Dashboards

A dashboard displays data from one or more business processes. Although the dashboard can display the data in many different ways, typically it uses charts, graphs, and other visualization user interfaces. A dashboard can also contain other content.

Using dashboards, users can see an overview of the data or filter it to concentrate on a particular aspect. If users have the appropriate permissions, they can use the dashboard to interact with the data. For example, a graph in a dashboard shows all the business processes. It identifies which processes might need attention because they have instances that are at risk or overdue. A process owner can use the dashboard to identify the problem and then act in a way that enables process instances to finish on time. Similarly, team leaders can use a dashboard to check the status of work items and reassign work to balance the workload between team members.

Users can access dashboards by using Workplace or Process Portal.

Workplace and Process Portal provide access to dashboards, work interfaces, and user preferences. Process Portal includes some standard, ready-to-use dashboards that help you analyze and manage your business processes, such as the Team Performance and Process Performance dashboards. Workplace provides the start page where you can view and organize your tasks, workflows, and cases, and includes a ready-to-use Teams dashboard that helps you manage your teams and analyze and act on their performance. Note that the Teams dashboard is available only in federated Workplace environments, which require the deployment of Process Federation Server. If Workstream Services is active in Workplace, you can also access the Create workstreams and Manage workstream teams dashboards.

In addition, your Process Portal installation might include company-specific dashboards to help you manage other aspects of business processes. A business programmer or analyst creates these dashboards by exposing human services and by using the coaches of those human services as the user interfaces of the dashboard. Workplace installation can provide access to custom dashboards that provide information tailored to specific business needs. For quick navigation, you can copy and share or bookmark the URL of your Workplace pages.

If an administrator exposes the dashboard as a URL, users can access the dashboard outside of Workplace or Process Portal.