Commonly used buttons and icons

Table 1. Common buttons
Creates an item

Create, Add

Creates an item.

Adds an item.

Deletes an item

Delete

Deletes an item.

Browse button

Browse

Navigates to a location in the machine to select an item.

Display action

Actions

Displays the actions that are performed on a job.

WorkspaceUpArrow

Move Up

Moves the item towards top.

WorkspaceDownarrow

Move Down

Moves the item towards bottom.

Table 2. Job or case job actions
Activate job

Activate

Activates the job.

Change owner

Change Owner

Changes the owner of the job.

Change state

Change State

Changes the state of the job.

Makes the job on hold

On Hold

Places the job on hold.

Recover job

Recover

Recovers the job.

Suspend job

Suspend

Suspends the job.

Terminate job

Terminate

Terminates the job.

Refresh page

Refresh

Refreshes the page.

View sub job

View Subjob

Displays the details of sub job.

Reevaluate preconditions

Re-evaluate Pre-conditions

Re-evaluates the pre-conditions.

Reevaluate score

Re-evaluate Score

Re-evaluates the score.

Reevaluate skin

Re-evaluate Skin

Re-evaluates the skin.

Table 3. Case job properties icons
Status

Status

Resets the status of the activity.

Expected Finish Time

Expected Finish Time

Specifies the Expected Finish Time to complete the job in terms of date, hours, minutes and seconds.

Duration of the job that is open for

Duration

Displays the duration of time when the job is open.

Time spent on an activity

Time Spent

Specifies the amount of time spent on the activity.

Job Expenditure

Expenditure

Specifies the expenditure spent on the job.

Display loaned resourcess

Loaned Resources

Displays loaned resources.

Display the work of logged in user

My Work

Displays the work of the logged-on user.

Display the resource productivity

Productivity

Displays the productivity of the resource.

Display the role

Roles

Displays the roles.

Update an item

Update

Updates the item.

Actual date

Update Actual Date

Updates the actual date.

Update note

Update

Updates a note.

Update target date

Update Target Date

Updates the target date.

Update value

Update Value

Updates the value.

View note

View

Displays the note.

Edit an item

Edit

Edits an item.

return

Return to Associated Jobs

Takes back to the Associated Jobs

Table 4. Activity SLA icons
Green status

Green

Represents the status of the job that is assigned by the user.

Red status

Red

Amber status

Amber

Black status

Black

Purple status

Purple

Table 5. Work queue activity actions
Take activity

Take Activity

Runs an activity.

Complete activity

Complete Activity

Completes the activity.

Reassign activity

Reassign

Reassigns the activity to another user.

Add note

Add Note / Process Design Notes

Adds a note to the activity.

View job

View Job

Displays job details.

Table 6. Manual work allocation actions
Reset Resource

Reset Resource, Un-delegate

Resets the resource and clears the allocation.

Removes the delegation between resources.

Worker resource

Resource/User

Identifies the resource as a user.

a resource

Allocate & Leave

Allocates the task to a resource while keeping the resource available for other activities.

Allocate and remove resource

Allocate & Remove

Allocates the task to a resource and the removes the resource from the list of available resources.

Table 7. Resources icons
Associated group

Associated Groups

Displays the associated groups for the selected resource.

External worker

External Resource

Identifies any valid email id as an external resource.

Worker group

Resource Group

Identifies the resource as a group not an individual.

Table 8. Process Viewer toolbar
Summary of the job

Information

Displays the summary of the process.

Priority of an activity

Priority

Displays the priority of the process.

Duration

Duration

Displays the duration of time when the job is open.

Budget of the job

Budget

Displays the budget of the job.

Cost of the job

Expected Cost

Displays the cost of the job.

Floating role resources

Resources

Displays the floating role resources.

Performance of the job

Performance

Displays the performance of the job.

Zoom Slider

Zoom Slider

Zoom in or out the process map.

Horizontal orientation

Orientation

Displays the map in horizontal orientation.

Vertical orientation of the map

Orientation

Displays the map in vertical orientation.

Legend for the map

Legend

Displays the color legend.

Refresh page

Refresh

Refreshes the page.

View previous

View Previous

Displays the previous process map.

Tools to customize the process

Tools

Creates a customizable process.

Note This option only appears if you have access privilege to customize a process.

Display the process map

View Process

Displays the process map.

Note This option only appears for an embedded process or a subjob.

Table 9. Job Viewer toolbar
Summary of the job

Information

Displays the summary of the job.

Reevaluate skin

Re-evaluate Skin

Re-evaluates the skin.

Expected finished time

Expected Finish Time

Displays the expected finish time to complete the job in terms of date, hours, minutes and seconds.

Floating role resources

Resources

Displays the list of floating roles.

Zoom Slider

Zoom Slider

Zoom in or out the process map.

Vertical orientation of the map

Orientation

Displays the map in vertical orientation.

Legend for the map

Legend

Displays the color legend.

Refresh page

Refresh

Refreshes the page.

View previous

View Previous

Displays the previous process map.

Table 10. Activity properties on the Job Viewer toolbar
Summary of the job

Information

Displays the summary of the activity.

Restarts the job at the selected activity

Restart here

Restarts the job at the selected activity.

Restarts the job at next activity

Restart next

Restarts the job at the next activity. This icon only appears if another activity follows the selected activity.

Display the process map

View Process

Displays the process map.

Priority of an activity

Priority

Displays the priority of the activity.

Due Date

Due Date

Displays the due date of the activity.

Floating role resources

Resources

Displays the list of resources and roles.