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The Procedure List

The procedure list provides a list of procedures to which you have access.

Display the procedure list by clicking on the Procedures button (or icon) in the lower left portion of the iProcess Workspace (Browser) screen:

There are two primary functions that are performed from the procedure list:

−	Starting a case of a procedure - This involves selecting the desired procedure in the list, then clicking the Start Case button. (Note - It is common for cases to be started programmatically, therefore, the Start Case button may not be used to start cases on your system.)

If the logged in user has permission to start cases of a procedure, “Start” is shown in the Permission column for that procedure.

For details about starting cases, see Starting a Case of a Procedure.

−	Viewing a list of cases of the procedure - This involves single-clicking on the desired procedure to display a list of the cases of that procedure.

If the logged in user has permission to view the cases of a procedure, “History” is shown in the Permission column for that procedure.

For information about using the case list, see Working With Cases.

For information about selecting items from lists, see Selecting Items in a List.

Procedure Permissions

Only procedures to which you have permission are listed in the procedure list. There are two types of permissions:

•	Start - This gives you permission to start cases of the procedure.

•	History - This gives you permission to view the list of cases of the procedure. Note that “History” in this context does not mean you have “case history” permission; rather it means you have “procedure history” permission — you can view the cases that have been started for that procedure.

You can have one or both of these permissions. They are shown in the Permission column of the procedure list:

Case start and history permissions are granted when the procedure is defined. Note that for both permissions, unless the procedure definer explicitly gives one or more users that permission, all users are given permission by default.

Every user also has a user access profile that is determined by the type of user they are. Your user type is specified by the system administrator — it is shown in the upper right part of the iProcess Workspace (Browser) screen. In the example below, the user franko is an “Admin” user, which gives him access to the functions that have been specified for all Admin users: Your user access profile may also affect the functionality to which you have access. For example, you may have access to start cases according to the procedure definition, although your user access profile doesn’t allow you to start cases (which would cause the Start Case button / menu selection to not be displayed). Also, you may have “History” permission, giving you access to the case list, although your user access profile may prevent you from “opening” the case.

Procedure List Columns

By default, certain columns are displayed in a procedure list. You can easily customize the columns that are displayed by either using the Column Selector, or by changing them manually. For information, see Customizing Columns in a List.

The following table describes the columns of information that can be displayed on the procedure list:

 

Column Name	Meaning
Active Cases	The number of cases of the procedure that are still active, i.e., not closed. Note that suspended cases are still considered active.
Closed Cases	The number of cases of the procedure that have been closed. For more information, see Closing Cases.
Description	A description of the procedure that was given when the procedure was defined.
Host Node	The name of the TIBCO iProcess Objects Server on which the procedure is defined.
Name	The name of the procedure.
Permission	Indicates whether or not the logged-in user has “Start” permission (ability to start cases of the procedure) and/or “History” permission (can view cases of the procedure). For more information, see Procedure Permissions.
Status	An icon that indicates the status of the procedure. For more information, see Procedure Status.
Sub-Procedure / Sub-Procedure Image	True - The procedure is defined as a sub-procedure. False - The procedure is defined as a main procedure. For more information, see Sub-Procedures.
Total Cases	The total number of active, suspended, and closed cases of the procedure. When a case is purged from the system, it no longer counts in the total.
Version	The version number of the procedure definition.

 

If you are displaying the Active Cases, Closed Cases, or Total Cases columns, and they appear with a line through the header, it’s because an administrator has configured your system to not display case counts. Therefore, if you display the case count columns, they will appear with a line through their header.

Number of Procedures in a Procedure List

There is an indicator in the header bar of the procedure list to tell you how many procedures are in the list. This number is displayed to the right of the Find button. In this example, there are a total of 22 procedures.

Note that if this number is displayed in the format “##/##” it means the list is being filtered in some way and only some of the procedures are listed. In the example below, 11 of the 22 possible procedures are listed.

The procedure list can be filtered in one of the following ways:

•	The Find button has been used to filter the list. For information about using the find function, see Finding Items in a List.

•	Only some of the procedure statuses (released, unreleased, model, and withdrawn) on the View menu have been selected. For information about selecting procedure statuses to display, see Procedure Status.

•	Only some of the procedure types (main and sub-procedure) on the View menu have been selected. For information, see Displaying Main and/or Sub-Procedures.

If one or both of these methods have been used to filter the procedure list, the number is shown in the ##/## format.

Finding Procedures in the Procedure List

The procedure list contains a Find button that can be used to quickly find the procedure you are looking for.

For information about using the find function, see Finding Items in a List.

Displaying Main and/or Sub-Procedures

You can choose the type of procedures to display in the procedure list:

−	only main procedures,

−	only sub-procedures, or

−	both main and sub-procedures.

Make the desired selection from the View menu on the procedure list:

The check mark indicates the currently displayed type.

For more information about sub-procedures, see Sub-Procedures.

Sorting a Procedure List

You can sort the procedure list on any one of the columns in the list. To sort on a column, click on the column header. If the column contains text, it is sorted in alphabetical order; if it is numeric, it is sorted in numerical order.

Once you click on a column header, a small arrow head appears in the column header, which indicates the order of the sort — if the arrow head is pointing up, the sort is in ascending order; if it’s pointing down, the sort is in descending order:

Each successive click on the column header, toggles between ascending and descending order.

Refreshing a Procedure List

When the procedure list is initially displayed, it is a snap shot of the procedures at that point in time. You can refresh the list to get the most recent list of procedures from the iProcess Engine by:

•	selecting Refresh Procedures from the View menu, or

•	clicking on the icon on the procedure list.

Do not over use this feature — refresh the list only when you need an updated list. Each time you refresh the list, the iProcess Engine must send a new list to your system, which can impact performance, depending on the number of items in the list, the speed of your system, etc.

 

Displaying the Cases of a Procedure

To display a list of the cases of a procedure, single-click the desired procedure in the procedure list:

Once a procedure is selected, you can also move the highlight bar with the keyboard arrow keys to select other procedures.

Either the list of cases for the selected procedure is displayed, or the case list filter dialog is displayed because the number of cases in the list exceeds the specified threshold. For more information, see Case Lists.

Displaying Procedure Loading

The procedure loading feature allows you to display a graphical summary that shows you how many cases there are on the system for one or more of the procedures to which you have access. The chart displayed by this feature provides a visual view of the case load for each procedure.

You can access procedure loading in one of two ways:

•	Select Procedure Loading Chart from the Tools menu on the procedure list, or click the icon on the procedure list toolbar.

This displays a procedure loading chart that shows you all of the procedures to which you have access. Note that the very first time you display the procedure loading chart in this way, it lists all procedures to which you have access. If you pare down the list using the Select Procedures function (see Displaying a Subset of Procedures in the Procedure Loading Chart), from then on the list only contains the subset you have chosen.

•	Right-click on one of the procedures in the procedure list, then select Procedure Loading Chart from the context menu.

This displays a procedure loading chart that shows you only the procedure on which you right-clicked.

The following is an example procedure loading chart that shows multiple procedures:

The green and red-colored bars indicate the number of open and closed cases. The blue bar shows the total number of cases for each procedure. Placing the cursor on the bars of the chart causes the exact counts for that procedure to be displayed.

Selections are available on the View menu that allow you to display the statuses (released, unreleased, model, and withdrawn) of procedures you want shown on the chart. For more information, see Procedure Status.

The procedure loading chart can be refreshed at any time by either selecting Refresh Procedures on the View menu, or by clicking on the icon on the toolbar.

You can close the procedure loading chart by clicking on the X in the upper-right corner.

Displaying a Subset of Procedures in the Procedure Loading Chart

The first time you display the procedure loading chart, it will list all procedures to which you have access. You can, however, choose to display only a subset of the available procedures by selecting Select Procedures from the View menu, or by clicking the icon on the Procedure Loading Chart dialog. The following dialog is displayed:

This dialog contains a check box for each procedure to which you have access. You can select or deselect all of the boxes in the list using the first check box on the dialog; you can then check/uncheck individual boxes in the list, as desired. When the desired procedures are selected, click OK.

The procedure loading chart will list only the procedures that you’ve selected on the Procedure Selection dialog. This selection will persist until you change it again.

Copyright © Cloud Software Group, Inc. All Rights Reserved