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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 a saved investigation.

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

Elements

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

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Element

Actions Available

1

Navigation bar

2

Breadcrumbs

Navigate to the Process Insights page or the process view page.

3

Investigation header

View information about the investigation, including:


  • Process Name: The name of the process that provides the data under investigation. For example, Customer Onboarding.
  • Investigation Name: The name of the investigation. For example, Regional Review.
  • Time Range: The date range for the view in which the investigation is based.
  • Filters: The filters that define the view to which the investigation belongs.

4

INSIGHTS list

Note:  You cannot change the date range set for the investigation, but you can edit the filters of the view in which the investigation is based.

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