This tutorial describes how you can use a business space
to check the status of your tasks.
Before you begin
This tutorial uses widgets that contain content from WebSphere
Process Server. To run the tutorial, WebSphere Process Server must
be installed. Some of the steps and information might not apply for
your situation. Adapt the tutorial to fit your needs.
About this task
The tutorial is an example of how to use Business Space
to check the status of your tasks. Imagine that you work in the claims
department of an insurance company. A customer, Mr. Smith, contacts
you to find out the status of a claim, which you filed last week.
Procedure
- You log on to Business Space and open the space you use
to track the status of claims you have filed.
- You select the process definition for managing claims from
the Process Definitions List widget. The Processes
List lists all the processes for managing claims.
- You set a filter on the processes list to display all instances
for customers called Smith.
- This filter returns too many entries, but as you know that
you filed the claim last week, you decide to add the filter Date
range. In the field Since you specify
a date for the Monday of last week.
- This reduces the number of processes returned to a manageable
size and you can find the process for Mr. Smith's claim. You
open the claim in the human workflow diagram to check its status.
- You decide you want to view more details about the claim,
such as the history, additional notes, and related tasks. To do this,
you open the Review Claim task in the Task Information widget,
where you can review all the detailed information about the claim.
Results
The claim status is displayed together with detailed information.