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Automation Hub User Guide
The Employee-driven idea option is available for users with a limited amount of information related to the process/task they are describing, and are not so familiar with RPA.
To start the process click the Submit new button available on the top, right-hand side of the page.
As per your current permissions, you are now asked to select a Business Area for your automation. From the dropdown list, choose one that applies. Continue with a Category, Sub-Category, if the case. Based on the selection and according to your permissions, the system loads the list with available idea flows (e.g. Employee-driven idea, CoE-driven idea, Citizen Developer automation, Change request) that can be selected in Idea type.
If you're not sure that the chosen task/process is suitable, follow the submission process as it's created to help you decide, and, at the same time, you will become more familiar with the criteria used for assessing a task/process. To test an idea, it first needs to be shared.
As soon as you shared an idea the below flow is initiated:
- The platform automatically calculates the Idea Score.
- An Idea Profile is created. Check it to follow its evolution and updates.
- The idea undergoes several reviews and updates. Check out the Idea Review Phases for more information.
In the first section of the form, the Overview, you can Name your Idea, add an Automation ID, a description of the process in the Description field.
- In the Automation name field you are allowed to enter alphanumerical characters and the following special characters: dash (-), exclamation mark (!), hash sign (#), comma (,), underscore (_) and a limit of 100 characters.
- A Potential Duplicate message is displayed if the title and the automation category you added for your ideas are similar to other ideas. Before going forward please check the profile of the idea displayed as duplicate. The below options are available:
- My idea is a duplicate: mark your idea as duplicate and suspend the submission process.
- Continue with my idea: continue the submission process.
In the High Level Assessment section, you can reply to a set of questions specific to your idea that will help the system compute a general idea score, as well as two scores regarding the suitability of your automation idea and how ready the task or process is to be automated.
There are five questions with six possible answer options each.
For the last question, you have the option to upload relevant documents for the described process.
In the third section you can assign and invite a Process Owner to add more information for the automation idea once the idea is approved.
A Process Owner can be any user that is part of the specific Automation Hub tenant and has the Active or Pending status in the Assign Roles page.
If the Process Owner question remains empty during idea submission, the process owner needs to be assigned during the idea approval step.
After providing information for all the questions, the last step is to click Submit for Review.
The Idea Score is displayed. Check it out carefully as it contains important details about the shared idea. Check the Information About the Idea Score for more details.
Selecting What's next?! gives you the below options:
- Open Task Capture and add documentation for your idea by using Task Capture.
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Go to My Ideas
After sharing it, an Idea Approver reviews your idea. They can mark it as Approved, Duplicate, or Rejected. Check the Idea Review Phases page for more details.
Create New Process Document with Task Capture
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Click Create to launch Task Capture and document in an easy way the processes described in the idea you just shared.
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Click Open the app. The Task Capture main page is displayed, or you can download the app if needed.
Note: The Task Capture tool will not open if you do not have it installed on your PC or if the version is lower than 20.4. For details, please check the Documenting your Ideas Using Task Capture section from the User Guide. - Choose the way you want to capture your process and start the process. Find the step-by-step information in the Documenting the Process article from the Task Capture User Guide.