Create a cycle

Learn how to create a cycle for each data collection and add permitted users to the cycle so they can access the associated events for data analysis. Cycles are defined as a collection of events based on a set of Observers during a given time range.

Prerequisites

Administrators have access to all event data, and can define which Permitted Users (Data Review, Discovery, or Power user roles) can access the cycle data in the Process Discovery platform. The Administrator informs users when the cycle is ready for them to review. Power users and all other non-admin users do not have access to create their own cycles and cannot review data until the Administrator creates the cycle for them. Creating a cycle for Power and all other non-admin users allows the users to access the data to review events and mine for processes.
To create a cycle, perform the following steps:

Procedure

  1. Log in to your Process Discovery platform as an administrator.
  2. Navigate to Data > Cycle.
  3. Click New Cycle.
  4. In the CYCLE NAME field, enter a name for the cycle.
    For example: Cycle 1: Order Entry and Processing.
  5. In the PERMITTED USERS field, select the users that you want to give access to.
    Permitted users include only the Data Review, Discovery, or Power user roles. You do not need to add Admins as permitted users because Admins can access all event data.
  6. In the OBSERVED AT field, select the time data range from the Start date to the End date for the set of Observers.
  7. In the OBSERVERS section, you can multi-select Observers or Observer Users from the drop-down lists. Alternatively, you can select a tag from the Observer tag drop-down list to populate the Observers.
    You can create Observer tags from the Observers page and can use them to identify a team for a cycle. For example, the team is payroll or recruiting in HR where you can select as many Observers as required. In a VDI environment, we recommend that you select Observers from the OBSERVER USER section. This option enables you to easily select from hundreds of Observers and customize based on the cycle you want to create.
  8. (Optional) APPLICATION NAMES, click the drop-down list to select applications.
  9. (Optional) In the START SIGNATURES, click the drop-down list to select a start signature.
  10. (Optional) In the END SIGNATURES, click the drop-down list to select an end signature.
  11. (Optional) In NOTES, enter any notes you want to share with the permitted users.
  12. Click Create Cycle.