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On this page
  • 1. Level 2 Header
  • 2. Cycle Details
  • 3. Cycle Monitor
  1. Process Definition
  2. Process
  3. Cycle

Navigate

PreviousCycleNextHow-To Guide

Last updated 1 year ago

1. Level 2 Header

When Navigated to MONITOR tab of the process, you can preview the dashboard with all the existing Cycles & option to create new cycles

Refresh - Updated the real time progress of each of the Individual Instances on the dashboard

Add Cycle - Create new cycle - Cycle details pane captures the details to do so.

More

Export - to export the cycle, instance & all the progress details exported to excel

Show/ Hide Completed - to display or hide the active or completed cycle in the dashboard

Show Header : Hide the Level2 Header for full screen monitor

2. Cycle Details

To Create & Manage Cycle , we enable & capture the details required below

Field
Purpose
Values

Process Name

Name of the Process, for which cycle is to be created

Read-Only

Cycle Name

Name of the process execution cycle to be created

Text Field

Create Cycle for

Instances are by default created by VERSION & TIME fields

Member selector to choose values from

Status

Status of Cycle

Dropdown

(Open / Completed)

Add existing Instances

Select the list of activities to be tagged under the cycle

Member selector to choose

Insert Activities

enables target system dates with reminders

Checkbox

Activity Instances

depending on previous selection, the list of activities are displayed to choose the Instance parameters

Member selector to choose values from

3. Cycle Monitor

Each cycle once created, can be tracked & monitored with detailed real-time progress.

User collaboration, monitoring & Audit Information are transparently made available on the dashboard for Business admin in JustPerform.

Each Instance, when selected display the detailed dashboard with below fields like

Field
Purpose
Values

Instance ID

user Instances created & deployed based on the instance field members selected

Instance field members

Status

Status of each of the Instance member

Open, Submit, Approve

Due Date

Target date defined for the activity instance

Target date

Updated at

Last updated timestamp for the activity Instance

Time stamp

Updated by

Last updated user email id

user email

Performer

List of performers for the activity Instance

users/roles

Reviewer

List of reviewers for the activity instance

users/roles

Finally, Each cycle can be set to Completed, once all the activity Instances are completed & approved, using the Completed button at the header of the Cycle pane.

Note that once cycle is completed, it would be moved to Completed cycles view, which can be viewed using Show/Hide Completed cycle option