The Initiating Process Improvements template
creates a space for collaborating with others to improve a business
process.
The Initiating Process Improvements template
combines widgets from Business Process Manager and Business Monitor to create
a space for users who want to examine a business process and determine
whether there is a need to improve it. This template is available
only if a Business Space administrator
has imported it.
The Initiating Process Improvements template
creates a space with the following pages: Create Tasks, Task Drill
Down, KPIs, and Analysis. Many of the widgets on these pages require
configuration. The person creating the space must edit their settings
so that they display appropriate information. The descriptions for
each page provide information for how you might configure each widget.
On the Create Tasks page, users create tasks for other people to
perform and track their status. The following table lists the widgets
in the Create Tasks page.
| Widget name |
Description |
|---|
| Create Tasks |
With appropriate configuration, it displays
a list of task templates that users can use to create a task. |
| Task Information |
Displays the form used to create the task. The
form depends on the template selecting in the Create Tasks widget.
Although the widget displays only information about one task at a
time, you can swap between tasks by selecting the tabs. |
On the Task Drill Down page, users can review individual task instances.
The following table lists the widgets in the Task Drill Down page.
| Widget name |
Description |
|---|
| Instances |
With appropriate configuration, it lists the
task instances that are available for review. |
| Task Information |
Displays information about the tasks that the
user selected in the Instances widget.
Although the widget displays only information about one task at a
time, you can swap between tasks by selecting the tabs. |
On the KPIs page, users can configure the widgets to display information
about the process that they are trying to improve. The following table
lists the widgets in the KPIs page.
| Widget name |
Description |
|---|
| KPIs |
With appropriate configuration, it displays
a graphic that dynamically shows the performance of a business process.
The business process must have a monitor model that contains a defined
KPI model. |
| Alerts |
Displays notifications for a business situation
that a Business Monitor administrator
has specified that the user will receive. |
| Diagrams |
With appropriate configuration, it displays
the diagram for the business process. |
On the Analysis page, users can configure the widgets to display
predefined reports. The following table lists the widgets in the Analysis
page.
| Widget name |
Description |
|---|
| Report Viewer |
With appropriate configuration, it displays
a report associated with the business process. |