Review Events and filter data

You can review and filter Events collected from the Observers machine to develop mining insights.

Prerequisites

We recommend that you collect Observer events for at least two to five weeks to ensure that all processes assigned to Observers are completed before data analysis begins. After a few weeks of collecting Events, you can review the Events. From the Events pages, Power users can:
  • Review events to ensure that data is collected from Observers.
  • Use the Filter option to sort and display events by single or multiple Observers, application, Observed at (date range), and so on.
  • Enlarge individual screens to view Observer events (mouse clicks and keystrokes) in detail.
To review and filter Events, perform the following steps:

Procedure

  1. Log in to your Process Discovery platform as a power user.
  2. Navigate to Data > Events.
  3. In the upper left side, click the drop-down to select an Observer.
    By default, all Observers events are displayed on the Events page.
    The events collected by the Observer are displayed in the Events table. The total number of Events collected by the Observer is displayed in the Events text box above the table.
  4. Click through the event IDs to view the date range (Observed At), Application, Title, and Field columns.
    Click the gear icon to select additional data to view. The selected data displays a green checkmark. For example, you can select Screen signatures, Application, Field, and so on. The data displays in another column within the Events table.
    Note: In the Events table, the Observed At date and time range is the time that a user is looking at the events in the application. The Observed At date range is not related to the Observers location. For example, if the Observer is in India and the user is looking at the events in the application in California, the Observed At date and time is in California time.
    For each Event ID, the associated Event screen appears to the right. The following image and table describe the metadata (1-4) details associated with the screen and the icons (5 and 6) used to enlarge the image.

    Image of the event screen
    Metadata Description
    1 Event ID The ID number associated with the event.
    2 Observed At The exact date (Month/Day/Year) and recording time of the event captured by the Observer.
    3 Signature The application screen associated with that event. Each application has a unique ID.
    4 Screen Signature A unique label pattern applied to an application screen to enable process mining.
    Note: Although, Screen signatures are partially automatic, modifications are required for data mining. As long as the Screen Signature is logical, multiple Events may share the same Screen Signature. It is important that Screen Signatures describe the screen appropriately because they enable further process mining.

    When you are ready to modify your Screen Signatures work, we recommend that you work with your Customer Success Manager (CSM).
    5 Image Viewer icon Enlarges the image to full screen mode.
    6 Slider Expands the width of the image.
  5. Click Filter to customize the events you want to view.
    Filtering events allows you to better understand the individual steps as part of the overall process you might optimize. For example, you might refer to the Field column for potential start and end tasks of process.
  6. To filter events for a cycle, select a cycle from the Cycles drop-down and click Apply.
    The Events table is updated and updates events for that cycle.
  7. To filter events using a set of rules with conditions (AND, OR) or create a group (combination of rules), select from the following options or a combination of options:
    OptionAction
    Add Rule A Rule is single condition. Use this to add additional conditions, such as AND, OR. Refer to the AND,OR examples for more information.
    AND Filter events only which satisfy BOTH conditions will be included.
    For example, the AND operator is selected and you select Application Name = Acrobat and Application Type = web. The filer rules include events from both Acrobat and web.
    Filtering events using the AND operator
    OR
    Filter events only which satisfy EITHER condition will be included. For example, the OR operator is selected and you select Application Name = Chrome and Application Type = windows. The filter rules will include only events EITHER in Chrome or in windows.
    Filtering events using the OR operator
    Add group Use this to filter for a combination of rules. A Group can also be a collection of Groups, or a mix of both.

    For example, there is a combination of Groups, each with their own group of Rules, collected by an OR operator. The filter rules will include events that are either (on machine AAIComputer_7 AND in Chrome) OR (on machine AAIComputer_4 AND in Excel).
    Filtering events using a combination of groups and rules with the OR combinator.
    Operators
    Select from one of the following operators:
    Option Result
    = The condition is equal to the input. For example: Application Name=Google. This filter rule will include events where the application is Google only.
    >, < The condition is greater than, or less than those in the input. For example: ID > 1000. This filter rule will include events where the ID is greater than 1000.
    Note: This applies only for Observed At and ID conditions. The Observed At filter is the quantity of any event that is recorded in that exact time.
    >=, <= The condition is greater than or equal to, or less than or equal to those in the input.
    Note: This applies only for Observed At and ID conditions.
    Note: The examples provided include some of the more commonly used operators. The full list of operators include:
    • In
    • !=
    • Not In
    • Is Null
    • Is Not Null
    • Matches
  8. Click Apply to apply your filter settings and view events.