This page applies to business users. It describes how to collaborate on an investigation of a process.
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.
To view a saved investigation:
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.
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. |
|
Create a new insight that uses the existing insight's findings. |
|
Tip: To return to the saved investigation page without saving the new insight, click the investigation name in the header.
To rename a saved investigation:
To delete a saved investigation:
To view a saved insight:
To rename a saved insight:
By default, Process HQ calculates potential savings based on:
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:
Click EDIT next to the Potential Savings label. The Potential Savings Calculation dialog displays.
For example:
Configure the following properties:
Property |
Action |
---|---|
Target Duration |
|
Unit of Time |
Specify the unit of time to use when displaying potential savings. By default, this property is set to |
Timeframe |
Specify the timeframe to use when calculating potential savings. By default, this property is set to |
Realization Rate |
Adjust potential savings realization rate to a percentage your team can realistically achieve. |
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:
In the comment box, enter new text or edit existing text.
To delete an insight:
Collaborate on an Investigation