Reports in the Monitor Assignments category

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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 Developer portal, select Application > Browse Reports > Monitor Process Assignments to list the reports in this category.
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 Internet Explorer window to learn the name of the associated summary view or list view report.

Basics

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.

Summary view reports

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.
ExternalAssignmentsCount

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
Assign-.ProblemAssignments

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 Troubleshooting — Basics of problem flows and problem assignments.

Problem flows workbasket
Assign-Workbasket.
ProblemFlows

Identifies assignments in workbaskets that arose from flow problems, summarized by workbasket. A debugging aid, lets you find problems that may be caused by application design or implementation issues. See Troubleshooting — Basics of problem flows and problem assignments.

Problem flows worklist

Assign-Worklist.
ProblemFlows

Identifies assignments on worklists that arose from flow problems, summarized by worklist operator. A debugging aid, lets you find problems that may be caused by application design or implementation issues. See Troubleshooting — Basics of problem flows and problem assignments.

Timeliness by assigned organization

Assign-Worklist.
AgeByAssignedOrg

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
operator

Assign-Worklist.
AgeByAssignee

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.
AgeByAssigneeByWorkType

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.
AgeByWorklistTask

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.
AgeByWorkQueue

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
Assign-Worklist.
AgeByClassAssignee

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
Assign-Worklist.
AgeByWorkGroupAssignee

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
process owners
Assign-Worklist.
AgeByAssigneeTop5

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.

List view reports

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 Assign-Worklist. AssignWorkbasketList	Listing of assignments in the workbasket that appears first on the Work Access tab of your Operator ID instance.
Problem assignments Assign- .ProblemAssignments 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 Troubleshooting — Basics of problem flows and problem assignments.
Problem flows Assign- .ProblemFlows Assign-.ProblemFlowsForCurrentOrganization Assign-.ProblemFlowsFor CurrentOrgDivision Assign.-ProblemFlowsForCurrentOrgUnit	Lists all the assignments produced by flow problems. 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 assignments. See Troubleshooting — Basics of problem flows and problem assignments.
Wizards list Assign-Worklist. WizardsList	Supports the list of wizards on the Developer portal. Not useful except for developers. See Working with the Currently Open display.
Work by Operator Paging Assign-Worklist. PagingWorkListPreview	Listing of assignments for an operator; same contents as the operator's worklist but with report paging.
Work for work basket Assign-Workbasket. WorkbasketPopUpList	Listing of assignments in a workbasket.

	assignment, deadline, division, flow problem, goal, organization unit, timeliness, worklist, workbasket, work group, work type
	Working in the Monitor Activity workspace
	Atlas — Standard properties in the Assign- base class

User portal basics

Monitor Activity workspace Reports in the Monitor Assignments category

Link

Description

Link

Description

Monitor Activity workspace
Reports in the Monitor Assignments category