Understanding Task Mining projects
You can work in two different modes with IBM Task Mining and IBM Process Mining.
Linking IBM Task Mining project to an existing IBM Process Mining process
You can link a IBM Task Mining project to an existing parent IBM Process Mining process to analyze the business activities that are present in it. IBM Task Mining is used to collect user actions. In the IBM Task Mining project settings, you
can associate each action to a business activity from the linked IBM Process Mining project. If you select multiple business activities, IBM Task Mining generates a IBM Process Mining project for each business activity with the naming convention:
Task Mining: <business_activity_name>. You can then navigate from the parent IBM Process Mining project to each IBM Process Mining project by selecting the business activity and clicking the Launch Task Mining project button.
Ensure that both the Task Mining project and the Process Mining process are owned by the same user. If the process is owned by a different user, use the Administration tab in IBM Process Mining to change the ownership of the process. For more information about changing ownership, see the Projects and components tab topic.
After the first recording with the Agent, you can see the Tasks in the Task classification tab. In the Project Configuration Tab, you can assign each task to a IBM Process Mining business activity that is collected
from the linked process.
In the following example, Ticketing contains these activities:
- Open ticket
- Wait user information
- Manage GitHub Issue
- Resolve call
- Update CRM
Each IBM Task Mining task in Ticketing is assigned to one or several of these business activities as shown in the following diagram.
Task Mining Project
- Task Mining project name: Ticketing
- Organization: Task Mining Org
- Linked process: Ticketing
- Standalone: No
- Enable Obfuscation & Anonymization: if required
| Task | Business Activity |
|---|---|
| Open Issue | Manage Github Issue |
| Add Label | Manage Github Issue |
| Add Assignee | Manage Github Issue |
| Close Issue | Manage Github Issue |
| Create client | Update CRM |
| Update client | Update CRM |
| Create action | Update CRM |
IBM Task Mining automatically creates the following IBM Process Mining projects:
| Type | Name |
|---|---|
| Process Mining Project | Task Mining: Mange Github Issue |
| Process Mining Project | Task Mining: Update CRM |
Ticketing was not created, as it already exists with events from logs.
From Ticketing IBM Process Mining project, you can select these two activities and drill-down into the linked IBM Task Mining projects by using the Task-mining button.
Creating a stand-alone project
You can create a project in IBM Task Mining without associating it with any IBM Process Mining process. In this case, an additional process is created in IBM Process Mining in Standalone Task Mining:
- The process has the IBM Task Mining project name.
- The process contains all the related business activities as events.
- The Process ID is used to define cases (all the business activities need to share the process ID).
In the following example, there is no pre-existing Ticketing IBM Process Mining project. Therefore, IBM Task Mining does not have any logs that are collected from IT systems.
Task Mining Project
- Task Mining project name: Ticketing
- Organization: Task Mining Org
- Linked process:
- Standalone: Yes
- Enable Obfuscation & Anonymization: if required
| Task | Business Activity |
|---|---|
| Open Issue | Manage Github Issue |
| Add Label | Manage Github Issue |
| Add Assignee | Manage Github Issue |
| Close Issue | Manage Github Issue |
| Create client | Update CRM |
| Update client | Update CRM |
| Create action | Update CRM |
IBM Task Mining creates the following IBM Process Mining projects:
| Type | Name |
|---|---|
| Process Mining Project | Ticketing |
| Process Mining Project | Task Mining: Mange Github Issue |
| Process Mining Project | Task Mining: Update CRM |
You can link multiple IBM Task Mining projects to the same organization. You cannot create an organization in IBM Task Mining. You can select only an existing organization. If you need a new organization, go to IBM Process Mining and create a new process within the organization you need.
Apart from the recorded tasks and the contextual data, the processes on IBM Process Mining generated from IBM Task Mining contain the following information:
CASEPRODUCTIVE The time that is spent by the user on the pages and windows that are associated with the case during the execution of the case (for example, by pressing keys or mouse buttons). CASEIDLE The time in which the user is not active on the pages and windows that are associated with the case during the execution of the case. APPLICATION Indicates the application on which the task is run. COUNTCOPY and COUNTPASTE The number of copy and paste actions performed within the case.
You can use the RPA Candidates feature on the business process when both the business process and task mined business activities in IBM Process Mining are present. For more information, see the Dashboard topic.
Segregation and permissions
If you have access to an administrator account (see the Admin section of IBM Process Mining User Manual), you can define authorizations and permissions based on the specific requirements.
Authorizations can be assigned to a group or directly to a user. A user's permissions are determined by the either their individual permissions and all the permissions granted to the groups they belong to.
Authorizations can be assigned to specific resources or to resource types.
Groups
You can create, edit, and use different groups that include standard permissions to manage users of your organization. After a user is added as a member to a specific group, they are granted the group's permissions.
To add a new group, complete the following steps:
- Click the Add button at the bottom of the list of groups that you are managing.
- Choose a name.
- Select an existing group in the Clone permissions from field.
You can find the following tabs in the Groups section:
Detail tab You can edit the name of the group and view basic group details. Member tab You can view the list of users that belong to this group. You can add or remove users from the group. View Authorization tab A consolidated view of all the authorizations that are assigned directly to the group or inherited from parent groups with details regarding the Resource type, Resource, Type, and Permissions.