Monitoring Case Instances

This topic describes the procedure to monitor Case instances of a Case Model.

After executing a Case Model, you may want to monitor its Case instances to view the state of each activity and the status of the Case instances. For example, an activity of a Case instance may exist in different states such as Initial State or Final State whereas, a Case instance may go through different statuses such as new, in progress, aborted, suspended, resumed, terminated, or completed.

Case instance monitoring (CIM) is done to ensure that all the activities within the Case Model are acted upon by the Case workers and completed as planned. Case instance monitoring is also done while debugging to test the model and resolve errors in the model, if any.

You can view any of the following from the CIM:

• A single process from the Case Modeling environment (design time)
• A single process from the Case Model deployment environment (run time)
• Summary of multiple Case instances

To view Case instances, do one of the following:

• To view the Case instances of a single Case Model from the Case Modeling environment, do the following:
  1. Select a starting point and click (Case Model) to open an existing Case Model.
  2. Right-click on the Case Modeler and select Case Model Execution > Show Case Instances. The Instances by Case Definition window displays the Case instances of the selected Case Model.
     
     
• To view the Case instances of a single process from the Case Model deployment environment, provide the following:
  1. In My Applications palette, click Case Instance Manager ( ). The Case Instance Manager displays a view of all executed Case Models, indicating the total number and number of new Case instances for each model.
     
  2. To view the Case instances, double-click the <Case Model> for which you want to view Case instances. A graphical view of the latest Case instance for the selected Case Model is displayed in the Overview tab by default.
     
  3. To view all Case instance details, click on the Detail View tab for the selected Case Model. All Case instances for the selected Case Model are displayed. Refer to manage case instances interface for information about the fields and operations that can be performed from the Detail View tab.
     
  4. Right-click a Case instance and provide any one of the following monitoring operations, if required:
     
     • View Activity Details: Select to view Case activity details.

       Refer to Case Activities Interface for more information on the type of information that you can view.

     • View Case Data: Select to view the Case data.
       
     • Suspend Case: Select to suspend the Case instance. For example, you can suspend all Case instances which are not in 'Suspended', 'Aborted' , 'Closed' or 'Terminated' status.
       
     • Terminate Case: Select to terminate the Case instance. For example, you can terminate all Case instances, which are not in 'Aborted' , 'Closed', or 'Terminated' status.
       
     • Close Case: Select to close the Case instance. For example, you can close all Case instances which are not in 'Suspended', 'Aborted' , 'Closed', or 'Terminated' status.
       
     • View Case Error: Select to view error for the Case instance when a Case instance is in 'Aborted' status.
       
     • Resume Case: Select to resume Case instance monitoring when a Case instance is in 'Suspended' status. Alternatively, select required Case instances check box and click on the toolbar icons as needed to perform the above monitoring operations.
       
       Case instances of a Case Model are monitored.