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Create Process Visibility Scenario

Create a Visibility Scenario for your Business Process
You will learn
  • How to create and configure a Process Visibility Scenario
  • How to define performance indicators of a process by using visibility scenarios
  • Why and how you can gain visibility into your processes to measure performance with SAP Process Automation.
SchluchterStephanStephan SchluchterNovember 14, 2022
Created by
shielddz
May 27, 2022
Contributors
celineaudinsap
shielddz
maximilianone

The process is created where several forms are defined, an automation to extract data is included in that same process and a condition to control the flow and even improved the process with some decision logic are used. Now it’s time to measure success and improvements. In fact, you will gain end-to-end process visibility. There is a comprehensive dashboard with several process performance indicators, like process cycle time, duration of individual steps or status of the running processes – and this view is created automatically, in real time.

  • Step 1

    Before creating a Visibility Scenario we need to prepare the process.

    1. In the Process Builder open the process and on the right-hand side select the tab Visibility.

      Find Visibility tab

      Here you define the connection between the process context and the newly to be created visibility scenario.

    2. Click

      Plus Sign
      on the right panel to add the relevant attributes from the process.

      Plus Sign to add attributes
    3. Add the following attributes:

      • expectedDeliveryDate
      • orderAmount
      • orderDate
      • orderNumber
      • shippingCountry
      • Customer Name
      Added Attributes

      The relevant attributes are the ones that could be used to measure, calculate, or derive some meaningful information in the visibility dashboard.

    4. Click Save.

      Save

    What do you need to do with the process to be able to measure the performance?

  • Step 2
    1. Create a new Visibility Scenario.

      New visibility scenario
    2. Set Name to Sales Order Visibility Scenario then click Create.

      Details visibility scenario

      Please ensure you use a unique name, to make it easier to identify your scenario later on.

    The Visibility Scenario is created.

    1. Move to General tab in Sales Order Visibility Scenario and change: Instances to Sales Orders and Instance to Sales Order.

      To make it better understandable what the instances are processing: Sales Orders.

      Change Instance(s) label
  • Step 3

    This step involves adding a process to the visibility scenario we created.

    1. Click

      Plus Sign
      > Add Process in Process tab in Sales Order Visibility Scenario.

      Add Process to visibility scenario
    2. Select Order Processing process.

      Select Process

      This will lead to the visibility scenario configuration screen, where these can be viewed and controlled:

      1. All the events that could potentially occur during the process execution
      2. The context data which is the attributes selected before (Step 1.3)
    3. Change within the following context data the data types. Click

      Pencil Icon
      :

      Change data types in context data
      Name Current Data Type New Data Type
      expectedDeliveryDate String Date
      orderAmount String Double
      orderDate String Date
      Details to change data type of expected delivery date
  • Step 4

    This step involves configuring the visibility scenario’s status that allows to define under which circumstance a process instance will change the status to require special processing or actions.

    1. Move to Status tab in Sales Order Visibility Scenario.

    2. Change Target Type from None to Constant.

      Change Target Type to constant
    3. Set Target Value to 10 Min and Threshold to 50%.

      Change Target Value

      The means: as soon as processing duration crosses 5 minutes (50% of Target Value), the status will switch to “At Risk”. After 10 minutes it will change to “Critical”.

  • Step 5
    1. Move to Performance Indicators tab in Sales Order Visibility Scenario and add additional ones or leave them as is.

      Performance Indicators
    2. Click Save.

    You have now configured a visibility scenario which is related to your process. Based on this configuration a dashboard will be created which you can use to measure the performance, but to also get deep insights into single instances and even trigger actions.

    In the next tutorial, you will run the process and will be able to monitor the Process Visibility Dashboard.


    What will you get to measure the performance within SAP Process Automation?

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