You can create reports of the Process Definitions in HTML, PDF and MS-PowerPoint formats. This feature is useful for the users who need an overview of their systems. They do not need to understand the technical details of the Interstage BPM. Their need is to understand the business-specific details about the systems that have been designed using Interstage BPM. For example, a manager of a bank will be interested in understanding the details about the bank's credit card and loan systems. S/he may not be interested in understanding the Interstage BPM-specific details pertaining to his/her systems.
You can create reports for the following:
Process Definition reports can be generated from Process Definition Editor as well as Process Outline Editor.
The report for any of the above contains the following details:
Process Definition Name
Process Definition Description
Process Definition Creation Date
Snapshot of the Process Definition (only in Process Definition Editor)
Description of the following nodes in the Process Definition: Activity, Voting Activity, Compound Activity, Subprocess
Details of a node that are included in the report are:
Node Name
Node Description
User who has been assigned the activity
Due Date of the activity
An activity in Interstage BPM Studio is referred as a task in the report.
The PDF and HTML reports contain the details in tabular form. Details of each activity and compound activity are listed in separate tables.
The MS-PowerPoint report generates separate slides for each major activity (node) and compound activity in the process.
Details about the child nodes of a compound activity are included in one slide of the MS-PowerPoint.
Note
The reports also contain Appendix which includes the day and timer codes for the due dates of the tasks. Refer 6.22.3 Time and Day Codes for Advanced Due Dates and Timers to know about day and timer codes.
Note
The reports do not contain information about triggers, timers, Java Actions, agents, and UDAs of the process.
Note
The reports contain details about only those tasks which need human intervention. These are Activity Nodes and Voting Activity Nodes.
The reports that are generated are saved in the documents folder of the application. By default, report is saved with the name that you enter in the Title field of the Generate Report dialog. You can rename the reports later.
You can perform the following operations on this folder:
Copy
Paste
Rename
Delete
Import
Note
You can not create PDF document.
