Set Up Process HQ Integration

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

Before you begin

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

Unlike other record types, the data in the AS AM Awards and AS AM Award Status Histories record types is prepped and ready to use in process insights, with no additional data preparation required.

Add a process

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

When adding a process, select the following record types:

1. In the Select a Case Record Type step, select the AS AM Awards record type that ships with Award Management.
2. In the Select an Event History Record Type step, select the AS AM Award Status Histories record type that ships with Award Management.

Configure process data

Configuring process data consists of selecting and renaming record fields to use as attributes and mapping those fields to the appropriate attribute types. Data stewards follow the standard steps while referencing Map Case record type and Map Event History record type fields.

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 Map Case record type and Map Event History record type fields.
2. Use the suggested field mappings.
3. Rename any duplicate field names to be unique.

Data stewards also have the option to select and include other record fields depending on the use case and requirements.

Map 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

Map 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

Rename fields

To make process data and insights understandable at a glance, data stewards or analysts must provide helpful and unique names for each field.

From the data referenced in Map Case record type and Map Event History record type fields, we recommend renaming the following fields:

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

Configure process properties and security

Data stewards follow the standard steps to:

• Configure process properties.
• Schedule process updates.
• Configure process security using the users and groups from the shipped 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 start exploring and investigating the process, uncovering insights that 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. Create custom KPIs to track the indicators most relevant to your business.

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