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. On 2026-10-22 the field details of every section — and the new Runs kanban and Run detail sections — were checked against the Workflow interface source (f88c5c1) and service source (6703373); those details were not observed. 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 a review phase is set up is in the administrator manual, Manual Review.
| |
|---|
| 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. Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not 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.
Which cards appear:
| Card | When it is shown |
|---|
| All | Only to a reviewer who is not limited to specific queues; counts every document waiting |
| One card per queue | Every queue you work, with its count — also when it is 0 |
| Fraud review | Only while documents flagged as possible forgeries are waiting |
| Face conference | Only while face checks are waiting |
| Unidentified | Only while documents of unknown type are waiting |
Selecting a card opens that queue and its first document. The queue is kept in the page address, so a copied address opens the same queue. Documents are served oldest process first and, inside a process, in document order. A Review button on the Runs kanban opens the queue on that run's first undecided document; if it has none left, the next document of any queue opens instead.
Document view. The header shows the document name, Open dossier, the position in the process (for example 1 / 1) and, for a resubmitted process, Correction round: followed by the round number. Approve and Reject sit above the evidence, followed by Return to requester. The evidence below depends on the document — see Review panels.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Describe what is missing or wrong… | Reason for rejection, shown after Reject | Yes | Free text | Empty | None; Confirm reject stays disabled until it is filled in. The service answers Enter a note explaining the rejection. if it arrives empty. |
| Block this process … (CPF or CNPJ) | Also adds the process's tax number to the blocklist. Future matches are measured in shadow mode before enforcement. | No. Shown only when blocklist registration is enabled in this environment and the process carries a valid CPF or CNPJ. | Box | Not ticked | — |
| Block reason | Why the number is blocked. Shown once the box above is ticked. | Yes, with the box ticked | Select a reason, Document fraud, Identity reuse, Confirmed recidivism | Select a reason | Confirm reject stays disabled until chosen; The blocklist entry is invalid. Check the reason and the expiry date. |
| Valid until | Last day the block applies (until the end of that day, UTC) | Yes, with the box ticked | Date, tomorrow or later | Empty | Confirm reject stays disabled until a date from tomorrow on is set |
| Extracted fields (one box per field) | Corrects the value read from the document. The box is labelled with the field name and the reading confidence, for example 92%; a confidence below 80% is highlighted. | No | Free text. Dates show as dd/MM/yyyy HH:mm and are saved back in the format they arrived in. Values that are lists or groups of values are not shown. | The extracted value | The edited fields are not valid JSON. (from the service). Corrections are sent with Approve; there is no separate save. |
| label (one per crop) | Names a crop drawn on the document. Shown when the workflow has a Crops phase. | No | Free text | The detected label | — |
| Button | What happens | Who can use it | Reversible? |
|---|
| Approve (✓) | Approves the document, with any corrections to its fields or crops, and opens the next document of the queue | The reviewer holding the review | No |
| Reject (✗) | Opens the reason box | The reviewer holding the review | — |
| Confirm reject | Rejects the document with the reason (and adds the blocklist entry, if ticked), then opens the next document. Disabled until the reason — and, with the blocklist box ticked, the reason and date — are filled in. | The reviewer holding the review | No |
| Open dossier | Opens the review dossier | Every reviewer who sees the document | — |
| 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 | The reviewer holding the review; refused by the service to a reviewer limited to specific queues | — |
| Confirm return | Closes the review, approves the undecided documents by omission and returns the process to the requester | Same as above | No |
| Cancel (return confirmation) | Closes the confirmation without changing anything; Esc does the same | Everyone | Yes |
| Zoom in, Zoom out, Rotate, Reset view | Change the preview only (toolbar above the preview, with the zoom level, for example 100%). Zoom goes from 40% to 500%. With the preview selected, the keys + and − zoom, 0 resets, R rotates and the arrow keys move the document. | Everyone | Yes |
| Previous page, Next page | Turn the pages of a PDF of more than one page (1 / 3) | Everyone | 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 and Selfie. The document moves to that type's queue; it is not decided. | The reviewer holding the review | No |
| Save (crops) | Keeps the crops as drawn, so that Approve sends them. Drag on an empty area to draw a crop, drag a crop to move it, use its handles to resize it, or select × to remove it. | The reviewer holding the review | Until Approve |
| Open certificate (PDF) | Opens the certificate of an external consultation in a new tab | Everyone who sees the document | — |
| Show all answers, Show fewer answers | Show or hide the rest of the customer's answers in a VIES check | Everyone | Yes |
States
| State | How it looks |
|---|
| Document open | Name, position counter (1 / 1), preview and decision buttons |
| Loading | Loading the next document… |
| Queue empty | No documents to review right now. |
| Reason missing | Confirm reject stays disabled; 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 reason in your language — for example when another reviewer holds the review (Another reviewer is handling this review. Wait until it is released or the lock expires.) or your access is limited to specific queues (Reviewers assigned to specific queues cannot decide the whole process at once. Review each document individually.); the button is enabled in both cases |
| Return done | Process returned to the requester. N pending document(s) were approved by omission., or Process returned to the requester. when none were |
| Too many requests | Too many requests. Wait a few seconds and try again. with the seconds left; the decision buttons are disabled meanwhile |
Review panels
The evidence under the decision buttons depends on the document:
| Document | Panel | What it shows |
|---|
| Flagged as a possible forgery, or opened from Fraud review | Fraud review | The document, the level (Trusted, Needs review or Suspect) and This document was flagged as a possible forgery. You are judging whether it is genuine — not whether its values were read correctly. Then Risk level, Risk score, AI-generated likelihood (a percentage) and The score adds up every finding below, weighted by severity; the level is the band it falls in.; What was evaluated — each check (Content consistency, Image forensics, PDF structure, Provenance (C2PA), Duplicate and reuse, Submission history, Prompt injection, PDF signatures) with Passed, Flagged or Did not run and what it examines; Degraded coverage: and the checks that did not run; What the checks found — each finding with its severity (Informational, Low, Medium, High), what it means and its Evidence. A check or finding the screen does not know yet is shown by its code. |
| A selfie, or opened from Face conference | Face check | Approve if the person in the selfie is the person on the document. Reject — with a reason — if they are not. One row per compared document: Selfie, the verdict (Same person, Different person, Inconclusive, Not applicable or Not checked) with its score and reason, and the document. Rows with Different person come first. See Facematch. |
| A VIES check | VIES panel | Confirmed, Not confirmed or No answer with the number checked, and VIES lists only businesses registered for intra-EU trade. A company that trades only inside its own country is not listed, and that absence is not a failure. Then What the registry returned (Registered name, Registered address), What the customer declared (VAT number, flagged Does not match the number checked when it differs, and the other answers) and Proof of the check (Request date, Request number, or Not returned). See KYB. |
| Another external consultation | Consultation panel | Per consultation: its name, Answered, Not found or Failed, the date, and a Field / Value table (— when a value is absent) with Values are partially hidden to protect personal data.; Open certificate (PDF) or No certificate was issued for this consultation. |
| Of unknown type | Classify document | The document, the hint and one button per document type |
| Any other document | Fields panel | The document beside Document Type and the extracted fields; Document Processed Successfully when no field was extracted. With a Crops phase, the crop editor (Click and drag on an empty area to create a new crop. Drag a crop to move it, use the handles to resize it, or click x to remove it.); with a Split phase, the parts found, each with its type (or Document and a number) and its pages. |
Common problems
| Message | Cause | What to do |
|---|
| Failed to load pending reviews., or a technical message | The queues or the next document could not be loaded, or the queue in the address does not exist | Go back to Human Review and pick the queue again; if it persists, contact support |
| No documents to review right now. | Nothing waits in this queue for you | Pick another queue |
| Approve failed., Reject failed., Classification failed. | The decision failed for a reason the screen cannot word | Try again; if it persists, contact support |
| This review is no longer available: it was not found or was already processed. | Another reviewer or the system closed it meanwhile | Continue with the next document |
| This document has already been reviewed. | Someone decided it first | Continue with the next document |
| Another reviewer is handling this review. Wait until it is released or the lock expires. | Another reviewer has the process open | Wait, or work another document |
| This document belongs to a queue you are not assigned to. | Your access is limited to other queues | Ask an administrator to add you to the queue |
| Reviewers assigned to specific queues cannot decide the whole process at once. Review each document individually. | Return to requester decides the whole process | Decide each document; ask a reviewer with access to all queues to return it |
| This document is not part of this review., The document to decide was not specified. | The document no longer matches the review | Reload the queue |
| Enter a note explaining the rejection. | The reason arrived empty | Write the reason |
| Choose a document type. | No type was sent with Classify document | Pick a type |
| The edited fields are not valid JSON. | The corrections could not be read by the service | Undo the last correction and try again |
| This review has no documents to return. Use Reject. | Nothing in the review can go back to the requester | Use Reject |
| No document was rejected. Reject at least one item before returning the process to the requester. | The return was sent before any rejection | Reject a document first |
| Could not return the process to the requester. | The return failed for a reason the screen cannot word | Try again; if it persists, contact support |
| The blocklist is unavailable in this environment., Could not identify who is adding the blocklist entry., The blocklist entry is invalid. Check the reason and the expiry date., Could not register the blocklist entry; the rejection was not applied. | The blocklist entry was refused; the document was not rejected | Fix the reason or date, or untick the box and reject again |
| Too many requests. Wait a few seconds and try again. | Too many actions in a short time | Wait for the seconds shown |
| Failed to load document., Failed to render document., Preview not supported for type …. | The preview could not be shown | Decide from the extracted data, or reload |
| No document types available. Add templates first. | No document type exists to classify into | Ask an administrator to create document types |
| No detailed assessment is available for this document., This assessment predates the check roster — which checks ran was not recorded. | The fraud assessment is missing or older than the list of checks | Judge from the document itself |
| No selfie in this process., This document never arrived. | One side of the face comparison is missing | Reject with a reason, if the document is required |
| No registry check ran for this review., The registry did not accept the requester's identification, so this check is not a formal proof., The proof was not filed in the Document Center: | The VIES check did not run, is not a formal proof, or its proof was not stored | Decide from what the customer declared; report a missing proof to support |
| The certificate could not be opened., The consultation returned no data., No external consultation for this document. | The consultation has no certificate or data to show | Decide from the rest of the process |
| No segments detected for this document. | The Split phase found no parts | Decide from the document |
Consequences. Opening a document reserves it for you; leaving releases it. A reservation that is not released (for example, a closed browser) lapses on its own after 10 minutes, unless the service is set otherwise. 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; the dossier timeline shows it with Review event in place of an author, because the system, not a person, closed it.
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.
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|---|
| How to get here | Open dossier from the review queue, from Awaiting requester correction, or from Run detail |
| Who sees it | Reviewers. A reviewer limited to specific queues sees only processes with a document in those queues, and not the earlier attempts. |
| Content status | Observed. Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Header | Review dossier, the process subject (or the workflow name), review status (for example Awaiting approval; also Completed, Failed, Running, Pending, Skipped, Superseded) |
| Timeline | Every event, oldest first, with date, time and author — Review event when the system acted: Review claimed, Claim released, Document approved, Document rejected, Document classified, Comment added, Approved by omission, Returned to requester, Review closed. Under an event: the document it concerns, the comment, rejection note or chosen type, Mentions: with the people mentioned, and for Review closed its result (Approved, Rejected or Returned to requester). Loaded 50 at a time. |
| Earlier attempts | No earlier attempts found. when there are none. Otherwise, each earlier process of the same requester: subject · start date and time · status, how it was matched (Same document identifier (strong match), Same email address (may be shared) or Match type unknown) and Open dossier. 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. |
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Comment | The comment, stored in the timeline | Yes | Plain text, up to 4,000 characters; the box stops accepting text beyond that | Empty | Save comment stays disabled while it is empty |
| Document | What the comment is about | No | Whole process, or one document of the process by name | Whole process | Could not save. Your draft is preserved. when the document is outside your queues |
| Mentions | One box per person you can mention (You can mention queue members and previous reviewers.). A mentioned person is notified by e-mail. | No | E-mail addresses | None ticked | Could not save. Your draft is preserved. when the service refuses a mention |
| Button | What happens | Who can use it | Reversible? |
|---|
| Save comment | Saves the comment with its document and mentions, clears the box and reloads the timeline. Works also after the review has closed. | Every reviewer who can open the dossier | No — comments cannot be edited or deleted |
| Load more / retry | Loads the next events, or retries after a loading error | Everyone | — |
| Open dossier (earlier attempts) | Opens the dossier of that attempt's latest review | Reviewers with access to all queues | — |
Opening the dossier of a review that still waits for a decision reserves it for you, as opening it in the queue does, unless another reviewer holds it; leaving the page releases it.
Common problems
| Message | Cause | What to do |
|---|
| Unable to load. Access may be restricted. | The review, its timeline, the people to mention or the earlier attempts could not be loaded — for example the process is outside your queues, or your access is limited to specific queues (earlier attempts) | Check you opened the right process; ask an administrator about your queues |
| No visible events. | The timeline has no event you can see | — |
| Could not save. Your draft is preserved. | The service refused or failed to store the comment — for example an empty comment, a mention outside the list, or a document outside your queues | Check the text and mentions and save again; the text is kept |
| History is unavailable in this environment. | Earlier attempts cannot be searched here | — |
| No earlier attempts found. | The requester has no earlier process | — |
| This attempt has no review step. | The earlier process never reached a review | — |
Not observed: the notification received by a mentioned person.
Awaiting requester correction
Processes returned to the requester and not yet resubmitted.
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|---|
| How to get here | Operations › Human Review › Awaiting requester correction |
| Who sees it | Reviewers allocated to the queue of a returned document; a reviewer with access to all queues sees every returned process |
| Content status | Observed. Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not observed. |
Columns
| 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; — when unknown |
| Waiting (hours) | Time since then, with up to two decimals; longest wait first |
| Returned submission round | Correction round, — for the first |
| Timeline | Open dossier, or — when the review cannot be found |
The subtitle reads Time since the process was returned, shown for reference. Only processes that came from the Portal appear here.
| Button | What happens | Who can use it | Reversible? |
|---|
| Refresh | Reloads the list | Everyone who sees the screen | — |
| Queues | Back to the queue cards | Everyone | — |
| Open dossier | Opens the review dossier of that process | Everyone | — |
Common problems
| Message | Cause | What to do |
|---|
| No processes awaiting requester correction. | No returned process waits on its requester, or none has a rejected document in your queues | — |
| Unable to load. Access may be restricted. | The list could not be loaded | Select Refresh; if it persists, contact support |
Start Workflow dialog
Start a process by uploading documents. Administrator and technical profiles only.
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|---|
| How to get here | Administration › Flow Configuration › Start on a published workflow |
| Content status | Observed. Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not observed. |
The dialog is titled Start Workflow, with the workflow name under it. Start is shown only on published workflows. See also Start.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Documents to process | The files the process runs on. Each chosen file is listed with × to remove it; choosing more files adds to the list, and the same file (same name and size) is listed once. | Yes | PDF, images (PNG/JPG/TIFF/BMP), DOC/DOCX, XLS/XLSX, CSV or TXT — up to 50 MB each. The file picker offers only these types; a file over 50 MB is not added (… is larger than 50 MB.), and the content is checked by the service. | None | Select at least one document. |
| Button | What happens | Who can use it | Reversible? |
|---|
| Start | Uploads the documents and starts a run; then the Runs page opens. Reads Starting… while documents are prepared — about 40 s observed for one page. | Everyone who can open the dialog | No |
| × (beside a file) | Removes the file from the list | Everyone | Yes |
| Cancel, or a click outside the dialog | Closes the dialog and clears the list. Not available while starting. | Everyone | Yes |
After Start, the Runs page opens and the new run is listed. A process started here has no requester.
Common problems
| Message | Cause | What to do |
|---|
| Select at least one document. | Start with no file | Choose at least one file |
| The service's message, for example File '…' has an unsupported extension…, or Could not start the workflow. | The service refused the start; no process was created | Check the file and try again |
| A message from the service, or a technical message | The service refused a file (type, size or content) or the workflow | Remove the file it names, or check the file type and size, and start again |
Runs
Every run of every workflow. Administrator and technical profiles only.
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|---|
| How to get here | Menu Operations › Processes |
| Content status | Observed (Table and Kanban views). Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Workflow cards | Under Select a process to see its runs., In progress and Completed / errored counts per workflow, most recently run first |
| 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 manual review phase has Review, a card waiting on someone else (a signer, an external system) shows Waiting, a failed card shows its error and Details. See Runs kanban. |
| 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. See Run detail. |
| Actions | Refresh, Back to processes, Table / Kanban, Try again, View executed flow |
The page refreshes itself every 10 seconds while it is on screen.
Columns (Table view)
| Column | Content |
|---|
| Flow | The workflow name; under it v and the version, the start date and time and, for a process from the Portal, the first five letters of the requester's name (the full name on hover) |
| One column per phase, named after the phase | The phase's status in the run's latest round: ✔ completed, ⏳ running, 🕓 waiting for processing, ✋ awaiting approval, ✕ failed, ⊘ skipped, — not in this workflow. Hovering shows the phase and its status, for example Manual Review · Awaiting approval. |
| Button | What happens | Who can use it | Reversible? |
|---|
| A workflow card | Shows the runs of that workflow | Everyone who sees the screen | — |
| Refresh | Reloads the runs | Everyone | — |
| ‹ Back to processes | Back to the workflow cards | Everyone | — |
| Table, Kanban | Switch the view; the choice is remembered in this browser | Everyone | Yes |
| A row | Opens Run detail | Everyone | — |
Common problems
| Message | Cause | What to do |
|---|
| No runs yet. Workflow runs will appear here. | No workflow has run yet | Start one from the Start Workflow dialog |
| Failed to load runs., or a technical message | The runs could not be loaded | Select Refresh; if it persists, contact support |
Runs kanban
The runs of one workflow as a board, one column per phase.
| |
|---|
| How to get here | Operations › Processes, a workflow card, then Kanban |
| Who sees it | Administrator and technical profiles |
| Content status | Observed (as part of Runs). Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed. |
Columns
| Column | Content |
|---|
| One column per phase, in phase order | The runs whose latest round is currently in that phase |
| Completed | Runs that finished |
| Failed | Runs that ended in failure, each with its error |
Each column shows its count, or No runs when empty. A card shows the workflow name, v and the version with the start date and time, 📄 the number of documents, ⏱ the time in the current phase and the status icon of that phase (the same icons as the table).
| Button | What happens | Who can use it | Reversible? |
|---|
| A card | Opens Run detail | Everyone who sees the screen | — |
| Review | Shown when the current phase is a manual review waiting for a reviewer (✋). A run waiting in any other phase shows Waiting (🕓) and no Review. Opens the review queue on that run's first undecided document; if it has none left, on the next document of any queue. | Reviewers | — |
| Details | Shown on failed runs. Opens Run detail. | Everyone | — |
Run detail
One run: its documents, its error and every phase it went through.
| |
|---|
| How to get here | A row of the Runs table, or a card or Details on the Runs kanban |
| Who sees it | Administrator and technical profiles |
| Content status | Observed (as part of Runs). Field details checked against the Workflow interface source (f88c5c1) and service source (6703373) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Workflow, Run ID | The workflow name and the run's identifier |
| Documents | … total, … failed, or the number of documents |
| Error | Why the run stopped, as recorded by the service (for example returned_to_requester) |
| Try again | See below |
| View executed flow | Opens the Executed flow panel |
| Steps | One row per phase: #, Phase, Status (Running, Pending, Completed, Awaiting approval, Failed, Skipped, Superseded), Started, Completed (— when not yet). A corrected run lists each round under Original submission and Correction …. |
Phase detail. Selecting a phase name opens a panel with what the phase decided: its name, Outcome (for example Pass, Review, Match, Approved, Rejected), its status, its counts (for example 2 approved), Started, Duration, Retries, its error, and when they apply Values are masked to protect personal data. Only the first and last characters are shown., A condition was evaluated against a field that could not be resolved, so it counted as not met. and Zero-shot replaced a document type that classification had already resolved. Then a table of decisions (Checked, Result, Expected, Found) and a table of documents (Document and one column per value — Type, Confidence, Template, Reviewer, Decided at, Note… — a value the screen does not know is named as the service stores it). A signature validation phase shows its report. The phase stays open in the page address.
Executed flow. View executed flow opens the Executed flow panel: Flow, Version (v and the number, marked superseded when a newer version exists), Published by, Published, Content hash (the first 12 characters; the full hash on hover) and the phases, in order, that the run executed.
| Button | What happens | Who can use it | Reversible? |
|---|
| Try again | Shown for the one phase that stopped the run's latest round: a failed phase, or a phase other than Manual Review that is parked waiting. Its tooltip reads Run the … phase again; it reads Restarting… while sent. The phase is queued to run again shortly, the run and the list are reloaded, and The phase will run again shortly. (or This phase was already running again.) is shown. 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. | Everyone who sees the screen; the service decides | No |
| View executed flow | Opens the Executed flow panel (from the product; what it opens was not observed) | Everyone | — |
| A phase name | Opens its phase detail | Everyone | — |
| Open dossier | Shown on Manual Review rows. Opens the review dossier. | Reviewers | — |
| × (Close) on a panel | Closes that panel | Everyone | Yes |
| Esc | Closes the open panel first, then the dialog | Everyone | Yes |
| × (Close) on the dialog, or a click outside it | Closes the dialog | Everyone | Yes |
Common problems
| Message | Cause | What to do |
|---|
| Failed to load run detail., or a technical message | The run could not be loaded | Close and open the run again |
| This workflow has no defined phases. | The run has no phases | — |
| Could not restart this phase., or a technical message | The service refused the retry — for example the phase is no longer stopped, or a reviewer's rejection is not undone by running the review again | Select Refresh to see the current state |
| Could not load this phase. | The phase detail could not be loaded | Select the phase again |
| This phase does not report decisions yet. | The phase records no decisions | — |
| The flow this run executed cannot be shown as it was. | The version the run used cannot be shown. With This run started before the workflow began retaining its published versions, so the flow it used was not kept. the run is older than version keeping; with The published version this run used could not be read. Nothing removes a published version, so this is unexpected — please report it. the version could not be read | Report the second case to support |
| The executed flow could not be loaded. Try again in a moment. | The panel could not be loaded | Close it and select View executed flow again |
Last reviewed 2026-10-09 · Version 1.2.0 · Owner: product-documentation