Commonly used buttons and icons
This topic describes the commonly used buttons and icons in TotalAgility Workspace.
Common buttons
Icon | Name | Action |
---|---|---|
|
Create |
Creates an item. |
|
Add |
Adds an item. |
|
Delete |
Deletes an item. |
![]() |
Browse |
Navigates to an accessible file location to select an item. |
|
Actions |
Displays the actions that are performed on a job. |
|
Move Up |
Moves the item towards the top. |
|
Move Down |
Moves the item towards the bottom. |
Job or case job actions
Icon | Name | Action |
---|---|---|
|
View Job |
Displays job details. |
|
Activate |
Activates the job. |
|
Change Owner |
Changes the owner of the job. |
|
Change State |
Changes the state of the job. |
|
On Hold |
Places the job on hold. |
|
Recover |
Recovers the job. |
|
Suspend |
Suspends the job. |
|
Add Note |
Adds a note to a job. |
|
Terminate |
Terminates the job. |
|
Refresh |
Refreshes the page. |
|
View Subjob |
Displays the details of subjob. |
|
Re-evaluate Pre-conditions |
Reevaluates the pre-conditions. |
|
Re-evaluate Score |
Reevaluates the score. |
|
Re-evaluate Skin |
Reevaluates the skin. |
Case job properties icons
Icon | Name | Action |
---|---|---|
|
Update Value |
Updates the value. |
|
Update Target Date /Update Actual Date |
Updates the target date/ actual date. |
|
Loaned Resources |
Displays loaned resources. |
|
View |
Displays the note. |
|
Change State |
Changes the state. |
|
Update View properties |
Updates linked cases. View properties for associated jobs. |
|
View Subjob |
Displays the details of a subjob. |
|
Unlock |
Unlocks document or folders. |
|
Day Ahead |
Lists the number of days available to the resource. |
|
Activities |
Displays the list of activities available to the resource. |
|
My Work / My Jobs |
Displays the work of the logged-on user. |
|
Productivity |
Displays the productivity of the resource. |
|
Update |
Updates the item. |
|
Edit |
Edits an item. |
Activity SLA icons
Icon | Name | Action |
---|---|---|
![]() |
Green |
Represents the status of the job that is assigned by the user. For example the Green icon can be used to indicate that the job is complete. |
![]() |
Red |
|
![]() |
Amber |
|
![]() |
Black |
|
![]() |
Purple |
Work queue activity actions
Icon | Name | Action |
---|---|---|
|
Take Activity |
Runs an activity. |
|
Complete Activity |
Completes the activity. |
|
Reassign |
Reassigns the activity to another user. |
|
Add Note / Process Design Notes |
Adds a note to the activity. |
|
View Job |
Displays job details. |
Manual work allocation actions
Icon | Name | Action |
---|---|---|
|
Reset Resource, Un-delegate |
Resets the resource and clears the allocation. Removes the delegation between resources. |
|
Resource/User |
Identifies the resource as a user. |
|
Allocate & Leave |
Allocates the task to a resource while keeping the resource available for other activities. |
|
Allocate & Remove |
Allocates the task to a resource and removes the resource from the list of available resources. |
Resources icons
Icon | Name | Action |
---|---|---|
|
Associated Groups |
Displays the associated groups for the selected resource. |
|
External User |
Identifies any valid email ID as an external resource. |
|
Resource Group |
Identifies the resource as a group, not an individual. |
Job Viewer toolbar
Icon | Name | Action |
---|---|---|
|
Job History |
Opens the Job History dialog box that displays the history of a job. |
|
Information |
Displays the following job summary: Job ID, primary map name, primary map version, resource who created the job, job creation date, job status and job finish time. Also displays the activity information. See the Activity properties on the Job Viewer toolbar table. |
|
Re-evaluate Skin |
Opens the Re-evaluate Skin dialog box where you can update variable values and live activities. |
|
Expected Finish Time |
Opens the Edit Expected Finish Time dialog box that displays the expected finish date time to complete the job. You can update the expected finish time, if needed. |
|
Resources |
Opens the Edit Floating Role Resources dialog box that displays the list of floating roles. |
|
Process Design Notes |
Opens the Add Process Design Notes dialog box where you can add notes for your process. |
|
Zoom Slider |
Zooms in or out of the process map. |
|
Overview |
Displays an overview of the job in a panel. You can navigate (pan or zoom) to a particular activity. |
|
Zoom to fit |
Adjusts the entire process on screen so that it is completely visible without scrollbars. |
|
Orientation |
Displays the map in vertical orientation. |
|
Legend |
Displays the color legend for each job status. |
|
Refresh |
Refreshes the page. |
|
View Previous |
Displays the previous process map. |
Activity properties on the Job Viewer toolbar
Icon | Name | Action |
---|---|---|
|
Information |
Displays the summary of the activity. The information includes: Node ID, status, node type, and whether the node is automatic. For a Custom service activity, the node type is the Custom service group name.
|
|
Restart here |
Restarts the job at the selected activity. |
|
Restart next |
Restarts the job at the next activity. This icon only appears if another activity follows the selected activity. |
|
View Process |
Displays the process map. |
|
Priority |
Displays the priority of the activity. |
|
Due Date |
Displays the due date of the activity. |
|
Resources |
Displays the list of resources and roles. |
Process Viewer toolbar
Icon | Name | Action |
---|---|---|
|
Information |
Displays the summary of the process. Also displays the activity information. See the Activity properties on the Process Viewer toolbar table. |
|
Priority |
Displays the priority of the process. |
|
Duration |
Displays the duration of time when the process is open. |
|
Budget |
Displays the budget of the job. |
|
Expected Cost |
Displays the cost of the job. |
|
Resources |
Displays the floating role resources. |
|
Performance |
Displays the performance of the job. |
|
Zoom Slider |
Zooms in or out of the process map. |
|
Overview |
Displays an overview of the process in a panel. You can navigate (pan or zoom) to a particular activity. |
|
Zoom to fit |
Adjusts the entire process on screen so that it is completely visible without scrollbars. |
|
Orientation |
Displays the map in vertical orientation. |
|
Legend |
Displays the color legend. |
|
Refresh |
Refreshes the page. |
|
View Previous |
Displays the previous process map. |
|
Tools |
Creates a customizable process. This option only appears if you have access privileges to customize a process. |
|
View Process |
Displays the process map. This option only appears for an embedded process or a subjob. |
Activity properties on the Process Viewer toolbar
Icon | Name | Action |
---|---|---|
|
Information |
Displays the summary of the activity. The information includes: Name of the activity, node type, whether the node is automatic, target due date, target duration, priority, expected cost, and fixed cost. For a Custom service activity, the node name and node type are the same, as the custom service group name.
|
|
Priority |
Displays the priority of the activity. |
|
Due Date |
Displays the target due date of the activity. |
|
Duration |
Displays the target duration. |
|
View Process |
Displays the process map. This option only appears for an embedded process or a subjob. |
|
Resources |
Displays the list of resources and roles. |