Attaching a trace to a Process Mining activity

Process Mining and Task Mining

With Process Mining, you extract the data from your business applications to get a detailed understanding of overall business processes. From Process Mining, you can zoom in on certain activities with Task Mining to gain deeper understanding of the disparate applications used to perform the activity (in addition to the system of record as observed in Process Mining) on employee machines.

Selecting the Process Mining activity

You can attach a Task Mining trace to a Process Mining activity directly from the trace diagram window. This allows you to easily access the Process Mining app and to view the ideal trace in Process Mining along with the activity details.

Follow these steps to attach a trace to a Process Mining activity.

1. In the trace diagram window, locate the Appears in section.

2. Select Attach next to Process Mining. The Attach trace dialog is displayed.

   Note:

   The Process Mining option is selected by default.

3. Select the Process Mining process app to which the activity belongs from the Business process drop-down list.

4. Select the activity to which you want to attach the task from the Activity drop-down list, and select Save.

The name of the process app and the name of the activity to which the trace is connected are displayed in the Appears in section, as well as the Duration of the activity.

Viewing the activity in Process Mining

Follow these steps to view the activity in Process Mining:

1. Select the trace in the Task Mining project that is representative for the Process Mining activity.

2. Find and select the Ideal trace option to set this trace to be used and viewed for the activity in Process Mining.

3. Select the name of the activity in the Appear in section.

Process Mining is launched in a new browser tab, displaying the Task Mining trace diagram alongside the most important KPIs, which provide trace details such as application usage, number of steps, and comparisons between waiting and cycle time.

Refer to Starting a Task Mining project from Process Mining in the Process Mining guide for more information on Viewing Task Mining projects.

Attaching a different activity

Follow these steps to select a different activity to attach to the trace:

1. Select the edit icon in the Appears in section. The Attach trace dialog is displayed with the attached activity.

   Note:

   The Process Mining option is selected by default.

2. Select the applicable Business process and Activity from the drop-down lists and select Save.

The name of the process app and the name of the activity to which the trace is connected are updated in the Appears in section, as well as the Duration of the activity.

Removing an attached activity

Follow these steps to remove the trace attached to a Process Mining activity:

1. Select the edit icon in the Appears in section. The Attach trace dialog is displayed with the attached activity.

   Note:

   The Process Mining option is selected by default.

2. Select Remove attachment. A confirmation message is displayed.

3. Select Confirm to continue.

The Attach trace dialog is closed and the attachment is removed.