Me

Displays the user's Stuff, Cases, and Plans based on the designed experience defined for the Personas in Bizagi Studio.

Inbox

Displays 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.

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.

The structure shown follows this logic:

•App is shown with the list of processes if there are no categories created.

•Categories are shown if there is more than one on the same level WITH processes available for the user.

The view shows two icons, one with the Recent processes used (clock icon) and one with all processes available for the user to create (list icon).

Queries

Allows access to data through customized queries using Query Forms. These queries are used to conduct searches that meet specific business and/or process criteria, with the option to generate reports for analysis using a Graphical Analysis tool.

BAM

Process BAM

Allows you to analyze the current state of ongoing cases.

Activity BAM

Allows you to analyze the current state of ongoing Activities.

Resource Monitor

Allows you to analyze the current workload and performance of end users and work teams.

Analytics

Process Analytics

Presents a summary of the cases and Activities that are currently closed.

Activity Analytics

Presents information of Activities that belong to closed cases.

Sensor Analytics

Sensor Analytics

Provides information of the paths and counters defined by the user.

My Reports

My Reports

Provides access to previously saved reports.

Managing Live Processes

Allows managing the Live Processes created by users in order to publish them or manage them through their different stages.

New Live Process

Allows the creation of a new Live Process. For further information, refer to Designing Live Processes.

Manage User Groups of Live Processes

Allows managing the Live Process user groups. For more information, refer to Managing user groups.

Entities

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

Users

Enables the administration of the users, allowing the updating of existing users or the creation of new ones. For further information, refer to Users Administration.

User permissions report

Downloads a copy of the user permissions report in an Excel format. For further information, refer to User permissions report.

Business Policies

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

Theme Builder

Opens the Theme Builder in a new window, allowing the user to modify the Work Portal's look and feel, logo, and customize every Work Portal component.

Personas

Manages the users associated with Personas.

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, thereby enhancing information security.

Locked accounts

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

Cases

Permits the reassignment of Activities or the abortion of cases.

Asynchronous

Activities Console

Manages asynchronous tasks that have failed.

Manage Default Assignation User

Enables the definition or amendment of the default assignation users for processes. Remember that a default assignation user is used to assign cases when allocation criteria are not met. For more information about default assignation users, refer to Work Allocation.

Profiles

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

Alarms

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

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.

Search

Allows searching for cases by their creation number and searching data through any predefined search.

Accessibility

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

Privacy

Allows end users to download a report containing their personal data (as set in the WFUser entity) for GDPR compliance purposes.

Preferences - User tab

Enables the logged user to update the information in their profile. The modifiable information is determined by the User properties defined in Bizagi Studio. If there is a Form customized for this menu, the form is displayed. If not, Bizagi automatically generates a default form.

Preferences - Display options tab

Displays the following options:

•Open full-screen windows: When selected, modal windows in the Work Portal open maximized. This setting applies to all modal windows.

•Always collapse activity sidebars: When selected, the sidebars of activities are collapsed by default whenever their forms are opened.

•Return to Inbox when tasks are finished: When selected, you are automatically redirected to Inbox after clicking Next on the last pending activity of a case.

Keep in mind that these settings are stored in the browser of the machine where the Work Portal is being accessed. This means that if cookies are cleaned or if users log into the Work Portal from another machine, they need to configure this again to have the desired user experience.

Mobile code

Obtains the Work Portal's QR code for logging in from the mobile application. For further information, refer to QR code Log-in.

About

Displays the installed version of Bizagi.

Logout

Closes the current session in the Work Portal.