Designing processes - EMC Community Network

Design dashboard and add dashlets
17. State list box and then save the report. Publishing the report makes it available to use in a
dashboard.
In the next section you will design a dashboard and add to it the New Account Applications report, the
Alert List dashlet, and the Process Diagram dashlet.
Design dashboard and add dashlets
In this section you will design a dashboard in TaskSpace and add three dashlets: the New Account
Applications report, the Alert List dashlet, and the Process Diagram dashlet. Later in this appendix you
will design business data reports and also add them to this dashboard.
The Alert List dashlet displays a list of processes or activities that have met or exceeded an alert
threshold. Alerts are defined in PRS, with a data source and an alert expression that defines the
threshold. Once an alert is triggered, its details are displayed in the Alert List dashlet including the
alert status, severity, and start and stop times. Initially, the Alert List dashlet displays a list of all alerts
in the system. However, when a user clicks a process instance in the New Account Applications report,
the Alert List is automatically filtered to show only the alerts that were generated for the selected
process instance. This document does not describe how to design alerts in PRS. It focuses on adding
the dashlet in the event that alerting is important in your situation. For more information on how to
design alerts in PRS, refer to the Business Activity Monitor Implementation Guide.
The Process Diagram is another type of dashlet included with the BAM software. The diagram dashlet
is designed to distinguish between those activities that are in-process and those that are completed.
Activities annotated with a green check mark are completed, and activities annotated with a gear icon
are in-process. By configuring the Process column of the New Account Applications report as a
multi-drill-down, the Process Diagram dashlet displays the progress of the process selected in the New
Account Applications report. This is tested when the dashboard is designed.
It is assumed that you do not have a TaskSpace application to which you are adding a dashboard. If
you already have a TaskSpace application then you can skip steps 3–5 and just add a dashboard
to the TaskSpace application you already have.
To design a dashboard and add dashlets:
1. Log in to TaskSpace.
132 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide