WorkManager portal — Evolving the Monitor Activity workspace

The WorkManager portal presents four V5 categories.

The system uses three sources to assemble each of these lists of report links:

• A model rule (Rule-Obj-Model rule type) in System-User-MyRules named ZzzzzReports, where Zzzzz is the category name. These reports are listed for anyone who has access to the Monitor Activity workspace.
• An instance of the System-User-MyRules class named AccessGroupZzzzz, where Zzzzz is an access group. These reports are listed for users who are associated with that access group.
• An instance of the System-User-MyRules class for the user named Individual.Uuuuu.Ccccc where Uuuuu is the Operator ID and Ccccc is the category. These reports appear only for that operator.

To override a standard report with another, similar report:

1. Click the browse button in the Monitor Activity area that contains the original report. Note the rule type (summary view or list view) and the name of the rule.
2. Open the rule. Copy it using Save As into your application RuleSet. Modify and test your copy as desired.
3. From the Monitor Activity workspace, click the link to verify that your report, not the original, runs.

For each of the areas of the Monitor Activity workspace, you can change which reports appear, the order that they appear, and the labels on links, by overriding a standard model. SR-7341 BUG-1141

For example, to modify the links or labels in the Monitor Process Assignments area:

• Open the standard model rule named System-User-MyRules.AssignmentMonitoringReports.
• Copy this using Save As into your application RuleSet. Update the copy to reflect the labels and reports you want to appear, in order. Each report link is defined by two rows in the Model form: .pyInstances(N).pyInsHandle for the rule type and name, and .pyInstances(N).pyAdviceText for the label. Confirm that the reports have AssignmentMonitoring in the Category field on the Content tab.
• Save the model and test the Monitor Activity workspace.

The portal rule (Rule-Portal rule type) a user employs determines the layout of the Monitor Activity workspace. To remove a category from the Monitor Activity workspace:

1. Identify the portal rule now in use by the users. The Settings tab of their current access group identifies this portal.
2. Copy the portal rule using Save As into an application RuleSet, choosing a different name unless you want to affect users who are associated with the original portal rule.
3. Update the copied portal rule. In the Tabs tab, locate the Reports group. Delete the row in the Wide gadgets list corresponding to the category.
4. On the Custom tab, delete the button and row corresponding to the category. Save the portal rule.
5. Update the access group to reference the new portal rule. When users associated with these access groups next log in, they can test to confirm that the category no longer appears in the Monitor Activity workspace.

You can create a new category and new area to the Monitor Activity workspace, and can control its initial contents. For example, to create a category named Recent Loan Trends:

1. Create one or two field value rules for the category. Select Rule-Obj-ListView or Rule-Obj-SummaryView as the first key part, pyCategory as the second key part, and RecentLoanTrends as the third key part.
2. Create and test the list view and summary view rules that define for the new category. On the Content tab of each rule, select RecentLoanTrends as the category name. Choose the Short Description text carefully, as that text becomes the link text.
3. Create a model rule named System-User-MyRules.RecentLoanTrendReports in your application, by copying a standard model rule such as AssignmentMonitoringReports into your application RuleSet. Update the copy to identify the reports and link labels to be included in the new area. (For report links to be visible only to operators associated with an access group, create a similar model with a name that starts with AccessGroup.)
4. Update the portal rule (Rule-Portal rule type) that users who are to see the new category. On the Tabs tab, enter RecentLoanTrends into the Wide array of the Reports group. Choose a label for the group, such as Recent Loan Trends. Check the Custom? box.
5. On the Custom tab, add an element named RecentLoanTrends. Choose Reports as the activity. Click to enter activity parameters. Enter RecentLoanTrends as the Name parameter.
6. Save the portal rule. Update as necessary one or more access groups to reference the updated portal rule. When users associated with that access group next log in, they can test the enhanced Monitor Activity workspace