iBPS 5 - cdn.allbound.com

USER MANUAL

Newgen Software Technologies Ltd

A-6, Satsang Vihar Marg, Qutab Institutional Area

New Delhi - 110067, INDIA

Tel: 91-11-40770100, 26964733, 26963571

Fax: +91-11-26856936

E-mail: [email protected]

February – 2020

iBPS 5.0

BUSINESS ACTIVITY MONITOR

mailto:[email protected]

Business Activity Monitor Page 2

Disclaimer This document contains information proprietary to Newgen Software Technologies Limited. User may

not disclose or use any proprietary information or use any part of this document without written

permission from Newgen Software Technologies Limited.

Newgen Software Technologies Limited makes no representations or warranties regarding any

software or to the contents or use of this manual. It also specifically disclaims any express or implied

warranties of merchantability, title, or fitness for any particular purpose. Even though Newgen

Software Technologies Limited has tested the hardware and software and reviewed the

documentation, it does not guarantee or imply that this document is error free or accurate regarding

any particular specification. As a result, this product is sold as it is and user, the purchaser, is assuming

the entire risk as to its quality and performance. Further, Newgen Software Technologies Limited

reserves the right to revise this publication and make changes in its content without any obligation to

notify any person, of such revisions or changes. Newgen Software Technologies Limited authorizes no

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were derived from various sources.

Copyright © 2020 Newgen Software Technologies Ltd. All Rights Reserved.

No part of this publication may be reproduced and distributed without the prior permission of:

Newgen Software Technologies Limited,

A-6, Satsang Vihar Marg, Qutab Institutional Area,

New Delhi - 110067

INDIA


TABLE OF CONTENTS About Business Activity Monitor User Manual ................................................................................................... 6

1 Getting Started ........................................................................................................................................... 7

1.1 Introduction ....................................................................................................................................................... 8

1.2 Accessing BAM ................................................................................................................................................... 8

1.3 About BAM Interface........................................................................................................................................ 10

2 Main View/Dashboard ..............................................................................................................................11

2.1 Access Main View/Dashboard .......................................................................................................................... 12

2.2 Home Tab ........................................................................................................................................................ 14

2.3 More Options ................................................................................................................................................... 15

2.3.1 Add Tab ....................................................................................................................................................... 15

2.3.2 Edit Tab ....................................................................................................................................................... 17

2.3.3 Delete Tab ................................................................................................................................................... 19

2.3.4 Add Report in Dashboard ............................................................................................................................. 21

2.3.5 Add Rule ...................................................................................................................................................... 25

2.3.6 Add Alert ..................................................................................................................................................... 34

2.3.7 Add Alert List ............................................................................................................................................... 38

2.3.8 Add Other Application ................................................................................................................................. 39

2.4 My Dashboard.................................................................................................................................................. 41

2.5 Templates ........................................................................................................................................................ 42

2.6 User Preferences .............................................................................................................................................. 47

2.7 Show Alerts ...................................................................................................................................................... 48

2.8 Manage Dashboard .......................................................................................................................................... 50

2.9 Container Options ............................................................................................................................................ 56

2.10 Report Designer ............................................................................................................................................... 58

2.11 Report Scheduler ............................................................................................................................................. 60

2.11.1 Add Scheduler ......................................................................................................................................... 62

2.11.2 Modify Scheduler .................................................................................................................................... 71

2.11.3 Delete Scheduler ..................................................................................................................................... 73

2.11.4 Start Scheduler ....................................................................................................................................... 74

2.11.5 Stop Scheduler ........................................................................................................................................ 75

2.11.6 Audit Log ................................................................................................................................................ 77

2.12 Report Designer (List View) .............................................................................................................................. 79

2.13 Report View ..................................................................................................................................................... 81

3 Design Report ............................................................................................................................................82


3.1 Add Report....................................................................................................................................................... 83

3.1.1 Add Report through Wizard ......................................................................................................................... 85

3.1.2 Add Report through Query/Procedure ......................................................................................................... 90

3.1.3 Specifying Report Field Properties................................................................................................................ 99

3.1.4 Sorting Options .......................................................................................................................................... 105

3.1.5 Grouping Options ...................................................................................................................................... 106

3.1.6 Filter Options ............................................................................................................................................. 108

3.1.7 Input Field Properties ................................................................................................................................ 110

3.1.8 Report Format ........................................................................................................................................... 115

3.1.9 Manage Category ...................................................................................................................................... 123

3.2 Modify Report ................................................................................................................................................ 126

3.3 Delete Report ................................................................................................................................................. 127

3.4 Show Query ................................................................................................................................................... 128

3.5 Trends............................................................................................................................................................ 129

4 Export/Import Reports ............................................................................................................................133

5 BAM Reports ...........................................................................................................................................136

5.1 Generate BAM Reports .................................................................................................................................. 137

5.1.1 Process History Report............................................................................................................................... 138

5.1.2 User Performance Report .......................................................................................................................... 142

5.1.3 Average Process Time Report..................................................................................................................... 145

5.1.4 Participant Report ..................................................................................................................................... 148

5.1.5 Participant Processing Report .................................................................................................................... 151

5.1.6 Turn Around Time Report .......................................................................................................................... 154

5.1.7 Delay Report.............................................................................................................................................. 156

5.1.8 Process Definition Summary Report ........................................................................................................... 158

5.1.9 Exception Details Report ............................................................................................................................ 160

5.1.10 Expired Workitem Report ...................................................................................................................... 162

5.1.11 Diversion Report ................................................................................................................................... 164

5.1.12 Temporary Queue Assignment Report ................................................................................................... 165

5.1.13 Avg. Processing Time (Current day) ....................................................................................................... 166

5.1.14 Exception(s) Raised (Current day) .......................................................................................................... 169

5.1.15 Pending workitem in Process ................................................................................................................. 170

5.1.16 Pending workitem in Queue .................................................................................................................. 172

5.1.17 Processed Workitems (Current day) ...................................................................................................... 173

5.1.18 Queue Load Report (Current day) .......................................................................................................... 175

5.1.19 Schedule Deviation Report .................................................................................................................... 176


5.1.20 System Load Report (Current day) ......................................................................................................... 178

5.1.21 Workitem Status Report (Current day) .................................................................................................. 180

5.1.22 Daily Volume of Completed Cases Userwise .......................................................................................... 181

5.1.23 Daily Volume of Completed Tasks Userwise ........................................................................................... 183

5.1.24 Daily Volume of New Cases Userwise .................................................................................................... 185

5.1.25 Daily Volume of New Tasks Userwise ..................................................................................................... 187

5.1.26 Exception Picklist .................................................................................................................................. 189

5.1.27 In Progress Case With Health Userwise .................................................................................................. 190

5.1.28 Process Pick List .................................................................................................................................... 191

5.1.29 Report Type PickList .............................................................................................................................. 192

5.1.30 Task In Progress with Health Userwise ................................................................................................... 193

5.1.31 Task Status Userwise ............................................................................................................................. 194

5.1.32 User Picklist .......................................................................................................................................... 196

5.1.33 Workstep List ........................................................................................................................................ 197

6 Audit Log .................................................................................................................................................199

6.1 View Audit Log ............................................................................................................................................... 200

6.2 Reports Tab.................................................................................................................................................... 202

6.3 Scheduler Tab ................................................................................................................................................ 206

6.4 Trends Tab ..................................................................................................................................................... 211

7 Glossary ...................................................................................................................................................216

8 List of Abbreviations ................................................................................................................................218


About Business Activity Monitor User Manual The iBPS Business Activity Monitor (BAM) User Manual provides steps to generate and view a real-time

summary of business activities, enabling operations managers and the top management to take quick

decisions. The chapters of this manual are:

Chapter 1: Getting Started - This chapter discusses about the overview of BAM, how to access it and its interface.

Chapter 2: Main View/Dashboard - This chapter discusses about viewing multiple reports on single screen.

Chapter 3: Design Report - This chapter discusses about designing different types of reports.

Chapter 4: Export/Import Reports - This chapter discusses about exporting/importing reports to/from the local storage.

Chapter 5: BAM Reports – This chapter discusses about generating comprehensive reports to assess the process

functioning, the user performances and other statistical data.

Chapter 6: Audit Log - This chapter discusses about viewing audit logs for reports, schedulers and trends.

Chapter 7: Glossary - This chapter contains an alphabetical list of technical words with explanations.

Chapter 8: List of Abbreviations – This chapter contains a list of abbreviations used in this manual.


Chapter

1 1 Getting Started

This chapter consists of:

Introduction

Accessing BAM

About BAM Interface


1.1 Introduction The term Business Activity Monitor (BAM) refers to the Aggregation, Analysis, and Presentation of

real-time information about activities inside organizations. A Business Activity can either be a business

process that is orchestrated by Business Process Management (BPM) software or a business process

that is a series of activities spanning multiple systems and applications. The Business Activity Monitor,

developed by Newgen Software, is an enterprise solution to provide a real-time summary of business

activities to operations managers and the top management.

All the Charts and Graphs in BAM are rendered using the D3.js (D3 for Data-Driven Documents)

charting library. D3 allows binding data to a Document Object Model (DOM), and then apply data-

driven transformations to the document/reports. For example, a user can use the data to create an

interactive SVG bar chart with smooth transitions and interaction. D3 helps bring data to life using

HTML, SVG and CSS. D3’s emphasis on web standards gives the user full capabilities of modern

browsers without tying them to a proprietary framework. It combines powerful visualization

components and a data-driven approach to DOM manipulation.

1.2 Accessing BAM To work with BAM, the user needs to log in to iBPS OmniApp. To start the Business Activity Monitor,

carry out the following steps:

1. Launch the login screen of OmniApp.

NOTE:

Refer to OmniApp User Manual for logging in to OmniApp.

2. Enter login credentials.

3. Click on Login to start the session.


Figure 1.1

4. OmniApp Home screen appears.

Figure 1.2

NOTE:

For adding the BAM components, refer OmniApp User Manual.


1.3 About BAM Interface When a user logs in to OmniApp, the following components of Business Activity Monitoring are

displayed:

Main View/Dashboard

Report Designer

Report Scheduler

Report List

Report View

NOTE:

These are configurable components. The user can modify components using OmniApp Configuration option (For OmniApp,

refer OmniApp Manual).


Chapter

2 2 Main View/Dashboard


Access Main View/Dashboard

Home Tab

More Options

My Dashboard

Templates

User Preferences

Show Alerts

Manage Dashboard

Container Options

Report Designer

Report Scheduler

Report Designer (List View)

Report View


2.1 Access Main View/Dashboard Main View/Dashboard is used to view multiple reports on a single screen.

User can add/modify/delete tabs, add report in tab container, add alert list and add any other external

web application as a report in Dashboard.

To Access the Main View/Dashboard:

1. Click on User’s Settings at the top right of OmniApp.

2. Select Dashboard.

Figure 2.1


3. My Dashboard screen appears.

Figure 2.2

NOTE:

The 3 boxes visible in the Dashboard screens are the containers where user can view multiple reports on the same screen.


2.2 Home Tab Go to the Home tab. If any user has added tabs the previous login session, all the tabs appear along

with the home tab.

NOTE:

By default, the first tab is set as the home tab.

Figure 2.3


2.3 More Options

2.3.1 Add Tab Add Tab is used to add a new tab in the Dashboard.

To Add Tab:

1. Click on Add Tab link at the top right of My Dashboard.

Figure 2.4

2. Tab Properties dialog box appears.

3. Specify the following details:

Name Description

Tab Name Specify the new tab name.

Auto Toggle This option is used to toggle between tabs automatically.

Template Select a template from the dropdown list.

Template Preview It shows a preview of the selected template.


4. Click on OK.

Figure 2.5

NOTE:

There are two buttons in the Tab Properties screen:

OK: Click this button to save the tab properties and add the tab.

Cancel: To close the Tab Properties screen without saving the tab properties, user can click this button. The tab

properties are not saved and the tab is not added to the Business Activity Monitor screen.


5. The added tab along with the Home tab is displayed in the tab bar.

Figure 2.6

2.3.2 Edit Tab To Modify and Set Properties of a Tab:

1. Click on the required tab to open it.

2. Click on More Options and select Edit Tab.

Figure 2.7


3. Tab Properties dialog box appears.

Figure 2.8

The following table describes the various components of the Tab Properties:

Component Description

Tab Name text box Allows the user to specify a new tab name.

Auto Toggle check box Allows toggling between tabs automatically.

Template drop-down list Allows the user to choose a template for the tab. This drop-down list is not enabled for

the home tab.

Report Instance Assignment The options in this section are enabled only if the user changes the template of the tab

from the Template drop-down list. This section contains the following options:

Manual assignment: Using this option, the user can add the reports or alert lists of the existing tab to the

containers in the new template. The number of containers in the new template may be


less compared to the old template of the tab. In this case, the user may not be able to

show all the reports or alert lists appearing in the tab.

Automatic assignment: Using this option, the reports or alert lists of the existing tab get automatically added to

the containers in the new template. If the number of containers in the new template is

less than the number of containers in the existing template of the tab, then some

reports or alert lists may not be displayed in the tab.

Delete Instances: Using this option, the user can delete all reports or alert lists from the tab.

Template Preview pane Displays the selected template.

OK button Saves the properties specified for the new tab.

Cancel button Allows the user to exit from Tab Properties screen without saving any changes.

4. Make the required changes and then click OK to save the details.

2.3.3 Delete Tab To Delete a Tab:

1. Click on the required tab to open it.

2. Click on More Options and select Delete Tab.

Figure 2.9


3. The system displays the following message:

Figure 2.10

4. Click on OK to delete the tab.

NOTE:

The user is not allowed to delete the Home tab.

User is not able to delete a tab if the tab is used in any reports. Also, the Home tab cannot be deleted.


2.3.4 Add Report in Dashboard Add Report is used to insert added reports through Report Designer in Dashboard.

To Add a Report in Dashboard:

1. Click on drop down button located on the right corner of the container.

2. Click on Add Report.

Figure 2.11

3. Report List dialog box appears.

4. Click on the required Report.

You can also enter the required Report name in the Search Report dialog box, click on the

Search button and then select the Report.


Figure 2.12

5. Report Preferences (of the selected Report) screen appears.

6. Select Process Name. To select the process name, click on the ellipsis button present in the Process

Name column.

7. Select the From and the To Date by clicking on the ellipsis button present in front of them.

8. Similarly, edit options like Chart Title Color, Rule Definition etc.

9. Click on Save.


Figure 2.13

This page is divided into following sections.

Top/First Section Report Input Fields Section Rules Section

Top/First Section

This section contains the following fields:

Report Type This shows the type of the selected report. The report may be Tabular, Graphical, or Tabular and

Graphical.

Display Name User can type the name that he/she wants to display for the selected report. User can use the

already displayed name or change the display name of the report.

Refresh Interval User can define the report refresh interval time in minutes.

Default Display This is a drop-down list. Different report types, associated with that report, appear in the drop-down

list. User can select any display type from the drop-down list. Now, by default, the report will be

shown in this type.


NOTE:

Following options are only available in this section when the Report type is Graphical:-

Chart Title: A name can be assigned to the Chart by entering text in the “Chart Title” textbox, and if nothing is entered

then default Chart Title will be populated here.

Chart Title Color: We can assign a color to the Chart title in the report by clicking on the Ellipsis (…) button.

Report Input Fields Section

The next section is the Report Input Fields section. User can use this section to specify the fields of the

selected report, which require user input. This section contains the following:

Field Name This shows the name of the field of the selected report, which requires user input.

Field Type This shows the type of the field. The field type may be Numeric, Text, and so on.

Input Value This is a pick list. To give an input value, the user needs to click the ellipsis (...) button which opens

the Process Pick List. User can then select any value by clicking on it from the pick list.

Rules Section

The next section is the Rules section. This section contains the following:

Rule This shows the name of the rule, which is used to generate the report.

Color Code This shows the color selected for a field.

Mail To This shows the group and e-mail address at which the e-mail message will be sent regarding the

report.

Alert Delay Interval The Alert delay interval is counted in minutes. User can specify the alert delay interval in this text

box.

Apart from the above explained sections, this screen has the following buttons as well:

Add Remove Modify Up Down Save Cancel


2.3.5 Add Rule User can add one or more than one rules at a time. When the user clicks on Add button, the Rule

Definition screen appears, as shown in the following figure. To add a rule, carry out the following given

steps:-

1. In the Report Preferences screen click on Add button in the Rules Section.

Figure 2.14


2. Rule Definition screen appears.

Figure 2.15

The Rule Definition screen has the following two sections:-

Rule Condition

Rule Action


Rule Condition

This section, which is present in the top part of the screen, is used to specify a rule to display data from

the selected report. To Add/Remove a rule, carry out the following given steps:-

1. Click on Add.

2. Default blank Rule condition appears.

3. To define this Rule, select or enter the required Field, Operator and the Value.

4. To remove the rule, select the rule and click on Remove.

Figure 2.16

To know more about other components in this section, follow the provided table:-


Check box When the user selects this check box, the corresponding rule condition is applied to

the rule.

Drop-down list User can select ‘(‘from this drop-down list.


Field ellipsis button User can select a field by clicking the ellipsis button. On clicking this button, the

Select Field screen appears which displays the fields of the selected report.

Operator drop-down list User can select any of the available operators from this drop-down list. The

operators available in this drop-down list are ‘=’, ’>’, ’<’, ‘<=’, ‘>=’, ‘<>’, and ‘LIKE’.

Value User can either type a value in this text box or select a value. To select a value, the

user needs to click the ellipsis button next to the Value text box. On clicking this

button, the Select Field screen appears. User can then select any value from the list.

Value ellipsis button User can use this button to specify a value.

Drop-down list User can select ‘)’ from this drop-down list.

Logical Operator drop-down

list

User can select logical operators such as ‘And’ and ‘Or’ from this drop-down list to

combine rule conditions. User can select any one of these operators or none of these

operators according to the number of rule conditions that user want to apply. Using

the ‘And’ operator, the user can add multiple rule conditions as per the requirement.

Rule Action

This section has following subsections:

Cell Style

Field Name

System Default/Custom Style

Mail to User(s)/Group(s)

Mail to Id(s)


Figure 2.17

Cell Style: In this section, the user can define cell style.

Field Name: Select the field name by clicking on the ellipsis button .

System Default: Select this option to apply the system default cell style. On selecting this

option, Color Code and Color Complete Cell options appear.

Color Coding: It allows the user to define color code for the selected field name.

1. To select the field name, the user needs to click the ellipsis button next to the Field

Name text box. When the user clicks this button, the Select Field box opens. User can

then select the Field name from this list.

2. To choose a color code for the field, the user can click the ellipsis button next to the

Color Code text box. The Color Picklist box opens. User can then select any color.

3. To remove the selected color, the user can click Clear.

Color Complete Cell: Select this check box to color the complete cell. On selecting this check

box, Column Color Code field appears. It allows the user to define a color code for cell columns.


Custom Style: Select this option to define a custom style for the cell style. On selecting this

option, the Custom Style text box is added. It allows you to write syntax in CSS style for defining

cell style:

Example: background-color: #FFFFFF;

font-size: 11px;

font-family: Arial;

font-style: Normal;

color: #000000;

font-weight: Normal

Mail to User(s)/Group(s): In this section, the user can select a group or a user to whom the user wants

to send the e-mail message regarding the report. Here there are two visible radio buttons, Group and

User.

1. To select the group, click the Group radio button and then click the ellipsis button next to it.

When the user clicks this button, the Select Group box appears. User can then select the

group from here.

Figure 2.18

2. To select a user, click the User radio button and then click the ellipsis button next to it. When

user clicks this button, the Select User box appears.

3. In the Select User box, the user can select the User ID or the User Name radio buttons to

specify the user id or the user name. User can also type the user id or the user name in the

text box or can select the user name by specifying its group name.


Figure 2.19

To select the user name from its group name, click the ellipsis button next to the Group Name text

box. The Select Group box appears. User can then double-click the group name from the list to select

it. In the Select User box, user can now double-click the user name from the list that appears below

Group Name.

There are two buttons in this subsection:

Add: To add groups or users, user first need to select them using the ellipsis button and then click

Add. The selected group or user appears under Name.

Remove: To remove a group or a user, user need to select the proper group or user check box

under Name and then click Remove.

Mail to Id(s): It allows the user to exclusively type the e-mail ids e-mail messages are to be sent.


Figure 2.20

Rule Definition screen has the following two buttons:

Save: Click this button to save the rule defined for the report.

Cancel: To close the Rule Definition screen without saving any changes, user can click this button.

Following are the descriptions of the other buttons of the Report Preferences screen:

Remove: To remove a rule definition, the user needs to select the proper rule name check box and

then click this button.

Modify: To modify a particular rule definition, user need to select the corresponding rule definition

check box and then click this button.

Up: User can traverse upwards from one rule to another rule by clicking this button.

Down: User can traverse downwards from one rule to another by clicking this button.

Save: Click this button to save the specified report preferences. The report then appears in the

container on the tab from where it was added.


Cancel: Click this button to cancel the report preferences.

Figure 2.21

Similarly, you can define the different components to show different reports and applications.

Figure 2.22


2.3.6 Add Alert Add Alert is used to add alert with reports in Dashboard.

To Add an Alert:

1. Select Add Report option.

Figure 2.23

2. Select a Report Name from the list.

Figure 2.24


3. Add Rule by clicking on Add button.

Figure 2.25

4. Enter Rule Name and click on Add button to add Rule Condition.

5. Select Field, Operator and Value.

6. After adding Rule Condition, define Rule Action. Refer to Add Rule section.

7. Click on Save.


Figure 2.26

8. System displays added rules in the Rules list.


Figure 2.27

9. Click on Save.

10. The system displays the added report with an alert in Dashboard View as shown below:

Figure 2.28


2.3.7 Add Alert List Add Alert list is used to display an alert list in the Dashboard container.

To Add Alert List in Dashboard:

1. Select Add Alert List option.

Figure 2.29

2. System displays added alert list in Dashboard.

Figure 2.30


2.3.8 Add Other Application BAM allows user to add any external report in Dashboard.

To Add External Report in Dashboard:

1. Click on Add Other Application link.

Figure 2.31

2. Enter the following details:

Enter the Application Name.

Enter the Application URL.

Add Session ID as System Variable.

Enter Parameter Alias.

3. Click on Save.


Figure 2.32

4. The added application appears in the container.

Figure 2.33


2.4 My Dashboard My Dashboard allows the user to view group level dashboards.

To view existing dashboards, click on My Dashboard. It shows a list of existing dashboards.

Figure 2.34

Setting Default Dashboard

1. Click on My Dashboard. A dropdown list of existing dashboards appears.

2. Click against the dashboard to set it as the default dashboard.

Figure 2.35


2.5 Templates Users can design their own templates by inserting multiple containers and resize them as per the

requirement.

To Design Templates:

1. Click (More Options) at the top right of the Dashboard.

Figure 2.36

2. Business Activity Monitor (Manage Templates) screen appears.

3. Click on Add.

Figure 2.37


4. Design Template box appears.

5. Click on Add Container link to add a new container.

Figure 2.38

6. A blank container gets added and appears in Sample Tab.

7. You can resize the container by clicking on the right and down resize buttons.


Figure 2.39

8. Repeat the above steps (5 to 7) to add more containers.

9. Once the required containers are added, click on Save.

10. Save Template dialog box appears.

11. Enter the Template Name in the available box.

12. Click on OK.


Figure 2.40

13. Business Activity Monitor (Manage Templates) screen appears.

14. Click on Close to close this screen.

Figure 2.41


15. The added Template is displayed in Tab Properties (Add Tab) screen.

Figure 2.42


2.6 User Preferences User Preferences option is used to set home tab, toggling between tabs and to reorder the tabs.

To Set User Preferences:

1. Select User Preferences from More Options.

Figure 2.43

2. User Preferences dialog box appears.

Figure 2.44


3. Select a tab from Home Tab dropdown to make it the home tab.

4. Select Toggle Tabs checkbox to auto toggle after a set interval of time.

5. Specify Tab Toggle Interval and Alerts Refresh Interval time in minutes. Tab Toggle Interval textbox

is enabled after selecting Toggle Tabs.

6. To reorder tabs, select the desired tab and click on Up or Down button as required.

7. Click on Save to save the defined User Preferences.

2.7 Show Alerts This option is used to show all the generated alerts. User is allowed to click Next/Previous link to get

Next/Previous batch of Alert List.

To Show Alerts:

1. Click on Show Alerts option.

Figure 2.45


2. Alert List screen appears. It displays all the generated alerts.

Figure 2.46

3. Click on an alert to view its details.

4. Alert Details screen appears. It shows the details of the generated alert.

Figure 2.47


2.8 Manage Dashboard This option is used to add new dashboards and delete existing ones. The existing dashboards appear in

My Dashboard tab.

To Add a Dashboard:

1. Click on Manage Dashboard option.

Figure 2.48

2. Manage Dashboard dialog box appears.

Figure 2.49


3. Click on Add to add a new dashboard.

4. Dashboard Properties screen appears.

Figure 2.50

The Dashboard Properties screen contains the following fields:

Name Description

Dashboard Name User can specify the new dashboard name in this text box.

Group Name User can select the required group by clicking on the button provided against it.

Controller User It can be selected after selecting the Group Name. Only the selected user (and the supervisor)

can add, modify and delete the tabs and reports of the dashboard being defined. The other

users will be able to view reports.

Tab Name User can specify the new tab name in this text box.


Auto Toggle This option is used to toggle between tabs automatically.

Template This is a drop-down list. User can select any template from this list.

Template Preview This pane displays the template that user select from Template drop-down list.

5. Enter the Dashboard Name.

6. Select Group Name by clicking on . Select Group pop-up appears.

Figure 2.51

Select the desired group by double-clicking on it. The selected group appears in Group Name.

7. Select Controller User by clicking on . Select User pop-up appears.

Select the desired user by double-clicking on it. The selected user appears in Controller User.

NOTE:

Controller User can be specified only after selecting Group Name.

8. Enter the Tab Name.

9. Select the Auto Toggle option to enable auto toggle of tabs after some interval of time.

10. Select a template from Template dropdown list.

11. Click on OK to save the defined properties.


Figure 2.52

12. The newly added dashboard gets listed in the Manage Dashboard screen.

Figure 2.53


13. All the dashboards appear in My Dashboard, as shown.

Figure 2.54

14. Click on the desired dashboard to open and work in it.

Figure 2.55


To Delete a Dashboard:

1. Go to More Options -> Manage Dashboard.

Figure 2.56

2. Manage Dashboard dialog box appears.

3. Select the required Dashboard Name and click on Delete.

Figure 2.57


4. A confirmation message box pops-up.

Figure 2.58

5. Click on OK to confirm the deletion.

2.9 Container Options Container Options include Refresh, Filter and options to save a report in HTML, PDF, XLSX, CSV and TXT

formats. These options are given in More Options.

Figure 2.59

Once a report has been added to a particular container, the following icons are displayed:

Previous Batch: Appears when records in the list are more than one page. Allows the user to view

the previous page.

Next Batch: Appears when records in the list are more than one page. It is used to view the next


page.

More Options: The dropdown menu consists of various options:

Figure 2.60

Refresh: This is to refresh the report attached to the particular container to update data.

Filter: The filter option will navigate the user to the Report Preferences screen.

Save As: The report can be saved in HTML, PDF, XLSX, CSV, TXT formats. Also, a report can be

saved as a database table by setting the flag as “Y” (YES) in the ini configuration file.

Pop-Out: The option is used to enlarge the screen for a better view of the reports.

Close: On clicking the icon the report will be closed.


2.10 Report Designer Report Designer is used to designing reports for various business activities etc. Using the Report

Designer interface, the user is able to add, modify, delete reports, show query, add trends and

export/import reports.

Figure 2.61

More Options

Figure 2.62


Report Designer options:

1. Add – This link is used to add a new report.

2. Modify – This link is used to modify an existing report.

3. Delete – This link is used to remove an existing report.

4. More Options:

Show Query – It is used to show the query added while designing a report.

Trends – Trends are associated with a report to define time and frequency for generating

reports through specifying trend frequency, daily frequency, duration etc.

Export/Import Reports – This link is used to export reports to the user’s machine or import

reports from user’s system to BAM.

NOTE:

Add, Modify, Delete, Generate Report options are enabled depending upon the rights given to the logged-in user.

To generate a report in the Report Designer section:

1. Click on the required report.

2. Report Input page appears.

3. Enter the required details and click on Generate button.

4. The report dialog box appears.


2.11 Report Scheduler Report Scheduler is used to schedule a particular service thereby mentioning its start time and end

time.

Figure 2.63

More Options:

Figure 2.64


Report Scheduler Options:

Add: User can add a new scheduler. The subsequent steps would be followed accordingly.

Modify: User can modify the properties of an already existing scheduler.

Delete: User can delete any existing scheduler. It would show the confirmation of deletion after

clicking on Delete button.

Start: User can start a scheduler. After starting the selected scheduler, the status of the scheduler

would change to Started.

Stop: User can stop an already running scheduler. Refresh: User can view the refreshed status of

the available schedulers by clicking this option.

Execute: User can execute the selected scheduler by clicking on Execute. Only those schedulers can

be executed that are in “Started” Mode.

Audit Log: This option is used to get the audit log of the actions performed by the user for a specific

time interval.

The Scheduler List window also enlists the properties of the existing scheduler viz.

Scheduler Name: It specifies the name of the scheduler.

Next Run: It specifies the date and time whenever the scheduler will run next time.

Last Run: It specifies the last time when the scheduler got started.

Status: It specifies the current status of the scheduler viz. Started, Stopped, Completed.

Description: It describes the properties of the scheduler along with the scheduled date, time and

frequency.

AppServer IP: It specifies the IP address of the application server.


2.11.1 Add Scheduler To Add a New Scheduler:

1. Clicks on Add link, Scheduler Properties screen appears.


Scheduler Name: It specifies the name of the Scheduler.

Scheduler User: It is the user name that is having the rights/privileges in BAM reports.

Password: It is the login credentials of the Scheduler User.

Description: It specifies the detailed description of the Scheduler Instance.

3. Click on Next.

Figure 2.65


4. Report Selection screen appears.

5. Click on Add to add new reports from the existing list of BAM reports.

Figure 2.66

6. Report List screen appears.

7. Click on a report to select it. You can also search for a particular report.

Figure 2.67


8. Report Preferences screen appears. The appearance and fields of Report Preferences depend on

the type of report selected.

Figure 2.68

9. To define rules for the selected report, click on Add.

10. Rule Definition screen appears.

NOTE:

To Add Rule, refer to Rules Section.

11. After adding rules, click on Save.


Figure 2.69

12. The defined rule now appears in the Report Preferences screen. You can add more rules as per

your requirement.

13. Click on Save to save the report preferences.


Figure 2.70

14. The saved report gets listed under Report Name in Report Selection screen.

15. Click on Next.

Figure 2.71


16. Scheduler Recurrence screen appears.

17. Specify scheduler frequency occurrence as One Time, Daily, Weekly or Monthly.

18. Click on Next.

Figure 2.72

19. Properties and Destination screen appears.


Figure 2.73

20. Select the required output format from the Output Format drop down list.

Figure 2.74


21. Select the required destination from the Destination drop down list.

Figure 2.75

22. If the Destination is selected as Hard Drive Location, then options like From, To, Cc, Subject and

Message are replaced by Drive Location.


Figure 2.76

23. If the Destination is selected as Archive to OmniDocs, options like From, To, Cc, Subject and

Message are replaced by Folder Name.

Figure 2.77


24. Click on Save. The added scheduler appears in the Report Scheduler list.

Figure 2.78

2.11.2 Modify Scheduler This option is used to modify the properties of an existing scheduler.

To Modify Scheduler:

1. Select checkbox against Report in Report Scheduler.

2. Click on (Modify Scheduler).

Figure 2.79


3. Edit the details as required.

Figure 2.80

4. The remaining steps to modify the report scheduler are same as those of Add Scheduler. The only

difference is that in case of adding, all the fields will be empty, whereas in case of modifying, the

fields will be filled and the user needs to edit those fields as required. Scheduler Name and

Description fields can’t be modified.


2.11.3 Delete Scheduler The user can delete any existing scheduler. After deletion, it would show the confirmation of the

deletion.

To Delete Scheduler:

1. Select the checkbox against any report and click on (Delete Scheduler).

Figure 2.81

2. Click on OK to confirm.

Figure 2.82

3. On confirmation, the selected scheduler gets deleted from the scheduler list.


2.11.4 Start Scheduler The user can start a scheduler. After starting the selected scheduler, the status of the scheduler

changes to Started.

To Start Scheduler:

1. Select the required Scheduler, click on More Options and select Start.

Figure 2.83

2. A success message is shown for the start of the scheduler.

Click on the cross mark to close the message.

Figure 2.84


3. The scheduler has now been started. Its status changes to “Started”.

Figure 2.85

2.11.5 Stop Scheduler The user can stop an already running scheduler. Refresh: User can view the refreshed status of the

available schedulers by clicking this option.

To Stop Scheduler:

1. Select the required Scheduler, click on More Options and select Stop.

Figure 2.86


2. A success message is shown for the stop of the scheduler.

Click on the cross mark to close the message.

Figure 2.87

3. The scheduler has now been stopped. Its status changes to “Stopped”.

Figure 2.88


2.11.6 Audit Log This option is used to generate and view the audit log of the actions performed on a report scheduler.

To View Audit Log of Report Scheduler:

1. Click on More Options and select Audit Log.

Figure 2.89

2. Scheduler Audit Log screen appears.


Scheduler Filter: Select a Scheduler from the list. Select All Schedulers to view the audit log of

all the Schedulers

From Date and To Date: Select the date range.

Select Action Performed. Multiple actions can be selected by holding the keyboard key Ctrl and

clicking on the required options.

4. Click on Generate.


Figure 2.90

5. The audit logs are generated and appear in the Scheduler Audit Log Results section.

Figure 2.91


2.12 Report Designer (List View) The Report List screen displays the existing reports. The user can add a new report, modify a report, or

delete any existing report using Report Designer.

The following figure shows the Report Designer container:

Figure 2.92

The Report screen provides the following functionalities:

1. Search Report

2. Manage Category

NOTE:

Apart from the below mentioned report category options, other categories can also be created.


Figure 2.93

General Reports: These are the reports that are available to the users. The general reports are reports

that are taken from the system for further analysis.

Hidden Reports: The hidden reports are the reports that are either used as a support to other general

reports or as drill down reports. A particular report can be made hidden by selecting the “HIDE REPORT

FROM REPORT LIST” checkbox in Report Format screen.

Trend Reports: Trend reports display the list of trends associated with added reports by the user.

NOTE:

Combo for Report Type will be seen only when an Administrator is logged in. No Combo box will populate for a normal user.


2.13 Report View Report View is used to display the selected report from Report List.

Click on any report from the list of Report Designer. A screen appears where the user can generate a

report of the selected process.

The system displays selected report in Report View Component.

Figure 2.94

Click on Generate after selecting Process Name and setting dates in the From and To date fields.


Chapter

3 3 Design Report


Add Report

Modify Report

Delete Report

Show Query

Trends


Design Report

Design Report is used to design reports and apply multiple functionalities on them like sorting,

grouping, filtering, exporting etc. Report Designer also allows user to apply constraints on reports.

3.1 Add Report This feature is used to add new report in Report Designer.

To Add a New Report:

1. In the Report Designer, click on (Add New Report).

Figure 3.1

2. Report Properties screen appears.


Figure 3.2

3. In the Report Name text box, type the name of the report user wish to design or create.

4. In the Description text box, type the description of the report.

5. Under Report Query Options, select the appropriate radio button to choose one of the following

options:

Build Query through Wizard: Used for generating simple reports by following a Step-by-step

wizard for report generation.

Write Your Own Query: Used for generating complex reports with user-specified Database

queries.


3.1.1 Add Report through Wizard In the Report Properties screen, if the user clicks the Build Query Through Wizard radio button, the

user is provided with a list of various tables and their fields in the database from which user can choose

the fields to be displayed in the report. User can also choose multiple fields from different tables and

display them as a single report.

Table and View Selection

After selecting the Build Query Through Wizard radio button and clicking Next, the Table and View

Selection screen appears, as shown in the following figure:

Figure 3.3

This screen consists of two panes, Available and Selected, and several buttons. Refer to the below

table:


Available This pane displays the various tables and views, which are available in the current database or

cabinet for report generation.

Selected This pane displays the tables or views, which are selected by the user for report generation.

Text box next to the This text box is used to specify the text to perform the wildcard search for the tables in the


Go button Available pane.

Go This button is used to perform the wildcard search for the text specified in the corresponding

text box.

<Prev This button is used to display the previous batch of tables or views matching the wildcard criteria

specified in the text box with the Go button. This button is enabled only if all the results of the

wildcard search cannot be displayed in the Available pane. Also, this button is disabled if the first

batch of the tables or views is being displayed in the Available pane.

Next > This button is used to display the next batch of tables or views matching the wildcard criteria

specified in the text box with the Go button. This button is enabled only if all the results of the

wildcard search cannot be displayed in the Available pane. Also, this button is disabled if the last

batch of the tables or views is being displayed in the Available pane.

>> This button is used to copy the selected table name from the Available pane to the Selected

pane.

<< This button is used to remove the selected table name from the Selected pane.

Customize Table

Joining Condition

This check box is used to specify condition, which is used to join tables in the Selected pane. On

selecting this check box and clicking Next, the Table Join Condition screen appears in which the

user can specify the join condition for tables.

Clear This button is used to remove all the fields from the Selected pane.

Prev This button is used to go back to the previous screen.

Next This button is used to go to the next screen.

Close This button is used to close the Table and View Selection screen.

User can specify the join condition for the tables in the Table Join Condition Screen as shown below:

Figure 3.4


The following table describes the components of the Table Join Condition screen, which are used to

specify the join condition:


Fields The existing tables in the database are shown here. User can select any table or column

from this pane by double-clicking the table or column name.

Keywords User can select the keywords from this pane by double-clicking them. The options available

are Inner Join, Left Outer Join, Right Outer Join, Full Outer Join, and On.

Operators User can select the operators from this pane. The operators are Arithmetic, Comparisons,

Boolean, String, Date & Time, and Pattern matching.

Pane The join condition that user specify appears here.

Clear This button is used to clear the join condition.

Previous This button is used to go back to the previous screen.

Next This button is used to go to the next screen, the Field Selection screen.

Close This button is used to close the Table Join Condition screen.

After specifying the join condition for the tables in the Table Join Condition screen, click on Next to

display Field Selection screen.

NOTE:

To successfully perform wildcard search in an Oracle database, the text should be specified in uppercase in the text box

next to the button.

Field Selection

In the Table and View Selection screen, if Customize Table Joining Condition check box is not selected

and user click Next, the Field Selection screen appears. In the Field Selection screen, the user can select

fields from the tables specified in the Table and View Selection screen. The following figure shows the

Field Selection screen:


Figure 3.5

The following table describes the components:


Database Fields This pane displays the tables and fields in the tree hierarchy structure, from which the user can

expand a table name and select its fields. Please note that only the tables selected in the previous

screen for report generation, are available in this pane.

Report Fields This pane displays the fields, which are selected from the Database Fields pane for displaying data in

the report.

>> This button is used to add the selected field from the Database Fields pane to the Report Fields pane

for report generation.

<< This button is used to remove the selected field from the Report Fields pane. The fields removed from

the Report Fields pane are not available for report generation.

Browse Data This button is used to open a search screen, where the user can type a data value and search for it by

clicking the Go button.

Function This button is used to open the Custom Function screen. The Custom Function screen is discussed

later.

Clear This button is used to remove all the fields from the Report Fields pane.

Prev This button is used to go to the previous screen.

Next This button is used to go to the next screen.

Close This button is used to close the Field Selection screen.


Custom Function

The Function button in the Field Selection screen enables the user to specify a custom function to be

used in the query for report generation. On clicking the Function button, the Custom Function screen

appears in which the user can define the function logic. The below figure shows the Custom Function

screen:

Figure 3.6

User can choose any of the pre-existing Functions, Fields, and Operators to define the custom function.

The function types available are Mathematical, Trigonometry Functions, Aggregate Functions, String,

Date & Time, and Others. The Report Fields that appear in the Fields pane are displayed according to

the tables selected by you. The Operators pane consists of Arithmetic, Comparisons, Boolean, String,

Date & Time, and Pattern Matching operators. To choose a function, field, and operator, user need to

double-click it. Once a function is created, user can reopen and modify it using the Field Selection

screen. In the Field Selection screen, function names are displayed. To modify an existing function, the

user needs to select that function and then click the Function.

Once a Function is defined the same can be modified by selecting the function and clicking on the

Function button on the bottom of the screen.


After specifying the fields for report generation, click Next in the Field Selection screen to open the

Report Field Properties screen. Using this screen, the user can specify the properties of the fields

required for the report generation.

The Custom Function screen contains the following buttons:

Clear: This button is used to clear the function that appears in the text box screen.

Save: This button is used to save the function.

Close: This button is used to close the Custom Function screen.

3.1.2 Add Report through Query/Procedure In the Report Properties home screen, specify a Report Name, select Write Your Own Query option

and click Next. Complex Query screen appears.

Figure 3.7

In the Complex Query screen, user can write a valid query and then execute it as a query or a

procedure. Users are not allowed to run any DML (Data Manipulation Language) queries. In other

words, the queries, which can manipulate the data in a database, are not allowed. The following DML

queries are restricted to ensure that the Business Data captured will not be modified:

Create

Drop

Alter

Truncate

Rename

Insert

Update

Delete

Merge


Newgen Business Activity Monitor allows user to use only SELECT queries that enable user to retrieve

relevant information from the database.

In the Complex Query screen, the following radio buttons are available:

1. Query: If user clicks the Query option, the string will be executed as a query. User need to type the

query in the proper format. Otherwise, when user clicks Next, an error message appears. For

executing queries where user input is required, the query will be written in the following format:

select * from tablename where columnname= ‘${input fieldname}$’

For using system variables in the query, use the following syntax:

#{SessionId}# , #{UserIndex}#, #{UserID}#, #{Cabinet}#

2. Procedure: If user clicks the Procedure option, the string will be executed as a procedure. User may

use Oracle database or MSSQL database.

For Oracle database: User need to specify the string in the following format, “Call Procedure Name

(?, ‘${input fieldname}$,parameter, parameter……..)”. Here, user can define as many parameters as

required for the procedure. Here ‘?’ refers to oracle output cursor.

‘‘${input fieldname}$”is used to take input field from the user.

For MSSQL database: User need to execute a procedure by stating “exec Procedure Name

(parameter, parameter,……..)”. Similarly, user can execute a query too. For executing queries

where user input is required, the query will be written in the following format, “exec Procedure

Name (‘‘${input fieldname}$’, parameter.

For using system variables in the query, use the following syntax:

# {SessionId} #, # {UserIndex} #, # {UserID} #, # {Cabinet} #


Procedure without Batching

Figure 3.8

The Complex Query screen has the following buttons:

Clear: Clicking this button will clear the query typed in the Query String pane.

Prev: Clicking this button will take the user to the previous screen.

Close: Clicking this button will close the Complex Query screen.

Next: Clicking this button will take the user to the Report Field Properties screen, which is

discussed in the Specifying Report Field Properties topic. If the query specified in the Query String

pane contains any input fields, then on clicking Next, the Input Field Properties screen appears.

This screen is discussed in the Filter Options topic.

Batching Required: The option is available only when the Procedure radio button is selected. When

the batching option is selected, the data in the report is fetched in batches. The data populated in a

specific report depends on the numeric value mentioned in the text box, i.e. batch size.


Input Field Properties Screen

The following figure shows the Input Field Properties screen, which is displayed when the user selects

the Input required in the procedure:

Figure 3.9

Procedure Screen with Batching

Figure 3.10


The following parameters need to be passed when the Procedure option is selected:

BatchingReqd: It is a flag (Y/N), which will determine if batching is required for the report or not.

BatchSize: It is used when BatchingReqd option is set as ‘Yes’. A numeric value is assigned to this

value.

OrderBy: The order by option is set as ‘1’ or ‘2’. If option ‘1’ is selected then ordering is done for

the Next batch and if ‘2’ is selected then ordering is done for the previous batch.

SortField: This value is assigned the columnname with reference to which sorting will be provided

in the report.

SortFieldValue: The sort field value will be the current value of the columnname mentioned in the

SortField option above.

SortOrder: The sort order can be ascending or descending.

KeyField: KeyField is the Primary field for the report. Multiple key fields can be assigned.

A sample Procedure with batching option for MSSQL is as shown below:

Create PROCEDURE [dbo].[BAMUserInfoBatch](

@BatchingReq nvarchar(5),

@BatchSize int,

@OrderBy int,

@SortField nvarchar(64),

@SortFieldValue nvarchar(64),

@SortOrder nvarchar(5),

@KeyFieldVal1 nvarchar(64)

)

AS

begin

Declare @defaultSortField nvarchar(64);

Declare @Query nvarchar(1000);

Declare @actSortOrder nvarchar(5);

Declare @operator nvarchar(5);

set @defaultSortField='UserName'

if(@BatchingReq='Y')

begin

IF (@SortOrder = 'A' or @SortOrder = '')

BEGIN


if(@OrderBy='2')

begin

set @actSortOrder='DESC'

end

else

begin

set @actSortOrder='ASC'

end

END

else

begin

if(@OrderBy='2')

begin

set @actSortOrder='ASC'

end

else

begin

set @actSortOrder='DESC'

end

end

if(@actSortOrder='ASC')

begin

set @operator='>'

end

else

begin

set @operator='<'

end

IF (@SortField <> '')

BEGIN

set @defaultSortField=@SortField

END

IF (@OrderBy =0)

BEGIN

set @Query ='select top '+cast (@BatchSize as nvarchar(20))+ ' * from pdbuser order by '+@defaultSortField+'

'+@actSortOrder+',userindex asc'

END

mailto:'+@defaultSortField+'

mailto:'+@actSortOrder+',userindex


else

begin

set @Query ='select top '+cast (@BatchSize as nvarchar(20))

+ ' * from pdbuser where '+@defaultSortField +' '+@operator+''''+@SortFieldValue+

+''' or ('+@defaultSortField +' = '''+@SortFieldValue+

+''' and userindex >'''+@KeyFieldVal1+

+''') order by '+@defaultSortField+' '+@actSortOrder+',userindex asc'

end

print @Query

exec (@Query)

end

else

begin

select * from pdbuser order by username

end

end

A sample Procedure with batching option for ORACLE is as shown below:

CREATE OR REPLACE PROCEDURE BAMPROCSAMPLE (cur OUT sys_refcursor, inpUserIndex NUMBER )

AS

v_QueryString varchar2(2000);

begin

if inpUserIndex is null

then

begin

v_QueryString:= 'select * from pdbuser';

end;

else

begin

v_QueryString:= 'select * from pdbuser where userindex = ' || inpUserIndex;

end;

end if;

open cur for v_QueryString;

END;

mailto:'+@defaultSortField

mailto:'+@operator+''''+@SortFieldValue

mailto:'+@defaultSortField

mailto:'''+@SortFieldValue

mailto:'+@defaultSortField+'

mailto:'+@actSortOrder+',userindex


Report Field Properties Screen

Once the procedure is written, on clicking Next the Report Field Properties is launched where the field

properties are assigned as shown below:

Figure 3.11

Batching Fields Mapping

Clicking on Next after assigning the properties to fields, a Batching Fields Mapping screen is launched

where a list of all key fields are displayed. These key fields can be multiple in number which are the

Primary fields assigned to a column.

Each key field is again mapped to a Report field which can be searched by clicking on the ellipsis (…).


Figure 3.12

Figure 3.13


3.1.3 Specifying Report Field Properties This step of report generation applies to both the modes of specifying queries, that is, Write Your Own

Query and Build Query Through Wizard. By performing this step, user can change the display name of

a database field in the report. User can open the Report Field Properties screen by clicking Next either

from the Field Selection screen or from the Complex Query screen. The following figure shows the

Report Field Properties screen:

Figure 3.14

For each field, sone buttons and check boxes are given. User can click the check box next to a column

name to select that column. The fields that appear in the Report Field Properties screen are:

Displayed Name: User can type the name of the selected column, as user wants it to appear in the

report.

Min Length: User can specify the length of the sentence beyond which the system will wrap the

text as per the length specified. If the minimum length is not specified than an Auto adjustment is

done automatically at the time of report extraction. The feature is beneficial where comments field

are populated in the report.

PDF Ratio: The columns in the generated PDF will be divided as per the specified ratio. This feature

is beneficial where column data vary in length.


Sort: Sorting option enables user to specify the columns on the basis of which the data in the

report will be sorted. Sorting on all columns is enabled by default and is in read-only mode. To

enable edit-mode of Sort and disable/unmark sorting on any columns, Batching Required must be

marked. Batch Size and Sort All Column options appear only if Batching Required option is

selected.

Total: User needs to select this check box to see the sum of the numeric values of the field. This is

applicable for a field, which carries numeric values.

Hidden: User can send the field value from the report (source) to some other report (target). At the

time of viewing the source report, user may want to hide this field value. User can select this check

box to hide the field value in the source report.

Link and Target: User can select this check box to link the field to some other report. On selecting

this check box, the first ellipsis button next to the Target text box is enabled. On clicking the first

ellipsis (…) button, Select Target pop-up box appears:

Figure 3.15


In Select Target screen, the following options are given:

a) Report: Incase the user click on Reports radio button, the user get two Report Categories:

General Reports: On clicking on the General Reports option the user gets all general reports

options to which it can link the field name.

Hidden Reports: On clicking on the Hidden Reports option the user gets all hidden reports

options to which it can link the field name.

And other kinds of reports are also available.

Search: It allows the user to search any report.

Open in New Window: On selecting this checkbox, the selected report (selected for linking) is

opened in new window.

b) External URL:

In the Select Target box:

If user wants to select a report, click the Report radio button, select a report from the list and click

OK. The report appears in the Target text box.

If user wants to specify a URL, click the External Url radio button. The Select Target box appears as:

Figure 3.16


In Specify the External Url text box, type the URL and click OK. The URL appears in the Target text box.

Now to pass a parameter to the external URL, click on the right ellipsis (…) button. On clicking the

button a screen is launched where user can add the source field name and define an alias to the field

name.

Various buttons in the Report Properties Field are:

Up: After selecting the check box next to a column name, user can use this button to move the

column name one position up in the list.

Down: After selecting the check box next to a column name, user can use this button to move the

column name one position down in the list.

Clear: User can use this button to clear the Show Total, Hidden, and Link check boxes and also

clear the Target text box.

Prev: User can use this button to go to the previous screen.

Next: User can click this button to go to the next screen, that is, the Sorting Option screen.

Close: User can use this button to close the Report Field Properties screen.

The last ellipsis button for each column name row is used to map report fields. When user clicks this

button, the Map Report Fields screen appears. In this screen, user can map the target report input

fields with the source report fields. A source report field can be selected by clicking the ellipsis button

available below the Source Report Fields column. The following figure shows the Map Report Fields

screen:


Figure 3.17

If External Url radio button is selected from Select Target box, Map Report Fields screen appears as:

Figure 3.18


In this screen, when user clicks the ellipsis button, a Picklist box appears. User can double-click a field

to select it and then click Add. The field gets added in the Map Report Fields screen:

Figure 3.19

User can provide a parameter alias. To remove a source report input field, select its corresponding

check box and click Remove.

After specifying settings in Report Field Properties screen, click on Next, Sorting Option screen appears.


3.1.4 Sorting Options In case of Build Query Through Wizard, the Sorting Option screen appears after Report Field Properties

screen. It enables the user to specify the fields on the basis of which the data in the report will be

sorted. The following figure shows the Sorting Option screen:

Figure 3.20

In the Sorting Option screen, there are two panes, Available and Selected. Initially, the Selected pane

is empty. User can select fields from the Available pane and click the >> button to move the fields in

the Selected pane. In the Selected pane, by default, the ascending order is specified for a field. When

user double-clicks a field in the selected pane, user can change the order from ascending to descending

or vice versa. The Sorting Option screen also has the following components:



Next This button is used to go to the next screen, which is the Grouping Option screen.


Close This button is used to close the Sorting Option screen.

>> This button is used to move fields from the Available pane to the Selected pane. User need to first select

a field in the Available pane and then click this button. The field then appears in the Selected pane.


<< This button is used to remove fields from the Selected pane. User first need to select a field in the

Selected pane and then click this button to remove it from the Selected pane.

Up This button is used to move a field one step up in the Selected pane. User first need to select a field in

the Selected pane and then click this button to move the field up in the list.

Down This button is used to move a field one step down in the Selected pane. User first need to select a field

in the Selected pane and then click this button to move the field down in the list.

3.1.5 Grouping Options When user click Next in the Sorting Option screen, the Grouping Option screen appears. From this

screen, user can choose the field by which user want to group data in the report. The following figure

shows the Grouping Option screen:

Figure 3.21


In the Grouping Option screen, there are two panes, Available and Selected. Initially, the Selected

pane is empty. User can select fields from the Available pane and click the >> button to move the fields

in the Selected pane. The Grouping Option screen has the following components:



Next This button is used to go to the next screen, which is the Filter Options screen.


Close This button is used to close the Grouping Option screen.

>> This button is used to move fields from the Available pane to the Selected pane. First select a field in

the Available pane and then click this button. The field then appears in the Selected pane.

<< This button is used to remove fields from the Selected pane. User first need to select a field in the

Selected pane and then click this button to remove it from the Selected pane.

Up This button is used to move a field one step up in the Selected pane. User first need to select a field in

the Selected pane and then click this button to move the field up in the list.

Down This button is used to move a field one step down in the Selected pane. User first need to select a field

in the Selected pane and then click this button to move the field down in the list.


3.1.6 Filter Options When user click Next in the Grouping Option screen, the Filter Options screen appears. From this

screen, user can select the filter criteria for report generation. The following figure shows the Filter

Options screen:

Figure 3.22

When user click Add, the Filter Options screen appears, as shown:

Figure 3.23


The following table lists the various components of the Filter Options screen:


Check box User can select this check box to select the filter options for the report.

Bracket drop- down list User can select an opening bracket, (, from this drop-down list.

Ellipsis button next to the Field text box User can use this button to open the Picklist box to select a field.

Field text box When user selects a field from the Picklist box, it gets displayed here.

Operator drop-down list User can use this drop-down list to select an operator.

Input Required check box When user selects this check box, user can specify an alias value. If this check

box is selected, the ellipsis button next to the Value text box becomes disabled.

Ellipsis button next to Value text box If the Input Required check box is not selected, user can use this button to open

the Picklist box from where user can choose a value. User can also specify

system variables.

Value text box User can use this text box to type a value or display the value that user choose

from the Picklist box on clicking the ellipsis button.

Bracket drop-down list User can select a closing bracket, ), from this drop-down list.

Logical operator drop-down list User can select a logical operator from this drop-down list according to the

number of filter conditions that user wants to set. ‘AND’ and ‘OR’ logical

operators are provided in the list. User need to click the operator to select it.

Add User can use this button to add a filter criterion on the report.

Remove User can use this button to remove a filter option. User first need to select the

filter check box, which user want to remove and then click Remove.

Clear User can use this button to remove the filter criteria all at once.

Prev User can use this button to go back to the previous screen.

Next If the Input Required check box is not selected, clicking this button takes user to

the next screen, the Report Format screen. If the Input Required check box is

selected, clicking this button opens the Input Field Properties screen. In the

Input Field Properties screen, user can specify the input field description and the

associated pick list column.

The Input Field Properties screen has the following buttons:

Prev: This button takes user back to the previous screen.

Next: This button takes user to the Report Format screen. The Report

Format screen is discussed later.

Close: This button closes the Input Field Properties screen.

Close User can use this button to close the Filter Options screen.


3.1.7 Input Field Properties The following figure shows the Input Field Properties screen, which is displayed when user select the

Input Required check box and click Next in the Filter Options screen:

Figure 3.24

The following fields are there in Input field Properties screen:

Input Field Name: Displays the name of the input field.

Hidden: If the Hidden check box is clicked than the field cannot be seen in the Report Input field

and the value of the parameter is passed internally.

Custom Picklist: It is used if Input parameter needs to be displayed in the Report Input screen. On

clicking the Custom Picklist checkbox the Ellipsis button (…) gets activated.

Associated Picklist: This field is used to map the custom picklist properties.

Input Type: An input type can be associated with the field which can be used as a validation in the

Report Input Screen.

Default Value: If the Show Default option checkbox is clicked than a default value is displayed in

the Report Input Screen at the time of report generation.


Custom Pick list

Check the Custom Picklist checkbox and click on Custom Picklist ellipsis button:

Figure 3.25

Custom Picklist Definition screen appears. It has the following fields:

1. Picklist Report: In this the report type is chosen whose fields need to be selected in the Report

Input screen.

General Report: All reports can be seen which are not hidden.

Hidden report: All reports which are hidden can be seen.


Figure 3.26

2. Select the PickList Report by clicking on associated ellipsis button .

3. Picklist Report Input Mapping:

Picklist Report Input: Shows the inputs required to generate a custom picklist.

Mapped Field/Value: The data entered is passed to the custom picklist.

Mandatory: If mandatory option is selected than input is necessary to the given field.

4. Picklist Report Output Mapping:

Input Field (Current Report): The name of the field is displayed which is to be shown in the

Report Input screen.

Mapped Picklist Report Output: The parameters are mapped with current report input.

5. Picklist Height: Specify the picklist height in pixels.

6. Picklist Width: Specify the picklist width in pixels.

7. Show Header: Select this check box to enable header name.

8. Show Filter: Select this check box to enable filter option.

9. Click on Save to save the custom picklist definition.


Figure 3.27

Figure 3.28


In Input Field Properties screen, user can specify the input field description, the data picklist column

and the default value.

Advanced Properties screen has the following check boxes:

Show All Options: This option is used if ‘ALL’ options is to be activated in the Report Input screen

field.

All Option Label: This textbox gets enabled after selecting Show All Options checkbox. The text

entered is displayed in the field menu of Report input screen.

Null Label: This option is used if ‘Null Label’ option is to be activated in the Report Input screen

field.

Null Label: This textbox gets enabled after selecting Null Label checkbox. The text entered is

displayed in the field menu of Report Input screen.

Not Null Label: This option is used if ‘Not Null Label’ option is to be activated in the Report Input

screen field.

Not Null Label: This textbox gets enabled after selecting Not Null Label checkbox. The text

entered is displayed in the field menu of Report Input screen.

Multiple Selection: This enables the user to select multiple data in the field menu of Report Input

Screen. If Multiple Selection is enabled then Up and Down buttons will appear in the custom

picklists to re-order the selected picklist.

Multiple Values: This option is used when multiple values need to be passed in the Report Input

screen and report is to be generated based on these values. This option is always on disabled mode

unless in Wizard if ‘IN’ option is used, it automatically enables this option or in procedure ‘IN’

option is manually assigned to enable the above checkbox.

Disable Manual Input: If user selects the Disable Manual Input check box, user will not be able to

specify a value manually to generate the report.

Show Default: When user specify a value in the Default Value text box and select the Show Default

check box, this value is used to generate the report.

Hide From Output: If user selects the Hide From Output checkbox, then the filter options will be

hidden from output report.

Mandatory: If user selects the Mandatory check box, it is mandatory to specify a value in the

Default Value text box to generate the report.


Delimited: Select this check box to specify custom delimiter. On selecting this check box, Delimiter

text box appear, which allows you to enter the desired delimiter.

Description: This is used when some Help comments needs to be displayed when a user moves the

cursor on the Help icon in Report Input Screen. The text mentioned in the description box will be

shown.

3.1.8 Report Format The Report Format screen can be opened in various ways. In case of Build Query Through Wizard, the

user can open the Report Format screen in two ways:

Click Next on the Filter Options screen if the Input Required check box is not selected in the Filter

Options screen.

Click Next on the Input Fields Properties screen, which appears when the Input Required check box

is selected in the Filter Options screen.

In case of Write User Own Query, the user needs to click Next on the Report Field Properties screen to

open the Report Format screen.

The Report Format screen is shown in the following figure:

Figure 3.29


The Report Format screen provides the user with the following options:

1. Report Type: The user can choose any report type by clicking the appropriate radio button. The

report types that user can specify are Tabular, Graphical, Tabular and Graphical Both Views and

Matrix.

2. If the user clicks the Matrix option, the following screen appears:

Figure 3.30

For the Matrix report type, the user needs to select the fields for matrix plotting. The user needs to

specify the following fields:

a. Field across X axis.

b. Field across Y axis.

c. Displayed Data Field.

Three ellipsis buttons are provided for selecting these fields. When the user clicks the ellipsis button

next to a field, its corresponding Picklist box appears. User can then select the field by double-clicking

it in the Picklist box.

If the user clicks Tabular, Graphical, or Tabular and Graphical Both Views, the following screen

appears:


Figure 3.31

3. Output Format: User can select any output format of the report by clicking the appropriate radio

button. The output formats available are HTML, XLS, PDF, TXT, and CSV. For Tabular, Matrix, and

Tabular and Graphical Both Views report types, all the output formats are enabled. But for the

Graphical report type, only HTML, XLS, and PDF formats are enabled.

4. Hide report from Report List: Select this option to hide a particular report from the report list. If

the checkbox is selected then the report will not be visible in the “Report List”.

5. Report Category: User can select any report category by selecting a category from the list. There

are some system-defined categories including General, Hidden and Trend Reports. User is also

allowed to add/remove other categories manually (refer section Manage Category).

6. Chart Properties: Chart properties are available only with Tabular, Graphical, or Tabular and

Graphical Both Views report types. The following options appear under chart properties:

Chart Title: User can specify a chart title in this text box. The chart will be displayed by this

name. It is disabled for Tabular Report Type.

Chart Type: User can select a chart type from this drop-down list. The chart types available

are:

Pie Chart

Bar Chart

Ring Chart


Stacked Bar Chart

Line Chart

Area Chart

Stacked Area Chart

Meter Chart

Among these chart types, Pie chart, Meter chart, and Ring chart take only one field value. So for the Pie

chart, Meter chart, and Ring chart, the Label along X-Axis and Label along Y-Axis text boxes are

disabled.

For other charts, these text boxes are enabled.

Label along X-Axis: User can specify the label along the x-axis in this text box. This text box is not

enabled for Pie chart, Meter chart, and Ring chart.

Label along Y-Axis: User can specify the label along the y-axis in this text box. This text box is not

enabled for Pie chart, Meter chart, and Ring chart.

3D Chart: User can select this check box to see the 3D view of the report.

Show Legends: User can select this check box to legends used to generate the report.

Chart Orientation: User can select the chart orientation from this drop-down list. The orientation

options are horizontal and vertical. By default, Vertical chart orientation is selected. Chart

orientation is not enabled for Donut/Ring Chart, Pie, or Meter charts.

Label Orientation: User can select the label orientation for the selected chart type. The label

orientation options are 0 Degree, 45 Degree and 90 Degree. This option is disabled for Pie Chart

and Donut/Ring Chart.

Lower Range Bound and Upper Range Bound: These text boxes are used to specify Lower Bound

and Upper Bound boundary markers.

Background Color: User can specify the background color of the report by clicking the ellipsis

button next to this field. On clicking the ellipsis button, the Color Picklist box appears. From the

Color Picklist box, the user can select any color.

Key Field: User can specify the key field used to generate the report using this drop-down list.

Fields to Display: The fields to display have the following options:


Field Name: This shows the integer fields which when selected will be displayed in a graphical

form. In case of the Pie chart or Ring Chart, a single field can be selected.

Color: This shows the color that can be assigned to the field name. If a color has been assigned to a

field the same is displayed in the graph. If no color is selected then the field will be displayed in the

default color in the graph.

Up & Down Arrow: This is used to change the order of display of the field in the graph. If a field has

to be shown before a particular field in the graph, then click on the UP arrow to move the field

upward. If a field needs to be shown after a particular field, then click on the DOWN arrow to move

the field downwards.

Add Column at Runtime: If this checkbox is selected then the values that are updated in the below

mentioned fields can be seen in the graphical report as the changes will be effective at run-time.

The following buttons and check boxes are available in the Report Format screen:

Clear: This button is used to clear any specified report settings.

Prev: This button is used to go back to the previous screen.

Save: This button is used to save the report format. When the user clicks this button, the Report

Format screen closes. User can now see the saved report in the Report List screen.

Save As: This button is used to save the report with a different name.

Close: This button is used to close the Report Format screen.

>: This button is used to move the fields from the Available pane to the Selected pane. To move a

field, the user needs to select it in the Available pane and then click this button.

<: This button is used to remove fields from the Selected pane. To remove a field, the user needs to

select it in the Selected pane and then click this button.

Up/Down: User can use these buttons to move the fields up or down in the Selected pane.

Show Serial No.: This check box, when selected, displays the serial number column in the

generated Report screen. If this check box is not selected, the serial number is not displayed.


Miscellaneous Tab

Figure 3.32

Show Grid: Select/unselect this checkbox to enable/disable grid charts.

Legend Position: This combo-box is enabled only for Pie Chart and Donut/Ring Chart. Select

Bottom to position the legend at the bottom of the chart or select Right to position the legend at

the right side of the chart.

Grouping: This button is clicked when the user wants to see data GroupWise e.g. Department wise,

Region wise. etc., where the user needs to see the combined result. For e.g., in an organization, the

user wants to view the report based on the group name (as multiple groups will be there across an

organization).


Figure 3.33

1. On clicking the Grouping button, a screen is launched where the field is chosen based on which

the grouping in the report will be done as shown below:

Figure 3.34


2. Once the user has selected the field based on which grouping will be done, the user can also see

the report based on summary options available to the user based on the field type.

3. Select Hide Label checkbox to hide the label from the report to be generated

Figure 3.35

A sample report can be seen below:

Figure 3.36


3.1.9 Manage Category Manage Category is used to add categories for reports.

To Add Category:

1. Select Manage Category option.

Figure 3.37

2. Enter Category Name.

3. Enter Description.

Figure 3.38


4. The system displays the added category in the list.

Figure 3.39

5. The added category now appears in the category dropdown.

Figure 3.40


To Delete Category:

Select Manage Category from the category dropdown to open Report Categories screen. Select the

required category and click on Delete.

Figure 3.41


3.2 Modify Report This feature is used to modify an existing report in the Report Designer.

To Modify an Existing Report:

1. Select the required report and click on (Modify Report).

Figure 3.42

2. Report Properties page appears.

Figure 3.43


3. Edit the Properties and click Next.

4. Once modifications are made, click on Save button.

NOTE:

To know about various properties, refer Section Add Report.

3.3 Delete Report This feature is used to delete an existing report.

To Delete an Existing Report:

1. Select checkbox against any report and click (Delete Report).

Figure 3.44

2. Click on OK to confirm.

Figure 3.45


3.4 Show Query Show Query is used to view the query added while designing a report.

Select the required report, click on More Options and select Show Query.

Figure 3.46

The following figure shows the Report Query screen (the link gets highlighted after selecting a

particular report):

Figure 3.47


3.5 Trends The Trend is used to associate trends with added reports in Report Designer. These are used to define

trend frequency, daily frequency, duration etc.

To Add Trend:

1. Select checkbox against any report in Report Designer and select Trends option.

Figure 3.48

2. In the Trends screen, click on Add link.

Figure 3.49


3. Trend Properties screen appears.

4. Enter Trend Name.

5. Enter Trend User.

6. Enter Password.

7. Enter Description for Trend.

8. Click on Next.

Figure 3.50

9. Select the required values.

10. Click on Next.


Figure 3.51

11. Specify Trend Frequency, Daily Frequency and Duration.

12. Click on Save.


Figure 3.52

13. System displays added trend in Trend List.

Figure 3.53


Chapter

4 4 Export/Import Reports


Export/Import Reports


Export/Import Reports The user can export or import reports by clicking the Export/Import Reports link given in More

Options. On clicking this link, the Export/Import Reports screen appears.

Figure 4.1

A user can Export/Import reports in any of the following ways:

Export all Reports: To export all the available reports, the user needs to click the Export All Reports

option. This will export all the reports definition into an XML document.

Export Selected Reports: To export a report, user need to click the Export Selected Reports option.

This will export all the reports definition into an XML document.

Import Reports: To import a report, user need to type the location of the report or click Browse to

specify the location of the report definition XML and then click the Import button.


Figure 4.2

NOTE:

The export or import option for reports is available to the administrator user only. Only XML files are supported.


Chapter

5 5 BAM Reports


Generate BAM Reports


5.1 Generate BAM Reports For administrative purposes, the supervisor needs to generate the comprehensive reports to assess the

process functioning, the user performances and other statistical data. BAM provides many graphical

and transactional reports like user performance, system performance, average turnaround time, items

in a queue, delays, average turnaround time of an activity, average processing times, etc.

NOTE:

Apart from these standard reports, an administrator can also create additional reports using the interface provided by the

BAM.

The generated report screen has the following buttons:

Buttons Meaning

Filter

Save

/ Tabular View / Graphical View

Print

Refresh


5.1.1 Process History Report Process History Report is the exhaustive report on the workitems introduced, aborted and completed

in a particular process during a specified date range. The user can also select a specific workstep in a

process to get a report of workitems that entered the workstep, workitems that got expired on the

workstep and workitems that were processed on the selected step during a specific date range. This

report can be generated day-wise, week- wise, month-wise or yearly.

To generate the Process History Report:

1. Click on the Process History Report link.

Figure 5.1

2. The Process History Report interface is opened for taking the user inputs on the basis of which

report will generate.


Figure 5.2

3. Click the ellipsis button next to the Process Name text box to invoke the Select Process screen from

which the user can select the process on which the report has to be generated.

4. Click the ellipsis button next to the Workstep Name text box to invoke the Select Workstep screen.

The worksteps defined for the selected process are displayed in the Select Workstep screen. User

can select the workstep o r can generate the report on ‘All Worksteps’.

5. Click the ellipsis button next to the From Date text box, the calendar will be opened up to choose

the date.

6. Click the ellipsis button next to To Date text box, the calendar will be opened up to choose the

date.

7. Click the ellipsis button next to the Report Type text box, the criteria will be day wise, week wise,

month wise, quarter wise.

For Day, a day-wise report can be generated. For Month, a Month-wise report can be generated.

For Quarter, a Quarter-wise report can be generated. For Week, week-wise report can be

generated.

8. Click Generate to view the report. The Process History Report is displayed.


Figure 5.3

This report displays the required information under the following headers:

Day/Week/Month/Quarter This displays each of the dates for the specified date range. This will display weeks or months

or quarter incase the break-up is selected as week-wise, month-wise, or quarter-wise.

Introduced This is the no. of workitems introduced in the process, on a corresponding day.

Completed This is the no. of workitems completed in the process, on a corresponding day.

Aborted This is the no. of workitems aborted in the process, on a corresponding day.

However, if this report is generated for a workstep, then the following headers will appear:

Figure 5.4


Hour/Day/Month/Week/Quarter This displays each of the dates for the specified date range. This will display weeks

or months or quarter incase the break-up is selected as week-wise, month-wise,

or quarter-wise. Entered in workstep This is the no. of workitems that entered the selected workstep, on a

corresponding day.

Processed This is the no. of workitems processed on the selected workstep, on a

corresponding day.

Expired This is the no. of workitems that expired on the selected workstep, on the

corresponding day.

9. By default, the report is generated in a Tabular format. Click on (Graphical View) icon to view

the report in a graphical format.

Figure 5.5

10. Click Save to save the report on the hard disk.

11. Click Refresh to refresh the report data.

12. Click close to close the screen.


5.1.2 User Performance Report The User Performance Report is generated to fetch the number of workitems processed by a specific

user during a specific date range. The report can also be configured to get the no. of workitems

processed by a user for a selected process or for a selected workstep in a process. The report can be

generated- day-wise, week-wise, month-wise and yearly.

To generate the User Performance Report:

1. Click on the User Performance Report link under Reports list in BAM. The User Performance Report

interface is displayed:

Figure 5.6





can select the workstep or can generate the report on ‘All Worksteps’.

4. Specify the user for whom the report is to be generated, by clicking on the ellipsis button against

the User Name. User Pick list. Select the user from the pick list and click on Ok.

5. Select a user from the list to display the user in the User Name text box.


6. Click the ellipsis button next to From Date text box, the calendar will be opened up to choose the

date.

7. Click the ellipsis button next to To Date text box, the calendar will be opened up to choose the

date.

8. Click the ellipsis button next to the Report Type text box, the criteria will be day wise, week wise,

month wise, quarter wise.

For Day, Day-wise report can be generated. For Week- Week-wise report can be generated. For

Month- Month-wise report can be generated. For Quarter- Quarter-wise report can be generated.

9. Click Generate to view the report. The User Performance Report is displayed.

Figure 5.7

This report displays the required information under the following headers:

Day/Month/Week/Quarter This displays each of the dates for the specified date range. This will display weeks or

months or quarter incase the break-up is selected as week-wise, month-wise, or

quarter- wise.

Workitems Processed This is the nos. of workitems processed on the corresponding days.

10. The specified criterion on which the report is generated is also displayed at the top of the report.

11. User can view the report both in tabular form and graphical. Click on Graphical View button to

view the graph.

This displays a straight-line graph indicating the performance curve of the selected user.


Figure 5.8


13. Click Refresh to refresh the report.

14. Click Close to close the window.


5.1.3 Average Process Time Report This report is used to determine the average time spent in processing the workitems in different

processes. User can also select a specific process, to view the report for average processing time on

each workstep in the process, along with the average duration of workitems on each step.

NOTE:

Processing Time of a workitem is the total time taken to process the workitem, which includes the sum of all individual

times taken from opening a workitem to closing until it is completed on a workstep. The Average Processing Time is an

average of the processing times of all workitems that are completed on a workstep.

The Average Processing Time of a Process is an average of the sum of individual processing times on the worksteps in the

process.

Duration on a workstep is the actual time spent by a workitem on a workstep, from its entry into that step till its

completion.

Average Duration on a workstep is the average of durations spent by each of the workitems passing through that workstep.

Similarly, Duration in a process is the total time spent by a workitem from the time it was initiated in the process, till the

time it was completed in it. Average Duration is the average of durations spent by each of the workitems exiting the

process.

To view the Average Process Time Report:

1. Click on the Average Process Time Report link under Report list in the BAM. The Average Process

Time Report screen appears.

Figure 5.9




3. Click the ellipsis button next to From Date to select the From Date from the calendar picklist.

4. Click the ellipsis button next to ToDate to select the ToDate from the calendar picklist.

5. Click Generate to generate the report. The Average Process Time Report screen is displayed, as

shown in the following screen:

Figure 5.10

Incase option ‘All Processes’ is selected in the Process selection list then the report is generated as

above, listing all the processes in the cabinet along with their corresponding Average Processing Time

and Average Duration in Minutes.

The data in the report is displayed under the following headers:

Process Name This displays the list of all the processes in the cabinet, in case ‘All Processes’ is selected in the

report criteria. If however, a process is selected, then this column will list all the worksteps in the

selected process.

Average

Duration(Mins)

This is the average time in minutes, taken to process all the workitems in the corresponding

process, during the specified date range.

Each Process Name in the report appears as a link, clicking which, the following report is displayed,

listing all the worksteps in the process, along with their corresponding Average Processing Times and

Average Durations.


Figure 5.11

The same report is generated in case the user selects a Process in the Process selection list, while

defining the criteria for the report.

6. Click (Graphical View) icon to view the graph of the generated report, as shown:

Figure 5.12

7. Click Back to go back to the screen where the user had specified the criteria for the report.


9. Click Close to close the report.



5.1.4 Participant Report This report provides details about the performance of a user in terms of the no. of workitems

processed by the selected user on each of the worksteps in a process. This report also provides details

of the Average Processing Time spent on processing those many workitems, against the Average

duration of those workitems on that workstep. This report is much like the Average Process Time

Report, except that it gives details with respect to a selected user. The report can be generated daily,

weekly or monthly basis.

To view the Participant Report:

1. Click on the Participant Report link under Reports list in the BAM. The Participant Report interface

is opened to get the user inputs:

Figure 5.13





can also select the ‘All Worksteps’ option, in order to get details of the user’s participation in each

of the worksteps on which the user has processed workitems.


4. Select the User, for which the report has to be generated, by clicking on the ellipsis button.

5. User Picklist will get opened to select the user from the picklist:

6. Select the user from the list. The user gets displayed in the User Name text box of the Participant

Report screen.



9. Click Generate to generate the report. The Participant Report screen is displayed.

Figure 5.14

This report gives complete details about the no. of workitems processed by a user at each of the

worksteps he is associated with, along with the Average Processing Time for that user on the

corresponding workstep, and the average duration of those workitems on that workstep.


Workstep Name This displays the list of all the worksteps in the selected process on which the selected user

has processed workitems during the specified date range.

Workitems

Processed

This displays the workitems processed by the selected user on the corresponding worksteps.

Average Processing

Time

This is the average time in minutes, taken by the selected user, to process those many

workitems.

Average Duration This is the average time in minutes for which those workitems were on the corresponding

workstep.


Every Workstep Name in the report appears as a link clicking which the user can invoke the details

regarding that workstep in terms of the no. of workitems processed by various users on it, the

Average Processing Time of workitems on it against the Average Duration of workitems on it, as

shown in the following figure. This can be help compare the user-specific performance data on a

workstep, against the complete workstep performance data, irrespective of the users working on it.

10. Click the Graphical View button to view the graph of the generated report.

Figure 5.15





5.1.5 Participant Processing Report This report provides participation details of all the users working on a selected workstep of a selected

process. The details are provided in terms of the no. of workitems processed by each of the users

working on that workstep, against the Average Processing Times for each user, for processing those

many workitems, against the Average duration of those workitems on the workstep.

The top of the report also displays the overall Average Processing Time and the overall Average

Duration of workitems on the whole workstep. Thus this report helps compare the performances of

each of the users against the others.

To view the Participant Processing Report:

1. Click on the Participant Processing Report link under Report List in the BAM.

2. The Participant Processing Report interface is displayed for getting the user input:

Figure 5.16

3. Select the Process for which the report has to be generated.

4. Select the Workstep, for which the report has to be generated.




7. Click Generate to generate the report. The Participant Processing Report screen is displayed, as


Figure 5.17


User Name This displays the list all the users who have processed workitems on the selected workstep,

during the specified date range.

Workitems

Processed

This displays the no. of workitems processed by the corresponding user on the selected

workstep.

Average Processing

Time

This is the average time in minutes, taken by the corresponding user, to process those many

workitems on the selected workstep.

Average Duration This is the average time in minutes for which those workitems were on the selected workstep.

8. Click Graphical View to view the graph of the generated report, as shown:


Figure 5.18





5.1.6 Turn Around Time Report This report provides the approximate Turn Around Times (TAT) for each of the worksteps in the

selected process along with the overall TAT for the process.

NOTE:

Turn Around Time (TAT) is the average duration for which the workitems are in the process before they are completed or

discarded. This is the average time taken from initiation till completion for a workitem in a process.

TAT for a workstep is the average duration in which the workitem gets completed on the workstep.

To view the Turn Around Time Report:

1. Click on the Turn Around Time Report link under Reports List in the BAM. The Turn Around Time

Report interface is displayed to get the user inputs:

Figure 5.19

2. Select the Process Name for which the report has to be generated.

3. Set From and To dates.

4. Click Generate to view the report. Turn Around Time Report is generated, as shown in the

following figure:


Figure 5.20


5.1.7 Delay Report The Delay Report provides details about the no. of workitems in delay in the selected process, during a

specified date range. It also displays the total average delay in the process for the specified date range.

It also lists the no. of workitems in delay for each workstep in the process, along with the individual

average delays on the worksteps.

To view the Delay Report:

1. Click on the Delay Report link under Reports List in the BAM main screen. The Delay Report

interface is displayed to get the user criteria:

Figure 5.21

2. Select the Process Name on which the report has to be generated.

3. Click the button next to From Date to select the From Date from the calendar picklist.

4. Click the button next to To Date to select the To Date from the calendar picklist.

5. Click Generate to view the report. The Delay Report is generated, as shown in the following figure.


Figure 5.22

For each day/week/month/quarter, the total no of workitems in delay in the whole process, along with

the total delay in the process is displayed. Apart from this, the delay information corresponding to

each step in the process is displayed in a tabular format for each corresponding

day/week/month/quarter.

Workstep Name This displays the list all the worksteps in the process.

Total Workitems Processed This displays the no. of workitems processed at the corresponding workstep.

Workitems processed with

delay

This displays the no. of workitems processed with delay (i.e. after the expiration of the TAT

set for that workstep), at the corresponding workstep.

Average Delay This is the average additional time taken to process the delayed workitems at the

corresponding steps.

6. User can view the report both in tabular form and graphical. Click the Graphical View button to

view the graph.


8. Click Refresh to refreshes the report.


5.1.8 Process Definition Summary Report The Process Definition Summary Report provides a summary of the various definitions in the process,

including the number of worksteps, expiry hours set for each workstep, Entry rules, Exit Rules, Type of

workstep, Streams and Interfaces associated with each step, etc.

To view the Process Definition Summary Report:

1. Click on the Process Definition Summary Report link under Reports List section in the BAM. The

Turn Around Time Report input screen will be opened up to get the user inputs:

Figure 5.23

2. Click the button to open the Select Process Name screen from which the user can select the

Process on which the report has to be generated. On selecting the process, the Process Definition

Summary Report is displayed, as shown in the following figure:


Figure 5.24


Workstep The names of the worksteps in the process:

Type Type of workstep, whether Custom, Introduction, Exit, etc.

Entry Rules The no. of entry rules set for the workstep.

Expiry The expiry period in hours set on each of the corresponding worksteps.

Exit Rules The no. of exit criteria set for the workstep.

Streams The no. of streams defined on the corresponding workstep.

Interfaces The no. of property tools like ToDo lists, exceptions, etc associated with the workstep.





5.1.9 Exception Details Report The Exception Details Report displays the number of exceptions of a specified type, raised in a

particular process within a specified date range. The report can be generated- day-wise, weekly,

monthly, quarterly or yearly.

To view the Exception Details Report:

1. Click on the Exception Details Report link under Reports list in the BAM. The Exception Details

Report interface is displayed to get the inputs from the user:

Figure 5.25

2. Select the Process Name on which the exceptions are raised. The Exception Type selection list

appears, displaying all the exceptions defined in the process.

3. Select the Exception on which the report has to be generated.

4. Select the From Date from the calendar picklist.

5. Select the To Date from the calendar picklist

6. Select the Report Type:

For Day, a Day-wise report can be generated. For Month, a Month-wise report can be generated.

For Week, a week-wise report can be generated.

7. Click Generate to view the report.


The Exception Details Report is displayed, giving the no. of times the selected exception was raised

during the specified date range.

Figure 5.26

8. User can view the report both in tabular form and graphical. Click on the Graphical View button to

view the report in a graphical format.



11. Click Close button to close the report.


5.1.10 Expired Workitem Report The Expired Workitem Report displays the number of workitems expired in the Particular process in

the specified time period.

To view Expired Workitem Report:

1. Click on the Expired Workitem Report link under Reports list in the BAM. The Expired Workitem

Report interface is displayed to get the user inputs:

Figure 5.27

2. Select the Process for which the expired workitems are to be displayed.

3. Select the From Date from the calendar picklist.

4. Select the To Date from the calendar picklist

5. According to the selected report duration, the Breakup criteria can be specified.

6. Select the Report Type:

For Day, a Day-wise report can be generated. For Month, a Month-wise report can be generated.

For Week, a week-wise report can be generated. For Year, a Year-wise report can be generated.


The Expired Workitem Report is displayed, giving the no. of workitems that got expired in the selected

process during the specified date range.


Figure 5.28

8. User can view the report both in tabular form and graphical. Click the Graphical View button to

view graph.

9. Click Refresh for printing the report.

10. Click Save to save the report.



5.1.11 Diversion Report The Diversion Report displays the diversions set for the users.

To view the Diversion Report:

1. Click on the Diversion Report link under Reports section in the Process Manager main screen. The

Diversion Report interface is displayed on RHS, showing the users for whom diversions have been

set, along with the users to whom the workitems will be diverted, and the date range for which the

diversion is set.

Figure 5.29





5.1.12 Temporary Queue Assignment Report There is an option to assign the user in a queue for a particular time period. Now, if the administrator

wants to know the details about the users that are temporarily assigned to a queue, he can generate a

Temporary Queue Assignment Report.

To view the Temporary Queue Assignment Report:

1. Click on the Temporary Queue Assignment Report link under Reports section in the Process

Manager main screen. The Temporary Queue Assignment Report interface is displayed, showing all

the Queues in which users are temporarily assigned, along with the user who is temporarily

assigned, and the date until which he/she is assigned.

Figure 5.30

2. Clicks Save to save the report on the hard disk.




5.1.13 Avg. Processing Time (Current day) This report is used to determine the average time spent in processing the workitems in different

processes on the current day. User can also select a specific process, to view the report for average

processing time on each workstep in the process, along with the average duration of workitems on

each step.

NOTE:

Processing Time of a workitem is the total time taken to process the workitem, which includes the sum of all individual

times taken from opening a workitem to closing it until it is completed on a workstep. The Average Processing Time is an

average of the processing times of all workitem s that are completed on a workstep.

The Average Processing Time of a Process is an average of the sum of individual processing times on the worksteps in the

process.

Duration on a workstep is the actual time spent by a workitem on a workstep, from its entry into that step till its

completion.

Average Duration on a workstep is the average of durations spent by each of the workitems passing through that workstep.

Similarly, Duration in a process is the total time spent by a workitem from the time it was initiated in the process, till the

time it was completed in it. Average Duration is the average of durations spent by each of the workitems exiting the

process.

To view the Average Process Time Report:

1. Click on the Avg. Processing Report (Current day) link under Report list in the BAM. The Avg.

Processing Report(Current day) interface is opened for taking the user inputs:


Figure 5.31



3. Click Generate to generate the report. The Average Process Time Report screen is displayed.

Figure 5.32


Incase option ‘All Processes’ is selected in the Process selection list then the report is generated as

above, listing all the processes in the cabinet along with their corresponding Average Processing Time

and Average Duration in Minutes.


Activity Name This displays the list of all the activities associated with the process in the cabinet. A process is

selected, and then this column will list all the worksteps in the selected process.

Average Processing

time(Mins)

This is the average time in minutes, taken to process all the workitems in the corresponding

process, during that day.

Workitem Processed This is the total workitem processed

Total Processing

time(in mins)

This is the total time in minutes, taken to process all the workitems in the corresponding process

during that day

4. Click Tabular icon to view the table of the generated report.

5. Click Back to go back to the previous screen.





5.1.14 Exception(s) Raised (Current day) This report is used to get the details of all the exceptions that have been raised on process instances of

a selected process on the specified date.

To view the Exception(s) Raised (Current day) Report:

1. Click on the Exception(s) Raised (Current day) link under Reports list in the BAM. The Exception(s)

Raised (Current day) interface is displayed to get the inputs from the user:



Figure 5.33


Figure 5.34







5.1.15 Pending workitem in Process Pending Workitems in Process Report displays the number of workitems still pending in an activity to

get processed.

To view the Pending Workitem in Process Report:

1. Click on the Pending Workitems in Process link under Reports list in the BAM. The Pending

Workitems in Process interface is displayed to get the inputs from the user:

Figure 5.35



3. Click Generate to generate the report. The Pending Workitems in Process screen is displayed, as



Figure 5.36







5.1.16 Pending workitem in Queue Pending workitems in a queue are those workitems that are not currently being worked upon by any

users, i.e. workitems of the queue which are not currently locked.

To view the Pending workitem in a queue:

1. Click on the Pending Workitems in Queue link under Reports list in the BAM. The Pending

Workitems in Queue interface is displayed to get the inputs from the user:

Figure 5.37

2. Click the ellipsis button next to the Queue Name text box to invoke the Select Queue picklist from

which user can select the queue on which the report has to be generated.

3. Click Generate to generate the report. The Pending Workitems in queue screen is displayed.


Figure 5.38

5.1.17 Processed Workitems (Current day) This report is used to get the details of the total workitems processed and total time spent by the

selected user on the specified:

1. Click on the Processed Workitems (Current day) link under Reports list in the BAM. The Processed

Workitems(Current day) interface is displayed to get the inputs from the user:

Figure 5.39


2. Click the button next to the Queue Name text box to invoke the Select Queue name from the

picklist which user can select the queue on which the report has to be generated.

3. Click Generate to generate the report. The Processed Workitems (Current day) screen is displayed,

as shown in the following screen:

Figure 5.40

4. User can view the report both in tabular form and graphical. Click on (Tabular View) to view

the report in tabular format and (Graphical View) to view the report in a graphical format.





5.1.18 Queue Load Report (Current day) This report is used to get the details of the total workitems introduced or on hold in all the queues.

To view the Queue Load Report (Current day):

1. Click on the Queue Load Report (Current day) link under Reports list in the BAM.

The Queue Load Report (Current day) interface is displayed to get the inputs from the user:

Figure 5.41

2. Click the ellipsis button next to the Queue Name text box to invoke the Select Queue name from

the picklist which user can select the queue on which the report has to be generated.

3. Click Generate to generate the report. The Queue Load Report screen is displayed.


Figure 5.42

5.1.19 Schedule Deviation Report This report is used to get the turnaround time activity wise for the specified process.

To view the Schedule Deviation Report:

1. Click on the Schedule Deviation Report link under Reports list in the BAM. The Schedule Deviation

Interface is displayed to get inputs from the user:

Figure 5.43


2. Click the ellipsis button next to the Process Name text box to invoke the Select Process Name from

the picklist which user can select the process on which the report has to be generated.

3. Click Generate to generate the report. The Schedule Deviation Report screen is displayed, as shown

in the following screen:

Figure 5.44







5.1.20 System Load Report (Current day) This report is used to get the details of the total workitems processed of a particular process on the

specified date.

To view the System load Report:

1. Click on the System Load Report (Current day) link under Reports list in the BAM. The System Load

Report(Current day) is displayed to get the inputs from the user:

Figure 5.45

2. Click the ellipsis button next to the Process Name text box to invoke the Select Process Name from

the picklist which user can select the process on which the report has to be generated.

3. Click Generate to generate the report. The System Load Report(Current day) screen is displayed, as



Figure 5.46




5.1.21 Workitem Status Report (Current day) This report is used to get the details of the number of workitems introduced, processed and in delay

for the selected process on the specified date.

To view the Workitem Status Report (Current day):

1. Click on the Workitem Status Report (Current day) link under Reports list in the BAM. Workitem

Status Report (Current day) is displayed to get the inputs from the user:

Figure 5.47

2. Click the button next to the Process Name text box to invoke the Select Process Name from the

picklist which user can select the process on which the report has to be generated.

3. Click Generate to generate the report. The Workitem Status Report screen is displayed, as shown in

the following screen:


Figure 5.48






5.1.22 Daily Volume of Completed Cases Userwise This report displays the number of cases completed by the selected user today.

To view the Daily Volume of Completed Cases Userwise:

1. Click on the Daily Volume of Completed Cases Userwise link under Reports list in the BAM.

2. Daily Volume of Completed Cases Userwise(Report Input) is displayed to get inputs from the user.

Figure 5.49


3. Click the button next to the UserID text box to invoke the Select UserID from the picklist whose

report has to be generated.

4. Click Generate to generate the report. The Daily Volume of Completed Case Userwise screen is

displayed, as shown in the following screen:

Figure 5.50




5.1.23 Daily Volume of Completed Tasks Userwise This report displays the number of Tasks completed by the selected user today.

To view the Daily Volume of Completed tasks Userwise:

1. Click on the Daily Volume of Completed Tasks Userwise link under Reports list in the BAM.

2. Daily Volume of Completed Tasks Userwise(Report Input) is displayed to get the inputs from the

user:

Figure 5.51

3. Click the button next to the UserID text box to select the UserID.

4. Click Generate to generate the report.

5. Daily Volume of Completed Tasks Userwise screen is displayed, as shown in the following screen:


Figure 5.52




5.1.24 Daily Volume of New Cases Userwise This report displays the number of new cases assigned to the user today.

To view the Daily Volume of New Cases Userwise:

1. Click on the Daily Volume of New Cases Userwise link under Reports list in the BAM.

2. Daily Volume of New Cases Userwise(Report Input) is displayed to get the inputs from the user:

Figure 5.53




5. The Daily Volume of New Cases Userwise screen is displayed, as shown in the following screen:


Figure 5.54




5.1.25 Daily Volume of New Tasks Userwise This report displays the number of new Tasks assigned to the user today.

To view the Daily Volume of New Tasks Userwise:

1. Click on the Daily Volume of New Tasks Userwise link under Reports list in the BAM.

2. Daily Volume of New Tasks Userwise(Report Input) is displayed to get the inputs from the user:

Figure 5.55




5. The Daily Volume of New Tasks Userwise screen is displayed, as shown in the following screen:


Figure 5.56




5.1.26 Exception Picklist To view the Exception Picklist:

1. Click on the Exception Picklist [Report Input] link under Reports list in the BAM. Exception

Picklist(Report Input) is displayed to get the inputs from the user:

2. Enter the ProcessDefID in the allocated text box.

3. Enter the Process Name in the allocated text box.

4. Click on Generate button.

Figure 5.57

5. Exception Picklist report appears.




Figure 5.58

5.1.27 In Progress Case With Health Userwise This report displays the number of Inprogress cases for the selected user & classifies them into In Time,

At Risk & Delayed categories. In time refers to the workitems which have not exceeded the Turnaround

time or the SLA defined for the particular case, Delayed refers to the workitems which have exceeded

their Turnaround time or SLA’s and are in delay, At Risk refers to the workitems which are expected to

get delayed.


5.1.28 Process Pick List To view the complete list of Process Pick list:

1. Click on Process Pick List link under Reports list in BAM. Complete Process Pick List appears.

Figure 5.59




5.1.29 Report Type PickList To view the Report Type Picklist:

1. Click on Report Type PickList link under Reports list in BAM. Complete Report Type PickList

appears.

2. Enter the From Date.

3. Enter the To Date.


Figure 5.60

5. Report Type Picklist screen is displayed, as shown in the following screen:





Figure 5.61

5.1.30 Task In Progress with Health Userwise This report displays the number of In-progress tasks for the selected user & classifies them into In Time

and At Risk & Delayed categories. In time refers to the tasks which have not exceeded the Turnaround

time or the SLA defined for the particular task, Delayed refers to the tasks which have exceeded their

Turnaround time or SLA’s and are in delay, At Risk refers to the tasks which are expected to get

delayed.


5.1.31 Task Status Userwise This report gives the status of all the Tasks assigned to the selected user, Total pending tasks with the

user, total new tasks assigned today and total tasks completed by the user today.

To view the Task Status Userwise:

1. Click on the Task Status Userwise link under Reports list in the BAM. Complete Task Status

Userwise List appears.




Figure 5.62

4. Task Status Userwise screen is displayed, as shown in the following screen:


Figure 5.63





5.1.32 User Picklist To view the User Picklist:

1. Click on User Picklist link under Reports list in the BAM. Complete User Picklist List appears.

Figure 5.64





5.1.33 Workstep List To view the Workstep List:

1. Click on the Workstep List link under Reports list in the BAM. Workstep List(Report Input) is

displayed to get the inputs from the user:

2. Enter the ProcessDefID in the allocated text box.

3. Enter the Process Name in the allocated text box.

4. Click on Generate button.

Figure 5.65

5. Exception Picklist report appears.




Figure 5.66


Chapter

6 6 Audit Log


View Audit Log

Reports Tab

Scheduler Tab

Trends Tab


6.1 View Audit Log Audit Log is used to view audit logs for reports, schedulers and trends. To open Audit Log:

1. Click on User’s Settings at the top right of OmniApp.

2. Select Application Configuration.

Figure 6.1

3. Application Configuration dialog box appears.

4. Click on Audit Log listed in BAM section.


Figure 6.2

5. Audit Log screen appears.

Figure 6.3


6.2 Reports Tab Reports Tab is used to view audit logs for reports based on the following search criteria:

Report Filter: Select Report from pick list and click on Generate button. The system displays audit logs

for the selected report.

Figure 6.4


Action Done By: Select a User from the list and click on Generate button. The system displays audit

logs for the selected user.

Figure 6.5


From and To Date: Select From and To Date and click on Generate button. The system displays audit

logs based on From and To Date for reports.

Figure 6.6


Action Performed: Select Action Performed from the list and click on Generate. The audit logs are

generated for the selected action performed on reports.

Figure 6.7


6.3 Scheduler Tab Scheduler Tab is used to view audit logs for schedulers based on the following search criteria:

Figure 6.8


Scheduler Filter: Select Report from pick list and click on Generate button. The system displays audit

logs for the selected report.

Figure 6.9




Figure 6.10


From and To: Select From and To Date and click on Generate button. The system displays audit logs

based on From and To Date for schedulers.

Figure 6.11


Action Performed: Select Action Performed from the available list and click on Generate button. The

system displays audit logs for selected action performed on schedulers.

Figure 6.12


6.4 Trends Tab Trends Tab is used to view audit logs for trends based on the following search criteria:

Figure 6.13


Trend Filter: Select a Report from pick list and click on Generate button. The system displays audit logs

for the selected trend.

Figure 6.14




Figure 6.15


From and To Date: Select From and To Date and click on Generate button. The system displays audit

logs based on From and To Date for trends.

Figure 6.16


Action Performed: Select Action Performed from the dropdown and click on Generate button. The

system displays audit logs for selected action performed on trends.

Figure 6.17


Chapter

7 7 Glossary


Glossary


Glossary

Alert An automatic alert can be configured to notify the Business User on any condition or on any occurrence

of an event. The alert can be sent through e-mail.

Alert Delay

Interval

Alert Delay interval is used to define the minimum time gap between two alerts. An alert applied on a

rule will be executed only after the plugged-in time interval for Alert Delay Interval.

Container The portion of a template designated to depict a report or a list of alerts.

Cabinet A cabinet is the iBPS database containing all the business data of the business processes automated by

iBPS.

Rule Rules in BAM are the information retrieval queries made on the database tables to get the relevant

business data on a Report.

Template A screen having a preset format, used as a starting point for an application so that the format does not

have to be recreated each time it is used.

Template definition is the process of dividing monitor screen into different parts for showing different

designed reports on the screen. This feature enables the Business Owner to dedicate different regions

of the screen for different reports depending on their Business Relevance.

Toggle The term toggle implies that there is more than one possible tab and that the user is switching from the

current tab to the other. The toggling functionality helps the Business Owner to switch between tabs

depicting different reports at regular intervals.

Wizard for Rule

Definition

The process of defining a rule by the Business Owner is made very user-friendly. The wizard helps the

Business Owner to define the rules even though he does not know any code. Rule definition through the

wizard is made easy as it populates all the tables present in the cabinet for the user to work upon with

various functions, operators, and so on.

Workitem Workitem is a unit of a task that has to be processed in a workflow.

Workstep Workstep is a logical unit in a process where a specified set of actions or processing is performed. A

workstep may consist of many workitems.


Chapter

8 8 List of Abbreviations


List of Abbreviations


List of Abbreviations BAM: Business Activity Monitor

BPM: Business Process Model

DML: Data Manipulation Language

iBPS: Intelligent Business Process Suite

MSSQL: Microsoft Structured Query Language

URL: Uniform Resource Locator