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<!DOCTYPE html>
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<title>Настроить мониторинг процесса в ELMA365</title>
<title>Track process progress</title>
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<p>С чего начать / Настроить мониторинг процесса в ELMA365</p>
<p>Getting started / Track process progress</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Настроить мониторинг процесса</span></h1>
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Track process progress</span></h1>
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<!-- Placeholder for topic body. -->
<p style="background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">После того, как вы создали свой первый процесс, можно приступить к дополнительным настройкам. Они позволят вам отслеживать текущее состояние бизнес-процесса и этапы его исполнения.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Например, для бизнес-процесса </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Согласование договора</span><span style="font-family: Inter; color: #394149;"> можно посмотреть, сколько договоров сейчас согласованы, сколько подписаны и зарегистрированы</span>.</p>
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Шаг 1. Создайте статусы</span></h2>
<p style="background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">Начните с настройки статусов договора, например, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Новый</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Согласован</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Подписан</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Зарегистрирован</span><span style="font-family: Inter; color: #394149;">.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Для этого в дизайнере процессов перейдите на вкладку </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Статусы</span><span style="font-family: Inter; color: #394149;">. Переключатель находится &nbsp;в верхнем меню</span>.</p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="tracking_process_progress-1" width="871" height="76" style="margin:0;width:871px;height:76px;border:none" src="tracking_process_progress-1.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Поставьте флажок напротив пункта </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Добавить поле &quot;Статус&quot;</span><span style="font-family: Inter; color: #394149;">, а затем введите названия статусов. Не забудьте указать, какой статус является финальным</span>.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="tracking_process_progress-2" width="779" height="563" style="margin:0;width:779px;height:563px;border:none" src="tracking_process_progress-2.png"/> </p>
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Шаг 2. Добавьте статусы в процесс</span></h2>
<p class="p_Normal" style="margin: 19px 0 0 0;">Вернитесь к схеме процесса. На панели инструментов справа, откройте вкладку <span style="font-weight: bold;">Системные элементы</span>, а затем перетащите блок <span style="font-weight: bold;">Управление статусом</span> на схему процесса.</p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="tracking_process_progress-3" width="294" height="303" style="margin:0;width:294px;height:303px;border:none" src="tracking_process_progress-3.png"/></p>
<p style="background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Разместите блок в той части процесса, где заказ должен изменить свой статус.</span><span style="font-family: Inter; font-weight: bold; color: #394149;"> </span><span style="font-family: Inter; color: #394149;">Допустим, в процессе, который мы создали ранее, добавился шаг — подписание договора. Только после этого документ уйдет на регистрацию. Поставим статусы в следующих местах процесса:</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">After creating your first process, you can configure additional settings. They let you track the current status of a business process and its progress.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">For example, for the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Contract approval</span><span style="font-family: Inter; color: #394149;"> business process, you can check how many contracts have been approved, signed and registered</span><span style="color: #394149;">.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 1. Create statuses</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">Begin with setting up statuses, for example, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;">, and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;">.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">To do this, go to the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Statuses</span><span style="font-family: Inter; color: #394149;"> tab in the process designer</span><span style="color: #394149;">. The switch is located in the top menu.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_01" width="756" height="65" style="margin:0;width:756px;height:65px;border:none" src="process_progress_01.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Add Status field</span><span style="font-family: Inter; color: #394149;"> box, then enter the status names. Do not forget to indicate the final status.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_02" width="737" height="516" style="margin:0;width:737px;height:516px;border:none" src="process_progress_02.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 2. Add statuses to the process</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Return to the process diagram. Select the </span><span style="font-weight: bold; color: #394149;">System elements</span><span style="color: #394149;"> tab on the right toolbar and drag the </span><span style="font-weight: bold; color: #394149;">Manage Status</span><span style="color: #394149;"> element onto the process diagram.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><img alt="process_progress_03" width="242" height="248" style="margin:0;width:242px;height:248px;border:none" src="process_progress_03.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Place the element on the </span><span style="color: #394149;">diagram </span><span style="font-family: Inter; color: #394149;">where the contract should change its status</span><span style="font-family: Inter; font-weight: bold; color: #394149;">. </span><span style="font-family: Inter; color: #394149;">Suppose a new step was added to the process we created earlier: </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">. The document goes to the registration only after this step is completed. Place the statuses in the following places of the process:</span></p>
<ul style="list-style-type:disc">
<li style="background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; color: #394149;">Сразу после создания — статус </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Новый</span><span style="font-family: Inter; color: #394149;">;</span></li><li style="background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; color: #394149;">После согласования — статус </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Согласован</span><span style="font-family: Inter; color: #394149;">;</span></li><li style="background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; color: #394149;">После подписания — статус </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Подписан</span><span style="font-family: Inter; color: #394149;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; color: #394149;">После задачи регистрации — статус </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Зарегистрирован</span><span style="font-family: Inter; color: #394149;">. Это будет финальный статус</span>.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="tracking_process_progress-4" width="863" height="609" style="margin:0;width:863px;height:609px;border:none" src="tracking_process_progress-4.png"/></p>
<p class="p_Normal" style="margin: 14px 0 0 0;">Перейдите в окно настроек статуса, для этого дважды нажмите на элемент на схеме. Выберите свой статус для каждого этапа. </p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="tracking_process_progress-5" width="729" height="428" style="margin:0;width:729px;height:428px;border:none" src="tracking_process_progress-5.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Сохраните и опубликуйте процесс. Теперь статусы договора будут изменяться автоматически. В зависимости от того, на каком этапе находится процесс, договор приобретет тот или иной статус</span>. </p>
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Шаг 3. Настройте канбан-представление </span></h2>
<p style="background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">В ELMA365 канбан-доска — это инструмент мониторинга бизнес-процессов. По мере выполнения бизнес-процесса заказ автоматически перемещается по доске, и вы легко можете понять, на каком именно этапе обработки он сейчас находится.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Перейдите на страницу приложения </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Договоры</span><span style="font-family: Inter; color: #394149;">. После того, как вы добавили статусы в процесс, все договоры отображаются на канбан-доске</span>. </p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="tracking_process_progress-8" width="995" height="490" style="margin:0;width:995px;height:490px;border:none" src="tracking_process_progress-8.png"/></p>
<p style="background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Каждая колонка доски соответствует определенному статусу заказа. У колонок с финальным статусом цвет фона отличается.</span></p>
<p style="background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Карточки на доске можно отображать развернутыми, чтобы просматривать текущие задачи. Для этого в правом верхнем углу нажмите на значок шестерёнки и в меню выберите пункт </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Настройка доски</span><span style="font-family: Inter; color: #394149;">. В открывшемся окне отметьте флажком опции </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Показывать задачи</span><span style="font-family: Inter; color: #394149;"> и </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Разворачивать карточку</span><span style="font-family: Inter; color: #394149;">. Здесь же можно выбрать свойства договора, которые должны быть видны на карточке, например, контрагента и ответственного.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Вот как будет выглядеть канбан-доска с такими настройками</span>:</p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="tracking_process_progress-9" width="1001" height="709" style="margin:0;width:1001px;height:709px;border:none" src="tracking_process_progress-9.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Если у задачи в бизнес-процессе заданы сроки выполнения, но сотрудник не успел закончить работу вовремя, то на карточке заказа появится красная точка, а название задачи будет подсвечено красным. Таким образом, вы сразу видите, сколько всего задач просрочено</span>.</p>
<li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;"> status after the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Start event</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approval</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Register the contract</span><span style="font-family: Inter; color: #394149;">. This is the final status</span><span style="font-weight: bold; color: #394149;">. </span></li></ul>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtTPP4" width="727" height="510" style="margin:0;width:727px;height:510px;border:none" src="httpp4.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Double-click on a status change element on the canvas to configure the settings. Choose the appropriate status for each stage.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="process_progress_04" width="738" height="415" style="margin:0;width:738px;height:415px;border:none" src="process_progress_04.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Save and publish the process. </span><span style="color: #394149;">Now the status of the contract changes automatically. Depending on what stage the process is at, the contract will take on one status or another.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 3. Set up Kanban view</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">The Kanban board in BRIX is a business process monitoring tool. </span><span style="color: #394149;">As the business process is being executed, the contract automatically moves across the board, and you can easily see exactly what stage of processing it is currently in.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Go to the </span><span style="font-weight: bold; color: #394149;">Contracts</span><span style="color: #394149;"> app page. After you have added statuses to the process, all the contracts are shown on the Kanban board.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-size: 13px; color: #000000; background-color: #ffffff;">&nbsp;</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP6" width="1330" height="460" style="margin:0;width:1330px;height:460px;border:none" src="httpp6.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Each column of the Kanban board corresponds to a specific contract status. The columns representing final statuses have a different background color.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Items on the board can be expanded to view current tasks. To do this, click the gear icon in the top right corner and select </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Board settings</span><span style="font-family: Inter; color: #394149;"> in the menu. In the provided window, check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Show tasks</span><span style="font-family: Inter; color: #394149;"> and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Expand item</span><span style="font-family: Inter; color: #394149;"> boxes. Also, here you can select other contract properties to be displayed, for example, the contractor and the user in charge.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">The image below demonstrates what a configured Kanban board may look like:</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP7" width="1335" height="534" style="margin:0;width:1335px;height:534px;border:none" src="httpp7.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">If a task in a business process has a deadline that has not been met, a red dot appears on the board item, and the task name is highlighted red. You can immediately see how many tasks are overdue.</span></p>
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