Process Operations Monitoring

1. Approval Workflow Operations Analysis

1.1 Access

Navigate to the CRM homepage and select [CRM] > [Process Operations Monitoring] > [Approval Workflow Operations Analysis].

1.2 Overview

1. Statistical Analysis

The system provides comprehensive statistical analysis capabilities for approval workflows, enabling monitoring and reporting on the following statuses:

• Pending Approvals: Real-time tracking of currently active approval tasks.
• In-Progress Workflows: Monitor the progress of ongoing workflows to ensure timely completion.
• Overdue Approvals: Identify approval tasks that exceed their processing deadlines for prompt intervention.
• Node Exceptions: Detect abnormal nodes in workflows to prevent delays.
• All Workflows: Overview of all workflows, including active, completed, and exceptional cases.
• Workflow Exceptions: Centralized display of all abnormal workflows for quick issue resolution.
• Withdrawn, Approved, and Rejected Approvals: Track the volume of withdrawn, approved, and rejected approvals for result analysis.

2. Filtering Capabilities

The Approval Workflow Operations Analysis supports filtering based on the following criteria to help users quickly locate specific workflows:

• Related Object Filter: Filter workflows by their associated objects.
• Pending Approver Filter: Filter workflows assigned to specific approvers.
• Time Range Filter: Filter workflows by their start and end dates.

3. Data Management

• Export: Export approval workflow data in different statuses for offline analysis and record-keeping.
• Delete: Delete individual or batches of withdrawn, approved, or rejected workflows to maintain data accuracy and cleanliness.

4. Key Benefits

• Improved Approval Efficiency: Enhance processing speed through real-time monitoring and filtering.
• Risk Mitigation: Identify and expedite stalled approvals to reduce delays.
• Data Transparency: Provide detailed workflow insights for better visibility.
• Flexible Analysis: Export data by status for customized reporting.
• Data Maintenance: Ensure data integrity by deleting obsolete workflows.

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2. Business Process Operations Analysis

2.1 Access

Navigate to the CRM homepage and select [CRM] > [Process Operations Monitoring] > [Business Process Operations Analysis].

2.2 Overview

1. Statistical Analysis

The Business Process Operations Analysis offers the following monitoring capabilities to track workflow statuses and execution phases:

• Active Tasks: Real-time tracking of tasks in progress.
• Deferred Tasks: Identify tasks currently on hold for future follow-up.
• In-Progress Business Processes: Monitor workflow progress to ensure adherence to timelines.
• Overdue Tasks: Flag tasks exceeding their expected completion deadlines.
• Task Exceptions: Detect anomalies in task execution to prevent delays.
• All Processes: Overview of all business processes, including active, completed, and exceptional cases.
• Process Exceptions: Centralized display of abnormal processes for quick resolution.
• Terminated and Completed: Track terminated and completed processes for outcome analysis.

2. Filtering Capabilities

• Related Object Filter: Filter processes by associated objects for targeted analysis.
• Assignee Filter: Filter processes assigned to specific users for efficiency.
• Time Range Filter: Filter processes by start/end dates to analyze activity within specific periods.

3. Data Management

• Export: Export process data in different statuses for offline analysis.
• Batch Termination: Terminate multiple abnormal processes to maintain compliance.
• Batch Delete: Delete terminated or completed processes in bulk to ensure data cleanliness.

4. Key Benefits

• Enhanced Efficiency: Accelerate process handling through real-time monitoring.
• Risk Control: Proactively address stalled tasks to minimize delays.
• Data Transparency: Gain detailed insights into process execution.
• Custom Analysis: Export data by status for tailored reporting.
• Decision Support: Leverage analytics for strategic process optimization.

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With these capabilities, the Process Operations Analysis serves as a powerful tool for monitoring, analyzing, and managing enterprise workflows, driving operational efficiency and transparency.