Workflow

How to Display and Edit Process/Activity Data

All relevant data pertaining your processes can be displayed from the central Process Console:
  • Meta data for activities in progress
  • Process Templates and status of assigned process-instances
  • The status of your processes (in definition, in execution, completed)
Click Manager > Workflow > Process Console.
The Process Console mask is displayed.
To update the mask, click .
 
  The Process Console mask contains the following sections:
  1. The Templates section in the head form contains the total number of process templates.
 

2. The Instances section in the head form contains the following information of all available processes:

  • In Definition: Total number of processes that are currently being defined and that are not yet initiated
  • In Execution: Total number of processes in progress
  • Finished: Total number of processes that are finished
  • Active: Total number of initiated, running processes
  • Completed: Total number of completed processes
  • Suspended: Total number of initiated but currently suspended processes
  • Canceled: Total number of initiated and aborted processes prior to completion
 

3. The tabs in the bottom part of the mask lists processes according to their status,
displaying more detailed information for processes already indicated in the Instances section
including current activities and process templates.

  • Current Activities tab: Click this tab to watch or influence current activities.
    • Current activities can be rejected and restarted on the Current Activities tab of the Process Console,
      no matter if the work item(s) has already been accepted or forwarded. It might be required to reject
      an activity and to change resources of the activity in case a user is unavailable (e.g. due to illness) in which
      case the work item(s) is pending and the activity can't be further processed. If a current activity is rejected,
      then the work item(s) of this activity is deleted. The activity is set to the state "rejected" and the resources
      of the activity can be changed. With "Restart Activity" the activity is started again and the work item(s) is
      newly created.

  • Templates tab: Click this tab to watch detailed information and/or unlock process templates.

  • In Definition tab: Click this tab to unlock and/or change the owner of processes in definition.

  • In Execution tab: Click this tab to suspend, resume, cancel, unlock and/or change the owner of processes in execution.

  • Finished tab: Click this tab to unlock finished processes.

  • All Processes tab: Click this tab to unlock any process of any state.

If an error occurs and a process template or a process is locked, they can be unlocked:
On the tab In Execution or Templates, click the corresponding entry and click unlock in the context menu.

The Process or Process name field in this link contains a hyperlink reference that enables you to open a
project status-specific edit mask. Alternatively, you can open this mask with the following menu options:

  • Start > Workflow > Processes in Definition...
  • Start > Workflow > Processes in Execution...
  • Manager > Workflow > Process Templates