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Joget Workflow v4 Training - Module 11 - SLA and Deadlines

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This is the complete listing of available modules.
1 - Introduction to Joget Workflow
2 - Setting up Joget Workflow
3 - Designing your first Process on Joget Workflow
4 - Localizing your Joget Workflow
5 - Designing your first Form on Joget Workflow
6 - Using your first Process Tool – Email
7 - Designing your first Datalist on Joget Workflow
8 - Designing your first Userview on Joget Workflow
9 - Hash Variable
10 - Permission Control
11 - SLA and Deadlines
12 - Version Control
13 - Improving your Form design and Presentation
14 - Introduction to Reporting
15 - Introduction to Plugin Architecture
16 - Preparing Development Environment
17 - Building a Plugin
18 - Integrating with External System
19 - Doing more with your Process Design
20 - Basic System Administration
21 - Userview Key
22 - Best Practices on Application Building -

You may checkout the training screencast of this training at http://www.joget.org/joget-workflow-v4-training/

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Joget Workflow v4 Training - Module 11 - SLA and Deadlines

  1. 1. All Rights Reserved © Joget Inc Joget Workflow v4 SLA and Deadlines http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on March 2015Joget Inc Internal Use Only
  2. 2. All Rights Reserved © Joget Inc Prerequisites 1. Good understanding on how to design a Workflow Process. Joget Inc Internal Use Only
  3. 3. All Rights Reserved © Joget Inc Content 1. Service Level Agreement (SLA) 2. Deadlines Joget Inc Internal Use Only
  4. 4. All Rights Reserved © Joget Inc Chapter 1 Service Level Agreement (SLA) Joget Inc Internal Use Only
  5. 5. All Rights Reserved © Joget Inc Service Level Agreement (SLA) Limit • Why set limits? – By setting limits to workflow activities, you are able to define appropriate service levels for your processes. – Participants in the workflow can be made aware of adherence to these service levels. – You can generate reports to determine the efficiency of your processes e.g. identify bottlenecks, etc. Joget Inc Internal Use Only
  6. 6. All Rights Reserved © Joget Inc How to Set SLA Limit? 1. Define process-level duration unit (Duration unit will be shared among activities in the process) 2. Set SLA Limit on targeted activity or process Joget Inc Internal Use Only
  7. 7. All Rights Reserved © Joget Inc Define Duration Unit Joget Inc Internal Use Only
  8. 8. All Rights Reserved © Joget Inc Set SLA Limit 2-minute SLA Limit on “Approve Leave” activity Joget Inc Internal Use Only
  9. 9. All Rights Reserved © Joget Inc SLA Limit Indicator Joget Inc Internal Use Only
  10. 10. All Rights Reserved © Joget Inc Service Level Monitor • For activities that have defined limits, task assignments will have due dates. • When processes that have limits are deployed, you will notice that the Service Level Monitor column in the Inbox will display a colour coded square. • The colour of the Service Level Monitor will change from Green to Yellow as the due date approaches. Once the due date is reached, the colour will be red. Joget Inc Internal Use Only
  11. 11. All Rights Reserved © Joget Inc Defining SLA Indicator • Medium Warning Level – Color: Yellow – Default Value: 20% of elapsed time. • Critical Warning Level – Color: Red – Default Value: 50% of elapsed time. • Can be changed in the System Settings. (System wide effect) Joget Inc Internal Use Only
  12. 12. All Rights Reserved © Joget Inc • SLA Indicator will be seen in the task Inbox. Service Level Monitor Joget Inc Internal Use Only
  13. 13. All Rights Reserved © Joget Inc Process Monitoring • SLA Indicator is also available in the Process Monitoring module for the administrator. Joget Inc Internal Use Only
  14. 14. All Rights Reserved © Joget Inc SLA Report on Userview • SLA Report can also be made available for end user (e.g. Manager) to inspect. • Reference: http://dev.joget.org/community/display/KBv4/SLA+Report+Userview+Menu Joget Inc Internal Use Only
  15. 15. All Rights Reserved © Joget Inc Chapter Review • Set SLA limit to workflow activity, which enables the implementation of service level monitoring. Joget Inc Internal Use Only
  16. 16. All Rights Reserved © Joget Inc Exercise • Tweak the SLA settings to only turn to Yellow when half of the remaining time elapsed and • to red when all the remaining time runs out. Joget Inc Internal Use Only
  17. 17. All Rights Reserved © Joget Inc Chapter 2 Deadlines Joget Inc Internal Use Only
  18. 18. All Rights Reserved © Joget Inc Deadlines and Exceptions • For each activity, a Deadline can be set. • Deadlines act as a timer which triggers an Exception transition to another activity when a specified duration has elapsed. Deadline reached EXCEPTION Joget Inc Internal Use Only
  19. 19. All Rights Reserved © Joget Inc Deadlines • Deadline execution can be synchronous or asynchronous. • For synchronous execution, the current activity will no longer be active when the deadline is triggered. – Used in cases such as approval escalation. • For asynchronous execution, the next activity will be executed while the current activity is still waiting. – Used in cases such as sending reminders. • Multiple deadlines are supported for each activity. Joget Inc Internal Use Only
  20. 20. All Rights Reserved © Joget Inc Activating Deadline Checker • The Process Deadline Checker needs to be enabled under System Settings > General Settings • This will enable periodic checks on activities’ deadlines as defined by the checker interval. Joget Inc Internal Use Only
  21. 21. All Rights Reserved © Joget Inc Setting Deadlines and Exceptions • Deadlines are set at activities. • Exceptions are set at transitions. • Both are required for the deadline feature to work. Joget Inc Internal Use Only
  22. 22. All Rights Reserved © Joget Inc Exercise: Setting Deadlines and Exceptions Joget Inc Internal Use Only
  23. 23. All Rights Reserved © Joget Inc Setting Deadlines and Exceptions Asynchronous exception When the “Send Email Reminder” tool is started, “Approve Leave” activity is still active. Joget Inc Internal Use Only
  24. 24. All Rights Reserved © Joget Inc Process Monitoring • Study on how deadline would affect your process instance in Process Monitoring. • Differentiate types of “state” of activity/process. – closed.completed – close.aborted – open.not_running.not_started – … Joget Inc Internal Use Only
  25. 25. All Rights Reserved © Joget Inc Exercise • Verify that the deadline works as designed by mapping the newly created Tool to a Email Tool plugin. • Configure the Email Tool accordingly. • Test if the Email Tool is triggered by the Deadline by starting up a new process instance. Joget Inc Internal Use Only
  26. 26. All Rights Reserved © Joget Inc Exercise 2 • Add a second level approval for when the first level approver does not respond in certain period, the second approver will take over. • Choose the appropriate time frame and type of deadline. • Configure the new participant’s mapping accordingly after deployment of the new process flow. Joget Inc Internal Use Only
  27. 27. All Rights Reserved © Joget Inc Good to know • One activity may contains one or more Deadlines. • Each Deadline has its own Duration Unit, unlike SLA’s. Joget Inc Internal Use Only
  28. 28. All Rights Reserved © Joget Inc Good to know • It is also possible to set use a Workflow Variable as the Deadline limit. (Remember to declare the Workflow Variable and set the value according to the date format defined) Joget Inc Internal Use Only
  29. 29. All Rights Reserved © Joget Inc Good to know • You may add in SLA Report Userview Menu to provide users with insight of the state of process instances. • See http://dev.joget.org/community/display/KBv4/SLA+Report+Userview+Menu Joget Inc Internal Use Only
  30. 30. All Rights Reserved © Joget Inc Important Note • SLA will NOT manipulate the flow of your Workflow Process, Deadline will. • Deadlines will most probably NOT get triggered on the dot as it depends on the Deadline Checker Interval cycle. • Do NOT set deadlines on Tool, it’s only meant for Activities. Joget Inc Internal Use Only
  31. 31. All Rights Reserved © Joget Inc Chapter Review 1. Set deadline and design exception handling. 2. Understand the difference between Synchronous and Asynchronous deadline. Joget Inc Internal Use Only
  32. 32. All Rights Reserved © Joget Inc Module Review 1. Set SLA limit to workflow activity, which enables the implementation of service level monitoring. 2. Set deadline and design exception handling. 3. Understand the difference between Synchronous and Asynchronous deadline. Joget Inc Internal Use Only
  33. 33. All Rights Reserved © Joget Inc Stay Connected with Joget Workflow • www.joget.org • community.joget.org • twitter.com/jogetworkflow • facebook.com/jogetworkflow • youtube.com/jogetworkflow • slideshare.net/joget Joget Inc Internal Use Only

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