Basic Process Properties

Properties Page

Property

Description

General

Process Name

The name of the process model.

Important:

If you change a process-wide property, such as renaming a process or a package, Designer prompts you to regenerate the process.

Process ID

A system-generated process identifier. Not editable.

The Process ID consists of the process project name, any intermediate folders, and the process name, each separated by a slash ( / ), if all characters are simple ASCII characters. If any non-ASCII characters are used, Designer uses an encoding scheme to render all characters in the Process ID in ASCII.

Version

The current version of the process. The initial process version is 1. See Working with Process Versions.

Created By

The user name of the creator of the process. Not editable.

Description

Your descriptive information about the process, for documentation purposes only. Text in process descriptions is searchable.

Documentation

Documentation Fields

Local and default documentation fields to document in the process. Documentation fields are searchable. See About Process Documentation.

Documentation Field Value

Value for the assigned Documentation Field.

KPIs

KPIs for <Process Name>

Step-level KPI (Key Performance Indicator) definitions. For more information about the fields on this page and how to work with them, see About KPIs.

KPI Properties

Information used to describe a KPI: Name, Description, Unit of Measure, Associated Field, Aggregation Type, and Dimensions.

See About Step-Level KPIs.

Name

Name of the KPI.

Note:

KPI names must be unique on a given Optimize server. Designer cannot, at design time, detect all the KPI names on the target server. However, if you duplicate a KPI name in a process, generation of the process produces a warning.

Description

Description of the KPI.

Unit of Measure

How the KPI is measured.

Associated Field

Associate the KPI with actual fields in the process. Only fields that are available in the output of the step can be used.

Note:

When you associate an output field with a KPI or a dimension, Designer automatically adds the field to the Logged Fields page in the Properties view. Designer does not, however, automatically remove an output field from the Logged Fields page in the Properties view if you remove it from a KPI or dimension.

Aggregation Type

Aggregation type can be set to SUM, AVERAGE, or LAST VALUE

Dimensions

Use this area to add, delete, and manage data dimensions for a selected KPI. You can associate a field from the step output with one or more dimensions.

Note:

Dimension names must be unique on a given Optimize server. Designer cannot, at design time, detect all the dimension names on the target server. However, if you duplicate a dimension label in a process, generation of the process produces a warning.

For more information, see About KPIs.

Stages

A list of the stages created within this process model. For more information, see Working with Stages.

Add Stage

Click to add a stage.

Delete Stage

Click to delete a selected stage.

Stage Details

Configuration information about the selected stage.

Name

Name of the stage (read-only).

Description

Description (optional) of the stage.

Start Milestone

Selected start milestone for the stage.

End Milestone

Selected end milestone for the stage.

Condition

Specified condition to define a stage breach.

Stop Tracking On Breach

Stops stage processing for all remaining stages in the process instance when a stage breach occurs in this stage, and only one stage breached EDA event is emitted. Remaining stages are not tracked and will be shown as Incomplete in Monitor. The check box is cleared by default.

ARIS Model (for ARIS processes only)

ARIS Download Client

Open the model in ARIS Architect.

ARIS Process Documentation

View documentation of the ARIS process.

ARIS Connect

Open the model in ARIS Connect.