Map and compare workflows using data visualization tools. Prioritize processes based on ROI and select a process for automation opportunities.

Prerequisites

  • Create a mining run from the Mining Runs page: Mining for processes
  • From the Process Explorer page, review the various paths taken by the observers, where the thickest path is the most frequent path taken.
  • Identify the path you want to view from an event-level.
  • Click the View in Instances Viewer icon to navigate to the Instances Viewer page where you can select and annotate events to include in a PDD. You can also select a process to annotate directly from the Instances Viewer page.

Procedure

  1. Log in to your Process Discovery platform as a power or discovery user.
  2. Navigate to Data > Instances Viewer.
  3. In the upper-left side next to View Instances, click the drop-down to select a process to visualize.
    Image demonstrates the drop-down to select a process and select an instance
    Note: Instances are different methods used to navigate through the same path to complete a process. Each instance can share the same screen signatures, but can also contain different signatures depending on the path taken.
  4. After the process displays on the page, click the drop-down to select the instance to include in the PDD.
  5. Click the gear icon to add the Include in Process column.
    The Include in Process column provides you a check box for each line order (refer to the Order column) used to specify which steps to include in the PDD.
  6. Click Annotate to update field labels for the selected steps. For all steps that you want to include in the PDD, leave the box checked and update the action and label from the screen on the right.
    Two fields will appear above the screen image.
  7. From the drop-down, select a Control Type.
    The Control Type refers to the selection performed in the application.
  8. In the text field, enter a control label description for the Control Type and click Update.
    We recommend that you enter a label description that corresponds with the label in the screenshot so that when users review the PDD, the output makes sense to them.
    For example, select Button from the Control Type drop-down and enter Click New Ticket in the description field.
    The Ann column will display user and the Field column will display the description entered in the text field.
  9. Repeat steps 6 through 8 for all steps that you want to annotate.
    The Save Instance to Process button is enabled for all checked items that include both a label and description. You must annotate all instances you want included in the process for the Save Instance to Process button to appear.
  10. Click Save Instance to Process.
    The View Process Details button appears.
  11. Click View Process Details to name the process.
  12. In the Name field, enter a name for the process using this suggested format: 5577-21245E Instance 1 for <Mining Run><Process><Path><Instance>.
  13. Click Save Process to save the process with a name.
    A message appears at the bottom left side notifying you that the process is saved successfully. Click the hyperlink to return to the Process Explorer page. You can now create groups for the events and generate a PDD.

Next steps

Creating groups for the process and generate a PDD