Explorer
The explorer provides visualisation of the variants currently selected, including the activities, steps and associated metrics.
Resizing
The diagram can be resized by using the mouse scroll button or the Ctrl +/- keys
Tooltips
Tooltips are available for both activities and steps and display the associated metrics
Step Tooltip
Activity Tooltip
The metrics displayed in the tooltip can be changed in the Settings pane
Context Menus
Context menus are available and specific to the background, a step or an activity. They are accessed by the right-mouse click button
Background
Option | Description |
Analyze -> Decompose | Opens the Decomposition Tree visual to allow analyse of the tasks associated with the variants currently selected (refer Decomposition Tree) |
Analyze -> Insights | Opens the Insights visual to allow analyse of the tasks associated with the variants currently selected (refer Insights) |
Analyze -> Influencers | Opens the Influencers visual to allow analyse of the tasks associated with the variants currently selected (refer Influencers) |
Histogram -> Tasks | Opens the histogram visual to display an issue duration histogram for the issues associated with the variants currently selected |
Histogram -> Events | Opens the histogram visual to display an event duration histogram for the events associated with the variants currently selected |
Detail - Issues | Navigates to the ‘Detail’ -> ‘Issues’ pane and displays the issues associated with the variants currently selected |
Detail - Events | Navigates to the ‘Detail’ -> ‘Events’ pane and displays the events associated with the variants currently selected |
Zoom to fit | Automatically sizes the diagram to fit all activities and node with the viewpoint |
Step
Option | Description |
Analyze -> Decompose | Opens the Decomposition Tree visual to allow analyse of the tasks associated with the selected step (refer Decomposition Tree) |
Analyze -> Insights | Opens the Insights visual to allow analyse of the tasks associated with the selected step (refer Insights) |
Analyze -> Influencers | Opens the Influencers visual to allow analyse of the tasks associated with the selected step (refer Influencers) |
Histogram -> Tasks | Opens the histogram visual to display an issue duration histogram for the issues associated with the selected step |
Histogram -> Events | Opens the histogram visual to display an event duration histogram for the events associated with the selected step |
Slicer -> Include | Only display variants the include the selected step |
Slicer -> Exclude | Only display variants the include the exclude step |
Detail - Issues | Navigates to the ‘Detail’ -> ‘Issues’ pane and displays the issues associated with the step selected |
Detail - Events | Navigates to the ‘Detail’ -> ‘Events’ pane and displays the events associated with the step selected |
Comments | Allows entry of comments for the selected step |
Process Rules -> Compliance | Allows entry of compliance rules for the selected step |
Process Rules -> Automation | Allows entry of automation rules for the selected step |
Process Rules -> Performance | Allows entry of performance rules for the selected step |
Cost rules | Allows entry of cost rules for the selected step |
Activity
Option | Description |
Analyze -> Decompose | Opens the Decomposition Tree visual to allow analyse of the tasks associated with the selected activity (refer Decomposition Tree) |
Analyze -> Insights | Opens the Insights visual to allow analyse of the tasks associated with the selected step (refer Insights) |
Analyze -> Influencers | Opens the Influencers visual to allow analyse of the tasks associated with the selected step (refer Influencers) |
Histogram -> Tasks | Opens the histogram visual to display an issue duration histogram for the issues associated with the selected step |
Histogram -> Events | Opens the histogram visual to display an event duration histogram for the events associated with the selected step |
Detail - Issues | Navigates to the ‘Detail’ -> ‘Issues’ pane and displays the issues associated with the step selected |
Detail - Events | Navigates to the ‘Detail’ -> ‘Events’ pane and displays the events associated with the step selected |
Comments | Allows entry of comments for the selected step |
Inbound Steps -> All Variants | Displays a popup model that show’s all the inbound steps for the selected activity |
Inbound Steps -> Sliced Variants | Displays a popup model that show’s all the inbound steps for the selected activity, based on the current sliced variants (if any) |
Inbound Steps -> Selected Variants | Displays a popup model that show’s all the inbound steps for the selected activity, based on the current selected variants i.e. the variants currently shown in the diagram |
Outbound Steps -> All Variants | Displays a popup model that show’s all the outbound steps for the selected activity |
Outbound Steps -> Sliced Variants | Displays a popup model that show’s all the outbound steps for the selected activity, based on the current sliced variants (if any) |
Outbound Steps -> Selected Variants | Displays a popup model that show’s all the outbound steps for the selected activity, based on the current selected variants i.e. the variants currently shown in the diagram |
Cost rules | Allows entry of cost rules for the selected step |
Variant Lifecycle
The variant lifecycle visual shows a horizontal bar chart detailing for each selected variant, the workflow associated with the activities within the process model. The step width can either be fixed, or calculated based on the avg duration of the step event for each variant
This visual is accessible via the ‘Variant Lifecycle’ action icon and is integrated into the Variant Selector i.e. variants selected in the Variants pane will show in the Variant Lifecycle visual
Issue Lifecyle
The issue lifecycle visual shows a horizontal bar chart detailing for each selected issue, the workflow associated with the activities within the process model. The step width can either be fixed, or calculated based on the avg duration of the step event for each issue.
This visual is accessible via the following:
- ‘Issue Lifecycle’ action icon
- Context menu in Slicer -> Steps grid
- Context menu in Slicer -> Activities grid
- Context menu in Detail -> Tasks grid
- Context menu in Explorer -> Activities
- Context menu in Explorer -> Steps
Decomposition Tree
The decomposition tree offers a guided drill-through of task attributes associated with an activity, step or variant or rule. Only the top 10 attributes, either based on an ascending or descending sort are displayed.
- The metric associated with the drill-down can be changed via the Metrics drop-down
- The attribute associated with the drill-down can be changed via the Attributes drop-down. This should be performed for each different level
- The minimum and maximum number of tasks associated with the displayed attributes in a new level can be changed
- The minimum and maximum metric value associated with the displayed attributes in a new level can be changed
Insights
The Insights visual groups attributes together based on the metric selected, with the order been either an ascending or descending based on the metric value. Multiple attributes can be selected in order to determine groups of attributes associated with a variant, step, activity or rule
- The metric used to calculate insights can be changed via the Metrics drop-down
- The attributes used to calculate insights can be changed via the Attributes drop-down.
- The minimum and maximum number of tasks associated with the attribute groups can be changed
- The minimum and maximum metric value associated with the attribute groups can be changed
Influencers
The Influencers visual is like the Insights visual and groups attributes together based on the metric selected, with the order been either an ascending or descending based on the metric value. Multiple attributes can be selected to determine groups of attributes associated with a variant, step, activity or rule.
- The metric used to calculate insights can be changed via the Metrics drop-down
- The attributes used to calculate insights can be changed via the Attributes drop-down.
- The minimum and maximum number of tasks associated with the attribute groups can be changed
The minimum and maximum metric value associated with the attribute groups can be changed
Analytics
Analytics are available for Task and Event History, as well as Task and Event Attributes. Group by options are available for the different attributes, and the metric can be one of the following (dependent on what rules exists)
- Issue Volume
- Duration (mins, hrs and days)
- % Compliance
- Actual Cost
- Forecast Cost
- Cost Savings
- Avg Actual Cost per Task
- Avg Forecast Cost per Task
- Avg Cost Savings per Task
Inbound and Outbound Steps
These visuals are accessed via the Activity context menu within the Process Explorer, and display the inbound/outbound steps associated with an Activity. To remove outliers, the minimum % of tasks can be entered e.g. you can remove inbound or outbound activities with less than say 1% of all task
Outbound Steps
Inbound Steps
