Managing the Dashboard - Background Processes

In this article we will define what the background processes function is on the dashboard at the upper right hand corner.  We will also go over how to access it and view background processes. 

• What is a Background Process?
• How to View Background Processes

What is a Background Process?

Very simply put, a background process is a process that takes a long time to run or complete. 

For example: you run a report with a large amount of data that will take 5 minutes to download, or you are creating multiple weeks; the system will recognize this and put the report in the background processes to allow you to navigate the portal while the process completes. 

How to View Background Processes

To view a background process:

1. Click the background processes settings gear icon.

The Background Processes pop up window for a quick view of any processes currently running will display. 

If no current processes are displayed as running in the background you can click on the blue See all Processes button at the bottom right hand corner of the pop up window.

This will take you to the My Background Processes page and allow you to search and filter by Complete and Pending in the Is Complete section. 

You can click on a process to view the Module, a Description, when its Start time, its Progress and Status.