Reports

 

Tasks and Instances

Tasks and Instances offer straightforward reports and statistics that help the business process owner track and asses where the end-user hits a roadblock or if the end-user is taking more time than usual to complete a task.

This is done through a simple to understand user interface which displays process instances in a colour-coded manner, illustrating date of completion thresholds (which you can also personalize) for bottleneck assessment.

 

With the help of Tasks and Instances, business process owners have more data to compile and find out why the organization is succeeding or failing with their KPIs.

The Reports module provides a powerful search system, along with save filters functionality and filter/search query sharing capabilities.  

  • Search: The user can filter the process tasks and instances by various default criteria such as: different task or instance statuses, priority, creation date and time, users and groups.  

  • Complex queries: The user can make complex query using business data model attributes and can benefit from various types of operation provided, like “equal”, “less than”, “greater than” or “contain”. 

  • Saving filters: The users can save filter so that they won’t need to configure and apply filtering every time they repeat their searches.  

  • Favorite filters: The filters can be marked as favorite so that user can easily access the saved filters.   

  • Sharing filters: The filter can be shared with other platform user via email. It can also be shared to multiple platform users at once.

  • The user can also share a filter by providing the direct link using copy/paste capabilities.  

 

Track your results and assess bottlenecks

The system displays the process created in Diagrams but with instances on each stage. Tasks and Instances make use of colour-coding to better explain if the business process flow of your app functions in the user-defined thresholds.

The colour-coding stand as following:

  • Green   

    - The number of process instances that have not reached the Attention Threshold. This means that these users did their work in the required/desired time.

  • Yellow 

    - The number of process instances that are in the Attention Threshold.

  • Orange 

    - The number of process instances that are in the At-Risk Threshold and deadline.

  • Red       

    - The number of process instances that have passed the deadline.

All of the above values (Attention Threshold, At-Risk Threshold) are calculated based on the set Deadline for each Stage of the Process.

Note: When Orange and Red shapes expose above average or high numbers, it might mean that people are confused about what they need to do, or there is a roadblock somewhere in the flow. Try going through this process by yourself and analyze the business logic of your app.

 

Actions in Tasks and Instances

Filter  

Used to choose different statuses, variables from Data Model, priority, creation date & time, and/or select different users/groups.

Tasks tab

Exposes the details for each process activity. Here, you can find information about the the running tasks that resides in a certain activity, tasks status, deadline, expiration, view interface data in read only mode, and the users and groups who are assigned to work on a certain task.

Instances tab

Exposes the details for each process instances. Here, you can find information about instance name, instance ID, creation date, completion date, status and their running tasks and can view interface in read only mode

Reassign Task / Bulk Reassign Tasks

With this action, you, as an authorized user, should be able to reassign to another user, or a group of users, a previously assigned task. This action can be done as a single action or as a bulk. For every bulk or single reassign there should be a typed reason. The user can reassign all tasks at once and can turn off the reassign notification.

Unclaim Task / Bulk Unclaim Tasks

With this action, you, as an authorized user, should be able to unclaim a previously claimed task. This action can be done as a single action or as a bulk. For every bulk or single unclaim there should be a typed reason. The “unclaimed” action can be undone if there is a need for that. The user can unclaim all tasks at once.

View Task Window

With this action, you can view the task interface in read-only mode and ascertain who completed (or not) the work on your app, at what time, and what was the deadline. From here you can access the App Tracer that tracks the path the user went through, providing valid information about user flow, the timeline which is a task audit trail, see all the documents attached, and view all the comments.

 

Statistics

This is the more analytical part of Aurachain. Here the platform helps you with already organized, analyzed, interpreted data sets all in a user-friendly presentation. 


Here the user has access to the turnaround-time of tasks. In general, turnaround time (TAT) means the amount of time taken to complete a process or fulfil a request. In more simplified terms, time starts only when work starts and ends when it is completed. 

Recorded tasks life span is reported to historic time frames that have a fixed start and end date and represent a complete data set.  

TAT - Turn Around Time: It helps you calculate how much time a user spends within a task. Thus, giving you the necessary information to asses flow efficiency.


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