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. A list of saved investigations displays.
For example:
By default, this tab lists 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.
(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.
In the list, click the investigation you want to view. The saved investigation page displays.
For example:
You and your collaborators can add new insights to an existing investigation by continuing the investigation.
You can continue a saved investigation in either of the following ways:
Tip: To return to the saved investigation page without saving the new insight, click the investigation name in the header.
You can use the filters from the existing investigation to create a new insight within that investigation.
To create an insight that uses the existing investigation filters:
View the saved investigation where you want to add the new insight.
In the header of the INSIGHTS list, click ADD TO 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.
You can use the filters from an existing insight to create a new insight within the same investigation.
To create an insight that uses the existing insight filters:
Select 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.
To rename a saved investigation:
Select Rename.
For example:
The Rename Investigation dialog displays.
For example:
To delete a saved investigation:
Select Delete.
For example:
The Delete Investigation dialog displays.
For example:
To view a saved insight:
In the list of insights, click the insight you want to view. The insight details page appears.
For example:
To rename a saved insight:
Select Rename.
For example:
A Rename Insight dialog displays.
For example:
By default, Process HQ calculates potential savings based on:
A projected improvement rate over a year, as follows:
Investigation Target |
Projected Rate |
Why |
|---|---|---|
Attribute value |
100% |
Typically, an attribute value represents a condition your business can change. |
Repetition |
100% |
Typically, a repetition can be eliminated entirely from a process. |
Sequence or activity |
25% |
The duration of a sequence or activity is more likely to reflect expected or unchangeable business conditions. |
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:
Select Edit Potential Savings. 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. Possible values include:
|
Timeframe |
Specify the timeframe to use when calculating potential savings.
|
Realization Rate |
Adjust the potential savings realization rate to a percentage your team can realistically achieve. If you set this value to `0`, the system uses the default projected improvement rates. |
As you and your colleagues are working together to validate and socialize insights into your processes, you'll often want to ask questions, add context, or document updates on the status of a finding. You and your collaborators can communicate about an insight using the commenting capability available in each insight.
To view existing comments, simply view the saved insight.
To post a comment to an insight:
Place your cursor in the empty comment box that displays at the top of the COMMENTS pane.
Your initials display automatically next to the comment box. For example, this comment box displays initials for a user named Phillip Sanchez:
A rich-text toolbar and action buttons display with the comment box.
In the comment box, enter the text of your comment. You can enter up to 4,000 characters.
You can take advantage of the rich text formatting as you enter your text, and add links to external resources.
For example:
You can only delete your own comments.
When you delete a comment, the system removes the content of the comment, but retains the comment structure as a placeholder to avoid confusion and ensure thread continuity.
To delete a comment from a saved insight:
In the COMMENTS pane, click the three-dot menu for the comment you want to delete.
For example:
A confirmation dialog displays.
Click DELETE to confirm. The system removes the content of the comment.
To show or hide comments in a saved insight:
In the insight header, click SHOW COMMENTS or HIDE COMMENTS as appropriate.
For example:
To delete an insight:
Select Delete.
For example:
Collaborate on an Investigation
