Configuring pipeline monitoring rules

Configure pipeline monitoring rules to track order and shipment progress throughout a workflow. Monitoring rules evaluate milestones, dates, statuses, and other lifecycle events and generate monitoring events when specified conditions are met.

About this task

Pipeline monitoring rules help you track workflow progress and identify processing exceptions. Rules evaluate milestone completion, status duration, date-based thresholds, and other lifecycle events. When a rule condition is met, the system generates a monitoring event that can be used for visibility, alerting, or operational tracking.
Note: You can configure a pipeline's monitoring rules only if your organization owns the pipeline that you are configuring them for.

Configure monitoring rules in the following situations:

  • Monitor whether a milestone is reached on time.
  • Track how long a document remains in a status.
  • Identify delays relative to business dates or milestones.
  • Generate events for service-level agreement (SLA) tracking or exception management.

Before you configure monitoring rules, make sure that the required monitoring components, such as milestones, date types, and monitor events, are available for the process type.

Note: The monitoring rules that are available for selection are defined outside Order Hub Application Manager and are provided by the backend system. You can configure and assign available rules to a pipeline, but you cannot create new monitoring rules from the user interface.
Example
A retailer wants to identify orders that do not reach the released milestone within 24 hours of the requested shipment date. An administrator selects an available monitoring rule that evaluates milestone completion against a shipment date, configures the rule conditions, and assigns the rule to the pipeline. When the condition is met, the system generates a monitoring event for operational review.

Procedure

  1. Log in to Order Hub.
  2. From the side navigation menu, click Configuration > Application platform > Process modeling.
  3. In the process modeling area, click the process type that you want to modify.
    The system displays the Pipelines list in the side panel.
  4. Locate the pipeline that you want to configure, click the overflow menu icon (Overflow menu icon that looks like three vertical dots), and select Configure monitoring rules.
  5. From the Available rules list, locate one or more rules that you want to configure.
    • Optional: To search for specific rules, in the Search field, enter text to filter the Available rules list.
    • Optional: To clear the search filter, in the Search field, click the clear icon (Clear icon that looks like a blue X).
  6. Select the rules that you want to configure.
  7. Click the add rule button (Add rule button that looks like a blue square with an arrow).
    The selected rules move to the Selected rules list. and appear at the end of the list. Icons indicate the status of the selected rules:
    • Rules that need more configuration show an incomplete rule icon (Incomplete rule icon that looks like a red circle with an X).
    • Rules that are fully configured show a configured rule icon (Configured rule icon that looks like a green circle with a check mark).
  8. Optional: To remove rules from the Selected rules list, click the delete icon (Delete icon that looks like a trash can).
  9. From the Selected rules list, locate the rule that you want to modify.
    • Optional: To search for a specific rule, in the Search field, enter text to filter the Selected rules list.
    • Optional: To clear the search filter, in the Search field, click the clear icon (Clear icon that looks like a blue X).
  10. To modify a rule, click the rule details text.
    The Rule conditions modal opens.
  11. Update the rule conditions. Make sure that you update all the required fields.
  12. Click Save condition.
    The updated rule appears in the Selected rules list with a configured rule icon (Configured rule icon that looks like a green circle with a check mark). The Selected rules list reflects the updated rules in your local system. The rules are not yet saved to your pipeline.
  13. Repeat steps 11 through 13 until all selected rules are fully configured and display a configured rule icon.
  14. Optional: To discard unsaved changes and restore the previously saved monitoring rule configuration, click Reset.
  15. Optional: To change the rule priority, click the grip icon (Grip icon that looks like a six dots in two columns) and drag the rule to a new position in the Selected rules list.
  16. When all rules in the Selected rules list have configured rule icons and are listed in the wanted order, click Save.
    The system saves the monitoring rule configuration to your pipeline.