Creating Process Monitors

Process Monitors allow you to give users a general idea of how far a process has run without the confusing detail for non-technical staff. You create a process monitor and link processes or Chain processes to it, this allows you to hide whatever you consider too technical detail from non-technical staff, it also allows non-technical staff to monitor processes from Report2Web in a simple interface which reduces training to a minimum.

When a process that is linked to a monitor completes, the process monitor is updated with the status. Process monitors can have child process monitors, which allows you to create a hierarchy; this is especially useful for financial close processes, where you would typically have a process monitor for the entire close process and individual ones for the steps, for example, one for AP accounting, another for GL accounting and financial control.

Process Monitors are initiated with an instance name, which allows you to reuse them. When you link processes to a process monitor, you specify an expression for an instance name; only processes linked to both process monitor and instance name are linked.

Procedure

Creating a Process Monitor

1. Navigate to "Definitions > Process Monitor Definitions".
2. Choose New Process Monitor Definition from the context-menu.
3. Fill in a name into the Name field.
4. On the Process Monitor Item Definitions tab, add an item for every step you want in the process monitor. Leave the Type on Task when you link to processes.
5. Choose Save & Close.

Connecting individual processes to a Process Monitor

1. Navigate to "Definitions > Chains".
2. Choose Edit from the context-menu of an existing chain.
3. Drill-down to a chain process, choose Edit for the Process Monitors field.
4. Fill in the name of a Process Monitor and select a Process Monitor Item Definition.
5. Perform the previous step for to map all Chain processes you want to the process monitor.
6. Choose Save & Close.

note

It is recommended to streamline processing of individual processes and chains using either parent chains or events.

Initiating a Process Monitor and Starting the entire process

1. Navigate to "Definitions > Process Monitor Definitions".
2. Choose Instantiate from the context-menu of the process monitor.
3. Fill an instance name into the Instance field.
4. Choose Submit to initiate the process monitor.

See Also

• Insight

ProcessMonitorDefinition ProcessMonitor