Workflow Analysis Dashboard

The Workflow Analysis dashboard enables you to analyze historical workflow information for closed requests as a trend over time or by groupings such as request type and request stage.

This enables you to assess the impact of various aspects of your workflow on the time it takes for your requests to be completed and closed. For example, you can see if requests from a specific application or dimension are taking longer than expected, or if requests from a specific owner are taking longer to complete. For requests that are configured to submit automatically, you can assess how many of them are actually being auto-approved and where the potential issues are that might require manual intervention.

Considerations

• You must have at least Data Manager permission on a viewpoint in order to view workflow information for requests from that viewpoint. Users with the Auditor application role can view workflow information for all viewpoints.

• The Workflow Analysis dashboard displays workflow information for closed requests only. It does not display changes from Draft or In Flight requests.
• The dates for the request data in all charts are based on Coordinated Universal Time (UTC). Aggregated changes represented in the charts may vary by a day when compared to request summary due to time zone differences.

Workflow Analysis Scoreboard

The following scorecards are available from the Workflow Analysis Scoreboard. Each scorecard displays the name of the metric and the metric value as filtered by the filter bar.

• Closed Requests Overview
• Request Cycle Time
• Approval Cycle Time
• Auto Submit Analysis

Filter Bar

To view closed request information in your system, make selections from the following filters.

• Data Chain: Select the applications and dimensions to view requests for. 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: Select one or more views that you want to view requests for. You can select from all views for which you have at least Data Manager permission. You can select a maximum of 15 items in a single drop down list.
• Request Type: Select one or more request types that you want to view requests for. The following request types are available to select:
  • Consolidation
  • Import
  • Interactive
  • Subscription
  • Load
• Request Status: Select one or more request statuses that you want to view closed requests for. The following request statuses are available to select:
  • Completed
  • Consolidated
  • Rejected
• Owner: Select one or more request owners to view requests for.
• Time Frame: Select the time frame to view requests for. You can select only a single value for the Time Frame filter.

  From Period, select the time period to view changes for, or click Date Range and enter a custom date range (day, month and year). The following periods are available to select:

  • Week to Date
  • Month to Date
  • Quarter to Date
  • Year to Date
  • Previous Week
  • Previous Month
  • Previous Quarter
  • Previous Year