Configure investigative features

Configure investigative features to set advanced analytics features for a process.

Avant de commencer

Role required: sn_process_mining_power_user or sn_process_mining_admin

Procédure

1. Navigate to Workspaces > Process Mining Workspace.
2. On the side of the page, select the Process configurations icon ().
3. Open a table from the Configurations tab.
   The Process details page is displayed. Select Investigative features from the side panel.

   If you’re proceeding from the Recommendations setup page, then you come to this page. For more information, see Configure recommendations setup.

   The Investigative features page has four sections:

   • Automated root cause analysis
   • Cluster analysis
   • Work notes analysis

   
4. Add fields that you want for automated root cause analysis in the Automated root cause analysis field.

   Select the help icon (?) to view details about how and why these details must be set. You also get a list of resources.

   Based on your inputs on the Process details page, you get recommendations for automated root cause analysis.

   When you set up the automated root cause analysis, you can initiate a root cause analysis in your project that is based on this table. For more information on running root case analysis, see Run automated root cause analysis reports.

   Remarque :

   If the automated root cause analysis isn’t set up in the process configuration, it isn’t available.
5. Select an existing clustering definition in the Intent and activity analysis field.
   Remarque :

   Intent and activity analysis isn’t available unless specified in the process configuration. Also, if the Intent and Activity Analysis skill is not activated in Now Assist for Creator, then the section is not available for edit. For more information on Intent and Activity Analysis skill, see Working with intent and activity analysis.

   Select the help icon (?) to view details about how and why these details must be set. You also get a list of resources.

   For more information about running a cluster analysis, see Perform a cluster analysis.

   If there are no clustering analyses, select New clustering definition.

   Provide a name for the clustering analysis and provide fields that you want to use for your cluster analysis, and then select Configure.

   For more information, see Configure a process for a clustering solution.

6. Facultatif : Select New clustering definition if no clustering analysis is available.
   The New clustering definition dialog is displayed.
   1. Provide a name for the clustering analysis.
   2. Select fields that you want to use for your cluster analysis.
      Remember that records are grouped based on similarity of text in the selected fields.
   3. Select Configure.
7. Fill the details in Transition work notes analysis section.

   Select the help icon (?) to view details about how and why these details must be set. You also get a list of resources.

   For information on running work notes analysis, see Perform work notes analysis.

   Remarque :

   Work notes analysis isn’t available unless it’s set up in the process configuration.

   You can use the Now Assist feature for work notes analysis even with 5-50 eligible work notes. If there are less than 25 eligible work notes, clustering isn’t performed. It puts all the work notes into one LLM call. Otherwise, clustering is performed before calling the LLM.

   Tableau 1. Transition work notes analysis

   Field	Description	Example
   Fields containing work notes	Select the fields that contain the work notes.	Work notes
   Exclude notes from these users	Select the users that you don’t want the notes from.	System users and bots
   Work note time range	Select the time duration during which the work note must occur to be related to a process step. The default value is 120.	100
   Min work note length	Select the length less than which the work notes are disregarded in the analysis The default value is 5 words.	10
   Max work note length	Select the length greater than which the work notes are disregarded in the analysis. The default value is 100 words.	50

8. Select Continue to impact metrics.