Saved Investigation Page [Process Insights]

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.

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.

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

#	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: 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	Create an insight using the current investigation filters. Sort on any column in the list. By default, this list is sorted by the Last Modified On date. View a saved insight. Continue the investigation. Rename a saved insight. Edit the potential savings calculation. Delete a saved insight.

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.

Saved Investigation Page