Dashboards in Process Portal
A dashboard uses charts and graphs to help you visualize status data for one or more business processes. To analyze and manage the work on your business processes, you can use the ready-to-use dashboards that Process Portal includes or the company-specific dashboards that your installation might provide.
The following ready-to-use dashboards are included in Process Portal and available to you if you have the
appropriate authorization. For dashboards to work correctly, Process Portal indexing must be enabled. For more
information, see Configuring the Process Portal index.
Attention: Only the
Work dashboard is responsive and accessible on all devices. The other
ready-to-use dashboards are not responsive. They are also not accessible on mobile devices.
Dashboard | Usage | Required authorization |
---|---|---|
Work | Shows your claimed tasks and all the unclaimed tasks that are assigned to your team. | You must be a member of the team who can claim tasks that belong to the process instance. |
Processes | Shows lists of active and completed process instances. You can enter search filters to reduce the number of instances in the list. To see more information about an instance, click the instance name. | To see a specific instance, the following rules apply:
To see the Gantt Chart icon, you must belong to a security group that is assigned to the ACTION_VIEW_PROCESS_DIAGRAM Process Portal action policy. |
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. |
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 individual. |
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An administrator might also have enabled the following dashboards
in your environment.
Attention: None of the following
dashboards are responsive. In addition, some of the dashboards are
deprecated.
Dashboard | Usage | Required authorization |
---|---|---|
My Performance | Shows the status of your tasks for either a
specific group or all the groups that you are a member of. You can
also choose a specific business process to analyze or view data for
all the processes that you participate in. This dashboard includes
the following data:
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|
My SLA Overview | If service level agreements (SLAs) are defined and exposed, this dashboard displays a table that lists the name, description, and status of the SLAs. To display a trend chart that shows the violations for selected SLAs, you select one or more of the SLAs. | To see the dashboard, you must be a member of the team that the equivalent scoreboard is exposed to. |
Deprecated: My Team Performance | Shows the status of the tasks assigned to the
groups for which you are the designated manager in the Process Admin
console. The dashboard includes the following data:
|
|
Deprecated: Process Performance dashboard that is based on the Process Performance scoreboard | Shows the status of the active instances of
particular processes in your organization. The dashboard includes
the following data:
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