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Speaking of Process Monitoring...

It allows checking all the processes under my management, get information on the status of requests (within the deadline, notified or delayed) and requests about to expire, filter by process and version, generate reports containing the list of requests and much more. In the Load analysis tab, it is possible to check the number of processes and measure the bottlenecks in each request, in a more thorough and specific way.


Initial Configuration


The purpose of process monitoring is to allow viewing the status of processes that are within the deadline, late or about to expire. To do so, in addition to having a manager, processes need to have their expiration deadline configured so that they are available on the monitor

01. Click the properties of the process to be configured.

02. On the General tab, configure the Expiration deadline.

For more details on how to properly configure the expiration deadline, go to the Process configuration documentation.

03. Click Save.

Remember

It is important to note that the configured settings are valid only after the process version is released. That is, the configured process whose version is not released will not be shown on the monitor.



Process monitoring


01. From the main menu, launch Process.

02. Activate Process monitoring.

03. View the configurations of the processes under my management.



Configure process monitoring


01. In the Requests in Progress tab, select a process from the Process field.

If the Process field is empty, the information shown in the chart is regarding all processes.

02. In the Version field, select the process version to be viewed. 

To view all versions available for the selected process, keep the All versions option.

03. Click Filter.

04. The slices in the Status of requests pie chart will be shown according to the number of process requests whose statuses are Delayed, Within the deadline or Notified.

05. The Requests about to expire bar chart will show all the notified requests.

06. When clicking any slice or bar in the chart, it opens a list containing requests according to their respective status.

When clicking the caption, it also loads a list according to the status you clicked.

When clicking a request in the list, you are redirected to the request add-ons, in task central.

07. To export data from the request list, click the Export button.

The default export list format is Excel, but if you want to change it, select the arrow in the Export button and choose the CSV option.

The file will be available after a few minutes in the Notifications menu, located on the upper right side of the screen. By clicking on the file, the download will be done automatically. The file will not open directly in the internal viewer, if desired, can be configured. For details on configuring the internal viewer, see View Document.

08. On the Load Analysis tab, select a process in the Process field.

Even without informing a process, you can view the chart with all open processes and their respective information.

09. In the Version field, select the version of the process you want to view.

10. A graph can be visualized with the requests and when the mouse over the data of the graph, the quantity of requests and their respective status will be shown: term, on alert or delayed.



Attention!

This documentation is valid from the update 1.6.4 - Waterdrop. If you use a previous update, it may contain information different from what you see on your platform.