Index
Speaking of task monitoring...
It enables checking the information on the tasks under my management. That allows viewing the status of the activities that are delayed or within the deadline and also the tasks about to expire and generating a report containing the activity status list. It also features Load analysis, which shows the process design and its summary, so that it is possible to identify the activities that require greater development.
Inicial configuration
The purpose of task monitoring is to allow viewing the status of activities that are within the deadline, late or about to expire. Thus, in addition to having a Manager, activities need to have their completion deadline configured so that they are available on the monitor.
01. Click the properties of the activity to be configured.
02. On the General tab, configure the Completion Deadline field.
For more details on how to properly configure the expiration deadline, go to the Configure activities and flows documentation.
03. Click Confirm.
Remember
It is important to note that the configured settings are valid only after the process version is released. In other words, the activities whose process version was not released will not be shown on the monitor.
Monitoring Tasks
01. From the main menu, launch Processes.
02. Activate Task Monitoring.
03. View the settings of the tasks under my management.
Configuring Task Monitoring
01. In the Tasks in Progress tab, select a process from the Process field.
If the Process field is empty, the information shown in the chart is regarding all processes.
It allows you to select only one process at a time.
02. In the Version field, select the process version to be viewed.
03. Click Filter.
04. The slices in the Activity status pie chart will be shown according to the number of process requests whose statuses are Delayed, Within the deadline or Notified.
05. The Tasks about to expire bar chart will show all the notified requests.
06. When clicking any slice or bar in the chart, it opens a list containing requests according to their respective status
When clicking the caption, it also loads a list according to the selected status.
When clicking a request in the list, you are redirected to the request add-ons, in task central.
07. To export data from the request list, click the Export button.
The export pattern of the listing will come in Excel format, but if you wish in another format, when you select the arrow located in the Export button, you can choose the CSV option.
The file will be available after a few minutes in the Notifications menu, located on the upper right side of the screen. By clicking on the file, the download will be done automatically. The file will not open directly in the internal viewer, if desired, can be configured. For details on configuring the internal viewer, see View Document.
08. On the Load Analysis tab, select a process in the Process field.
You must enter a process to view the information you want.
09. In the Version field, select the version of the process you want to view.
10. In the Period, enter the start and end date of the process search.
11. Trigger Filter.
12. The process can be viewed and by hovering for each activity, a summary graph of the number of requests that are on time, on alert or delayed will be shown. In the list below the process frame the details of each activity can be viewed in a macro way.
Attention!
This documentation is valid from the update 1.6.4 - Waterdrop. If you use a previous update, it may contain information different from what you see on your platform.
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