RegoXchange
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • This tech-trick details the steps to convert an ad-hoc view to a report.
  • Today's workforce is more diverse than ever, and a "one size fits all" approach to leadership is seldom effective. A remote/hybrid workforce presents unique challenges, and teams often represent many different generations each with unique characteristics and needs. Even if you are not in a formal leadership position, we all are responsible for reflecting leadership skills and traits that encourage a collaborative spirit where everyone can bring the best version of themselves to their efforts. We'll offer some insights and opportunities that will help you and your teams to thrive.
  • A presentation slide deck from Rego University 2022.   The document reviews the process to follow post tool implementation.
    • Typical Post-Implementation / Operational Challenges
    • Aspirations for and Outcomes of a High Performing Ownership Team
    • Model Solution:
    • Roles and Responsibilities
    • Intake, Triage, and Delivery Process
    • Clarity Board-Based Solution
  • JasperSoft as two font databases – one for display and one for pdf exporting. Not all fonts in the display database are in the exporting database. If you find you are not getting the proper fonts when exporting to PDF from JasperSoft this tech trick will show you how to add the missing font so your report exports as expected.
  • This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets.
  • This tip with show you the html needed to add a JasperSoft report to a CA PPM HTML portlet.
  • A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience.  A group is a collection of users that require the same set of access rights.  Access rights (Global, OBS, Instance) can be added to a group.
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