Skip Headers
Oracle® Communications Order and Service Management Task Web Client User's Guide
Release 7.2.2

E35416-01
Go to Documentation Home
Home
Go to Table of Contents
Contents
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
PDF · Mobi · ePub

4 Viewing Orders

This chapter describes how to query and view orders, order history, and order report summaries in the Oracle Communications Order and Service Management (OSM) Task Web client.

Finding Orders

When you log into the Task Web client and select Query for the first time, the Query page is displayed with the system default settings (see Figure 4-1, "Query Page"). Similar to worklist preferences, you can define queries to search for orders based on specific criteria. You can query for any order in the system, including completed orders that are no longer in a process. You can also save your queries with a name and bring them up at a later time.

About the Query Page

Use the Query page to retrieve previously completed orders, in-flight orders, and future-dated orders. Future-dated orders are orders that have been received but have not yet started the fulfillment process. Future-dated orders appear in bold text in the Task Web client. Orders that are not in your worklist can also be queried.

In addition to specifying an order search criteria, you can also select the list of columns that you want to be displayed as well as the sort order. You can also set the query filters: Single Row per Order or Single Row per Task Instance. Queries that you save are available only to you.

The Query page is shown in Figure 4-1 and has the following areas:

Figure 4-1 Query Page

The figure shows a screenshot of the Query page.

About the Query Preferences Area

The Query Preferences area is where you select the columns you want to be displayed. You can also specify the sort order of the columns. See "Setting Query Preferences" for more information.

Table 4-1 describes the Query Preferences area.

Table 4-1 Query Preferences Area

Column Description

Available Columns

This area shows the available query list columns.

Displayed Columns

This area shows the displayed query list columns.

Sort Order

This area lets you select an ascending or a descending sort order. You can also specify the first and second column that you want to be displayed in the query list.


About the Query Filters Area

The Query Filters area lets you filter and search the orders by specifying a query criteria. The orders that match the query search criteria are then displayed in the Query Results page. In addition to the filters listed in the Query Filters area, a section of filters based on the cartridge-defined flexible headers is displayed under the Details heading. See "Setting Query Filters" for more information.

Table 4-2 describes the Query Filters area.

Table 4-2 Query Filters Area

Column Description

Order ID

Unique system-generated order identifier.

Ref. #

The reference number of the order.

Namespace

Namespace of the order. (All) is selected by default.

Namespace/Version

Namespace and version of the order. (All) is selected by default.

Process

The order process.

Type

Type of the order.

Source

Source of the order.

Task

The order task.

State

All the built-in task states and the user-defined states are listed here. The built-in states are Accepted, Assigned, Blocked, Completed, Pending, and Received.

User

The name of the user.

Process Status

All the built-in and user-defined statuses are listed here. The built-in statuses are Back, Cancel, Delete, False, Finish, N/A, Next, Submit, and True. (All) is selected by default.

Priority

The priority of the order. You can specify any value from 0 (minimum) to 9 (maximum).

Order Creation Date

The date when the order was created. In the From and To calendar fields, enter a date range on which you want to query.

Started

The date the task was started. In the From and To calendar fields, enter a date range on which you want to query.

Completed Date

The date when the order was completed. In the From and To calendar fields, enter a date range on which you want to query.

Expected Order Completion Date

The date when the order is expected to be completed. This is calculated as follows:

  • If OSM receives the order after the expected start date, the expected order completion date is the expected duration added to the order creation date.

  • If OSM receives the order before the expected start date, or if it has no expected start date because it is a process-based order, the expected order completion date is the expected duration added to the expected start date.

Expected Duration

The amount of time the order is expected to take to complete processing. Use the following search string format for a query:

PdaysDThoursHminutesMsecondsS

When specifying hours, minutes, or seconds, you must use the T as part of the value. For example:

PT8H - eight hours. PT8H4M - eight hours, four minutes. PT4M - four minutes. PT8H6S - eight hours, six seconds. P9DT8H - nine days, eight hours. P9D - nine days (no hours/minutes/seconds, so no T is required). PT0S, P0D, PT0H0M - zero duration.

The following are not valid:

P8H - intended to be eight hours, but T is missing. P9D8H - intended to be nine days, eight hours, but T is missing.

Expected Start Date

The date when the order is expected to start processing.

Requested Delivery Date

The date by which the customer requests delivery of the order.

Expected Task Completion Date

The date when the task is expected to be completed. In the From and To calendar fields, enter a date range on which you want to query.

Order State

The state of the order: Aborted, Waiting for Revision, Amending, Cancelled, Cancelling, Completed, Failed, In Progress, Not Started, and Suspended. (All) is selected by default.

Target Order State

The target state of the order: Aborted, Waiting for Revision, Amending, Cancelled, Cancelling, Completed, Failed, In Progress, Not Started, and Suspended. (All) is selected by default.

Execution Mode

The execution mode of the task: Do (In Amending), Do, Redo, and Undo. (All) is selected by default.

Expected Grace Period Completion

The date when the grace period is expected to be completed. In the From and To calendar fields, enter a date range on which you want to query.


Setting Query Preferences

The Query Preferences page lets you define, edit, save, run, and delete queries. To access this page, click the Edit Query link on the Query Results page.

The Query Preferences page contains both preference and filter settings.

You select the columns you want to display in your query results by selecting them from the Available Columns list and moving them into the Displayed Columns list. By default, all columns are selected. If you do not want to display a particular column in the query list, select it from the Displayed Columns list and move it to the Available Columns list. To change the order of the columns, use the up and down arrow buttons.

You can also change the way in which columns are sorted by specifying a primary and secondary sort order. By default, 1st Sort Order is set to Ascending and 2nd Sort Order is set to Descending.

Setting Query Filters

Query filters allow you to control the volume and type of orders that you see in the Query Results list. You can query on one or more filters, depending on how specific you want your query to be.

Depending on the query, you may have more than one match per order. To avoid multiple rows per order, Single Row Per Order is selected by default. If you select Single Row Per Task Instance, one row is shown for each task instance the order is on.

The remaining filters are based on order information contained in your orders. This includes order headers, which are the fixed default columns defined for any order, and order details, which are the customized columns (flexible headers) defined by your designer in Oracle Communications Design Studio.

Note:

Flexible headers appear as lookup lists or as range fields. If flexible headers are enumerated by the designer, they appear as lookup lists. If they are not enumerated, they appear as range fields.

When entering data into range fields, either enter data only in the From field or enter data in both the From and To fields. Filling only the From field queries only that exact data; filling both the From and To fields queries the range entered.

See Design Studio Help for more information about creating lookup lists and range fields.

Prompt for Value and Defaults

For each query filter, you have the option to enable the Prompt for Value check box and provide a default value. Any query defined with prompt-for-value filters will prompt the user who runs it to enter a value for those filters. If you provide a default with the prompt-for-value filter, the default is displayed in the prompt-for-value input field at run time. The user can override this value by entering another value or by clearing the input field.

Figure 4-2 shows a sample query, “Prompt_for_value_1,” which prompts the user for the Order ID, Type, and Source. The query could also contain default values (for example, for type and source), which the user could override.

Figure 4-2 Sample Query

The figure shows a screenshot of a Sample Query.

Creating a Query

The first time you access the Query page, you are presented with either your last saved query (migrated from a previous release) or the system default. You can use either of these as a starting point when naming your first query.

To create a query:

  1. Log in to the Task Web client and click the Query tab.

    If your query from a previous release is available, you are directed to the Query Results page. Your query is displayed in the menu as MyQuery. Click the Edit Query link to continue.

    If no preference is available, you are directed to the Query Preferences page with the system default loaded.

  2. Set your preferences and filters as desired and click Save As.

    A dialog box is displayed, prompting for the query name.

  3. In the text box, enter a name (up to 50 characters) and click OK.

    The named query is displayed in the menu as the selected item.

  4. Click Search.

    The Query Results page opens.

    The Query list is based on the last executed query, which may or may not be the query you are working with on the Query Preferences page.

  5. Select the newly created query from the menu.

    The selected query is applied immediately to the query results.

Editing a Query

To edit a query:

  1. On the Query Results page, click Edit Query.

    The Query Preferences page displays the selected query definition.

  2. Change the settings as desired and do one of the following:

    • To update the currently selected definition (save your changes to the same query), click Save.

    • To save your changes to a new query, click Save As.

      A dialog box is displayed, prompting for the query name. Enter the query name and click OK.

  3. Click Search.

    The Query Results page opens.

    The Query list is based on the last executed query, which may or may not be the query you are working with on the Query Preferences page.

  4. Select the query from the menu.

    The selected query is applied immediately to the query results.

Running a Query

To run a named query, do one of the following:

  • Select the query from the menu on the Query Results page. The selected query definition is applied immediately to the results list. This is known as running a query from the database.

  • Select the query from the menu on the Query Preferences page and click Search. The query results are based on the last executed query. This is known as running a query from memory, or cache.

  • Click Refresh on the Query Results page. The results are based on the last executed query (from the database or from memory).

Ad hoc Query

You can also define and run a query without saving it. To do so, define your query on the Query Preferences page and then click Search. The results are shown on the Query Results page. When you run an ad hoc query, the menu selection defaults to <Please select a query>.

Deleting a Query

To delete a query:

  1. On the Query Preferences page, select the query from the menu and click Delete.

    A dialog box is displayed, asking if you want to delete the current query.

  2. Click OK.

    The query name is removed from the menu, and the list is repositioned to <Please select a query>.

  3. Click Search to return to the Query Results page.

    Note:

    If all named queries are deleted, the definition is reset to the system default.

Creating a New Query Definition

To create a new query definition:

  1. On the Query Preferences page, click New.

    The query named “Untitled” is displayed in the menu and the definition is reset to the system default.

  2. Modify any settings as desired and click Save As.

    A dialog box is displayed, prompting for the query name.

  3. In the text box, enter a name (up to 50 characters) and click OK.

    The named query is displayed in the menu as the selected item.

  4. Click Search to return to the Query Results page.

  5. Select the newly created query from the menu to apply it.

Viewing Histories

You view historical data related to processes and orders from the Process History page and the Data History page. The Process History page contains the dates, times, and all user information for an order as it goes through the process. The Data History page contains the history of each field in an particular order.

Viewing Data History

To view the data history:

  1. In the Worklist page, select Editor, then click the ellipsis button next to the order you wish to view.

  2. In the Order Editor, click the name of the view link (for example, Initiate Order).

    All fields containing data history appear.

    You can also view the data history of each individual field by clicking the field link, if available.

Viewing Process History

To view the process history:

  1. In the Worklist page, select Editor, then click the ellipsis button next to the order you wish to view.

  2. In the Order Editor, click Process History.

    The Process History page defaults to a summary table of the order you selected. You can also view a detailed table, a pie chart, and a Gantt chart. You can also print or save the process history.

Viewing Reports

You use the Reporting page to get summarized information on all orders and tasks in the OSM system. You can view the number of overdue orders, the oldest orders, the most recent orders, and the completed tasks for each order. Figure 4-3 shows the Reporting page. See OSM Reporting Interface Guide for more information on building customized reports.

The order viewing options include viewing pending orders, volume of orders, completed order statistics, and completed task statistics. You can access these viewing options by clicking the Reporting link.

You must be assigned the reporting privileges to view the reports. For more information, see OSM System Administrator's Guide.

Figure 4-3 Reporting Page

The figure shows a screenshot of the Reporting View.

The Reporting page has the following tabs:

Viewing Pending Orders

The Pending Orders tab lists orders waiting to be completed and are grouped by the following:

  • Responsibility: Used to classify the tasks for reporting purposes. For example, certain tasks may be the responsibility of Customer Billing, Accounting, Administration, etc.

  • State: The state of the task or tasks currently being executed. For example, Received, Completed, and Accepted.

  • Task: An activity defined in the context of a process.

It displays the total number of pending orders, the number of overdue orders, and the oldest or most recent pending orders in OSM.

To limit the orders displayed in the Pending Orders tab, you can filter the orders by order type and source.

The Pending Orders tab lets you find the list of orders that are still pending.

Table 4-3 describes the Pending Orders tab.

Table 4-3 Pending Orders Tab

Field Description

Namespace

Namespace of the order.

Namespace/Version

Namespace and version of the order.

Order Type

Type of the order.

Order Source

Source of the order.

Summarized By

The option on which the report should be summarized: Responsibility, State, or Task.


To view pending orders:

  1. Click Reporting.

    The Pending Orders tab is displayed.

  2. If you are using namespaces, select the correct namespace from the Namespace list or from the Namespace/Version list.

    Namespace shows all orders containing the specified namespace. Namespace/Version displays all versions within a specific namespace.

  3. From the Order Type list, select the order type.

  4. From the Order Source list, select the order source.

  5. From the Summarized By list, select the level.

  6. Click Find.

Viewing Order Volume

The Order Volume tab provides a table or chart displaying the number of orders received and completed for a specified time period (such as hour, day, week, or month).

You can filter orders by order type and source and by choosing a specific time period.

The Order Volume tab displays order volumes.

Table 4-4 describes the Order Volume tab.

Table 4-4 Order Volume Tab

Criteria Description

Namespace

Namespace of the order.

Namespace/Version

Namespace and version of the order.

Order Type

Type of the order.

Order Source

Source of the order.

From

The date from which you want the order volume.

To

The date until which you want the order volume.

Unit

Specify the duration of the order volume: Hour, Day, Week, or Month.

Result Format

Select Chart or Table result format.


To view order volume:

  1. Click Reporting and then click Order Volume.

    The Order Volume tab is displayed.

  2. If you are using namespaces, select the correct namespace from the Namespace list or from the Namespace/Version list.

    Namespace shows all orders containing the specified namespace. Namespace/Version displays all versions within a specific namespace.

  3. Do any of the following:

    • From the Order Type list, select the order type.

    • From the Order Source list, select the order source.

    • From the Unit list, select Hour, Week, Day, or Month.

    • From the Result Format list, select Table or Chart.

    • From the From and the To fields, select the time range.

  4. Click Find.

Viewing Statistics for Completed Orders

The Completed Order Statistics tab provides information on the duration of orders. You can filter completed orders by the order type and source and by choosing a specific time period.

The Completed Order Statistics tab displays the completed order statistics.

Table 4-5 describes the Completed Order Statistics tab.

Table 4-5 Completed Order Statistics Tab

Criteria Description

Namespace

Namespace of the order.

Namespace/Version

Namespace and version of the order.

Order Type

Type of the order.

Order Source

Source of the order

From

The date from which you want the completed order statistics.

To

The date until which you want the completed order statistics.


To view completed order statistics:

  1. Click Reporting and then click Completed Order Statistics.

    The Completed Order Statistics tab is displayed.

  2. If you are using namespaces, select the correct namespace from the Namespace list or from the Namespace/Version list.

    Namespace shows all orders containing the specified namespace. Namespace/Version displays all versions within a specific namespace.

  3. Do any of the following:

    • From the Order Type list, select the order type.

    • From the Order Source list, select the order source.

    • From the From and the To fields, select the time period.

  4. Click Find.

Viewing Statistics for Completed Tasks

The Completed Task Statistics tab provides information on the duration of a task. You can filter completed tasks by responsibility, by task, and by choosing a specific time period.

The Completed Task Statistics tab displays the completed task statistics.

Table 4-6 describes the Completed Task Statistics tab.

Table 4-6 Completed Task Statistics Tab

Criteria Description

Namespace

Namespace of the order.

Namespace/Version

Namespace and version of the order.

Responsibility

Select either All or System.

Task

The completed task for which you want the statistics.

From

The date from which you want the completed task statistics.

To

The date until which you want the completed task statistics.


To view completed task statistics:

  1. Click Reporting then click Completed Task Statistics.

    The Completed Task Statistics page is displayed.

  2. If you are using namespaces, select the correct namespace from the Namespace list or from the Namespace/Version list.

    Namespace shows all orders containing the specified namespace. Namespace/Version displays all versions within a specific namespace.

  3. Do any of the following:

    • From the Responsibility list, select the responsibility.

    • From the Task list, select the task.

    • From the From and the To fields, select the time frame.

  4. Click Find.