Oracle BPM Suite 11g Training

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Oracle BPM Suite 11g Training


BPM Workspace
Oracle BPM Training
Lesson #6: WorkSpace

• Objectives
• WorkSpace Panels
• The WorkSpace Task Panel
• The WorkSpace Process Panel
• The WorkSpace Dashboard Panel
• The Workspace Administrative Panel
• Administrative Functions
Oracle BPM Workspace
Task management, process tracking &
performance dashboards

© 2009 Oracle Corporation – Proprietary and Confidential BPM Methodology Workshop Rev 3.0
WorkSpace – Task Panel

Default search view

Views

This the main panel to show


task items for participants.
Instances in this panel will be
filtered by the selected view
in the “View” drop down.

Once the Task Item has been


selected, it will show the associated
Task Based User Interface (notes, attachments,
Reports etc) in this section

BEA Confidential
WorkSpace Task Panel
• The Task Panel will show
associated task items in an Email
Inbox like format.
• There are pre-built Views to filter
the task items.
• The default view is “Me & Group”
and status set to “Assigned”. This
view shows pending work for
participants in a given role or
responsibility.
• Selecting a Task item will bring up
the associated user interfaces.
• The participant can also trigger
Actions from the Task Panel
without invoking the user interfaces.

BEA Confidential
Searching Task Items …
• The WorkSpace provides a very powerful search function to locate in
task items that can be filtered by predefined attributes and process
specific ones
• The Searching can be enabled by clicking on the “Show Filters” link in
the Task Pane. The result will be shown in the Task Panel
• Task Items can be searched and narrowed by:
• Processes, Predefined and Process specific attributes, Task Items Status (in flight,
completed, aborted)

BEA Confidential
Workspace – Process Panel

Search supports Shows list of Process


various process views. instances that the participant
is associated with.

Applications
tab is used
to globally
initiate
processes.

Clicking on a process
instance shows the status
and the Interactive Task
where it might be pending.

© 2009 Oracle Corporation – Proprietary and Confidential BPM Methodology Workshop Rev 3.0
WorkSpace Process Panel

• The WorkSpace Process Panel is


used to expose Global Creation and
Global Initiator tasks to authorized
Participants
• When clicking on the link for any
entry in the Applications Panel, it will
trigger the execution of the task
implementation associated to the
Global activity
• Shows a list of process instances and
their status.
The connected Participants has
access to many Global activities
he/she can execute

Oracle Confidential
WorkSpace – Standard Dashboard

Out of the box


dashboards for process
performance and task
performance.

BEA Confidential
Workspace – Administrative Tasks

Process Administrator or Process


Owner can see all the task items of
the Process and act on them or
reassign the task to others .

BEA Confidential
Workspace – Administrative Functions

You can set the swim lane Role


mapping to LDAP roles inside BPM
Workspace without having to log in
to BPM Studio .

© 2009 Oracle Corporation – Proprietary and Confidential BPM Methodology Workshop Rev 3.0
Workspace – Administrative
Functions

You can also set the Holiday and


Calendar Rules as well as Approval
Groups inside BPM Workspace
without having to log in to BPM
Studio .

© 2009 Oracle Corporation – Proprietary and Confidential BPM Methodology Workshop Rev 3.0
Day 2

• Lab 4

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