› Manage jobs › View the properties of a job and case job

View the properties of a job and case job

You can view the job progress and properties together on the properties page.

You can update the job status or view the job information and perform other such actions directly from the properties page or "View job" page. For more information, see View job.

To perform any action on the job, see Manage jobs.

All the job and case properties forms are available in the TotalAgility forms category. You can reuse these forms to create new forms in TotalAgility. See Tungsten TotalAgility Designer Help for more information.

  1. On the Jobs menu, click Find.

    The Jobs page appears, listing all live jobs.

  2. Click the job or case to view its properties.

    • If you select a standard job, the Properties page appears with a detailed view of the job. The Job ID, the resource who created the job, the name of the process on which the job is created, the job creation time, and more are displayed.

      On the Properties page, you can perform actions on the job. See Manage jobs for more information.

    • If you select a case job, an overview of case job including the reference ID, owner, the resource who created the case job, the date the case job was created, progress in percentage, appears. A list of activities along with the associated process/case, priority, and other details, appears. You can view pending activities for the case and associated fragments under Assigned to:

      • Me: Displays the activities only assigned to the logged-on user.

      • All: Displays activities assigned to individuals and groups that are a part of the case job. If you are not part of that group, you can only view all the activities but cannot take up any activity unless it is assigned to you.

  3. Click the activity name to complete the activity.
  4. To view and update item details, click the item. Click Refresh to see the changes. The following sections describe the job properties.

History

View the details such as subjob properties, process name, version, node, status of the job, resource who created the job, the date it was performed on, time spent and cost.

You can also view the business rule history for jobs created on a process with business rules for which business rule logging is enabled.

  1. To view the business rule history, click the business rule activity for which the logging status is enabled.
    The View Business Rule option appears.
  2. Click View Business Rule.
    The Job Properties page of the business rule is displayed.
  3. To view the parent job, click View Parent.

Documents

View the lists the folders and capture documents associated with a job.

The child folders are also displayed.

  1. Click the link for the document or folder you want to view.

    The document is displayed in the right pane.

Document Set

The Document Set page displays the summary of document rules and documents that are required for completing the process, in a tree format. Additionally, you can upload the outstanding documents to the document set and reevaluate the rules.

If the document set is not in use within the process, the document set is empty at runtime.

  • When you view the job history for a completed/archived job, the document set is available, but you cannot make any modifications or evaluate rules.

  • When you restart an archived job, the document set data is available for modifications.

  • When you perform a Job Clear down, no entries are recorded in the database for the document set.

  1. The rules defined to validate the documents appear under Document Rules. To view the rule details, click the rule.

    The following rule details are displayed: Name, Comment and Status.

    The status for a document type rule include:

    Passed

    The defined rule is satisfied.

    Not Run

    The rule is defined but not run.

    Failed

    The defined rule is not satisfied.

  2. To view the document type details, such as name and description, under Documents, click the document type.
  3. To view the metadata associated with the document type and enter the values for metadata fields, do the following:
    1. Under Documents, expand the document type to view the documents added to the document set at design time.
    2. Click the document for which to view the metadata.

      The metadata fields appear under Document Data. The document uploaded to the document set is also displayed in the right panel. If the URL for a document is provided, the link to view the document appears in the right panel.

    3. Enter the values for metadata fields and click Save.
  4. You can add documents to the document set. To add a document type to the document set, click Add.

    The Add Document dialog box is displayed.

  5. On the Document Type list, select the document type to add.

    The metadata fields from the selected document type appear under Document Data.

  6. Optional. Enter a Name for the document type. If the name is not provided, name of the document set is used.
  7. For Document, do one of the following:

    • Select Upload Document and click Browse to select the document to upload.

      The document path appears in the Upload Document field.

    • Select Link and enter the URL to view the document.

    • Select No Document Required when there is no document to upload to the document set.

  8. Under Document Data, all the metadata associated with the document type is listed. Enter values for each field.
  9. If you make changes to the document rules at design time, click Re-evaluate to reevaluate the rules.
  10. Click Save.

Maintain a document type

You can view the documents added to the document set, update the document data and delete the documents.

  1. Under Documents, expand the document type and click the document to view.

    The document data displays the metadata fields from the document type.

  2. Update the field values for the document data and click Save.
  3. To delete a document, select the document under the document type and click Delete.

    On confirmation, the selected document is deleted.

Variables

View the list of job variables. You can edit variable values.

  1. To modify the value of a variable, select the variable and click Update Value.

    The Update Variable Value dialog box is displayed.

  2. Modify the value and click OK.

Milestones

View the list of milestones associated with the selected job. You can edit the dates for milestones.

  1. To update the current target or actual date of a milestone, select the milestone from the Milestones list and click Update Target Date or Update Actual Date.
  2. Select the date using the calendar and click OK.

    • If the target date of a milestone is updated manually and it has a relative milestone associated with it, the target date of the relative milestone is updated regardless of the Update Target Date setting in the TotalAgility.

    • If the actual date of a milestone is updated and it has a relative milestone associated with it, the target date of the relative milestone is only updated if the Update Target Date setting is set as On Completion at design time.

Notes

Use the Notes list to view exception messages that are generated due to failure of any action performed on the job.

This list also displays notes added to the selected job or case job. You can add a new note, and view and update an existing note.

  1. To add a note, click Add .
  2. On the Type list, select the note type. (Default: System)
  3. In the Note box, enter the text for the note.
  4. Click OK.
  5. To view a note, select the note and click View .
  6. To update a note, select the note and click Update .

    You can update a note only in the following scenarios:

    • If the logged-in resource is in "Administrators" group.

    • If the logged-in resource is same as the resource who created the note.

    • If the logged-in resource is the supervisor of resource who created the note.

    When updating a job note, if the resource who created the job note does not exist or has been deleted, then the job note creator resource is updated to logged-on resource if the logged-on resource is an Administrator.

Events

Use the Events list to view the details of the events raised for this job.

State history

Use the States list to view all state changes that occurred for the selected job.

  1. To change the state, click Change State .
    You cannot change the job state for subjobs.
  2. On the State list, select a state and click OK.

Roles

Use the Roles list to view available roles. The members of the selected role appear in the Role Members list along with their email addresses.

Use floating roles when you need to add or update the role membership on a task or job. Floating roles are job-specific and allocated on a per job basis at runtime. You can add and delete members for floating roles; however, you can only view members for fixed roles.

  1. To add a new member to a floating role, select the role and click Add.
  2. On the Resource list, select the resource.
  3. Click OK.
    The new member appears in the Role Members list.

View job

Use the "View job" form to access the process map on which the job is based.

Use this form to view and update the job status, job information, change the display orientation, add notes, zoom in and out of the map, view an overview of the job and zoom to fit to view the entire process completely on screen without scrollbars. For more information, see "Job viewer toolbar" under Commonly used buttons and icons.

  • Set the job viewer to display content in the read-only mode in the imported Workspace site. Do so by setting the IsReadOnly property in the CaseDetailsViewProcess form to True.

  • When you view the job in a job viewer and select a flow line between the activities, the line is highlighted so that it is easier to identity the path between activities. This is helpful when there are multiple paths into or out of an activity.

Ad hoc task

You can create ad hoc tasks to your active jobs and case jobs. You can only add an ad hoc task to an active case job; you cannot add an ad hoc task to a job that is suspended, on hold, terminated or completed.

  1. To create an ad hoc task, enter a name and description for the new task.
  2. Specify a due date for completing the task.
  3. Set the priority level.
  4. Assign the task to an individual or a group. By default, the task is assigned to you.
  5. Click Add.

    Once you assign an ad hoc task to a resource, the task appears in the resource work queue with the description and due date. The resource can complete the task when required. Once an ad hoc task is complete, it is removed from the resource work queue. You can complete the main case job without completing ad hoc tasks. If the main case job is completed, any pending ad hoc tasks are automatically removed from the resource work queue.

Unlock

When you take a manual capture activity at runtime such as Scan, Validation, Verification, and Document review, the document or folder associated with the activity gets locked. The locked documents and folders for the activity (if any) are listed.

To unlock, select the document / folder and click Unlock .

When you complete the activity, the document / folder gets unlocked automatically.

Associated jobs

Displays any associated jobs for the selected case. Select a job and view its properties or create a new fragment or process.

  1. To create an associated job, click Create .

    When you complete the activity, the document / folder gets unlocked automatically.

  2. Select either Fragment or Process for Type.
  3. Select a category from the Category list.

    The category list is only displayed if you select the Process type.

  4. Select a process/fragment from the Process list.

    If there are any initial parameters for the selected process, they display here.

  5. Click Create.

Linked cases

Use this list to access linked cases for the selected case job. Add a linked case to the selected job, and update or delete cases as required.

  1. To add a linked case, click Add .
  2. In the Case Reference box, enter the case reference ID or click Search to select a case.
  3. In the Link Description box, enter a description for the linked case.
  4. Click OK. The selected job is automatically linked to the current case job.

    The linking is bidirectional; jobs are linked to each other and listed in the "Linked Cases" list for both.