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Process Monitor

Process Monitor allows you to quickly create a report based on a template showing the data entered. These reports can be ran on the fly right within Agreement Express and can be filtered to find exactly what you're looking for. This function requires a security profile to be assigned to your account. For assistance enabling this security profile please contact Recombo Support here.

Creating a Process Monitor

In the Template Manager select the template you would like to create the process monitor on and click

at the bottom of the screen. A new tab opens displaying a list of fields on the template. The template name will be shown at the top of the tab.



Monitior Name: name of process monitor
Data grid page size: number of agreements displayed per page
Track contracts: allows you to toggle tracking of agreements on and off
Monitor is public: allows you to share the process monitor with others in the company

The list of fields is divided into four columns:
Order: shows which fields are included in the process monitor
Field Name: name of the fields found on the template
Header Name: configurable name that appears as a header
Align: sets where the data will appear in the column

To choose which fields to include, click under the Order column to select the order in which fields will appear from left to right. Fields with no Order Number will not be included in the report. The Header name can be changed but by default shows the field name. You can also choose how to align the data in each field by choosing from the drop-down.

Once you are done, click on to create the process monitor. By default, no agreements published from the template before the Process Monitor was created are included. Previous agreements can be included by clicking on once you have created the process monitor. This can also be done at a later time by editing the process monitor. Only one process monitor can be attached to a template at a time. Creating a new one will automatically delete the old one even if they have been named differently.

Viewing a Process Monitor

Open the Monitor slider on the left and select a process monitor from the drop-down. The results will display, showing the status of the agreement and the ID number as well as your selected fields. Clicking on a line will display information and a preview of the agreement.

Under the Monitor slider you can see a list of fields you have included in the process monitor. Click on the plus sign to view the rest of the fields on the template however you can only search for fields included in the process monitor.  By default searches are for exact values. To search for partial values, add ‘%’ before and/or after your search word(s). For instance, to search for all names starting with ‘mic’ you would enter ‘mic%’

Mass Approve can be used with Process Monitor (security profile required) to let you see client data without opening each agreement before approving. To use, simply select the agreements and click on
at the bottom.

Editing a Process Monitor

Open the Monitor slider, select the process monitor from the drop-down and click on edit. You will be brought to the setup screen. Once you have made your changes click on save to update the Process Monitor. These changes will automatically be reflected on the existing process monitor.

Deleting a Process Monitor

Open the Monitor slider, select the process monitor and click on delete. Select yes on the confirmation window. The tab showing the process monitor will then disappear.