Getting Visibility Into Your Processes

Let us now start to create the process visibility scenario. In fact, before we do that we need to "prepare" our process a little bit. Don’t be scared, just a few clicks and it’s done.

1. In the Process Builder open your process and on the right-hand side select the tab Visibility. Here you define the connection between the process context and the soon to be created visibility scenario.

   

2. Click on the plus sign to add the relevant attributes from your process. In fact, the ones you want to use in your visibility dashboard, so everything you could use to measure, calculate, or derive some meaningful information. It is better to select more than less. But for this exercise, select these and save your work

   • expectedDeliveryDate
   • orderAmount
   • orderDate
   • orderNumber
   • shippingCountry
   • Customer Name

   

3. The selected attributes:

   

Now we are ready to create the visibility scenario and also automatically the related dashboard.

1. Move back to the Overview of your project and select Create → Visibility Scenario.

   

2. In the upcoming wizard maintain the required information. Ensure you use a unique Name, to make it easier to identify this scenario later.

   

   And here we are in the scenario editor.

3. Now add a new process to your visibility scenario, start this by clicking the plus sign and selecting Add Process.

   

4. You should find the process we created earlier here, select it.

   

5. And now you should have something like this. All the events which could potentially occur during the process execution but also the context data – you remember – the attributes we have selected before, are now there.

   

6. Next, we want to change some of the context data, to be more precise and adapt the data types. Change within the following context data the data types, click the pencil icon, make the changes, and have this result:

   

   Now you could adapt several things for the scenario and then also for the related dashboard, but we want to focus just on a few things here.

7. Move to the tab Status and change the Target Type from None to Constant. Here you can define under which circumstance a process instance, in our example the processing of the sales order approval, should change the status from On Track to At Risk to Critical.

   

8. Also change the Target Value to 10 Min and the Threshold to 50%. This means, your process, once executed, will change to the status "At Risk" after 5 minutes. And it will turn to "Critical" once 10 minutes are passed.

   

9. Let us check the predefined Performance indicators. Move to the respective tab. Feel free to adapt them or leave them as is. Save your work.

   

You are already an expert, so release release and deploy the project as you have done it before in the former lessons.

1. Select the Release button and afterwards Deploy.

   

2. Maintain the version information

   

3. And finally Deploy your project.

Before you can see some results of your measurements, you would need to schedule the processing of the events. In fact, you tell the system in which timeframe the events created during the process execution should be checked and updated in your dashboard. We will use therefore an interval of 5 minutes.

1. Move back to the entry screen and select the SAP logo, then select the tab Monitor.

   There move to Manage and select Visibility Scenarios.

   

2. Now select your visibility scenario and change the switch from OFFto ON and confirm the upcoming note by selecting OK.

   Every 5 minutes the system will now check whether there have been any changes and provide the updates to your dashboard. You will see this in a moment.

   

Again, you know what to do. Run the process again, as done before in the former lessons.

Open the Order Processing Form in the browser, enter an Order Number from the Excel sheet and submit. Go to My Inbox and work on the tasks.

Important prerequisite: to get insights, follow the steps described here: SAP Help Portal to setup SAP Launchpad service for SAP Process Automation

From there, to get the insights:

1. Open the link to go to your site.

   

2. In the launchpad you will see the created tile. Select Process Workspace.

   

3. Now select the visibility scenario you have created before.

   

   The dashboard is there. The performance indicators are filling up, depending on the time it has taken, there might be different results. Feel free to explore the details and discover what is included in each tile.

   You could even navigate into single instances.