Setting up Process HQ Integration

Introduction

This page explains how to leverage and set up process insights in your Award Management solution by adding and configuring a process with your award management data. This information is intended for data stewards, who are are responsible for selecting which record types to include in a process and configuring the case and event data. This provides analysts with the information they need to explore and uncover new insights to optimize the process.

Before you begin

Before you begin adding your award management data as a process in process insights, make sure that you have access to the AS AM Award and AS AM Award Status History record types for your process. To enable users to add and configure a process, you need to assign users from your Award Management groups as data stewards to the Award Management record types that ship with the solution.

Unlike with other record types, the data in the AS AM Award and AS AM Award Status History record types is prepped and ready to use in process insights, with no need to do any additional data preparation.

Adding a process

Data stewards can follow the standard process to add the award management process for analysis in process insights.

When adding a process select the following record types for your Award record types:

1. In the Select a Case Record Type step, select the AS AM Awards record type that came out-of-the-box with Award Management.

2. In the Select an Event History Record Type step, select the AS AM Award Status Histories record type that came out-of-the-box with Award Management.

Configuring process data

Configuring the data that you want to use for your award management process data consists of selecting and renaming record fields to use as attributes in a process and mapping those fields to the appropriate attribute types. To configure process data, data stewards should follow the standard steps while referencing the suggested field information below.

When configuring the process data, we recommend the following steps:

1. Select the Case record type fields and the Event record type fields defined in the tables below.
2. Use the suggested field mappings.
3. Rename any duplicate field names to be unique.

Data stewards can also optionally select and include other record fields depending on the use case and requirements.

Mapping Case record type fields

Review the following table and select and map the following fields from the Award record type. To include a record field from a related record type, select the field from the list of record fields on the Configure Case Data list.

Record field name	Source	Field type	Field mapping
Award ID	AS AM Awards	Integer	ID
Awarding Office	AS AM Awards	Text	Categorical Attribute
Funding Office	AS AM Awards	Text	Categorical Attribute
NAICS Code	AS AM Awards	Text	Categorical Attribute
PSC Code	AS AM Awards	Text	Categorical Attribute

Mapping the Event History record type fields

Select and map the following fields from the AS AM Award Status Histories record type. To include a record field from a related record type, select the field from the list of record fields and custom attributes on the Configure Event Data list.

Record field name	Source	Field type	Field mapping
Case ID	AS AM Award Status Histories	Integer	Case ID
User	AS AM Award Status Histories	User	Event User
Ref Label	AS AM R Data	Text	Activity
Timestamp	AS AM Award Status Histories	Date and Time	Start

Renaming fields

To help make the process data and insights understandable at a glance, it is important for either a data steward or analyst provide helpful and unique names for each field.

From the data referenced above, we recommend renaming the following fields:

• Rename Case ID to Award History ID
• Rename Ref Label to Status

Configuring process properties and security

Data stewards can follow the standard steps to:

• Configure process properties.
• Schedule process updates.
• Configure process security using the users and groups from your out-of-the-box or custom Award Management groups to assign permissions for the process to business users.

Next steps

Once a data steward has added and configured your award management data as a process, analysts and other business users can start exploring and investigating the process, uncovering insights that will help your organization optimize and improve the process.

To see insights for a specific awarding office or funding office, create a view for each.

Process insights provides a number of default key performance indicators (KPIs) to help you measure the success of your process. You can also create custom KPIs to track the indicators most relevant to your business.

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