Back Forward Process & Rules category — Work Management page
Workbaskets, Skills, and Tickets gadgets

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The Work Management landing page contains four gadgets:

  • Workbaskets
  • Skills
  • Tickets
  • Monitor Activity

Use these gadgets to identify the workbaskets, skills, and tickets that are referenced in the current application, or to access and run V5 reports.

Category

Page

Process and Rules Work Management

  Workbaskets gadget

Use this gadget to verify which workbaskets are in active use, and by which operators, work groups, or flows in the current application.

Column

Description

Workbasket Workbasket name key. To open a workbasket instance for review or updating, select its name.
Workgroup The name of the work group that uses this work basket. To open a work group instance for review or updating, select its name.
Operators Count of operators that reference this workbasket. Select the number to display a drill-down list of operators that comprise the total.
Work Groups Count of work groups that use this workbasket. Select the number to open a drill-down list of work groups comprising the total.
Flows Count of flows containing routers that reference this workbasket. Select the number to open a list of flows comprising the total.
Calendar Calendar instance specified for this workbasket
Time Zone Time zone specified for this workbasket

  Skills gadget

Use this gadget to verify which skill rules are in active use, and by which operators or flows, in the current application.

Column

Description

Skill Key name of this skill rule. To open a skill rule for review or updating, select its name.
Description Short description of this skill rule.
Range Skill range defined in this skill rule.
Operators Count of operator instances that reference this skill. Select the number to open a drill-down list of operators comprising the total.
Flows Count of flows containing routers that reference this skill. Select the number to open a list of flows comprising the total.
RuleSet Version RuleSet to which this skill belongs. To open a RuleSet's form for review or updating, select its name.

  Tickets gadget

Use this gadget to verify which ticket rules are in active use, and by which flows or activities, in the current application.

Column

Description

Ticket Name Key name of this ticket rule. To open a ticket rule for review or updating, select its name.
Description Short description of this ticket rule.
Applies To Key class of this ticket rule. To open the form for a class from this column, select its name.
RuleSet Version RuleSet to which this ticket belongs. To open a RuleSet form from this column, select its name.
Activities Count of activities that reference this ticket. Select the number to open a list of activities comprising the total.
Flows Count of flows that reference this ticket in the current application. Select the number to open a list of flows comprising the total.

  Monitor Activity gadget

Use the Monitor Activity gadget to access and run V5 reports and charts. This gadget presents links to six categories of V5 reports.

Reports about work (in the current application are organized as in the Monitor Activity workspace of the WorkManager portal.

Each group covering a category of reports, and includes starting points for the V5 Report Wizard.

Reports on rules and reports on data operate system-wide. The results do not depend on your current RuleSet list or current work pool.

Reports on work objects and assignments depend on the current work pool. The work pool name appears at the top of the workspace. Select File > Open > Work Pool > name to select the work pool to be covered in a report.

Using the Monitor Activity slice

NoteReports on assignments and work objects operate as in the Monitor Activity workspace of the WorkManager portal, reflecting only the assignments and work objects in one currently selected work pool. Select Pega button > Switch Work Pool to identify your current work pool — marked with a dot — or to change your work pool to another listed in your current access group.

If an area appears collapsed, click to expand the area and view the links in the area. Click a link to execute a report. You may be prompted for parameters.

Area

Contents of reports and charts you can access in this area

Rule Reports Tally or list rules in your system. (Results do not depend on the current application.) See Rule Reports.
Monitor Assignments List or summarize open assignments in the currently selected application. See Reports in the Monitor Assignments category.
Monitor Processes 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 Monitor Processes reports.
Analyze Quality Summarizes resolved work objects along quality dimensions. These support a retrospective review of past work, to aid in understanding how business processes might be improved. See Analyze Process Quality reports.
Analyze Performance Identifies which flow actions were selected how often by assignment, and the timeliness of the selection. These reports are derived from information in the History-Work- classes. See Analyze Process Performance reports.
Data Reports Reports for instances of classes derived from the Data- base class. (This area is initially empty.)
System Reports Reports for instances of classes derived from the System-, Log-, and Index- base classes, and selected History- classes. BUG-3790 KARAF 4/12/07
Definitions current application, landing pages, workbasket, work group, calendar, skill, ticket
Related topics About Skill Rules
About Workbasket data instances
About Ticket rules

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