How To Section for Worksoft Process Intelligence
The How To section provides step-by-step procedures for using Process Intelligence.
To access information on how to perform a specific task, click one of the topics in your Contents pane or use the Search feature.
Uploading Business Process Data
When you get started, you need to first upload a reference table. The reference table is used to create the dashboard, as well as calculate the value of process automation and optimization. For more information, see Uploading a Reference Table.
Next, you will begin uploading your data. For more information, see the following:
- Upload a Capture into Process Intelligence
- Upload a Certify Results File into Process Intelligence
- Upload a Capture from Worksoft RPA Orchestrator into Process Intelligence
- Upload a BPMN File into Process Intelligence
- Upload Process Mining JSON Files into Process Intelligence
Creating Documentation
Listed below are the various ways to create documentation:
- Generate Documentation from Process Data in Process Intelligence
- Generate Documentation from Multiple Process Data Instances in Process Intelligence
- Export a Capture as a BPMN File in Process Intelligence
- View Repeated Paths of Process Data in Process Intelligence
Viewing Process Summary
From the Process Summary tab, you can view process and activity details.
- View a Business Process Summary and Details
- View Step Details of an Activity
- Compare Business Process Data
- View About and History Information
Editing Business Process Data
Process Intelligence offers the following process data capabilities:
- Delete Process Data in Process Intelligence
- Mark a Capture for Automation in Process Intelligence
- Assign and Remove a Business Process from Process Data
- Create a Custom Capture in Process Intelligence
- Convert Certify and RPA Files to Capture Files
- Create Folders in Process Intelligence
- Add Data Files to Process Intelligence Folders
- Edit a Business Process Name in Process Intelligence
Analyzing Business Process Data
The Business Process Visualization screen is a graphical representation of how your processes perform in which you can gain insight about where opportunities exist to automate and optimize processes.
To provide additional insight, you can do the following:
- Filter variants and activities
- Highlight variants, activities, and connections
- Apply the Harmony View
Using Certify Results Exporter
The Certify Results Exporter is used to export results from Worksoft Certify to Process Intelligence.
- Sign In To Certify Results Exporter
- Add a Source in Certify Results Exporter
- Manually Export Process Results with Certify Results Exporter
- Schedule a Process Results Export with Certify Results Exporter
- View Process Results Export History with Certify Results Exporter
- Save Capture Files in the Certify Results Exporter