Process Operations Monitoring

1. Approval Process Operations Analysis

1.1 Access

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

1.2 Overview

1. Statistical Analysis

The system provides comprehensive statistical analysis for approval processes, enabling real-time monitoring and reporting on the following statuses:

• Pending Approvals: Track approval tasks currently in progress.
• Active Approval Processes: Monitor the progress of ongoing approval workflows.
• Overdue Approvals: Identify approvals that exceed their processing deadlines for timely intervention.
• Node Exceptions: Detect abnormal nodes in approval workflows to prevent delays.
• All Processes: View an overview of all approval processes, including active, completed, and exceptional workflows.
• Process Exceptions: Centralize all exceptional workflows for quick troubleshooting.
• Withdrawn/Approved/Rejected Approvals: Analyze approval outcomes by tracking withdrawn, approved, and rejected counts.

2. Filtering Capabilities

Users can filter approval processes using the following criteria for targeted analysis:

• Related Object Filter: Filter by the object associated with the approval process.
• Pending Assignee Filter: Isolate approvals awaiting specific personnel.
• Process Timeline Filter: Narrow down approvals by start/end dates.

3. Data Management

• Export: Export approval process data in various statuses for offline analysis.
• Delete: Remove withdrawn/approved/rejected approvals individually or in bulk to maintain data integrity.

4. Key Benefits

• Efficiency: Accelerate approvals via real-time monitoring and filtering.
• Risk Mitigation: Proactively address overdue approvals to minimize delays.
• Transparency: Gain detailed visibility into approval workflows.
• Custom Analysis: Export status-specific data for tailored reporting.
• Data Hygiene: Maintain accuracy by cleaning obsolete records.

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2. Business Process Operations Analysis

2.1 Access

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

2.2 Overview

1. Statistical Analysis

Monitor business process statuses with the following analytics:

• Active Tasks: Track tasks currently in progress.
• Deferred Tasks: Identify tasks marked for later follow-up.
• Active Business Processes: Oversee ongoing process execution.
• Overdue Tasks: Flag tasks exceeding expected completion times.
• Task Exceptions: Detect anomalies in task execution.
• All Processes: View aggregated process statuses (active/completed/exceptional).
• Process Exceptions: Centralize exceptional workflows for resolution.
• Terminated/Completed: Analyze outcomes of terminated and completed processes.

2. Filtering

• Related Object Filter: Isolate processes linked to specific objects.
• Assignee Filter: Filter processes by assigned personnel.
• Timeline Filter: Analyze processes within custom date ranges.

3. Data Management

• Export: Extract process data by status for external analysis.
• Batch Termination: Bulk-terminate exceptional processes to enforce compliance.
• Batch Deletion: Remove terminated/completed processes to optimize data storage.

4. Key Benefits

• Efficiency: Streamline processes via real-time tracking.
• Risk Control: Address overdue tasks proactively.
• Transparency: Access granular process insights.
• Decision Support: Leverage analytics for strategic optimization.

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This suite of tools empowers enterprises to monitor, analyze, and optimize workflows, driving operational efficiency and transparency.