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This topic describes the traditional ('fixed') 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 Activity workspace in the traditional WorkManager portal lets managers work with reports and
charts describing the operation of their business and applications.
You can define new reports and reference them in this area.
Traditional portals for managers have a Monitor Activity option in the left navigation panel. Click this option to display the gadget or work area.
(These reports are also available from the Designer Studio. Select > Process and Rules > Business Rules > Monitor Activity.)
Basics
Process Commander includes dozens of standard reports supporting
business activity monitoring (BAM) and metrics. You can select
the standard reports most meaningful to your management style and
objectives, customize the report criteria, and personalize the display to provide quick shortcuts to your favorites.
Managers can focus on bottlenecks, individual worker performance,
productivity, quality, or many other dimensions of the operation.
In traditional portals, like WorkManager, most report contents cover only operations of a single
work pool, as indicated by a work pool selector setting. KARAF
Clinic 10/25/05 If your access group lists more than one work
pool for more than one application, confirm that the Work Pool
Selector on the navigation panel (below the logo) identifies the
application of interest. See work pool name.
In a newly installed system, reports in the
Sample Work workspace have little value, because most report values
are zero. Use flows in the PegaSample sample application to create and
resolve a number of work objects so that you have data that will help you understand this workspace. Using a
sample application avoids any possible interference with application
test data or production data.
Icons and
buttons
The Monitor Activity workspace contains links, icons, and buttons.
Click once to use each control.
Control
|
Single-click result
|
Home icon
|
Return to the home view of the Monitor workspace. (If
using the WorkManager portal, two single clicks
are required. Click the Monitor Activity bar again.)
|
A link
|
Access a tabular report.
|
A link with the icon
|
Access a chart.
|
Pencil button
|
Revise the report criteria.
|
Magnifying glass |
Obtain a list of reports available in this category.
|
New button |
Create a new report (of the same category) using the
V5 Report Wizard.
|
Accessing standard
reports and charts
Four categories of reports and charts are available from the
workspace. These reports restrict results to work objects in the
currently selected work pool. (The links to reports that appear in
each space may vary depending on your access group and your past use
of the Favorites facility.)
Category
|
Description
|
Monitor Assignments
|
These reports list or summarize open assignments in the
currently selected application. They support detailed review
of the backlog of assignments. See Reports in
the Monitor Assignments category.
|
Monitor Processes
|
These reports list or summarize open (unresolved) work
objects in the current application. They support day-to-day
monitoring of the business processes supported by your
application. See Reports in the
Monitor Processes category.
|
Analyze Quality
|
Analyzes and summarizes resolved (completed) work
objects along quality dimensions. These support a
retrospective review of past work, to aid in understanding
how business processes might be improved. The reports are
derived from work object tables. See Reports in the
Analyze Quality category.
|
Analyze Performance
|
Identifies which flow actions were selected and how often
by assignment, and the timeliness of the selection. These
reports are derived from information in the History-Work-
classes. See Reports in
the Analyze Performance category.
|
Each category may contain
both standard reports and custom reports added for the application. To
see all the reports in a category (including those with links in your
workspace), click the magnifying glass icon () in
that category, or use the Find by Category list in
the navigation panel.
Use the Find Reports by Name control to search for
a report across all categories. To search, enter a word or phrase that
appears in the Short Description or in the second key
part (.pyStreamName) of a list view or summary view rule
in the box and click Find . The system
searches for such matching rules in the appropriate classes (using the
SQL LIKE predicate). KARAF 11/10/05
Reports involve these concepts and terms: assignment, deadline, division, effort, goal, organization unit,
ownership, resolution quality,
timeliness,
throughput,
worklist, workbasket, work group, work type, and work queue.
Graphs use standard colors to identify
timeliness: green for within goal, yellow for beyond goal but within
the deadline, and red for assignments or work objects past the
deadline. C-1340 Note not needed in 04-02B-5888 Was: Business chart displays require a windowing system to be
installed and bound on the Process Commander server. This is built
into Microsoft windows, but for UNIX-based servers, Pure Java AWT
(Abstract Window Toolkit) — corresponding to the java.awt class
— is recommended. This feature is ordinarily provided in JDK
1.4.1 installations but may require explicit setup in JDK 1.3.X
installations.
Interacting with
and customizing reports
You can interact with the report and chart displays:
Often, you may need to change the start date or end
date for a report. Click the Customize List Criteria
link and use the calendar button to choose a new date. Usually, the
assignments or work objects selected must meet all the
criteria. If this is not what you want, click Get records
where the above criteria follow this logic and enter a logic
statement using AND, OR, NOT, and parentheses to combine the row
tests.
Typical report modifications
These changes are often made to copies of standard reports:
- Many standard reports present at most 500 work objects. If the
limit in a report is not appropriate for your application, copy the
list view or summary view rule and change the Maximum
Value field in your copy.
- Most reports include all the work objects, assignments, or
other objects in your work pool, with no start date or cutoff date.
You can add criteria to limit the scope to the current year, or
last 90 days, or other criteria.
Creating new
custom reports
Click the New button () in a category area of the workspace, or select
New from the Create Report list to start the Report
Wizard to define a new report in that category.
See About the V5 Report
Wizard. (To use the V5 Report wizard, you must be able to create and
save a new list view or summary view report.)
OLAP cubes
This section provides
access to the PegaRULES Process Analyzer component, an optional add-on
facility that supports online-analytical processing of business
statistics about work objects, assignments, and service levels.
If your system includes this optional component, click one of these
links to start Microsoft Excel and connect to the Process Analyzer
database. Consult the Process Analyzer User Guide for more
information on the OLAP cubes.
Troubleshooting
Operation of standard reports and graphs depends on the exposed
columns in the database tables supporting work objects and work object
history.
If you have created custom classes for work objects, work object
history, or assignments (other than those produced by the Application
Accelerator), changes in database table mappings are likely to be
required. SR-768 See Working with the
PegaRULES database — Tables for work objects
On some UNIX systems, a special JVM setting is needed to allow
rendering of charts. See Troubleshooting —
Reports and charts.
How the Monitor
Activity workspace operates
Portals in applications