You can use the instance list or instance table to examine individual process instances. Since instance data from the Scheer PAS components (Designer, Integration and BPaaS) are different in some respects, the instance displays also differ slightly.

The process instances are listed on the active dialog window. The heading includes a statement of the total number:

Click on an instance to select it. The instance details are shown in the sidebar:

The following process instance details are shown:

• Process Name
• Process ID
• Start Date (including time, accurate to the second)
• End Date (including time, accurate to the second)
• Process Duration (accurate to the second) 

Configuring the Instance List 

Users can configure the instance list using the buttons in the sidebar:

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To enable identification of individual instances, the process ID is always specified as a column. The second standard column is a result of the axis allocation of the analysis:

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Adapting the Column Selection

You can adapt the columns of the instance list. Use option Select Columns in the sidebar:

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In the Select Columns dialog, select the values that you want to use as a column.

The selected column contents are highlighted in color. Click Apply to adopt the selection and reconfigure the instance list.

The selected columns are added to the instance list.

You can adjust the column size by moving the tab.

You can change the column order by moving an entire tab to a new position.

Filtering the Instance List

Use option Filter in the sidebar to set a filter for the instance table:

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If you have already set a filter for the underlying analysis, this filter will also be applied initially to the instance table:

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If various measure-specific filters are used in the analysis, these are stored for the instance list:

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You can create as many filters as you wish. Filters can also be nested to any depth you require.

Save the entries to apply the filter to the instance list.

The filter is applied to the instance list.

The filter settings are shown in the sidebar.

Sorting the Instance List

You can also ssort the contents of the instance list. Click the column you want to sort by:

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The instances are sorted according to the selected column. In addition an arrow appears in the top column, indicating whether the data has been sorted in an ascending Image Removed or descending Image Removed order. Change the direction by clicking again.

Multi-level sorting is also possible. Select the column by which you wish to sort first and then click on another column while holding down the Shift key. The sorting order is identified by the corresponding numbering of the columns:

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Showing Process History

You can display the history of the selected process instance. Use option Image Removedto open it.

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The history of the process instance openes in a separate dialog.

The consecutive steps run by the instance can be retraced by reference to the BPMN chart.  

The detail view varies depending on the type of process step selected. The following details are shown:

Event

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• Event name
• Timestamp for event begin (accurate to the second)

• Name of the step
• Start (date incl. time, accurate to the second)
• End (date incl. time, accurate to the second)

• Name of the Gateway
• Name of the decision
• Timestamp for event begin (accurate to the second)

In addition to the detail view, another tab allows you to display transaction data.

Tab Transaction is shown for events and gateways.

The data shown relates to the Bridge call that executed the event or gateway.

The following data is listed:

• Type (Service Operation or P-State Transition)
• Name
• PState Class
• Transaction ID
• Timestamp
• Duration
• Status (true/false)
• Associated IO Operation table:
• Name
• Domain
• System
• Timestamp
• Duration
• Status
• Transaction ID

The Start Transaction and End Transaction tabs are shown for tasks.

The data shown relates to the Bridge call that triggered the execution of the step (start transaction) or ended it (end transaction).  

The data for Start- and End Transactions is listed as follows:

• Type (Service Operation or P-State Transition)
• Name
• PState Class
• Transaction ID
• Timestamp
• Duration
• Status (true/false)
• Associated IO Operation table:
• Name
• Domain
• System
• Timestamp
• Duration
• Status
• Transaction ID

The history of the process instance opens in a separate window.

The consecutive steps run by the instance can be retraced by reference to the chart.  

Users of Scheer PAS component BPaaS can choose between an EPC or BPMN model view.

The charts are interactive. Click on a process step to show details of the instance for this step in the right hand column of the window.   

The detail view varies depending on the type of process step selected. The following details are shown:

• Event name
• Timestamp for event begin (accurate to the second)

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• Name of the process step
• Start (date incl. time, accurate to the second)
• End (date incl. time, accurate to the second)

Gateway
(Connector)

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• Gateway (name of the process step before the decision)
• Decision (name of the process step after the decision)
• Timestamp for event begin (accurate to the second)

Exporting Instance Data

Instance data can be exported in file format. The file formats supported are

• xlsx
• csv
• ods
• html

Use Data Export in the sidebar to export instances.

In the Data Export dialog, enter the desired File Name and select the File Format for the export. The corresponding file extension is automatically added. Process name and current date are used as standard file name.

Finally, click Export to start the download.

Analyzing Process-specifc Values

It is also possible to transfer process-specific values ("custom values") ​​to Scheer PAS Process Mining. To do this the values ​​must be logged during execution and transferred to Process Mining.

Process-specific Values for Logging in Process Mining

You can evaluate process information in Process Mining, for example in order to identify problems in a process. A pre-requisite for the evaluation is that the required process information is logged and transferred to Process Mining.   

By default the following data is logged:

If you wish to expand the analysis with additional information on a process instance, you can widen the xUML service and log the values of customer specific fields (also referred to as custom fields or custom values). Each Builder model has a process tracing repository that can be used for this purpose.

Illustration: Process Tracing Repository in the Containment Tree of Magic Draw

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The process class contains three value operations which can be used to log additional values from String, Float and DateTime fields.

Example

The LoanApproval example implements a very simple credit authorization process. You can find further information on this example process in the Scheer PAS BRIDGE Documentation > A Simple Business Process.

In the Loan Approval process, additional custom fields are logged alongside the standard data:  

• Customer ID
• Credit Amount

Illustration: Logging Additional Values for Process Mining 

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The three value operations each contain four parameters:

Contains the name of the BPMN process.
This value corresponds to the name of the Persistent State Class and must be set manually (for example LoanApproval ).

Contains the Process ID.
The Process ID can be taken from the object.

Contains the name of the custom field (for example credit amount ).

This name appears in Process Mining:

• when saving an analysis during the axis allocation step.
• as a possible column in the instance table.

String
Float
DateTime

Contains the value to be logged.
This value is shown in the Key column in the instance list. The choice of Value operation is dependent on the value to be logged. Use the appropriate operation and apply the necessary parameters (String, Float or DateTime).

In Process Mining, custom values are displayed in bold:

When creating an analysis, custom values are available as selectable instance attributes for axis allocation.

You can also select custom values as possible column configurations.

Use option Select Columns in the right hand sidebar to open the list of available values.

Process-specific content, for example values from form fields, can be transferred to Process Mining and used in analyses.

It is not possible to implement the logging for custom values with the following Designer elements:

• Start Event
• Message Start event
• Timer Start Event
• End Event

Currently, log collection is only possible for services with deployment target Integration.

On the following pages you will find detailed information on the use of the instance list and the possible evaluation options for instances: