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Main Menu

The Main Menu allows access to different options to create cases, manage the Processes' performance, manage the portal, among others.

The menus are displayed according to each user's configuration and security authorization. As a result, not all menus will be available for all users.

 

WorkPortal12

 

Me

 

OPTION

DESCRIPTION

Me

Shows the user's Stuff, Cases and Plans according to the designed experience defined for the Stakeholders in Bizagi Studio. To learn more information related to Stakeholders please refer to this article.

 

Inbox

 

OPTION

DESCRIPTION

Inbox

Shows the user's pending Activities and the state of each one. The various states (on time, at risk and overdue) are depicted with different colors for easy identification.

 

New Case

 

OPTION

DESCRIPTION

Create

Creates a new case, or Process instance, of the selected Process. Processes are displayed in accordance with the Bizagi project structure: application, category, subcategory, and Process.

 

Queries

 

OPTION

DESCRIPTION

Queries

Allows accessing data through customized queries by means of Query Forms. These queries are used to carry out searches that meet certain business and/or Process criteria, with the option to generate reports to analyze using a Graphical Analysis tool.

 

Reports

This menu gives access to the Processes' performance reports. We highly recommend to manage this menu's security to ensure that only appropriate end users have access to it.

 

OPTION

SUB-OPTION

DESCRIPTION

BAM

BAM

The Process BAM menu allows you to analyze the current state of ongoing cases.

Task BAM

The Task BAM allows you to analyze the current state of ongoing Activities.

Resource Monitor

The Resource Monitor allows you to analyze the current workload and performance of end users and work teams.

Analytics

Process Analytics

The Process Analytics present a summary of the cases and Activities that are currently closed.

Task Analytics

The Task Analytics present information of Activities that belong to closed cases.

Sensor Analytics

Sensor Analytics

The Sensor Analytics provide information of the paths and counters defined by the user.

My Reports

My Reports

This option allows access to previously saved reports.

 

 

Admin

The following options are intended to be used for administrator users. We recommend reviewing the security options to restrict access based on the user profile.

 

OPTION

DESCRIPTION

Entities

Enables the administration of Parameter Entities in order to modify, add or disable records. For further information please refer to values of Parameter entities in the Work Portal.

Users

Enables administration of the users, to update existing users or create new ones.  For further information please refer to Users Administration.

Business Policies

Manages Business policies, Policy groups, Preconditions, Decision tables and vocabularies in real time.

Theme Builder

Opens in a new windows the Theme Builder. Allowing the user to modify the Work portal look and feel, logo, and customize every Work portal components.

Stakeholders

Manages the users associated with Stakeholders.

Authentication Log Query

Permits administrators to review the log of authentication queries made by a user.

Password Encryption

 

Encrypts the password used to access the database in order to increase information security.

Locked accounts

Displays pending request associated with blocked user accounts. For further information please refer to User Pending Request

Cases

Permits to reassign Activities or to abort cases.

Asynchronous

Activities Console

Manages asynchronous tasks that have failed.

Manage Default Assignation User

Enables definition or amendment of the default assignation users of the Processes. Remember that a default assignation user is used to assign cases where allocation criteria is not met. For more information about default assignation user please refer to Work Allocation

Profiles

Allows the inclusion or deletion of users from the following items: Position, Role, Skill ,User group and Organization. View Profiles for further information

Alarms

Allows to generate warnings or alarm notifications when an Activity is about to expire, expires or has expired.

Licenses

Enables the administration of Licenses.

Dimensions

Allows the user to create, edit and delete Dimensions

Project Name

Changes the name of the project displayed when opened in a mobile app.

Language settings

Manages the language and translations of the Work portal components.

 

User options

 

UserOptions

 

When the user icon is selected, some options are displayed. Please refer to the following table, where each option is detailed.

 

OPTION

DESCRIPTION

Accessibility

Allows the user to change the font size of the Work Portal.

Preferences

Enables the logged user to update the information in his/her profile. The modifiable information is given by the User properties defined in Bizagi Studio. If there is a Form customized for this menu, the form will display. If not, Bizagi will auto-generate a default form.

About

Displays the installed version of Bizagi.

Log-out

Closes the current session in the Work Portal

 

Search

 

OPTION

DESCRIPTION

Search

Allows to search cases by their creation number, and search data through any predefined search.