Process rules allow for compliance, performance and automation objectives and/or issues to be assigned to selected issues related to given steps.  The following are some examples of process rules.  These are accessible by the Process Rules action bar icon :

 

 

Compliance

 

To define a compliance rule, right mouse a step and select ‘Process Rules’ -> ‘Compliance’.  A model dialog will then appear;

 

  1. Rule: Enter the name, or description of the rule
  2. Variants: Select which variants the rule applies to.  The options are ‘All Variants’, ‘Selected Variants’ or ‘Sliced Variants’.   Selected Variants are the variants currently shown in the explorer, Sliced Variants are all the variants currently sliced (if slicers have been applied’
  3. Issues/Tasks: Select which issues the rule applies to.  The options are ‘All’ and ‘Filtered’.  If any filters are currently active, the default is ‘Filtered’
  4. Duration: If applicable, select the duration related to issues which are to flagged as non-compliant.  For example, an issue may be non-compliant if it takes more than x hrs or less than y minutes.
  5. Calculate Cost Impact: If costs exists for step issues, then selecting to calculate the cost impact will reduce the cost by the total cost for the step issues i.e. removing a non-compliant step will have x cost savings which are equal to the total cost of the non-compliant issues in a step

 

Performance

 

To define a performance rule, right mouse a step and select ‘Process Rules’ -> ‘Performance.  A model dialog will then appear;

 

  1. Rule: Enter the name, or description of the rule
  2. Variants: Select which variants the rule applies to.  The options are ‘All Variants’, ‘Selected Variants’ or ‘Sliced Variants’.   Selected Variants are the variants currently shown in the explorer, Sliced Variants are all the variants currently sliced (if slicers have been applied’
  3. Issues/Tasks: Select which issues the rule applies to.  The options are ‘All’ and ‘Filtered’.  If any filters are currently active, the default is ‘Filtered’
  4. Duration: If applicable, select the duration related to issues which are to flagged as performance issues.  For example, an issue may be a performance problem if it takes more than x hrs or less than y minutes.
  5. Calculate Cost Impact: If costs exists for step issues, then selecting to calculate the cost impact will reduce the cost by the total cost for the step issues i.e. removing a non-compliant step will have x cost savings which are equal to the cost of the non-compliant steps
  6. Duration Reduction: If Calculate Cost Impact is selected, this allows the entry of the performance improvement goal, which in turn will determine the potential cost savings if the goal is met.   The Duration Reduction can either be an actual, or fixed, duration, or a percentage reduction
  7. Actual/Percentage:  Allows the entry of the Duration Reduction amount

 

Automation

 

To define an automation rule, right mouse a step and select ‘Process Rules’ -> ‘Automation’.  A model dialog will then appear;

 

 

 

  1. Rule: Enter the name, or description of the rule
  2. Variants: Select which variants the rule applies to.  The options are ‘All Variants’, ‘Selected Variants’ or ‘Sliced Variants’.   Selected Variants are the variants currently shown in the explorer, Sliced Variants are all the variants currently sliced (if slicers have been applied’
  3. Issues/Tasks: Select which issues the rule applies to.  The options are ‘All’ and ‘Filtered’.  If any filters are currently active, the default is ‘Filtered’
  4. Duration: If applicable, select the duration related to issues which are to flagged as automated.  For example, an issue may be automated if it takes less than y minutes.
  5. Calculate Cost Impact: If costs exists for step issues, then selecting to calculate the cost impact will reduce the cost by the total cost for the step issues i.e. automating a step will have x cost savings which are equal to the total cost of the automated issues in a step

 

Rule Maintenance and Analysis

 

The Process Rules grid allows for deletion and editing of process rules by accessing the context menu (right-mouse click a rule).  The issues associated with a rule can also by analysed in the Decomposition Tree, Insights, and Influencers.  This facilitates what types of issues are associated with non-compliance, performance improvements, cost savings opportunities and automation initiatives.