Viewing Step Details of an Activity in Process Intelligence

From the Process Summary tab, you can view step details of an activity, including screenshots of each step.

To view step details of an activity:

  1. From the left Process Intelligence Navigation pane, click Process Analysis.

    The Business Process Visualization page opens.

  1. In the right pane, select a business process from the Business Process drop-down list.

    The process appears in the Visualization page.

  2. Click an activity in the Process Visualization page.

    The Process Summary tab opens with the details about the selected activity.

    The Process Summary tab displays a list of sources for the activity, as well as the average duration time, step count, and unique connections.

  1. Click a source in the Source column.

    The file names appear in the File Name column.

  2. Click on a file to view the process step details.

    The Activity Step dialog opens with step details.

  3. To view a screenshot of the step, click on the step's image and click zoom in (+) to enlarge the image.

  4. To delete a step, click the Edit button and then click the Delete button.

  5. To update the assigned business process, click Edit.

    The Assign to a Business Process dialog opens. For more information on updating an assigned business process, see Assign and Remove a Business Process from Process Data.

  6. To mark the process for automation, click Mark for Automation.

  7. Click the File Names icon next to an automated step to review the file names.

  8. From the Generate drop-down list, you can select to do the following tasks:
  9. Generate documentation
  10. Marking a Capture for automation
  11. Generate a BPMN file
  12. Generate a Repeated Paths Analysis file
  13. When you have completed your work, click the Close button.

  14. Click the Close button to close the Process Summary tab.

 

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