Review completed workflow activity for a fee
Use complete history to review the workflow activity associated with a miscellaneous fee after approval and processing activities have occurred. Complete history provides a high-level summary of completed workflow steps, helping you understand how a fee progressed through the system.
Complete history is useful when researching fee activity, reviewing completed transactions, or investigating how a fee moved through workflow processing.
Jump to what you want
Why it matters
Miscellaneous fees can pass through multiple workflow stages before processing is complete. Understanding the history of those completed activities provides a record of what occurred and helps establish accountability for fee processing.
Viewing complete history helps support:
- Transparency into completed workflow activities.
- Audit and compliance requirements.
- Historical review of fee-processing activity.
- Validation of workflow outcomes.
- Better oversight of assignment-related transactions.
Who it's for
- Program Office users
- Financial operations teams
- Fee approvers
- Users researching fee activity
- Users performing audits or workflow reviews
How it helps
Complete history provides visibility into the workflow activities associated with a fee.
Using complete history, you can:
- Review completed workflow steps.
- See how a fee progressed through workflow processing.
- Access details about specific workflow activities.
- Investigate historical workflow events.
- Drill into workflow steps for additional information.
- Review workflow activity associated with the fee lifecycle.
Understand complete history
Complete history provides a summary of completed workflow activities associated with a miscellaneous fee. Unlike approval history, which focuses on approval actions and participants, complete history provides a broader view of workflow activity associated with the fee. Use complete history when you need to understand the overall workflow progression for a fee rather than a specific approval action.
Information available in complete history
The Approval History page displays a summary of completed workflow steps associated with the fee.
Depending on your organization's configuration, information may include:
| Information | Description |
|---|---|
| Category | The type of workflow activity completed. |
| Status | The status of the workflow activity. |
| Result | The outcome of the workflow activity. |
| Completed Date | The date and time the workflow activity completed. |
| Historical Workflow Activity | Completed workflow actions associated with the fee. |
Drilling into workflow activity
You can drill into completed workflow activities to review additional information about a specific approval step or workflow phase.
From the View Approval Details page, you can:
- Review information about a specific workflow activity.
- Investigate individual approval steps.
- Access additional approval-related information.
- Continue drilling into workflow details associated with the selected activity.
- View the visual approval workflow associated with the selected step when available.
Important behavior
- Complete history focuses on completed workflow activity.
- Information available depends on the fee's workflow history.
- Workflow activity remains available after processing is complete.
- Additional detail may be available by drilling into individual workflow steps.
- User permissions may affect which information is available.
What this means
Complete history is most useful when you need to understand how a fee progressed through the workflow lifecycle.
For example:
- If a fee has already been processed, review the complete history to understand what occurred.
- If you need a high-level view of workflow activity, use complete history instead of approval history.
- If you need details about a specific workflow step, drill down into the activity from the complete history.
- If you need information about who approved a fee, use approval history instead.
Additional considerations
- Complete history is often used together with approval details and approval history.
- Complete history focuses on workflow progression rather than workflow design.
- Historical workflow activity remains available after processing is complete.
- Workflow diagrams provide configuration information, while a complete history provides actual workflow results.
How to view the complete history
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
To accomplish your task, complete these steps from your Enterprise dashboard.
- From the Simple Search option at the upper right of your dashboard, enter an assignment ID or a resource name for the assignment containing the fee you want to review. An Assignment page displays.
- From the Assignment Menu in the lower left corner, select View More > Misc Fee.
An Assignment Edit - Misc Fee page displays.
- Select the link in the Fee Status column for the fee you want to review.
A View Approval Details page displays.
- Select Complete History. ⚠️
What this does: Opens the completed workflow history associated with the fee.
Why this matters: Complete history provides a high-level view of workflow activity that has already occurred.
In simple terms: You're opening the fee's workflow history.
An Approval History page displays.
- Review the completed workflow activities associated with the fee.
- Optional. Select the link in the Category column to review details for a specific workflow activity. ⚠️
What this does: Opens detailed information about the selected workflow activity.
Why this matters: Reviewing individual workflow activities can help you understand what occurred during a specific phase of processing.
In simple terms: You're opening a detailed view of a workflow event.
A View Approval Details page displays.
From the View Approval Details page, you can:
- Review information about the selected workflow activity.
- Investigate the associated approval step.
- Access additional workflow details.
- Continue drilling into related workflow information.
- View the visual approval workflow associated with the selected activity when available.
- Select Return to go back to the Approval History page.
- TIP: If you opened multiple levels of workflow information, you may need to select Return more than once.
Final result
You can review completed workflow activity associated with a fee, investigate workflow progression, and access additional information about specific workflow events.
Key takeaway
Complete history provides a high-level view of the workflow activities associated with a fee and helps explain how the fee progressed through its lifecycle. Use it when you need to understand what happened during processing rather than who performed a specific approval action.
Frequently asked questions (FAQs)
What's the difference between complete history and approval history?
Approval history focuses on approval actions and participants. Complete history provides a broader view of completed workflow activity associated with the fee.
When should I use complete history?
Use complete history when you need to understand how a fee progressed through workflow processing.
Can I view details about a specific workflow activity?
Yes. Select the link in the Category column to review additional details.
Can I see approval information from complete history?
Some approval-related activity may appear in complete history, but approval history provides more detailed information about approval actions.
Can I investigate processed fees using complete history?
Yes. Complete history is particularly useful for researching workflow activity associated with processed fees.
Why don't I see the same information for every fee?
Available information depends on the workflow activity associated with the fee, your organization's configuration, and your permissions.
Can I see workflow configuration from complete history?
No. Complete history shows workflow results. Use the approval workflow diagram to review workflow design and configuration.
What should I use if I need to understand who approved a fee?
Use Viewing approval history to review approvers, approval actions, and approval outcomes.
Learn more
- About miscellaneous fees
- Tips on working with miscellaneous fees
- Understanding processing & statuses
- Adding a fee
- Adding a recurring fee
- Canceling a fee
- Reprocessing a fee
- Importing assignment miscellaneous fees
- Researching miscellaneous fee details
| Persona Program office users | Modules Contingent Staffing Services Procurement | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |