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Celonis Product Documentation

Drilling down with Process Navigator

When you drill down into the detail for a process or other content, you enter a part of Process Navigator called the Process Journal. The Process Journal contains several sections. You can switch the first section to show either the Process Graph or the Process Journey.

You can see:

Tip

The information displayed in the Process Journey view is typically less technical than the information in the Process Graph view.

Viewing high-level information in Process Navigator

  1. In My Overview, select a type category.

    A type category could be, for example, Processes or Documents or Systems.

  2. Hover your cursor over a process or specific content.

  3. Click Details.

    Example showing the details option when hovering in My Overview.

  4. A pop-up window appears.

    PN_process_description.png

    Tip

    Select Subscriptions button from anywhere in the pop-up window to sign up for notifications about any changes to the process or content. Or click Action icon. to send feedback.

  5. In the pop-up window, select:

    1. Info to see a description of the process or content, any scope filters that have been applied and other details relevant to the process or content type.

    2. Details for participant and status information and any simulation results.

    3. Release History for version information.

Viewing process information on the Process Graph in Process Navigator

The Process Graph gives you a detailed view of individual process steps.

  1. In My Overview, select Processes.

  2. Click a process.

    The individual steps for the process display, with the breadcrumbs along the top showing where the process sits in the process hierarchy.

    Example showing the steps in a process.

    Tip

    You can click View to switch to the Process Journey view.

  3. Click an individual process step.

    A pop-up window containing information and details about the process step appears.

    An example showing additional information about a process step.

  4. Click Open details for detailed information about the process step and to access any attachments.

    Tip

    Select Subscribe to get notifications about any changes to the process step. Or click Request to send feedback.

  5. Scroll down to Details to see all the steps in the process flow.

    Example showing the detailed information displayed for a process step.

  6. Select a step in Flow if you want to see more information.

  7. Click Open Details to view information about that step.

Switching views in the Process Journal

The first section displayed in the Process Journal can show either the Process Graph or the Process Journey. To change view:

  1. Click View.

  2. Select the Process Graph view or the Process Journey view.

The remaining sections of the page don't change.

Viewing process information on the Process Journey in Process Navigator

The Process Journey view allows you to explore a process to understand and manage it. We designed the Process Journey to support the operational needs of business users. You can navigate vertically to view more information on each step/sub process, or horizontally for more steps/sub processes.

To see all the visualizations available:

  1. Scroll to the end of the first section of the page.

  2. Click Fullscreen.

  3. Click the red dot against any element.

    This shows things that might need attention.

    Concerns_in_Process_Journal.png

The Process Journey has many other details you can explore, including documents, requirements, risks, controls, opportunities, and standards.

Viewing related resources in Process Navigator

In the Process Journal, scroll down to Relations. This is where you can see all roles, KPIs, and applications related to the process or content you’ve selected. You’ll also be able to view all inputs and outputs to any other resources that are involved in your process.