WorkManager portal — Monitor Activity
workspace
|
This topic describes the traditional WorkManager portal introduced in V5.1. As a best practice in new applications, use a portal based on the composite Manager portal (introduced in V5.5), rather than the traditional WorkManager portal.
The Monitor Assignments area of the Monitor Activity workspace support reporting on open assignments. Open assignments represent a backlog of work for human operators.
From the WorkManager portal, click the Monitor Activity bar to enter the Monitor Activity workspace. Locate the Monitor Assignments area. Click the Browse Category button () to list the reports in this category.
Select a link and review the status line of the browser window to learn the name of the associated summary view or list view
These reports are based on instances of the Assign-Workbasket and Assign-Worklist classes. They are presented in separate reports — reports do not show consolidated assignments from both workbaskets and worklists.
For basic information about Monitor Activity reports and charts, see Working in the Monitor Activity workspace (WorkManager portal)
Developers can change the order and links of reports of reports in this area by overriding model rules named System-User-MyRules.AssignmentMonitoringReports. See Evolving the Monitor Activity workspace.
These standard reports are produced by summary view rules. The
final key part of these rules is ALL
.
Link |
Description |
External assignments by operator
Assign-External. |
Summarizes open external assignments (instances of the Assign-External class), produced through the directed Web access feature. Allows you to you monitor external operator's progress in completing external assignments. |
Problem assignments
|
Summarizes assignment problems with counts by error type. A debugging aid, lets you find problems that may be caused by application design or implementation issues. See Working with the Assignments in Error report. |
Problem flows workbasket
|
Identifies assignments in workbaskets that arose from flow errors, summarized by workbasket. A debugging aid, lets you find problems that may be caused by application design or implementation issues. See Working with the Assignments in Error report. |
Problem flows worklist Assign-Worklist. |
Identifies assignments on worklists that arose from flow errors, summarized by worklist operator. A debugging aid, lets you find problems that may be caused by application design or implementation issues. See Working with the Assignments in Error report. |
Timeliness by assigned organization
Assign-Worklist. |
Counts open assignments on worklists at the unit, division, and organization levels, plus counts of those past a goal or deadline. Allows you to identify which organizational units have the largest backlog. Drill down to see the open assignments and the assignee (current operator). |
Timeliness by Assign-Worklist. |
Presents a horizontal bar chart of open assignments on the worklist of up to seven operators associated with your work group. Colors identify how many are timely (within goal), beyond goal, or beyond deadline. Full details are presented in a table below the chart, for all operators. Drill down on a row in the tabular presentation to see the assignments. |
Timeliness by operator and work type Assign-Worklist. |
Presents counts of open assignments for each work type and each operator in your work group. Other counts show how many are timely (within goal), beyond goal, or beyond deadline. Drill down on a row to see the assignments. |
Timeliness by task Assign-Worklist. |
Horizontal bar chart with bars corresponding to the names of assignment shapes (tasks). Counts and colors show how many assignments (for users in your work group) of each task are timely (within goal), beyond goal, or beyond deadline. Drill down on a row to see the assignments. |
Timeliness by work queue Assign-Workbasket. |
Shows any workbaskets that contain open assignments created by members of your work group, with counts of total, within goal, within deadline, and beyond deadline. May help identify aging assignments that are neglected (by your work group or by others). Drill down on a row to see the assignments. |
Timeliness by work type
|
Counts, by work type, open assignments on worklists in the current application. Counts show total, beyond goal, and beyond deadline. Within work type, detail rows identify the assignee (worklist) on which the assignment appears. Drill down on a row to see the assignments. |
Timeliness by work group, operator
|
Counts all the open assignments in the current application that appear on worklists, with a summary row for each work group. Counts show total assignments, past deadline, and past goal. Useful to compare the performance and backlogs of work groups. Detail lines identify the operators in each work group who have assignments. Drill down to list the assignments. |
Timeliness of top |
Identifies the five operators in your work group who have the most open assignments from the current application. The operator who has the most assignments appears first. Useful to see who has the largest backlog and how timely they are in completing assignments. Drill down to review the assignment detail. |
These standard reports are produced by list view rules. Many are
restricted to a limit of 500 assignments. If this limit is too low for
your application and environment, copy the rule and modify the limit
in your copy. The final key part of these rules is
ALL
.
Link |
Description |
Assignments for Workbasket
|
Listing of assignments in the workbasket that appears first on the Work Access tab of your Operator ID instance. BUG 12/8/05 |
Problem assignmentsv5.4
proj1215
Assign-.ProblemAssignmentsForCurrentOrganization Assign-.ProblemAssignmentsFor CurrentOrgDivision Assign.-ProblemAssignmentsForCurrentOrgUnit |
Lists all assignment problems. A debugging aid, lets you find problems that may be caused by application design or implementation issues. The reports that are displayed are determined by privilegesReconcileProblemWork, ReconcileProblemWork_Organization, _OrgDiv, and _ OrgUnit in class @baseclass within instances of Rule-Access-Role-Obj. Developers can research and often repair these assignments. See Working with the Assignments in Error report. |
v5.4 proj1215These do not appear in current
product. question to K, Marin 11/27
Problem flows
Assign-.ProblemFlowsForCurrentOrganization Assign-.ProblemFlowsFor CurrentOrgDivision Assign.-ProblemFlowsForCurrentOrgUnit |
Lists all the assignments produced by flow errors. A debugging aid, lets you find problems that may be caused by application design or implementation issues. The reports displayed are determined by privilegesReconcileProblemWork, ReconcileProblemWork_Organization, _OrgDiv, and _ OrgUnit in class @baseclass within instances of Rule-Access-Role-Obj. Developers can research and often repair these flow errors using the Flow Errors gadget. See Process and Rules category — Processes page. |
Wizards list
|
Supports the list of wizards on the Designer Studio. Not useful except for developers. |
Work by Operator Paging
|
Listing of assignments for an operator; same contents as the operator's worklist but with report paging. |
Work for work basket
|
Listing of assignments in a workbasket. |