This page applies to business users. This page describes what actions are available during an active investigation.
In Process HQ, the active investigation page lets you take a closer look into specific patterns and issues in your workflow, so you can uncover insights that lead to process improvements.
To access this page, start an investigation or continue a saved investigation.
The following image highlights the elements of the active investigation page:
# |
Element |
Actions Available |
---|---|---|
1 |
Navigation bar |
|
2 |
Breadcrumbs |
Navigate to the Process Insights page or the process view page associated with the investigation. |
3 |
Investigation header |
|
4 |
Process diagram |
Review a process diagram constructed only from cases in the investigation. The elements of this process diagram update to reflect the choices you make while building an insight. |
5 |
Reference duration |
Review a key performance indicator (KPI) focused on the average duration of cases in this process view. Process insights calculates potential savings by comparing the duration of the cases you're investigating against this average duration. The KPI also includes a trend chart representing changes in the average duration over the date range of the investigation. |
6 |
Investigation pane |
Review and interact with process data. As you conduct an investigation, this pane allows you to:
|
7 |
Insight pane |
Track important findings in a tree format and view the cumulative effect of those findings on your potential savings. See the description for a full list of actions. |
When you start investigating an attribute, you'll see a list of attribute values associated with longer case durations. Attribute values that have the highest potential savings are listed at the top.
Each item in the list includes the following elements:
# |
Element |
Description |
---|---|---|
1 |
Value |
The attribute value. For example, for an attribute named Country, this value would be the name of an individual country, like Spain. |
2 |
Name |
The attribute name. For example, Country. |
3 |
Difference |
How much slower the average duration of cases with this attribute value is than the average duration of cases without this attribute value in this investigation. |
4 |
Case count |
The number of cases with this attribute value in this investigation. |
5 |
Potential savings |
The potential annual savings that Process HQ has calculated for cases with this attribute value. This number represents the time you could recover each year if you could make the average duration of cases with this attribute value match the average duration of cases in this investigation without the attribute value. |
When you're investigating attributes, you'll see the attribute value list by default, which displays only those attributes that are associated with the longest case durations. You can switch to a list of all attributes, however. This list can be useful if you already have an idea of an attribute you need to look into.
To view a list of all attributes of the process, click Browse All at the end of the list. The All Attributes list displays.
For example:
This table includes the following columns:
Column |
Description |
---|---|
Attribute |
The name of the attribute, and a count of the unique values for that attribute. Click an attribute to view the Duration Comparison for the attribute's values. |
Attribute Values |
A list of values for that attribute in the cases in the investigation. The SUGGESTED tag displays next to attribute values associated with the longest case durations. Click an attribute value to view the attribute value details. |
When you click on an attribute value in the attribute value list or all attributes list, Process HQ displays details of its analysis of that attribute value.
For example:
Attribute value details include the following elements:
Metrics: Relevant statistics for this attribute value:
Metric |
Description |
---|---|
Cases in investigation |
The total number of cases with this attribute value in this investigation, along with the percentage of total cases in the investigation that those cases represent. |
Duration (Average) |
The average duration of cases with this attribute value in this investigation. |
When you switch to investigating parts of a process, you'll be presented with a list of the sequences, repetitions, and activities that occur in the cases you're investigating. Those parts of the process that are associated with the longest durations appear at the top of the list.
Each item in the list includes the following elements:
# |
Element |
Description |
---|---|---|
1 |
Name |
The name of this part of the process. For activities, this element displays as a single name. For sequences and repetitions, this element displays in the following format: <start activity> <end activity>. |
2 |
Duration |
How long (on average) this part of the process takes when it occurs in the cases you're investigating. |
3 |
Potential savings |
The potential annual savings that Process HQ has calculated for occurrences of this part of the process. This number represents the time you could recover each year if you improve the average duration of this part of the process. Learn more about the potential savings calculation. |
4 |
Occurrence count |
A count of how often this part of the process occurs in the investigation. |
5 |
Part |
A tag identifying the part of the process. Values include: |
6 |
Percent of total cases |
A bar graph showing what percent of total cases in the investigation are represented by cases that include the process part. |
To view the details of Process HQ's analysis of each part of a process, click that process part in the following locations:
Location |
Sequence |
Repetition |
Activity |
---|---|---|---|
In the process diagram on the Summary tab of a process view |
|||
In the process parts list of an active investigation |
For example:
Process part details include the following elements:
Metrics: Relevant statistics for this part of the process:
Metric |
Description |
---|---|
Cases |
The total number of cases that include this part, along with the percentage of cases in this investigation that those cases represent. |
Occurrences |
The total number of times the part occurs in the cases you're investigating. |
Avg. Occurrences |
The average number of times the part occurs in each case you're investigating. |
Duration (Average) |
The average duration of this part when it occurs in the cases you're investigating. |
Total Duration |
The total duration of all occurrences of this part in the cases you're investigating. |
The following sections describe the visualizations included in attribute value details and process part details.
The elements in this visualization vary depending on whether you're investigating an attribute value or process part.
If you're investigating an attribute value, this chart compares the selected attribute value to other values of the attribute in the current investigation.
For example:
This table contains the following columns:
Column |
Description |
---|---|
Attribute |
An attribute value. |
Duration |
The average duration for cases in this investigation with this attribute value. |
Difference |
The difference between the average duration of cases with this attribute value and the average duration of cases with all other values of this attribute. |
Volume |
The percentage of total cases in the investigation that have this attribute value. Hover to see case counts. |
If you're investigating a sequence or repetition, this chart compares the sequence or repetition to other sequences in the current investigation. If you're investigating an activity, this chart compares the activity to other activities in the current investigation.
For example:
This table contains the following columns:
Column |
Description |
---|---|
Sequence / Value |
The name of this part of the process. For activities, this appears as a single name. For sequences and repetitions, this appears in the following format: <start activity> <end activity>. |
Total Duration |
The total duration of all occurrences of this sequence or repetition in cases in this investigation. This column is not present for activities. |
Duration |
The average duration of the process part in the cases you're investigating. |
Difference |
The difference between the average duration of this process part and the average duration of other process parts in the current investigation. |
Volume |
The percentage of occurrences of the process part in this insight. Hover to see the occurrence counts. |
The elements in this visualization vary depending on whether you're investigating an attribute value or a process part.
If you're investigating an attribute value, this chart displays how long cases with this attribute take on average (Duration) in relation to the number of cases with the attribute value (Case Count).
You can use this chart to identify the duration with the most amount of cases, so you can investigate further.
For example:
If you're investigating a process part, this chart displays how long occurrences of the process part take on average (Duration) in relation to how many times the process part occurs (Occurrence Count).
You can use this chart to identify the duration with the highest number of occurrences, so you can investigate further.
For example:
The elements in this visualization vary depending on whether you're investigating an attribute value or a process part.
If you're investigating an attribute value, this chart displays how long cases with the attribute value have taken over time (Duration) in relation to the number of cases with the attribute value (Volume (cases)).
You can use this chart to identify increases in case duration over time, so you can further investigate other attributes associated with those specific dates.
For example:
When evaluating this chart, keep in mind the following:
If you're investigating a process part, this chart displays how long occurrences of the process part have taken over time (Duration) in relation to how many times the process part occurs (Volume (occurrences)).
You can use this chart to identify increases in durations over time, so you can further investigate other attributes associated with those specific dates.
For example:
This list displays all cases with the selected attribute value or process part.
For example:
This section contains the following elements:
# |
Element |
Actions Available |
---|---|---|
1 |
Case list |
|
2 |
Case details pane |
Review details about the selected case:
|
As you add findings to your insight, you can use the steps below to continue your investigation:
Step |
Description |
---|---|
Continue Investigating |
Click this step to review additional findings that may be slowing down the cases in your insight. |
Save New Insight |
Click this step to save the current findings as a new insight. Insights with 2 to 3 findings usually have the right level of detail to discuss with your team. |
As you add individual findings to an insight, the Insight pane displays those findings in a hierarchical format to represent the cumulative filtering of cases in the insight.
The following image highlights the elements of the Insight pane:
# |
Element |
Actions Available |
---|---|---|
1 |
Header |
|
2 |
Findings section |
|
3 |
Potential Savings section |
View the potential savings calculated for the combined findings in the insight. |
Active Investigation Page