Contents

Viewing Process Details

In IPA Monitor, you can view the following detail information for a process instance:

Name of the initiating user, along with the date and time the process instance was launched.

Note: If a user sets the value of a time variable in the Webviewer, then Process Automation Monitor displays the time as Greenwich Mean Time (GMT), not as the user's local time. GMT is the worldwide standard time.

ID and current state of the process.
Launch mode (regular or test).
Process actions.
The process variables (sorted alphabetically by label).
Associated interactions.
Notes added to the process.

To view the details for a process instance:

Right-click the process in the IPA Monitor workspace, and then click Process Details in the shortcut menu.

The Process Details dialog box appears. If you selected multiple processes, one dialog opens for each process.
Click the Actions, Process Variables, or Associated Interactions tab to view the related information, or click the Notes tab to view or add notes about the process instance.
Click Close to return to the IPA Monitor view in IC Business Manager or IC Server Manager.

Tabs

The Process Details dialog box contains these tabs:

Actions	Displays the status of the individual tasks within the process.
Process Variables	Displays the data variables for the process instance.
Notes	Displays any notes added for the process instance. See Adding Notes to a Process Instance.
Associated Interactions	View the interactions (calls, chats, ACD-routed email messages, and so on), that are associated with the process instance. Or, remove a process association (requires the Manage Process right).

Cancel, Retry, or Refresh a Process

You can cancel or retry a process if you have the Manage Process right.

Cancel Process

Click Cancel Process to cancel a currently running process.

Note: After a process is canceled, its status changes to canceled and the Actions and Process Variables tabs no longer appear.

Retry Process

(available when one or more actions is in error and depends on user account licensing and access permissions)

Click Retry Process to restart a process that stopped due to an error.

Note: The Retry Process button attempts to retry all process actions currently indicated as being in an error state and does not actually restart the running process from the beginning. This feature is designed to assist with troubleshooting and error resolution during execution of a particular process instance.

Refresh
(available only after a process is complete)

Click Refresh to update the information displayed on the Notes and Associated Interactions tabs and include the most recent notes or associated interactions.

Note: New information does not normally appear immediately on these tabs. Typically, if you edit notes or associated interactions, you are not notified that this information has been successfully updated because it might not happen immediately. The Process Details dialog box can attempt to auto-refresh the information displayed if you edit notes or associated interactions.