Collaborate on an Investigation

This page applies to business users. It describes how to collaborate on an investigation of a process.

Overview

In a saved investigation, you can present the insights you've uncovered to your colleagues. They can then comment on your insights or create new insights based on yours to continue the investigation as needed.

Any user with Viewer or Analyst permissions for the process can collaborate on a saved investigation and its insights.

View a saved investigation

To view a saved investigation:

1. In a process view, go to the INVESTIGATIONS tab. The saved investigations list displays.

   By default, this list displays saved investigations in the current view only, and sorts them by date modified from newest to oldest. You can also sort by oldest to newest, or you can switch to a list of all investigations associated with the process.
   
   

2. (Optional) Search for a saved investigation by entering the name of an investigation in the Search box. The results of your search replace the current investigations list.
   
   
3. In the list, click the investigation you want to view. The saved investigation page.

Continue a saved investigation

You and your collaborators can add new insights to an existing investigation by continuing the investigation.

To continue a saved investigation, do either of the following:

Task	Actions
Create a new insight that uses the investigation filters.	View the insight you want to base the new insight on. In the header of the insight pane, click CREATE INSIGHT. The active investigation page displays with the attribute values list active. The new insight automatically uses the date range from the investigation. Start reviewing findings to build a new insight.
Create a new insight that uses the existing insight's findings.	View the insight you want to base the new insight on. Click the menu next to the insight name. Click Continue Investigating. The active investigation page displays. The insight pane already includes the findings from the original insight, and the investigation pane displays possible next steps you can take to continue the investigation.

Rename a saved investigation

To rename a saved investigation:

1. In a process view, go to the INVESTIGATIONS tab.
2. Click the menu for the investigation you want to rename. The Rename Investigation dialog displays.
3. For Name, enter a new name for the investigation.
4. Click RENAME.

Delete a saved investigation

To delete a saved investigation:

1. In a process view, go to the INVESTIGATIONS tab.
2. Click the menu for the investigation you want to delete.
3. Click DELETE to confirm the deletion.

View a saved insight

To view a saved insight:

1. View a saved investigation.
2. In the list of insights, click the insight you want to view. The insight details appear in the insight pane.

Rename a saved insight

To rename a saved insight:

1. View the insight.
2. Click the icon next to the insight name. A text box replaces the insight name.
3. In the text box, enter a new name.
4. Click SAVE next to the name.

Adjust the potential savings calculation

By default, Process HQ calculates potential savings based on:

• The average duration of cases or sequence occurrences you're investigating (displayed in days).
• A projected improvement rate over a year. For attribute values, this rate is projected as 100%. For sequences, this rate is projected as 25%.

With your knowledge of the business context, you might want to recalibrate those calculations slightly—setting an expected duration that's more ambitious than the average duration, or setting an improvement percentage that is more realistic and reachable. Or perhaps your process involves events that make more sense in the context of minutes and hours, rather than days and years.

Process HQ allows you to make these adjustments directly in the insight, so you can run a lightweight simulation of the potential savings you could actually achieve.

To adjust the potential savings calculation:

1. View a saved insight.

2. Click EDIT next to the Potential Savings label. The Potential Savings Calculation dialog displays.

   For example:

   

   

3. Configure the following properties:

   Property	Action
   Target Duration	To use a contextualized target duration, select an option that excludes the most recent attribute finding. To use the average duration of cases in this investigation, select an option that includes the most recent attribute finding.
   Unit of Time	Specify the unit of time to use when displaying potential savings. By default, this property is set to Day.
   Timeframe	Specify the timeframe to use when calculating potential savings. By default, this property is set to Year.
   Realization Rate	Adjust potential savings realization rate to a percentage your team can realistically achieve.

4. Click SAVE.

Add a comment to a saved insight

The Comment field in each insight allows you and collaborators to communicate about the selected insight. You and your colleagues can use this field to ask questions, add context, or update others on the status of a finding.

To post a comment to an insight:

1. View the insight.
2. In the insight pane, click EDIT above the comment box.

3. In the comment box, enter new text or edit existing text.

   

   

4. Click SAVE.

Delete a saved insight

To delete an insight:

1. View the insight.
2. Click the menu next to the insight name.
3. Click Delete.
4. Click DELETE to confirm the deletion.

Feedback