The Process Performance dashboard
You can use the Process Performance
dashboard in Process Portal to get an overview of
the processes that you are responsible for. You can identify processes that need attention, go to
individual instances, and act to bring them back on track.
If you are responsible for more than one process, you can select
the process to work on from the dashboard summary page. The Process
Performance dashboard for an individual process contains the following
pages:
Attention: The Process Performance dashboard is not responsive.
It is also not accessible on mobile devices.
Prerequisites
To work with the Process Performance
dashboard, the following prerequisites apply:
- To see the Process Performance dashboard, you must be a member of the Process Owner team.
- To see a specific process, you must be a member of the team that is assigned to the Expose Performance Metrics setting for the business process definition. Only the default snapshot is considered when determining whether you have access to a process.
Overview page
This
page contains charts and graphs that help you visualize the progress
of process instances. You can use the data that is provided to identify
instances that need attention. In addition, you can filter the data
using the search filter. All days and times are based on your time zone.
Attention:
- If your administrator deleted completed instances from the system, these instances are not included in the performance statistics.
- In Business Automation Workflow earlier than 8.5, the completion date for process instances is not stored. Depending on how your administrator set up the Process Portal index, the average instance duration and instance completion statistics might not include instances that were completed in an earlier version.
The Overview page has the
following sections:
- Quick Stats
- Provides an overview of the instances that are in progress. This
section includes the average instance duration, and the total number
of instances in progress, which are categorized as overdue, at risk,
and on track instances. An at risk instance is determined
by the average time to complete instances of this process. For example,
if an instance is due today but people need three days on average
to complete the outstanding work on the instance, then the instance
is considered to be at risk.
- Actions that you can take
- Identify instances that are overdue or at risk by using the pie chart to filter the list of instances. Clear the filter by clicking the selected pie slice again.
- Turnover Rate
- Provides an overview of the rate at which process instances are
started and closed; closed instances include both completed and terminated
instances. The trend line indicates how the process is performing
in general and whether the work on it is catching up or falling behind
based on the difference between the instance arrival and closure rates.
- Actions that you can take
- Change the time interval that is used on the x-axis. For example, to investigate the instance closure or arrival rate during a day, change the time interval to Hours.
- See the net change for a bar in the chart by hovering over the bar.
- Instances in Progress
- Provides a list of the instances in progress. You can use the
Quick Stats pie chart or the search filter to filter this list to
identify the instances that need attention. Clear the filter by clicking
the selected pie slice again.
- Actions that you can take
- Pin open the instance summary if, for example, you want to compare several instances at the same time.
Diagram page
This page shows the overall status of the tasks in the open instances. Based on the information in the status indicators, you can identify which tasks are causing bottlenecks.
- Actions that you can take
- See the tasks in linked processes or subprocesses by double-clicking the corresponding symbol in the diagram.