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Navigating Cycle

Level 2 Header

When navigating to the Monitor tab of the process, you can preview the dashboard with all existing cycles and the option to create new cycles.

  • Refresh: Updates the real-time progress of each individual instance on the dashboard.

  • Add Cycle: Creates a new cycle. The cycle details pane captures the necessary details.

  • More:

    • Export: Exports the cycle, instance, and all progress details to Excel.

    • Show/ Hide Completed: Displays or hides active or completed cycles on the dashboard.

    • Show Header: Hides the Level 2 Header for full-screen monitoring.

Cycle Details

To create and manage a cycle, we enable and capture the required details below.

Field

Purpose

Values

Process Name

Name of the Process for which the cycle is to be created.

Read-Only

Cycle Name

Name of the Process Execution Cycle to be created.

Text Field

Create Cycle for

Instances are by default created by Version and Time fields.

Member selector to choose values from.

Status

Status of the cycle.

Dropdown

(Open / Completed)

Add existing Instances

Select the list of activities to be tagged under the cycle.

Member selector to choose values from.

Insert Activities

Enables target system dates with reminders.

Checkbox

Activity Instances

Depending on the previous selection, the list of activities is displayed to choose the instance parameters.

Member selector to choose values from.

Cycle Monitor

Each cycle, once created, can be tracked and monitored with detailed real-time progress. User collaboration, monitoring, and audit information are transparently available on the dashboard for business admins in Financial Planning and Close & Consolidation. When an instance is selected, the detailed dashboard displays the following fields:

Field

Purpose

Values

Instance ID

User instances created and deployed based on the selected instance field members.

Instance field members.

Status

Status of each instance member.

Open, Submit, Approve

Due Date

Target date defined for the activity instance.

Target date

Updated at

Last updated timestamp for the activity instance.

Time stamp

Updated by

Last updated user email ID.

Uuser email

Performer

List of performers for the activity instance.

Users/roles

Reviewer

List of reviewers for the activity instance.

Users/roles

Finally, each cycle can be marked as completed once all the activity instances are completed and approved, using the Completed button at the header of the cycle pane.

Note: Once a cycle is completed, it will be moved to the Completed Cycles view, which can be accessed using the Show/Hide Completed Cycle option.

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