---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Set improvement opportunities

# Set improvement opportunities {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set improvement opportunities to find areas of improvement by which teams could optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view
your areas of improvement.

## Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

## About this task

There are two types of improvement opportunities that could be set up:

* Rule-based improvement opportunities: These improvement opportunities consist of one or more finding rule chains executed in a sequence. The records that match the logic of these specifications are classified as a match for the
  improvement opportunities.

* Automated improvement opportunities: The improvement opportunities are displayed based on the default patterns that are already available for selection.

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## Procedure

1. Navigate to WorkspacesProcess Mining Workspace.  
   If you continue from the Scope your analysis page, select the Set improvement opportunities tab.
2. Select Edit for the project that you want to edit.
3. Select the edit button for the Improvement opportunities section.
4. On the Select improvement opportunities tab, select New.  
   The Improvement opportunity definition page is displayed. This page displays all the improvement opportunities definitions that are available. You can find the definition of each improvement opportunity along with an illustration
   and example.

5. Select Create on any of the cards to create an improvement opportunity of that type.  
   For more information on rule-based improvement opportunity, see [Set rule-based improvement opportunity](https://servicenow-prod.fluidtopics.net/ADWu3FpuWf2JCLNaDOuVDA "Rule-based finding definition is a custom rule that displays improvement opportunities for a use case on the Summary and Insights page.").

   For more information on automated improvement opportunity, see [Automated improvement opportunities](https://servicenow-prod.fluidtopics.net/uEj0cf4XLxp9EOyhD3V8Aw "Automated improvement opportunities are the improvement opportunities that are available in Process Mining. Set them to understand the improvement opportunities for your process.").
6. To edit an improvement opportunity, select the improvement opportunity and edit the details.
7. To delete an improvement opportunity, select the finding definition, and then select Delete.
8. **Optional:** To select an improvement opportunity from the library, select Add from library, and then select an improvement opportunity.  
   These rules are available from the table configuration. If there are improvement opportunities configured for the table you have selected for your project, then you see those findings in the library. For information about table configuration, see [Create process configuration record for the table](https://servicenow-prod.fluidtopics.net/iJ7F4NI_Is3mMinEJBA6rA "Create a process configuration for a table to use the same default configuration whenever you use the table from the instance.").
9. Select Review and mine.
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