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Enhance Your Visibility Scenario for a Deployed Workflow

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Enhance Your Visibility Scenario for a Deployed Workflow
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Enhance Your Visibility Scenario for a Deployed Workflow

October 4, 2021
Created by
September 12, 2019
Enhance your visibility scenario by configuring the status, phases, performance indicators, and attributes for the workflow added to track and analyze the business process.

You will learn

  • How to enhance your scenario by configuring phases, attributes, and performance indicators
  • How to activate the scenario
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Prerequisites

When you add a workflow to your visibility scenario as a process participant, a set of attributes and performance indicators are automatically configured to your visibility scenario. You can navigate to the respective tabs in the Configure Visibility Scenarios application to view them. You can either choose to activate the visibility scenario without enhancing or you can further enhance the visibility scenario by adding phases, status, calculated attributes, and performance indicators.

Step 1: Create phases
  1. Add a phase to your visibility scenario by choosing + icon in the Phases tab.

    Add phase
  2. Provide a the following details for the phase and choose OK.

    Field Name Value
    Name Confirm Equipment
    ID ConfirmEquipment
    Phase name
  3. In the Start Events drop down, select StartEvent1 Started and Change or Confirm equipment Created options.

    Field Name Value
    Start Events StartEvent1 Started, Change or Confirm equipment Created
    Phase start
  4. In the End Events drop down, select Change or Confirm equipment Completed option.

    Field Name Value
    End Events Change or Confirm equipment Completed
    Phase end
  5. Similarly, create another phase named Approve Equipment. Then, select the Approve Equipment Created option from the Start Events dropdown and Approve Equipment Completed option from the End Events dropdown and Save the changes.

    Field Name Value
    Name Approve Equipment
    ID ApproveEquipment
    Start Events Approve Equipment Created
    End Events Approve Equipment Completed
    Add another phase
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Step 2: Configure the target
  1. Navigate to the Status tab.

  2. Under the Target section, provide the following details and Save the changes:

    Field Name Value
    Target Type Constant
    Target Value 30 Days, 0 Hrs, 0 Min
    Threshold 70 %
    Configure Target
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Step 3: Add visibility scenario attributes
  1. Choose the Attributes tab, you can view a set of default attributes in the left pane.

    Attribute
  2. Add a calculated attribute by choosing the + icon.

    Plus attribute
  3. Add the following properties in the Add Calculated Attribute dialog.

    Field Name Value
    Name Time Taken To Approve Equipment
    ID TimeTakenToApproveEquipment
    Expression Type Duration between events
    Start Event Approve Equipment Created
    End Event Approve Equipment Completed
    Add attribute
  4. Save the changes.

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Step 4: Configure performance indicators
  1. Navigate to the Performance Indicators tab and add a performance indicator by choosing the + icon.

    Performance indicators
  2. In the Add Performance Indicator dialog, provide the following details and choose OK.

    Field Name Value
    Title Open Onboarding Requests
    Sub-Title By Phase
    ID Open_Onboarding_Requests
    Add performance indicators
  3. Choose the following options as shown in the General and Data section of the Performance Indicators tab:

    For General section:

    Field Name Value
    Title Open Onboarding Requests
    Sub-Title By Phase
    Description This performance indicator is for open onboarding requests.
    Representation Bar Chart
    Card Type List
    Chart Type Bar
    Level Instance

    For Data section:

    Field Name Value
    Measure Number of Instances
    Dimension Active Phases
    Add performance indicators details
  4. Choose the + icon under the Filters section of Performance Indicators to add a filter.

    Add filter
  5. In the Add Filter dialog, provide the following details:

    Field Name Value
    Attribute State
    Operator equal to
    Value Open
    Filter details
  6. Save the changes.

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Step 5: Activate the scenario
  1. Save the scenario and then choose Activate.

    Activate
  2. Once the scenario is successfully activated, you can see the status of the Employee Onboarding Process scenario as Active.

    After activate
Can you activate a visibility scenario without enhancing it?
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