Process Insights Page

This page applies to data stewards and business users. It describes what actions are available on the Process Insights page of Process HQ.

Overview

The Process Insights page allows you to quickly access business processes, so you can explore process data, drill down on Process HQ's analysis of that data, and collaborate with your colleagues on the insights you build.

To access this page, select Process HQ from the navigation, then click Process Insights in the navigation bar.

Elements

The following image highlights the elements that make up this page:

images/process_insights/process-insights-page-annotated.png

#	Element	Actions Available
1	Navigation bar	View the Home page. The current page you're on, the Process Insights page. View the Data Catalog page. View the Data Governance page. Switch out of Process HQ and into 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	Header pane	When you're exploring the process list, the page header contains the Process Insights title and a brief description. When exploring data at deeper levels, the page header displays: Breadcrumbs to navigate between exploration levels. The time period for the data displaying on the page. The name of the exploration level you're currently viewing. The brief description of the exploration level. The filters that define the current exploration level. The number of cases in the filtered data. The header pane also includes a gear icon that allows you to manage properties and definitions for the process, view, KPI, or insight you're viewing.
3	Analysis pane	When you first land on this page, this pane contains a list of processes for which you have Viewer access. When you click on a process in the list, this pane updates to display the highest level of information about the process. Here, you can validate the data in your process and start exploring at that level. Then, as you explore your process data at other levels, the contents of the pane change to reflect the focus and actions you can take at that level: View: Explore a subset of cases defined by a set of filters. This can be the All Cases view or a custom view created to focus on specific types of cases. Here, you can also create KPIs to help you look more closely at specific characteristics of the cases. KPI: Explore data related to a key performance indicator (KPI). Once you're familiar with the details of your KPI, you can start drilling down on a subset of cases related to the KPI. Drilldown: Take a closer look into specific patterns and issues in your process, so you can uncover insights that lead to improvements. Here, you can create an insight to start collaboration on possible improvements. Insight: Collaborate with colleagues on saved insights.

Element

Actions Available

Navigation bar

View the Home page.
The current page you're on, the Process Insights page.
View the Data Catalog page.
View the Data Governance page.
Switch out of Process HQ and into 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.

Header pane

When you're exploring the process list, the page header contains the Process Insights title and a brief description.

When exploring data at deeper levels, the page header displays:

Breadcrumbs to navigate between exploration levels.
The time period for the data displaying on the page.
The name of the exploration level you're currently viewing.
The brief description of the exploration level.
The filters that define the current exploration level.
The number of cases in the filtered data.

The header pane also includes a gear icon that allows you to manage properties and definitions for the process, view, KPI, or insight you're viewing.

Analysis pane

When you first land on this page, this pane contains a list of processes for which you have Viewer access.

When you click on a process in the list, this pane updates to display the highest level of information about the process. Here, you can validate the data in your process and start exploring at that level.

Then, as you explore your process data at other levels, the contents of the pane change to reflect the focus and actions you can take at that level:

View: Explore a subset of cases defined by a set of filters. This can be the All Cases view or a custom view created to focus on specific types of cases. Here, you can also create KPIs to help you look more closely at specific characteristics of the cases.
KPI: Explore data related to a key performance indicator (KPI). Once you're familiar with the details of your KPI, you can start drilling down on a subset of cases related to the KPI.
Drilldown: Take a closer look into specific patterns and issues in your process, so you can uncover insights that lead to improvements. Here, you can create an insight to start collaboration on possible improvements.
Insight: Collaborate with colleagues on saved insights.

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