Set improvement opportunities from Analyst workbench

Set a process step filter as a rule-based improvement opportunity for your process table or your project.

Before you begin

Role required:

• The sn_process_mining_admin and sn_process_mining_power_user roles can create an improvement opportunity for a project.
• The sn_process_mining_analyst role can view an improvement opportunity for a project, but can’t create, edit, or delete an improvement opportunity.

Procedure

1. Navigate to Workspaces > Process Mining Workspace.
2. Select a project.
3. Select Process steps on the Analyst workbench.
   The Process step filter window is displayed.

   

4. Set the filters.
   To create an improvement opportunity from a transition filter, you need a minimum of two steps in your filter.
   1. Define an activity by adding conditions that contain a field, operator, and values.
      Use the Occurrence field to define whether the filter applies to the first, last, or all occurrences of this condition.
   2. Use the Add step criteria button to include and set threshold across the steps.
      Step criteria are conditions that apply to more than one step allowing to narrow results beyond single-step criteria. Some examples are time spent to complete a task, or any event that happened before or after the task, and so on.
   3. Select Add next step to define another activity within this sequence.
      After creating a filter, a relationship section appears between the two filters. This section defines the relationship between the activities immediately above and below it.
   4. Select a relationship between your activities.
      • Directly followed by
      • At some point followed by
      • Not directly followed by
      • Never followed by
   5. Select Criteria between steps to create further filters, and then selectApply to set the criteria between steps filter.
      The options available are:

      • Time between steps
      • While attribute remained
      • Touchpoints between steps
   6. Select an option for Apply map to view.
      If you select Current, it will consider the view of the project. If you select Matching the filter, it will consider only the filter that is set. The view of the project will not be considered.
   7. Optional: You can copy or paste a process step filter by selecting the Copy or Paste option from the list.
      
5. Select Save as improvement opportunity from the Actions list.
   

   The Save as improvement opportunity definition dialog box is displayed.

6. Fill the details on the Save as improvement opportunity definition dialog box.
   

   Note:

   You can add this improvement opportunity either to the project, process configuration, or both. The Apply to field provides the options.

   You can add it to the process configuration only if you have the sn_process_mining_power_user role.

7. Select Save.
   The improvement opportunity is created and added to your process configuration, project, or both according to your preference.