Saved Investigation Page [Process Insights]

Saved Investigation Page

This page applies to business users. It describes what actions can be performed in a saved investigation.

Overview

The saved investigation page allows you and any collaborators to view and interact with the insights from an investigation.

To access a saved investigation page, go to the INVESTIGATIONS tab of a process view, then click the investigation you want to view.

You can change a saved investigation in the following ways:

Task	Available?
Rename the investigation.	Yes
Change the date range set for the investigation.	No
Edit the filters of the view in which the investigation is based.	Yes
Continue the investigation by creating or editing insights in the investigation.	Yes
Delete the investigation.	Yes

Elements

The following image highlights the elements of a saved investigation page:

images/process_insights/saved-investigation-page.png

#	Element	Actions Available
1	Navigation bar	View the Process HQ overview page, the Process Insights page, the Data Catalog page, or the Data Governance page. Switch to another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Breadcrumbs	Navigate to the Process Insights page or the process view page.
3	Investigation header	View information about the investigation, including: Reduce Cycle Time for <Process Name>: Default title of the investigation. You can edit this name when you save an insight. Time Range: The date range for the investigation. Cases: The total number of cases in the investigation. Duration (Average): The average duration of cases in the investigation. Filters: The filters that define the view where you started the investigation.
4	Insights list	Click on an insight to view the insight summary.
5	Insight details	Review the findings included in the insight. By default, the last finding added to the insight displays. To view all findings in the insight, click Show All. Review metrics for the insight: Cases: A count of total cases affected by the findings in the insight. Occurrences: A count of how many times the sequence selected in the insight occurs in the affected cases. Duration (Average): The average duration of cases affected by the insight. View data visualizations for the insight: Duration Comparison Duration Distribution Duration Trend View a list of cases affected by the insight. View the process diagram for cases affected by the insight. Continue the investigation. Rename the selected insight. Adjust the potential savings calculation for the selected insight. Add comments to the selected insight. Delete the selected insight.

Saved Investigation Page