Configure finding rules

Configure finding rules for your finding definition. Finding rules define what record criteria triggers your finding definitions.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

Procedure

1. Open the finding definition record where you want to add a finding rule.
2. In the Finding Rules tab, select New.
3. On the form, fill in the fields.
   For a description of the field values, see Finding rule form.
4. Right-click the form header, and select Save to save the finding rule record.
5. Optional: To create additional finding rule within the same chain, select Create next rule (same chain).
   This option opens a new finding rule within the same chain. The sequence value is one higher than the current rule.
6. Optional: To create additional finding rule within a new chain, select Create next rule (new chain).
   This option opens a new finding rule within a new chain.

Example

In this example, a finding rule is created to find when someone requests an approval on an incident record, and that approval is approved by the same user. Because the Duration min field is set to one day, the rule only triggers when the approval is approved more than 24 hours after it was requested.

Figure 1. Example of finding rule record

What to do next

• Configure automated root cause analysis to find the root cause of undesired process behavior. For details on this feature. See Automated root cause analysis.

• Configure Automation Discovery to help you identify automation opportunities for your workflows. For details on this configuration, see Automation Discovery.

• Configure cluster analysis to group similar records into a cluster (one group) so you can identify patterns. For more detail on this configuration, see Cluster analysis.