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XXXXX GRP-15658 and GRP-14901-1
Home page for the Business Analyst portal
The Home landing page for the Business Analyst portal presents information about the current application. The page contains these gadgets:
- Discovery Map
- Status
- Use Cases Explorer
- Governance
- KPIs
- What's Happening
Some fields in the gadgets reference rules. When an underline appears under a name as the cursor rolls over it, you can select that name to open the underlying rule form. XXXX kowal: Verify whether there are places in these home gadgets that open rule forms.
Discovery Map
This gadget displays the current application's Discovery Map, the graphical design tool used to provide a high-level presentation of business flow steps.
See the Pega Developer Network
article PRKB-26125 Creating Discovery Maps and others listed in the Inception section of the Business Analyst Resources area of the Pega Developer Network.
Status
This gadget displays the progress made to date on development of the current application. XXXXX kowal: 20100806 Progress bar not working yet XXXXX
Use Cases Explorer
Use the Use Cases Explorer to work with the current application's use cases and their associated requirements. The use cases are displayed in a tree grid, organized by work type.
To add a use case to a particular work type, right-click the work type and select Add Use Case.
XXXXX kowal: Add screen cap image here XXXXX
Governance
Use this gadget to list those rules in the current application that contain a warning message.
Warning messages in a rule suggest the rule is at variance with design guardrails or other best practices. While a warning condition does not indicate that the rules are invalid, or that they do not operate correctly, usually you would revise the rules to remove the variance. Revising the rules to remove warnings can improve performance, maintainability, user productivity, or usability.
XXXX kowal: Determine how to point to the sections of the Application Preflight tool help topic without confusing the reader. This page has all the same items as Preflight tool except Preflight also has "Browser Compatibility Report" and "Accessibility Report" XXXXX
KPIs
When the current application and your access group are enabled to use Key Performance Indicators (KPIs), use this gadget to work with and view business KPIs for the application.
You can:
- Display KPIs that are already defined for this application by selecting one of the options in the Show KPIs drop-down list.
- Create a new KPI to measure and track by clicking New.
- Work with the existing KPIs. XXX kowal: Add more details XXXX
If the Show KPIs field displays User has no KPI-Gadget-MyKPI privileges
, your Operator ID's access group is missing a KPI access role (KPI:Manager, KPI:SysAdmin, or KPI:User). Update your access group to add one of the KPI access roles. kowal: Verify this with development team. I got an error when I had PegaRULES:ProArch4 and tried to give myself KPI:Manager role. Add more details if operator also needs the KPI work pool
What's Happening
The What's Happening gadget displays the current development activity occurring in the application. In a team environment, you can use this display to monitor team members' work and progress in near real time.
The What's Happening display in the Business Analyst portal has the same behavior as it does in the Designer Studio. See Designer Studio — Working with the What's Happening display for details on actions you can take in this display.
Business Analyst portal basics
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