View records for a route

From the Variation Analysis panel, view the list of records which followed one or more selected routes.

Before you begin

Role required: none

• To view records for routes, you must have the sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin role.
• Platform list ACLs apply. A user will only see records that they have access to.
• Show Records is available for record counts of less than 100,000.

Procedure

1. From the Variation Analysis panel, select the specific routes you want to view records for.
2. Select Show routes.
3. Select Show Records.
   
   
   

   Note:

   After applying one of more routes, the breakdowns listed in the Breakdown Filters tab display only those breakdowns applicable to those routes.
   The requested records will open in new tab once ready.

What to do next

From the records list, you can:

• Filter records
• Export and download/email records to Excel, CSV, JSON, or PDF formats
• Edit a record
• Self-assign incident records
• Create a new incident