Signal details
While the Signal List helps you prioritize your day, the Signal Details page is where you do the real work. It provides the full context of a process exception, allowing you to investigate the root cause, collaborate with your team, and take corrective action—all without ever leaving Celonis.
You’ll use this page to move a Signal from "Open" to "Resolved" by following a streamlined workflow:
Investigate: Deep-dive into specific line-item data and attributes.
Collaborate: Tag teammates or hand off the Signal to the right expert.
Execute: Trigger automated actions directly in your source systems (like SAP or Salesforce).
Use these specialized tools to move from investigation to resolution without the need for manual data entry or external applications.
Status Management: Update your progress to In Progress to inform your team, or Snooze the Signal to temporarily remove it from your view while waiting for external feedback.
Contextual Details: Access a real-time snapshot of the specific line-item data that triggered the alert, ensuring you have all the facts before making a decision.
Integrated Actions: Trigger pre-configured workflows, send pre-filled emails, or open specific ERP transactions directly from the sidebar.
Activity History: Maintain a transparent audit trail by reviewing previous comments, ownership changes, and actions taken by your colleagues.
Optimize your workflow and maintain data integrity by following these expert-level practices.
Snapshot Accuracy: Remember that Signal details are captured the first time you open the page. Always click into the details to ensure a permanent record of the issue is saved to the history.
Keyboard Navigation: Use the Navigation Arrows in the header to quickly cycle through your assigned Signals without returning to the main list.
Direct ERP Linking: Avoid "toggle-tax" by using Action buttons that deep-link you directly into the relevant screen of your source system with the parameters already filled.