share views with your organization
+
+:::: {.content-visible when-format="html" when-meta="includes.workflow.view"}
+1. Save a personal workflow timeline view.^[[Manage personal timeline views](/guide/workflows/working-with-workflows.qmd#manage-personal-timeline-views)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.inventory"}
+1. Save a personal inventory view.^[[Manage personal inventory views](/guide/inventory/customize-inventory-layout.qmd#manage-personal-inventory-views)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.artifacts"}
+1. Save a personal artifact view.^[[Manage personal artifact views](/guide/validation/customize-artifact-layouts.qmd#manage-personal-artifact-views)]
+
+::::
+
+2. Select **My Views (#)**.
+
+3. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+4. Hover over the name of the view you want to share with your organization.
+
+5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa upload >}} Publish to Organization**.
+
+6. (Optional) Edit the [view name]{.smallcaps} and [description]{.smallcaps} for your shared view.
+
+7. Click **{{< fa upload >}} Publish View** to share your view with your organization.
+
+### Unshare or remove saved organization views
+
+#### Unshare saved organization views
+
+To unshare a saved organization view:
+
+1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+2. Select **Organization (#)**.
+
+3. Hover over the view you want to remove from shared organization access.
+
+4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa download >}} Unpublish**.
+
+5. Click **Yes, Unpublish View** to confirm removal of the view from shared organization access.
+
+#### Remove saved organization views
+
+To remove a saved organization view:
+
+::: {.callout-important}
+Deletion of saved views is permanent.
+:::
+
+1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+2. Select **Organization (#)**.
+
+3. Hover over the view you want to remove from your organization.
+
+4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa trash-can >}} Remove View**.
+
+5. Click **Yes, Remove View** to confirm permanent deletion of that view.
+
+:::
\ No newline at end of file
diff --git a/site/guide/shared/manage-views/_personal-views.qmd b/site/guide/shared/manage-views/_personal-views.qmd
new file mode 100644
index 000000000..b4dc370bf
--- /dev/null
+++ b/site/guide/shared/manage-views/_personal-views.qmd
@@ -0,0 +1,96 @@
+
+
+::: {.panel-tabset}
+
+### Save personal views
+
+:::: {.content-visible when-format="html" when-meta="includes.workflow.view"}
+1. Apply a search or filters to the workflow timeline.^[[View all workflow executions](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.inventory"}
+1. Customize a table view for the **[record type]{.smallcaps}** you want to save a view for.^[[Customize table view](/guide/inventory/customize-inventory-layout.qmd#customize-table-view)]
+
+ You can also apply filters or sorting before saving your view to include them in the view.^[[Working with the inventory](/guide/inventory/working-with-the-inventory.qmd)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.artifacts"}
+1. First, customize an artifact layout.^[[Customize artifact layouts by type](/guide/validation/customize-artifact-layouts.qmd#customize-artifact-layouts-by-type)]
+
+ You can also apply filters or sorting before saving your view to include them in the view.^[[View and filter artifacts](/guide/validation/view-filter-artifacts.qmd#filter-and-sort-artifacts)]
+
+::::
+
+2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+3. Select **My Views (#)** and click on **{{< fa bookmark >}} Save New View** to create your saved view.
+
+4. Enter in the **[view name]{.smallcaps}** and **[description]{.smallcaps}** for your saved view.
+
+5. Click **Add New View** to save your saved view.
+
+:::: {.content-visible when-format="html" when-meta="includes.workflow.view"}
+Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization workflow timeline views](/guide/workflows/working-with-workflows.qmd#manage-organization-timeline-views)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.inventory"}
+Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization inventory views](/guide/inventory/customize-inventory-layout.qmd#manage-organization-inventory-views)]
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.artifacts"}
+Once you've created a saved personal view, you can share it with others in your organization.^[[Manage organization artifact views](/guide/validation/customize-artifact-layouts.qmd#manage-organization-artifact-views)]
+
+::::
+
+
+### Edit or remove saved personal views
+
+::: {.callout-important}
+Deletion of saved views is permanent.
+:::
+
+:::: {.content-visible when-format="html" unless-meta="includes.artifacts"}
+
+1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+2. Select **My Views (#)**.
+
+3. Hover over the name of the view you want to edit or remove.
+
+4. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select:
+
+ - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits.
+ - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view.
+
+::::
+
+
+:::: {.content-visible when-format="html" when-meta="includes.artifacts"}
+#### Edit or remove validation issue views
+
+To modify a saved validation issues view:
+
+1. In the left sidebar, click **{{< fa triangle-exclamation >}} Validation Issues** for a list of validation issues across all records.
+
+{{< include /guide/validation/_remove-artifact-view.qmd >}}
+
+#### Edit or remove all other artifact type views
+
+To modify a saved view for all other artifact types:
+
+1. In the left sidebar, click **{{< fa border-all >}} Artifacts** for lists of other artifact types across all records, then select an artifact type^[[Manage artifact types](/guide/validation/manage-artifact-types.qmd)] for a list of that artifact type:
+
+ - Policy Exception
+ - Limitation
+
+{{< include /guide/validation/_remove-artifact-view.qmd >}}
+
+::::
+
+:::
\ No newline at end of file
diff --git a/site/guide/validation/_remove-artifact-view.qmd b/site/guide/validation/_remove-artifact-view.qmd
new file mode 100644
index 000000000..6fa4ae176
--- /dev/null
+++ b/site/guide/validation/_remove-artifact-view.qmd
@@ -0,0 +1,14 @@
+
+
+2. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+3. Select **My Views (#)**.
+
+4. Hover over the name of the view you want to edit or remove.
+
+5. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select:
+
+ - **{{< fa pencil >}} Edit View** to edit the [view name]{.smallcaps} and [description]{.smallcaps}. Click **Save Changes** to apply your edits.
+ - [**{{< fa trash-can >}} Remove View**]{.red} to delete the view. Click **Yes, Delete View** to confirm permanent deletion of that view.
\ No newline at end of file
diff --git a/site/guide/validation/customize-artifact-layouts.qmd b/site/guide/validation/customize-artifact-layouts.qmd
index 47ac87c56..150fc3e61 100644
--- a/site/guide/validation/customize-artifact-layouts.qmd
+++ b/site/guide/validation/customize-artifact-layouts.qmd
@@ -7,6 +7,8 @@ date: last-modified
aliases:
- customize-model-findings-layouts.qmd
- /guide/model-validation/customize-artifact-layouts.html
+includes:
+ artifacts: true
---
Configure the information that displays by default on the list of all tracked artifacts for each artifact type.
@@ -66,49 +68,15 @@ Once customized, you can save a view for later application.[^7]
## Manage custom artifact views
-:::{.callout}
-Saved views are unique to you and do not display for other users in your organization.
-:::
-
-
-### Save artifact views
-
You can save custom artifact configurations as a view to reapply at any time for each artifact type:
-1. First, customize an artifact layout.[^6]
-
- You can also apply filters or sorting before saving your view to include them in the view.[^8]
-
-{{< include /guide/inventory/_save-layout-view.qmd >}}
-
-### Edit or remove saved artifact views
-
-::: {.callout-important}
-Deletion of saved views is permanent.
-:::
-
-::: {.panel-tabset}
-
-#### Edit or remove validation issue views
-
-To modify a saved validation issues view:
-
-1. In the left sidebar, click **{{< fa triangle-exclamation >}} Validation Issues** for a list of validation issues across all records.
-
-{{< include /guide/inventory/_remove-layout-view.qmd >}}
-
-#### Edit or remove all other artifact type views
+#### Manage personal artifact views
-To modify a saved view for all other artifact types:
+{{< include /guide/shared/manage-views/_personal-views.qmd >}}
-1. In the left sidebar, click **{{< fa border-all >}} Artifacts** for lists of other artifact types across all records, then select an artifact type[^9] for a list of that artifact type:
+#### Manage organization artifact views
- - Policy Exception
- - Limitation
-
-{{< include /guide/inventory/_remove-layout-view.qmd >}}
-
-:::
+{{< include /guide/shared/manage-views/_organization-views.qmd >}}
@@ -125,8 +93,4 @@ To modify a saved view for all other artifact types:
[^6]: [Manage artifact fields](manage-artifact-fields.qmd)
-[^7]: [Manage custom artifact views](#manage-custom-artifact-views)
-
-[^8]: [Filter and sort artifacts](view-filter-artifacts.qmd#filter-and-sort-artifacts)
-
-[^9]: [Manage artifact types](/guide/validation/manage-artifact-types.qmd)
+[^7]: [Manage custom artifact views](#manage-custom-artifact-views)
\ No newline at end of file
diff --git a/site/guide/workflows/_review-workflow-history.qmd b/site/guide/workflows/_review-workflow-history.qmd
index 4fe3dbf90..cf1e0e979 100644
--- a/site/guide/workflows/_review-workflow-history.qmd
+++ b/site/guide/workflows/_review-workflow-history.qmd
@@ -3,7 +3,7 @@ Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
:::: {.content-visible unless-format="revealjs"}
-Review timelines of workflows running or previously run:
+Review timelines of workflows running or previously run on a specific record or artifact:[^view-all-workflows]
::: {.panel-tabset}
@@ -94,6 +94,10 @@ If workflows are running or have previously run on your artifact, you can:
- Active
- Scheduled
+[^view-all-workflows]:
+
+ To monitor workflows across your whole organization on a single timeline, refer to: [View all workflow executions](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions).
+
::::
diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd
new file mode 100644
index 000000000..bb7381c58
--- /dev/null
+++ b/site/guide/workflows/_view-workflow-executions.qmd
@@ -0,0 +1,148 @@
+
+
+:::: {.content-visible unless-format="revealjs"}
+Monitor every workflow execution across your organization on a single timeline:^[To view workflows from within a record or artifact, refer to: [Manage workflows](/guide/workflows/manage-workflows.qmd#review-workflows)]
+
+1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**.
+
+2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for:^[[Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd)]
+
+ - In the left column, workflows are grouped by inventory record.
+ - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.^[[Manage workflows](/guide/workflows/manage-workflows.qmd#edit-workflow-end-dates)]
+ - Use the buttons or keyboard shortcuts[^timeline-shortcuts-all] to control the timeline:
+ - **{{< fa magnifying-glass-plus >}}** — Zoom in
+ - **{{< fa magnifying-glass-minus >}}** — Zoom out
+ - **{{< fa arrow-left >}}** — Move earlier to the left
+ - **{{< fa calendar-days >}} Go to Today** — Focus on today
+ - **{{< fa arrow-right >}}** — Move later to the right
+ - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name.
+ - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.[^filter-criteria]
+
+
+
+::: {.callout-button .pl4 .nt4}
+::: {.callout collapse="true" appearance="minimal"}
+#### How do I create effective filters?
+
+{{< include /guide/shared/_work-with-filters.qmd >}}
+:::
+:::
+
+3. Click on any listed workflow to review the details of that specific workflow:
+
+ - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started.
+ - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.[^activity-notes]
+ - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime.
+ - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted on this view.
+
+[^timeline-shortcuts-all]:
+
+ ::: {.callout title="Timeline control shortcuts"}
+
+ - **Move timeline left or right** —
+ - Click and drag
+ - OR Shift + scroll wheel
+ - **Slow zoom in or out** —
Alt + scroll wheel
+ - **Quick zoom in or out** —
Ctrl + scroll wheel
+ :::
+
+[^filter-criteria]:
+
+ a. Filter by Inventory criteria. To learn more, expand **How do I create effective filters?**
+ b. Filter by Workflow criteria:
+ - By **Workflow Type**:
+ - Record
+ - Artifact
+ - By **Workflow Status**:
+ - Finished
+ - Active
+ - Scheduled
+
+[^activity-notes]:
+
+ Click **{{< fa chevron-down >}}** to reveal notes, and **{{< fa chevron-up >}}** to hide them.
+
+ [Transition workflows](/guide/workflows/transition-workflows.qmd)
+
+::::
+
+
+:::: {.content-hidden unless-format="revealjs"}
+Monitor every workflow execution across your organization on a single timeline:
+
+1. In the left sidebar, click **{{< fa arrow-right-arrow-left >}} Workflows**.
+
+2. Under the [record type]{.smallcaps} drop-down, select the type of record you want to view all workflow executions for:
+
+ - In the left column, workflows are grouped by inventory record.
+ - Workflows past their [expected end date]{.smallcaps} are color-coded in [red]{.red}.
+
+::: {.panel-tabset}
+
+#### Control the timeline
+
+Use the buttons or keyboard shortcuts to control the timeline:
+
+::::: {.columns}
+
+:::: {.column width="50%"}
+
+- **{{< fa magnifying-glass-plus >}}** — Zoom in
+- **{{< fa magnifying-glass-minus >}}** — Zoom out
+- **{{< fa arrow-left >}}** — Move earlier to the left
+- **{{< fa calendar-days >}} Go to Today** — Focus on today
+- **{{< fa arrow-right >}}** — Move later to the right
+
+::::
+
+:::: {.column width="50%"}
+
+::: {.pa3 .f7 .embed}
+- **Move timeline left or right** —
+ - Click and drag
+ - OR Shift + scroll wheel
+- **Slow zoom in or out** —
Alt + scroll wheel
+- **Quick zoom in or out** —
Ctrl + scroll wheel
+
+:::
+
+::::
+
+:::::
+
+#### Search the timeline
+
+**{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name.
+
+#### Filter the timeline
+
+**{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.
+
+:::
+
+3. Click on any listed workflow to review the details of that specific workflow:
+
+::: {.panel-tabset}
+
+#### Details
+
+Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started.
+
+#### Activity
+
+History of updates to the workflow on that record, including notes submitted during transitions.
+
+#### Artifacts
+
+[record workflows only]{.smallercaps .pink} Artifacts for that record created within the duration of that workflow's runtime.
+
+#### Workflow
+
+Overview of the entire workflow. The current workflow step is highlighted on this view.
+
+:::
+
+
+::::
diff --git a/site/guide/workflows/manage-workflows.qmd b/site/guide/workflows/manage-workflows.qmd
index f1c91bd77..5c4054746 100644
--- a/site/guide/workflows/manage-workflows.qmd
+++ b/site/guide/workflows/manage-workflows.qmd
@@ -8,7 +8,7 @@ aliases:
- /guide/model-workflows/manage-model-workflows.html
---
-Review workflows associated with your records or artifacts, and initiate or abort workflows configured for your organization on your records or artifacts.
+Review and manage workflows associated with a specific record or artifact, and initiate or abort workflows configured for your organization on that record or artifact.
::: {.attn}
diff --git a/site/guide/workflows/setting-up-workflows.qmd b/site/guide/workflows/setting-up-workflows.qmd
index 60ab40641..e374c1a1b 100644
--- a/site/guide/workflows/setting-up-workflows.qmd
+++ b/site/guide/workflows/setting-up-workflows.qmd
@@ -17,7 +17,8 @@ listing:
aliases:
- /guide/model-workflows/setting-up-model-workflows.html
includes:
- workflows: true
+ workflow:
+ setup: true
---
{{< include /guide/workflows/_set-up-workflows.qmd >}}
diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd
index 8174e9e96..b98a909e9 100644
--- a/site/guide/workflows/working-with-workflows.qmd
+++ b/site/guide/workflows/working-with-workflows.qmd
@@ -18,9 +18,48 @@ listing:
aliases:
- /guide/working-with-model-workflows.html
- /guide/model-workflows/working-with-model-workflows.html
+includes:
+ workflow:
+ view: true
---
Once customized, use workflows to transition your records into their appropriate next stages throughout your risk management lifecycles.
+::: {.attn}
+
+## Prerequisites
+
+- [x] {{< var link.login >}}
+- [x] Workflows have already been set up for use with your records or artifacts.[^1]
+- [x] You are assigned a role with sufficient permissions to view workflows.[^2]
+
+:::
+
+## View all workflow executions
+
+{{< include /guide/workflows/_view-workflow-executions.qmd >}}
+
+### Manage workflow timeline views
+
+Save searches and filters applied to the workflow timeline as a view to reapply at any time:
+
+#### Manage personal timeline views
+
+{{< include /guide/shared/manage-views/_personal-views.qmd >}}
+
+#### Manage organization timeline views
+
+{{< include /guide/shared/manage-views/_organization-views.qmd >}}
+
+
+## Work with workflows
+
:::{#workflows}
-:::
\ No newline at end of file
+:::
+
+
+
+
+[^1]: [Configure workflows](configure-workflows.qmd)
+
+[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
\ No newline at end of file
diff --git a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd
index e7d106a63..ecfb3bf89 100644
--- a/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd
+++ b/site/training/administrator-fundamentals/organizational-oversight-reporting.qmd
@@ -112,7 +112,48 @@ Already logged in and refreshed this module? Click [{{< fa chevron-right >}}]()
:::: {.columns}
::: {.column width="30%" .pr4 .f2}
-Review workflows
+Review workflow executions
+
+::: {.f5 .nt2 .pl2 .mb4}
+(Scroll down for the full instructions.)
+:::
+
+::: {.tc}
+[Learn more ...](/guide/workflows/working-with-workflows.qmd#view-all-workflow-executions){.button target="_blank"}
+:::
+
+
Try it **live** on the next page. {{< fa hand-point-right >}}
+
+:::
+
+::: {.column width="70%" .bl .pl4 .f4}
+
+{{< include /guide/workflows/_view-workflow-executions.qmd >}}
+
+:::
+::::
+
+## {background-iframe="https://app.prod.validmind.ai/workflows" background-interactive="true" data-preload="yes"}
+
+:::: {.slideover--b .three-quarters .auto-collapse-10}
+::: {.tc}
+**View all workflow executions**
+:::
+
+- Use the buttons or keyboard shortcuts to control the timeline
+- Use **{{< fa magnifying-glass >}} Search** to search the timeline.
+- Use **{{< fa filter >}} Filter** to filter the timeline.
+- Click on any listed workflow to review the details of that specific workflow.
+
+When you're done, click [{{< fa chevron-right >}}]() to continue.
+
+::::
+
+## {.scrollable}
+
+:::: {.columns}
+::: {.column width="30%" .pr4 .f2}
+Review workflows on records & artifacts
::: {.f5 .nt2 .pl2 .mb4}
(Scroll down for the full instructions.)
@@ -311,8 +352,8 @@ Organizational oversight & reporting
::: {.column width="70%" .bl .pl4 .f3}
In this final module, you learned how to:
-- [x] Track updates on models
-- [x] Review workflows and workflow history on models
+- [x] Track updates on records
+- [x] Review workflows and workflow history
- [x] Navigate the analytics dashboard
- [x] Create custom report dashboards and visualizations
@@ -321,7 +362,7 @@ In this final module, you learned how to:
::: {.f2}
-There is more that {{< var vm.product >}} can do to help you oversee models and unite your model risk management teams within one comprehensive tool:
+There is more that {{< var vm.product >}} can do to help you oversee records and unite your risk management teams within one comprehensive tool:
:::
::: {.tc}
diff --git a/site/training/assets/slides.scss b/site/training/assets/slides.scss
index 9e8fa5195..16bc95f07 100644
--- a/site/training/assets/slides.scss
+++ b/site/training/assets/slides.scss
@@ -59,6 +59,15 @@ section.has-dark-background a:hover {
color: #042426 !important;
}
+/* Quarto's revealjs theme forces to the presentation root font size,
+ which makes keyboard keys render much larger than surrounding bullet/body text.
+ Scale kbd down to inherit from its container so it matches text contexts like .f4/.f5. */
+.reveal .slide kbd {
+ font-size: inherit;
+ padding: 0.15em 0.4em;
+ vertical-align: baseline;
+}
+
.reveal .footer a {
color: #DE257E !important;
}