Enabling process instance management

In Process Portal, process owners can use the Process Performance dashboard to review the progress of processes and their instances.

About this task

If the business process is enabled for process instance management, process owners can use the Process Performance dashboard to complete the following tasks:
  • View and change the projected path for a running instance.
  • Determine whether a running process instance is on track for completion.
  • Change the due date of a running process instance.
  • Adjust the due dates and durations of tasks in a process instance.

Procedure

  1. Open the process.
  2. Grant users access to the Process Performance dashboard.

    Without this access, users cannot see the Process Performance dashboard in Process Portal. To grant access, on the Overview tab for the process, assign a group to the Expose Performance Metrics option.

  3. Enable due dates and at-risk calculations.
    Due dates and at-risk calculations are enabled for a process by default in the Details section on the Overview tab. At run time, due dates are calculated from the creation time of the process instance based on the value of the Due in field and the settings for the work schedule properties. For more information about due date calculations, see Due dates for process instances and activities. Due dates are used in Process Portal to determine whether a process instance is on track for timely completion. A process instance becomes at risk of not completing in time when the average time to complete the process exceeds the amount of time left to the due date for the process instance:
    "Process at risk" = (Current Time + Avg Historical Time to Process Completion) > Process Due Date
    If there is no historical data for this process, the process instance is not at risk.
    1. Enable the due date.
      At-risk calculations require that the due date is enabled.
    2. Set the expected duration of process instances in the Due in field.
      By default, each instance is due 8 hours after it is started. If you select Days for the duration, you can also add hours and minutes to the elapsed time, for example 2 days, 4 hours, and 30 minutes.
    3. Optional: Set values for the Work schedule properties.
      Default values are available for all the properties.
    4. Optional: Enable at-risk calculations.

    Due dates are shown for the instances of this process in Process Portal.

  4. Click Save or Finish Editing.

Results

The Process Performance dashboards for processes and instances in Process Portal are enabled for process management.

Important: The following Process Portal action policies determine who is authorized to view and change the projected path:
  • ACTION_VIEW_PROCESS_DIAGRAM
  • ACTION_VIEW_CRITICAL_PATH
  • ACTION_CHANGE_CRITICAL_PATH
  • ACTION_CHANGE_INSTANCE_DUEDATE
The action policies are contained in the BPMActionPolicy configuration object. Administrators can modify the set of users who are assigned to these policies.

What to do next

Define the work schedule for the process and set the due date for individual activities.