Set improvement opportunities using Finding Builder

Set improvement opportunities from the Classic view using Finding Builder.

Before you begin

• You can create one configuration per table for each project based on a process.
• You can create a rule-based finding definition from the Process Configurations page or the Projects page.
• Role required:
  • The sn_process_optimization_admin and sn_process_optimization_power_user roles can create a finding definition for a project.
  • The sn_process_optimization_analyst role can view a finding definition for a project, but can’t create, edit, or delete a definition.

Procedure

1. Navigate to All > Process Mining > Projects > All Projects.
2. Select a project.
3. Select Use Finding Definition under the Project Finding Definitions tab or the Automated Finding Definitions tab.
   The Improvement opportunity definition page is displayed.
4. To create a rule-based improvement opportunity, select Create on the Rule-based card.
   For more information, see Set rule-based improvement opportunity.
5. To create an automated improvement opportunity, select Create on any of the automated opportunity card.
   For more information, see Automated improvement opportunities.