Using the Task Instance Monitor

The Task Instance Monitor is an administrative tool that you can use to view a detailed status of active tasks and tasks that Siebel CRM has recently run.

To use the Task Instance Monitor

1. Log in to the Siebel client with administrator privileges.

2. Adjust the monitoring level for the task you want to monitor:

   1. Navigate to the Administration - Business Process screen, then the Task Monitoring Configuration view.

   2. In the Monitoring Configuration list, select the record you want to monitor.

   3. In the Monitoring Level field, select a monitoring level.

      Siebel CRM sets the monitoring level for every task to None, by default. You must set the monitoring level to a value other than None to collect data for a task. For more information, see Task Instance Monitor Monitoring Levels.

3. Run the task that you set up to monitor in the previous step.

4. Navigate to the Administration - Business Process screen, then the Task Instance Monitor view.

5. In the Task Name field, select the task you set up to monitor previously.

   The Task Instance Monitor displays information only for tasks that are active. All fields are read-only.

6. Examine the information about the task instance.

   For more information, see Task Instance Monitor Fields.

7. To examine the information about the task steps for this task instance, do the following:

   1. Click the Task Step Instances tab.

      This tab lists all the steps that constitute the task. It includes information about each task step, including the Start Time, End Time, Status, and so on.

   2. Review the information about the process properties for the step.

      The step you select in the Task Step Instances list references these process properties.