Commonly used buttons and icons

Table 1. Common buttons
Create

Create

Creates an item.

Add

Add

Adds an item.

Delete

Delete

Deletes an item.

Browse

Browse

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

Actions

Actions

Displays the actions that are performed on a job.

Move up

Move Up

Moves the item towards top.

Move down

Move Down

Moves the item towards bottom.

Table 2. Job or case job actions
View job

View Job

Displays job details.

Activate

Activate

Activates the job.

Change owner

Change Owner

Changes the owner of the job.

Change state of job

Change State

Changes the state of the job.

Job on hold

On Hold

Places the job on hold.

Recover

Recover

Recovers the job.

Suspend job

Suspend

Suspends the job.

Add note to a job

Add Note

Adds note to a job.

Terminate job

Terminate

Terminates the job.

Refresh

Refresh

Refreshes the page.

View subjob

View Subjob

Displays the details of subjob.

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
Update value

Update Value

Updates the value.

Update target date

Update Target Date

Updates the target date.

Update actual date

Update Actual Date

Updates the actual date.

Loaned resource

Loaned Resources

Displays loaned resources.

View note

View

Displays the note.

Change State

Change State

Changes the state.

Update linked cases

Update

View properties

Updates linked cases.

View properties for associated jobs.

View subjob

View Subjob

Displays the details of subjob.

Unlock

Unlock

Unlock document or folders.

Number of days available to resource

Day Ahead

Number of days available to resource.

Activities

Activities

Displays the list of activities available to resource.

Display the work of logged in user

My Work / My Jobs

Displays the work of the logged-on user.

Display the resource's productivity

Productivity

Displays the productivity of the resource.

Update

Update

Updates the item.

Edit an item

Edit

Edits an item.

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.

Reasign activity

Reassign

Reassigns the activity to another user.

Add note to a job

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.

Allocate and leave 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
Worker group

Associated Groups

Displays the associated groups for the selected resource.

External user

External User

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 of the job that is open for

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.

Orientation

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.

Customizable 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
Job viewer - Information

Information

Displays the summary of the job.

Reevaluate skin

Re-evaluate Skin

Opens the Re-evaluate Skin dialog box where you can update variable values and live activities.

Duration of the job

Expected Finish Time

Opens the Edit Expected Finish Time dialog box that displays the expected finish time (date, hours, minutes and/or seconds to complete the job. You can update the expected finish time, if needed.

Floating role resources

Resources

Opens the Edit Floating Role Resources dialog box that displays the list of floating roles.

Add note to a job

Process Design Notes

Opens the Add Process Design Notes dialog box where you can add notes for your process.

Zoom Slider

Zoom in or out the process map.

Orientation

Displays the map in vertical orientation.

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

Information

Displays the summary of the activity.

Restart here

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.

Activity priority

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.