Process Monitor

Process monitor displays a complete list of the process instances that you as the process owner of corresponding process templates can access. In the process monitor, you can see a complete list of processes and display the full set of information available for individual process instances. The process instance owner can finalize a completed process instance.

Process Monitor does not display by default. To view the process monitor, you must have been assigned access as a process owner during process template creation.

When you open the process monitor, it displays the process name, process context, status (completion progress, number of activities completed, in progress, pending), start date, and owners for each process instance. You can filter the processes choosing Process and All. By choosing Process, you can display processes by process templates. By choosing All, you can choose to display either active processes, which are processes not yet finalized. or finalized processes.

When you click the name of a process from the list, a detailed view is displayed in which you can see the status of activities in the process instance. You can view them using Group By to group by activity, context, status, and action required. You can also filter using Show Activities.

The detailed view shows the performer deadline and reviewer deadline for the activities. In case a planning cycle needs to be adjusted due to special circumstances, a process template owner can change deadlines for uncompleted activities by choosing Change Deadlines. In the detailed view, the process instance owner can also choose to reopen completed activities by choosing Reopen without any limitations.

Only the process instance owner can finalize a completed process instance from the process monitor.