Insight Details Page

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, the process view page, or the saved investigation page.

3

Investigation header

View information about the process and investigation to which the insight belongs:

• The name of the process that provides the data under investigation. For example, Customer Onboarding.
• The name of the investigation. For example, Regional Review.
• The time range for the view in which the investigation is based.
• The number of filters that define the view to which the investigation belongs.

4

Insight header

• Return to the saved investigation page by clicking the back arrow next to the insight name.
• Rename or delete the insight by clicking the gear menu next to the insight name.
• Create a new insight based on the existing insight's findings by clicking CONTINUE INVESTIGATING.
• Show or hide comments on the insight.

5

Insight details

• View summary information:
  • View 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.
  • View the potential savings your organization could realize by improving the cases in the insight. You can also adjust the potential savings calculation for the insight.
  • View metrics for the insight:
    • Cases: A count of total cases related to the findings in the insight.
    • Occurrences: A count of how many times the sequence selected in the insight occurs in the affected cases. This value is only present if the insight includes a finding for a process part.
    • Duration (Average): The average duration of cases or occurrences related to the insight.
• View the process diagram for all cases in the process view (Baseline) or only those cases related to the insight (Insight).
• View the duration comparison visualization for cases related to the insight.
• View the duration distribution visualization for cases related to the insight.
• View the duration trend visualization for cases related to the insight.
• View the list of cases related to the insight.

6

COMMENTS pane

Add and view comments on the insight.