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Modeling Business Processes and Their Execution > Getting Started with the Business Process Management Extension in the Web Application > Process Monitoring

Process Monitoring

The Business Process Management extension window in the process monitoring mode displays all running process instances available for the user. A process instance is a process running with specific parameter values. The number of running instances is not limited. Appropriate color indication is used to display execution statuses of process instance stages/steps.

To open the monitoring window

To open the monitoring window in the Designer of Business Applications extension in the web application

Process monitoring mode and a set of running process instances in it can differ depending on process role model settings:

Full monitoring window with the list of running process instances:

Full monitoring window with the business process scheme:

In the full monitoring window with the business process schema one can view basic properties of all process steps.

To view the process scheme, double-click the selected process instance in the list of running process/subprocess instances. To go back to the list of running instances, click the Go Back to the List of Instances button on the toolbar.

Custom monitoring window with the list of process steps assigned to the user for execution:

The working area with the list of assigned steps includes the tabs:

My steps

All steps

NOTE. Steps assigned for execution are distributed by their belonging to process instances.

Each tab contains:

NOTE. To display the linked object of selected step, click the name of the linked object in the Linked Object column.

One can sort columns by clicking the column header. Sorting is executed only by one column. It is available only for the Status, Owner, and End columns.

Custom monitoring window with the business process scheme:

In the custom monitoring window with the business process scheme the step execution owner can view basic information only for the step, for which execution he is responsible.

To view the process scheme containing assigned process steps, click the Open Instance Chart button next to the selected process instance. To go back to the list of assigned steps, click the Go Back to the List of Instances button on the toolbar.

To execute process instance:

  1. Refresh process monitoring if required.

  2. Select the step executor from the group of responsible users if required. It is available only for process owner and administrator.

  1. Execute process steps depending on the step execution method:

When executing process steps one can reject the active process step.

  1. Browse the process stages or steps execution log if required.

The table contains available functionalities depending on monitoring mode:

Functionality Full monitoring (process owner, administrator) Custom monitoring (step execution owner)
Refresh process monitoring

Select responsible for process step

Execute process steps in manual mode

Reject process steps

Restart/Stop process instance

Process instance search

Filter list of process instances by parameters

Set up working area

View log

To clear processes monitoring and initialize task container, use the Clear Monitoring unit. Clearing is available for the ADMIN administrator who is the schema owner.

Indicating Stage and Step Execution Status

In the process monitoring working area:

NOTE. Viewing basic properties of all process steps is available for the process owner and administrator when the process scheme is displayed in the monitoring. The step execution owner can view basic information only for the step, for which execution he is responsible.

Each step status is marked with an icon:

- step is active and available for execution.

- step is finished and executed correctly.

- step is not started.

- step is rejected.

- step is executed and expired.

- step is active and expired.

- step is executed but with failure. For example:

The following colors are used for stage/step indication:

To view description of step status icons in the custom monitoring, open the legend by clicking the Legend button.

Steps of the process with automatic execution method are marked with the icon.

See also:

Getting Started with the Business Process Management Extension | Executing Process Steps in Automatic Mode | Executing Process Steps in Manual Mode