Request Monitoring Dashboard

The Request Monitoring dashboards enable you view information about requests that are currently open. The requests can have any active status (for example, Draft, In Flight, Recalled, Pushed Back, etc.) and any active workflow stage (Submit, Approve, or Commit).

Considerations

  • You do not need specific permissions to access the Request Monitoring dashboard itself; however, in order to see request information in the dashboard you must be a current assignee, collaborator, invitee, or prior contributor for that request, or else you must have at least Data Manager permission for any viewpoint in the request.

    Note:

    Unlike the Change Management and Workflow Analysis dashboards, the Auditor role does not grant access to request information in the Request Monitoring dashboard.
  • When drilling down to request activity, the requests are grouped by dimension. If you have a request that contains request items from multiple dimensions, it will be displayed multiple times in the activity (once for each dimension).
  • Information about currently open requests is aggregated every 15 minutes. Therefore, if you create or make a change to an active request it can take up to 15 minutes for that change to be reflected in the Request Monitoring dashboard.

Request Monitoring Scoreboard

The following tabs are available from the Request Monitoring Scoreboard. Each tab displays the name of the key performance indicator and the value of that KPI as filtered by the filter bar.

Filter Bar

To view information about active requests in your system, make selections from the following filters:

  • Data Chain: Select the applications or dimensions to view requests for. You can select from any application or dimension on which you have at least Participant (Read) access. Select one or more data chain objects in the drop down list. You can select a maximum of 15 items in a single drop down list.
    • Application: Select one or more applications to view requests for.
    • Dimension: For a selected application, select one or more dimensions to view requests for.

      Note:

      The Dimension filter is available only when a single application has been selected in the Application filter.
  • View or Viewpoint: Select the view, viewpoint, and time label to view requests for. You can select from any view or viewpoint on which you have at least Participant (Read) access. Select one or more data chain objects in the drop down list. You can select a maximum of 15 items in a single drop down list.
    • View: Select one or more views to view requests for.
    • Viewpoint: For a selected view, select one or more viewpoints to view requests for.

      Note:

      The Viewpoint filter is available only when a single view has been selected in the View filter.
    • Time Label: Select one or more time labels to view requests for.

      Note:

      The Time Label filter is available only when a single view with at least one time label has been selected in the View filter.
  • Request Type: Select one or more request types that you want to view requests for. The following request types are available to select:

    • All: All interactive and subscription requests

    • Consolidation: Requests generated by request consolidation

    • Import: Requests generated from an import.

    • Interactive: Requests created manually by users.

    • Subscription: Requests generated from a subscription.

    • Load: Requests generated by viewpoint loads in merge mode

  • Action: Select one or more request actions that you want to view requests for. The following request actions are available to select:
    • Add
    • Insert
    • Move
    • Remove
    • Delete
    • Update
    • Rename
    • Reorder
  • Priority: Select one or more request priorities to view requests for. The following priorities are available to select:
    • All: Requests that have None, Low, Medium, or High priority
    • None: Requests that do not have a priority set on them
    • Low: Requests that have a Low priority
    • Medium: Requests that have a Medium priority
    • High: Requests that have a High priority
  • Stage: Select one or more request stages to view requests for. The following stages are available to select:

    • All: Requests that are in the Submit, Approve, and Commit stages

    • Submit: Requests that have not been submitted (Draft status)

    • Approve: Requests that have been submitted and have not yet been approved (In Flight status)

    • Commit: Requests that have been approved and have not yet been committed (In Flight status)

  • Status: Select one or more request statuses that you want to view requests for. The following request statuses are available to select:

    • All: Requests of all status types

    • Draft: Draft requests that you created. You cannot see or modify draft requests that you did not create.

    • In Flight: Requests submitted and awaiting approval

    • Pushed Back: Requests that were pushed back to be modified and resubmitted.

    • Recalled: Requests that were recalled by their owners.

    • Blocked: Requests that are currently being held pending the end of an application blockout period.

    • Future Dated: Requests that have been assigned a future dated time label.

    • Consolidated: Requests that were consolidated.

  • Owner: Select one or more request owners to view requests for. Select one or more owners in the drop down list. You can select a maximum of 15 owners in a single drop down list.
  • My Activity:

    • All: All requests that you submitted, managed, were assigned to, were invited to, or participated in.

    • Assigned: Requests assigned to you.

    • Collaborated: Requests for you to collaborate on.

    • Submitted: Requests you've submitted.

    • Invited: Requests where you are currently invited to approve or commit.

    • Contributed: Requests that you have either made changes to (changed data, performed a workflow action, or edited a comment or an attachment), or were previously invited to approve or commit (even if you did not take any action on the request).

    • Managed: Requests containing data objects for which you have Data Manager permission or higher

  • Exception: Select one or more request exceptions from the following list. The dashboard displays the requests that encountered a selected exception at least once during the request workflow.

    • Pushed Back: Requests that were pushed back to be modified and resubmitted.

    • Recalled: Requests that were recalled by their owners.

    • Escalated: Requests that were escalated to a data manager due to a policy timeout or deadlock.

    • Future Dated: Requests that have been assigned a future dated time label.

    • Blocked: Requests that are currently being held pending the end of an application blockout period.

    • Withdrawn: Requests that had an approval withdrawn by an approver.

    • Failed Auto-Submit: Requests that had subscriptions that were configured to be submitted automatically but that were prevented from doing so by validation issues.

  • Time Frame: Select the time frame during which the requests that you want to view were either created or last modified:
    • Date to Compare: Select whether the date range represents the date that the requests were either created or last modified.
    • For the time frame, select from the following options:
      • Age: Enter the From and To Age (in days) to view requests for. Leave the From or To field blank to return requests with no minimum or maximum number of days.

        For example, leave the From field blank and enter 2 in the To field to view requests that were created in the last two days.

      • Date Range: Enter a From and To Date to view requests for.