Processes dashboard

Overview

The Processes dashboard of IBM Process Mining displays all the processes that are created by the users or shared with the users within the same tenant group.

For more information on using Processes dashboard, see the following links:

Understanding the Processes dashboard

The following figure illustrates the elements in the Processes dashboard of IBM Process Mining.

Landing Page

See 'Table 1. Processes dashboard elements', to learn more about the elements in the Processes dashboard.

Element Description
1 You can use the Menu button in the Processes dashboard to view the user profile, update the security settings such as changing password and enabling two-factor authentication, and change the language on IBM Process Mining.
2 You can use the navigation panel to go to other pages such as Analytics, Monitor, Task Mining, BPA, and Administration in IBM Process Mining.
Note: The Administration page is available only if the current login credentials has admin rights.
3 You can use the Create process button to launch the create process flow wizard.
4 The Recent processes pane in the Processes dashboard indicates the latest four recently opened (viewed or/and modified) processes in the same tenant by a user using the current login credentials.
5 You can use the Filter by organization and Filter by owner features to filter the processes present in the IBM Process Mining. You can also type the name of the process in the search box to search for a known process.
6 The All processes table contains the status and details of all the created and shared processes in the same tenant group. See 'Table 2. All processes table details', to learn more about the process details in the table.
7 You can use the Items per page button to set the number of items displayed on one page of the All processes table.
8 You can use the Next page and Previous page buttons to navigate between pages in the table.

Table 1. Processes dashboard elements

Process details Description
Process name Name of the process
Status Status of the process:

- Ready: Indicates that the process data and models are ready for use.

- Incomplete: Indicates that the process data or the process model is not available or incomplete.
Organization Name of the organization that you have linked to the process.
Owner Name of the process owner.
Data source Source of data in the process model:

- custom: Indicates that the data is from the custom process that you have created.

- accelerator: Indicates that the data is from the process that you have created using Accelerator.

Table 2. All processes table details

Understanding the terminologies used in IBM Process Mining

Process

A business process is a collection of activities or tasks that are related to a specific service or product to serve an established goal of a particular customer or customers.

Depending on its complexity, a process can be categorized as follows:

  • Flat: When the activities are related to one main process entity, for example, an order or a ticket.
  • Multilevel: When the activities are related to multiple main process entities, with possible complex many-to-many relations between each other. For example, in a P2P process, an order can refer to multiple requisitions or might be received in multiple receipts, an invoice can refer to multiple orders.

IBM Process Mining automatically derives a process model from the data. When you create a process in IBM Process Mining, the following mandatory fields are required at the Data Mapping step:

  • Process ID
    The Process ID acts as a distinctive identifier of every new instance. Depending on the process type, you can choose one element to be the Process ID, for example, it can be an order number or a ticket number. In a multilevel process, you can insert multiple Process IDs.
  • Activity
    The Activity indicates the list of activities that are related to the process IDs.
  • Time
    The information on time for each activity, for example, the datetime when each activity is completed.

You can also provide information on the following parameters for more insight on the process:

  • Activity end time
    Activity end time helps the system to provide an analysis of the activity service time, for example, the time that is required for an activity to complete.
  • Resource and role
    You can include the information so that the system automatically provides an activity map and a social network analysis of the resources.
  • Relevant data
    IBM Process Mining can use the information to extend and compute advanced statistics, provide root-cause analyses, and prompt the decision rules of the process.

Case

A case is an instance of a process.

In flat processes, each different process-id defines a new case. For example, in a ticketing process, you can relate case to a specific ticket number.

In multilevel processes, each different combination of process-ids defines a new case. For example, consider a process in which two orders are received at two different moments but are registered in a unique invoice, then it is considered as one single case.

Activity and event

An event occurs every time an activity of the process is performed.

Process variant

A process variant is a unique path that a case takes to cross the process (from the start to the end). Being able to analyze different variants is important to identify, for example, common deviations (regarding a normative model) and inefficiencies.

Viewing the navigation panel

The navigation panel in IBM Process Mining allows the users to go to the other pages in the application.

To view the contents of the navigation panel, click the angular-button button at the lower left of the window.

Navigation Panel1

To collapse the navigation panel view, click the close button.

Navigation Panel2