|This content applies solely to Process Mining, which must be purchased separately from the Appian base platform.|
This page describes process scorecards and how to use them in Process Mining.
Process scorecards allow you to track, analyze, and share performance trend summaries for multiple processes. Scorecards automatically assign processes both a score and corresponding status to let you know at a glance how they are performing against expectations.
Process scorecards are a great way to report on performance trends and health for your mined processes. Each scorecard is a high-level overview of how your processes are performing against case duration key performance indicators (KPIs). The custom performance objectives that you configure are the basis for automatic scores that are given to each process. You can view these scores as an average or as a historical trend over a configured time frame.
Once you've created a scorecard, you can then easily share it with key stakeholders and managers to summarize performance trends for your mined processes.
The score is the percentage of cases that are within the case duration threshold and time frame that you configure. Case duration is the amount of time a process instance or case takes to complete from the first activity through the last activity.
The status is determined by the percentage of cases that fall within boundaries you configure, and this indicates whether action is necessary to resolve performance issues. You can configure these boundaries independently for each process.
The following table indicates the default statuses and corresponding boundary ranges:
|Status||Score Boundary (Default)|
|Good||Greater than or equal to 80%|
|Needs Attention||From 79% through 41%|
|Critical||Less than or equal to 40%|
When you sign in to Process Mining, you can choose to either analyze a single process or score multiple processes with process scorecards.
To view process scorecards:
You can access the Process Scorecard page at any other time by clicking Process Scorecard Management from the side menu bar.
Scorecards that you've created display in Your Scorecards, and scorecards that are shared with you display in Shared Scorecards. To view a scorecard, click the scorecard name.
By default, only five scorecards display in each section. If you want to view more scorecards, change the Items per page or click Previous page/Next page to scroll through the pages. If your list of scorecards is long, you can search for a scorecard name in the Search field.
Columns in each section correspond with the following:
You can click any of these column headings to sort the list of scorecards.
Rows in Your Scorecards display the Context Menu icon. Click the Context Menu icon to select from the following options:
Process scorecards allow you to view and share performance trends for multiple processes.
To create a process scorecard:
Select one or more event logs that correspond to the processes you want to track. If there are many logs, you can refine the list with the Search field.
Appian recommends adding no more than 10 logs to a single scorecard for readability and performance.
1in y and
6in mo is a threshold of
1.5years. Your thresholds can be precise down to the millisecond (ms). See How are processes scored? for more information.
You can temporarily edit the time frame, view, and grouping for the scorecard at any time from the configuration pane for exploratory purposes. To make permanent changes, click ADJUST CONFIGURATION and edit the scorecard's details.
To edit an existing scorecard:
While you are viewing an existing scorecard, you can edit it from the configuration pane by clicking ADJUST CONFIGURATION.
Sharing process scorecards is a great way to report high-level overviews of process performance to managers or other process stakeholders.
Make sure that the users you share a scorecard with have access to the underlying event logs. Otherwise, they won't see all of the information in the scorecard.
To share a scorecard:
You can share your own scorecards, but you can't share scorecards that were shared with you.
While you are viewing an existing scorecard, you can share it by clicking SHARE SCORECARD To stop sharing a scorecard, click UNSHARE SCORECARD.
To delete a scorecard:
If you select Delete, the scorecard will delete without warning. Once you've deleted a scorecard, you cannot restore it.
A process scorecard groups one or more processes into a single performance summary including each process's name, score, status, and view. You can edit the time frame, view, and grouping from the configuration pane to analyze your scorecard in different ways. These options allow you to explore your data and won't update the scorecard's permanent configuration:
If you are the owner of the scorecard, you can copy changes you make from the configuration pane to the scorecard configuration by clicking ADJUST CONFIGURATION. You need to edit the scorecard details through the wizard to make permanent changes.
You can visualize a process's score over time with either a Graph or Metrics view.
The Graph view is enabled by default. This view is particularly helpful for identifying trends in your processes.
When you want to dig into more details, you can switch to the Metrics view. This view makes it easier to see the process scores and average case duration for each period of the selected time frame. For example, if you group by
Month, the scorecard displays the specific scores and average case durations that apply to each individual month.
A case applies to the time period in which it starts, even if it ends in a later time period. For example, if a case starts in January and ends in February, its data will display in January only.
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