Siebel Business Process Framework: Workflow Guide > Administering, Testing, and Migrating Workflow Policies > Monitoring, Testing, Troubleshooting, and Migrating a Workflow Policy >

Using Charts and Reports for Workflow Policies


You can use charts to analyze how frequently a workflow policy condition is met and the total number of policy instances that occur during a particular time period. Reports also summarize workflow policy and workflow log information.

The Policy Frequency Analysis view displays information about the number of times a workflow policy runs. The Policy Trend Analysis view displays information about workflow policy trends.

To use charts and reports for workflow policies

  1. Display frequency and trend information about a workflow policy:
    1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Policy Frequency Analysis view.
    2. Examine the view, using values described in the following table.
      List or View
      Description

      Monitor Log

      Lists the workflow policies.

      Workflow Policy Frequency Analysis

      Displays a chart that illustrates how frequently a workflow policy runs.

      To toggle between the Workflow Policy Frequency Analysis view and the Workflow Policy Trend Analysis view, you can use the toggle feature on the chart view.

      Workflow Policy Trend Analysis

      Displays the total number of workflow policy conditions that are met over a particular time period.

  2. Display a report for a workflow policy:
    1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Policies view.
    2. In the menu bar, click the Reports icon, and then choose Workflow Policy.

      Siebel CRM opens a separate Siebel Report Viewer window that displays summary information for the workflow policy.

You can also display a similar report for the Log views.

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