The Managing Business Performance template
creates a space for monitoring the business and reacting to changes.
The Managing Business Performance template
combines widgets from Business Process Manager and Business Monitor to create
a space for users who are responsible for the business achieving its
goals. This template is available only if a Business Space administrator
has imported it.
The Managing Business Performance template
creates a space with the following pages: Create Tasks, My Work, Managed
Team Tasks, Business Configuration, Business KPIs, and Operational.
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 can 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 |
Displays a list of task templates that users
can use to create a task. |
| Task Information |
Displays the form used to create the task if
the user selects a task template in the Create Tasks widget
or a task if the user selects a task in the Tasks List widget.
Although the widget displays only information about one task at a
time, you can swap between tasks by selecting the tabs. |
| Tasks List |
Displays a list of tasks in the business process. |
| Human Workflow Diagram |
Displays the process for the open task in the Task Information widget.
If the task does not have a process, the widget displays "No process
context information available for this task." |
The following table lists the widgets that are in the My Work page.
| Widget name |
Description |
|---|
| My Tasks |
Displays the tasks that have been assigned to
the user. |
| Task Information |
Displays information about the tasks that the
user has selected in the My Tasks widget
or the Tasks I Created widget.
While the widget only displays information about one task at a time,
users can swap between tasks by selecting the tabs. |
| Tasks I Created |
Displays the tasks that the user has created. |
| Human Workflow Diagram |
Displays the process for the open task in the Task Information widget.
If the task does not have a process, the widget displays "No process
context information available for this task." |
| Team List |
Displays the people that users can transfer
the task that they selected in the My Tasks widget. |
On the Managed Team Tasks page, users can see the tasks that have
been assigned to members of their team and transfer tasks to balance
workload. The following table lists the widgets in the Managed Team
Tasks page.
| Widget name |
Description |
|---|
| Team List |
Displays the people that users can transfer
the task that they selected in the My Team's Tasks widget. |
| My Team's Tasks |
Lists the tasks assigned to members of the user's
team. |
| 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. |
On the Business Configuration page, users can change the values
in business rules. The following table lists the widgets in the Business
Configuration page:
| Widget name |
Description |
|---|
| Business Rules |
Lists the business rules that are on the server
on one side of the widget so that users can select one. The other
side of the widget displays the details of the selected business rule. |
On the Business KPIs page, users can see the current condition
of the business. The following table lists the widgets in the Business
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 Operational page, users can see the current condition of
the monitored business process. The following table lists the widgets
in the Operational page.
| Widget name |
Description |
|---|
| Diagrams |
With appropriate configuration, it displays
the diagram for the business process. |
| Instances |
With appropriate configuration, it displays
the values for individual data constructs in the business process |