MarkView Administration > MarkView Utilities > MarkView Process Monitor > Open a configuration > Create a configuration

Create a configuration

  1. On the toolbar, click one of the following New Queue buttons.

    • New Queue Level Display: Creates a view that displays a bar graph of aggregate data (one bar for all of the work items in each queue).

    • New Queue Items Display: Creates a list of work items, showing the current queue where the work item is located, and providing links to access more work item details.

  2. Navigate to Queue Configuration > Workflows and select the workflow to monitor. By default, MarkView monitors all workflows.

    Ctrl-click or Shift-click to select multiple workflows.

  3. Click Select Queues.
  4. Navigate to Queue Configuration > Queues & Work Item Classes .
    1. On the left-hand pane, select at least one queue to monitor. You can monitor multiple queues.

      Only those queues used by the workflows you selected on the workflows page appear in the panel.

      Note To change the workflow selection, click Select Workflows.

      In the list, the queue name appears to the left of the hyphen and the queue filter to the right. The default filter, All Items, includes all available items in the queue. If you configured Sub Types, additional queues will be available by Sub Type and Organization.

      For example, in the entry Non-PO Invoice Entry - All Items, Non-PO Invoice Entry is the queue name, and All Items is the work item class for that queue.

    2. On the right-hand pane, select the work item classes to monitor.

      A workflow can have more than one authorized work item class, which enables you to monitor a subset of classes across the set of queues. By default, MarkView monitors all work item classes.

  5. When you finish, click Show Queue Levels or Show Queue Items. (The button available depends on the type of display you selected.)
    Note To change the queues and work item classes being monitored on the bar graph page, click the name or number on the horizontal axis of the graph, or click the queue label in the Legend.
  6. Click Save Configuration.

    A Configuration Details page opens.

  7. Complete the Configuration Details page with the following information.

    Setting

    Description

    Save As Existing

    Select to overwrite or modify a configuration.

    Save As New

    Select and enter a name to save the configuration as a new configuration.

    Description

    Enter text that helps identify the purpose of the configuration.

    Assign to Role

    In the list, select a role that has authorization to open or modify the configuration. The following fields establish the authorization parameters.

    Can Be Opened By

    Select who can open the configuration:

    • Public: Any MarkView Process Monitor user

    • Role: Any user assigned to the role selected in the Assign To Role field

    • User (Private): Only the user who created the configuration

    Can Be Modified By

    Select who can modify the configuration:

    • Public: Any MarkView Process Monitor user

    • Role: Any user assigned to the role selected in the Assign To Role field

    • User (Private): Only the user who created the configuration

      You cannot allow someone to modify the configuration without first granting them authorization to open the configuration.

  8. Click Save Configuration.