Process Portal dashboards
The following ready-to-use dashboards are included in Process Portal and available to you if you have the appropriate authorization. For more information about the different types of authorization, see Dashboards in Process Portal. For dashboards to work correctly, Process Portal indexing must be enabled.
Dashboard | Usage | Required authorization |
---|---|---|
Work | Shows your claimed tasks and all the unclaimed tasks that are assigned to your
team. You can filter tasks lists and create saved searches. |
You must be a member of the team who can claim tasks that belong to the
process instance.
Rights on saved searches can be restricted to some users or groups of users. For more information on searches in the Work dashboard, see Searches and saved searches. If you have a deployment where Business Automation Workflow and Workstream Services coexist in the same container, this list also includes workstream tasks, which you can work on. For more information on workstreams, see Managing workstreams. |
Processes | Shows lists of active and completed process and workstream instances. You can use search filters to reduce the number
of instances in the list. To see more information about a process instance, click the instance name.
For workstream instances listed here, no instance
information is available. See Limitations. Tip: To see this dashboard in a Business Automation Workflow on containers
environment, you must have the optional Process Federation Server installed.
|
You can see a specific instance if you are in one of the following situations:
|
Process Performance | Shows the status of the active instances of particular processes in your
organization. You can act on individual process instances to resolve issues, such as
bottlenecks. See The Process Performance dashboard. Tip: To see this dashboard in a Business Automation Workflow on containers
environment, you must have the optional Process Federation Server installed.
|
Other users can view the process instance that is associated with the task that they are working on. |
Team Performance | Shows the status of the tasks for teams for which you are the designated team
manager. You can manage the work load for the team and for individuals. See The Team Performance dashboard. Tip: To see this dashboard in a Business Automation Workflow on containers
environment, you must have the optional Process Federation Server installed.
|
|