Jobs and metrics

Every time you run a workflow in Itential Platform, a corresponding job is created. A job is an instance of a workflow, along with its runtime data, that is in some state of execution on the platform: running, paused, canceled, or completed. Knowing how to manage jobs is essential to successful workflow execution, and Operations Manager serves as your job management hub.

This page covers:

  • How to use the Jobs table to monitor job status and perform job actions.
  • How to use job visualizations, also known as the Job Details view, to view job properties, interact with a job’s tasks, and troubleshoot job errors.

Jobs table

Operations Manager displays all available jobs in a table view. The Jobs table can be used to monitor job status and perform basic job management actions, such as pausing, watching, canceling, or deleting jobs. It is present in two locations:

  • The Operations Manager dashboard.
  • The Jobs page, accessible from the side navigation menu.

The functionality of the Jobs table is the same in both locations.

Operations Manager dashboard

Jobs page

Opening the Jobs page may pre-apply a filter to the Jobs table, depending on which link you select from the side navigation menu. For example, selecting All Jobs displays an unfiltered Jobs table, while selecting Errored Jobs lists only jobs in an error state.

Version differences

Job deletion was introduced in version 2023.1.18 of Itential Platform and is unavailable in earlier versions.

The Jobs table is comprised of the following elements:

LabelUI elementFunction
1ToolbarFrom left to right: Pause selected jobs, Cancel selected jobs, Watch selected jobs, Clear any filters applied to the Jobs table, Delete selected jobs, and a toggle to filter the Jobs table to show only watched jobs. See the notes below for important details about pausing and deleting jobs.
2Filter Column VisibilitySelect which optional columns to display in the Jobs table. The Job Type column was introduced in version 2023.1.18 of Itential Platform.
3Filter ControlsTailor your view of the Jobs table based on specific criteria (job name, job status, job type, etc.).
4Menu ButtonOpens a context menu of job management actions, including the View option, which opens the job’s visualization.
5Job ListView and manage your available jobs. Select jobs from the list to target them with toolbar actions. Click the job name, description, or identifier to open its visualization.
6Pagination ControlsSet the number of jobs displayed on each table page and cycle through pages.

Pausing jobs

Actively running tasks will finish execution even if their containing job is paused. If an actively running task is the final task in a job, the job will complete as normal after task execution. The main exception is the childJob task, which pauses execution in step with its containing job.

Deleting jobs

Only completed or canceled jobs can be deleted.

Deleting parent jobs

Deleting a parent job also deletes all of its children. This is the only way that child jobs can be deleted.

Jobs table

Job visualizations

The Jobs table is useful for checking job status at a glance and performing quick management actions, but it does not provide the in-depth tooling needed for more detailed job operations. In those situations, open a job’s visualization, also known as the Job Details view. This interactive diagram of your job allows you to perform advanced management actions such as viewing job properties, interacting with job tasks, and troubleshooting job errors.

Job visualizations are comprised of the following elements:

LabelUI elementFunction
1Workflow DiagramCanvas view of the associated workflow in a job. Tasks are appended with status icons tracking the progress of job execution.
2Error HistoryView information about any errors your job has encountered.
3Status IndicatorDetermine the overall status of your job.
4Menu ButtonOpens a context menu. Relevant actions are displayed based on the job’s current state.
5Job Properties PanelView advanced information about your job as a whole.
6Job Details PanelView advanced information about and interact with your job’s tasks.
Job visualization

View job properties

The Job Properties panel, on the right-hand side of the visualization, displays runtime information about your job organized into two tabs:

  • The Details tab displays a job’s details, such as its identifier, description, start date, and associated workflow.
  • The Job Variables tab displays the runtime values of any job variables present.

Click the desired tab to view its information.

Job Properties panel — Details tab and Job Variables tab

Prior to version 2023.1 of Itential Platform, multiple types of workflows could be created in Studio. Because each workflow type has a unique feature set, the contents of the Job Properties panel can differ depending on which type of workflow is associated with the job.

Job Details

The Job Details panel, at the bottom of the visualization, serves as a control panel for viewing and managing your job’s tasks. It is presented in a table format similar to the Jobs table:

LabelUI elementFunction
1ToolbarFrom left to right: clear any filters applied to the Job Details table; select which optional columns to display; or filter the Job Details table to show only actionable tasks.
2Start Auto-WorkEnable the Auto-Work feature. If Auto-Work is already enabled, this button is labeled Stop Auto-Work.
3Filter ControlsTailor your view of the Job Details table using filters.
4Menu ButtonOpens a context menu. Relevant actions are displayed based on the task’s current state.
5Task ListView and manage available tasks.
6Pagination ControlsSet the number of tasks displayed on each table page and cycle through pages.
Job Details table

Task interactions

View task information

The Task Properties panel provides information about the individual tasks that compose your job, in much the same way as the Job Properties panel does for the job as a whole.

1

Open the Task Properties panel

Locate the desired task in the Job Details table and click the View button at the end of the relevant table row. The Job Properties panel transforms into the Task Properties panel.

2

Review task information

The Task Properties panel organizes information into three tabs:

  • Actions — Actions that can be performed on the selected task, such as working or retrying it.
  • Variables — Job variables related to the selected task.
  • Details — The task’s details, such as status, name, and description.

Click the desired tab to view its information.

3

Return to Job Properties

When finished, click the Back to Job Properties button in the top-left corner of the Task Properties panel.

Task Properties panel — Actions tab, Variables tab, and Details tab

Interact with actionable tasks

You can interact with any actionable tasks present in your job directly from the Job Details table:

1

Locate the task

Find the desired task in the Job Details table.

2

Open the context menu

Click the menu button at the end of the relevant table row.

3

Take action

Click Work or Retry from the context menu, depending on which type of actionable task you are interacting with.

Auto-Work

To interact with actionable tasks automatically as your job progresses, enable the Auto-Work feature by either:

  • Clicking the Auto-Work button in the top-right corner of the Job Details panel.
  • Appending ?autoWork=true to the URL of a running job. This is useful for inserting links in automated communications such as emails and alerts.

Auto-Work executes until it exhausts all actionable tasks or you click Stop Auto-Work. It is disabled prematurely if you navigate away from the Job Details page, including by opening other jobs.

Revert tasks

While your job is in a paused or errored state, you can use the Revert button of any successfully completed task — accessible via its context menu or Task Properties panel — to re-run the job from that task forward. This allows you to re-attempt a portion of job execution to fix task errors, such as incorrect manual task inputs or remote service timeouts, that might otherwise result in job failure.

View job errors

As your job executes, Operations Manager continuously monitors the status of its component tasks and records any errors that occur. These errors are cataloged in the Job Errors table, accessible by clicking the Error History button near the top-right corner of the visualization.

To copy information from the table to your clipboard, hover over the relevant table field and click the Copy to Clipboard icon that appears.

Job Errors table

Task errors are also displayed in the Task Properties panel. In such cases, the Actions tab is replaced by the Error tab.

Error tab in the Task Properties panel

Job metrics

Job Metrics is a hub for analyzing time savings and performance statistics for automations. To access it from Operations Manager, click the Job Metrics icon in the icon bar at the top left.

Operations Manager home page showing the Job Metrics icon

Job Metrics overview

Job Metrics Overview is the entry point into Job Metrics. From here you can browse previously run workflows and view basic metrics, open detailed metrics for each workflow, or open them in Studio.

Job Metrics Overview
LabelControlDescription
1Search BarSearch for a workflow by name.
2Job Window FilterFilter workflows and their metrics by a run window in the past week, past month, or other specified time.
3Pie Chart Metric DropdownChoose which metric is displayed in the pie chart.
4Column SortingClick a column header (Workflow, Jobs Run, Time Saved) to sort workflow results by that column.
5Action IconsClick the View icon (eye) to view job metric details. Click the Edit icon (pencil) to open the workflow in Studio.
6PaginationShows the total number of pages and sets how many workflows to display per page.

Job metric details

The Job Metric Details dialog shows detailed metrics data for an individual workflow, including specific time savings and performance metrics. You can also view performance data on individual tasks within the workflow.

Job Metric Details
LabelControlDescription
1Back to OverviewReturn to the Job Metrics Overview dialog.
2Job Window FilterFilter workflow metrics by a run window in the past week, past month, or other specified time.
3Chart Task TypeFilter the tasks displayed in the Task Breakdown chart to a specific task type (for example, automatic or manual).
4Chart Result TypeFilter the task data in the Task Breakdown chart to task runs with a given result (for example, success, error, or failure).
5Chart Data TypeChange the y-axis data in the Task Breakdown chart between average runtimes and total runtimes.

Set up savings metrics

To track metrics such as time saved and SLA target percentage, some additional input is required for each workflow.

Savings metrics fields
1

Open the workflow in Studio

Open Studio and open the workflow you want to track savings metrics for.

2

Open Workflow Settings

Click the Edit details option from the menu (⋮) in the top-right corner. The Workflow Settings dialog opens.

3

Set savings fields and save

Set the Pre-Automation Time and SLA Per Workflow fields using the time wheel and click Save.

Metric fields in Workflow Settings
Metric fieldDescription
Pre-Automation TimeThe time it would take to perform and complete the workflow’s work without Itential Platform. For example, how long it would take a technician to manually upgrade a router.
SLA Per WorkflowThe maximum time the workflow should reasonably take to complete.
  • Actionable tasks — Definition of actionable tasks and detailed instructions on how to work them.