- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Share Idea or Automation
- Dashboards
- My Tasks
- Notifications
- Email Notifications
- Resources
- Process Mining Integration
- Studio Integration
- Task Capture Integration
- Automation Hub - Automation Cloud Integration
- Automation Store
- Additional Resources
Column Information
Please find below a list containing all the columns available in the table views from the Automation Pipeline module.
The order of columns is alphabetical, except for the first eight default columns.
Column Title |
Description |
Source |
---|---|---|
Automation Name |
Displays the name defined by the user in the Submit an idea. Under the name, is displayed the date when the last update was performed on the automation. Under "Last Modified" date, is displayed the date when the automation was submitted. |
Idea/Automation Profile page > About section |
Last Modified |
Displays the date when the last update was performed on the automation, in the mm/dd/yyyy format. |
Idea/Automation Profile page > About section |
Date Submitted |
Displays the date when the automation was submitted in mm/dd/yyyy format. |
Idea/Automation Profile page > About section |
Automation ID |
A unique (alpha)numeric identifier manually assigned to the idea. |
Idea/Automation Profile page > About section |
Auto-generated ID |
A unique ID of the automation idea from the database |
Idea/Automation Profile page > About section |
Priority |
The priority level selected for an idea. |
Idea/Automation Profile page page |
Description |
The automation idea description entered during the submission process. |
Idea/Automation Profile page > About section |
Categories |
The automation categories selected during the submission process. |
Idea/Automation Profile page > About section |
Tags |
Custom tags for ideas or automations. |
Idea/Automation Profile page > About section |
Submitter's Business Unit |
The company division/business unit assigned when adding a user. |
User Profile page |
Submitter's Department |
The company department assigned when adding a user. |
User Profile page |
RPA Software Vendor |
The RPA Software Vendor selected when the Cost Benefit Analysis is performed. |
Idea/Automation Profile page > Cost Benefit Analysis |
Automation Type |
The type of automation (attended/unattended) selected when the Cost Benefit Analysis is performed. |
Idea/Automation Profile page > Cost Benefit Analysis |
License Type |
The license type selected when the Cost Benefit Analysis is performed. |
Idea/Automation Profile page > Cost Benefit Analysis |
Launch Date |
Timestamp when the automation idea was moved to Live Phase and Status changed to In Production. Date can be overridden from the Cost Benefit Analysis page - Actual & New Estimate table. |
N/A |
Idea type |
Shows the path chosen to share the idea/automation in the platform, displaying all submission paths (Employee-driven, CoE-driven, Citizen Developer, Process Mining, Task Mining, Citizen Developer) |
Selected submission type |
Development Type |
The development source selected for each idea. |
Idea/Automation Profile page |
Phase |
The stage of the idea/automation providing information about its life cycle. |
Idea/Automation Profile page |
Status |
The status associated with the idea/automation phase providing a granular tracking of its life cycle. |
Idea/Automation Profile page |
Idea Phase Approver |
Name of the Idea Approver and date when the idea was reviewed. |
N/A |
Launch Assessment Approver |
Name of the Program Manager and date when the Assessment was launched. (action no longer available) |
N/A |
Qualification Phase Approver |
Name of the Program Manager and date when the idea was reviewed. |
N/A |
Published to Store |
Available only for accounts that have migrated to the setup in Automation CloudTM and with Automation Store enabled. It shows if the automation has reached Live - In Production and has been published to the Store. |
N/A |
Collaborators |
The users assigned as collaborators for the idea/automation. |
Idea/Automation Profile page > Collaborators |
Applications Used |
The name of the application, the version, and language is displayed. |
Idea/Automation Profile page > About section > any Assessment that contains the application question |
Idea Score |
Represents an overall score indicating how good of a candidate the idea is for automation. It is computed based on the High-Level assessment answers. |
Idea/Automation Profile page > About section > Idea Score chart in Idea phase |
Automation Potential |
A percentage indicator computed to determine how much of the process can be successfully automated. |
Idea/Automation Profile page > About section > Assessment KPIs section |
Revised Automation Potential |
Reflects revised data from Cost Benefit Analysis page in Volume Split Estimations: Automation Potential value in Final After Automation column. By default, it's populated with the value computed for the Automation Potential in the Detailed assessment. Users with editing rights can modify it. |
Idea/Automation Profile page > Cost Benefit Analysis |
Potential Benefit |
KPI computed based on the Citizen Developer assessment, for automations shared via Share an Automation form. |
Automation Profile page: Potential Benefit (across company) |
Revised Benefit per company (hours saved/year) |
Value calculated from Total Time to perform the work(AS IS) multiplied by the Revised Automation Potential. Where Total Time to perform the work(AS IS) value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Benefit per employee (hours saved/year) |
Value calculated by dividing the Revised Benefit per company (hours saved/year) by the Number of Employees. Where Number of employees value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Benefit per company (FTEs) |
Value calculated from FTEs Required multiplied by the Revised Automation Potential. Where FTEs Required value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Benefit per employee (FTEs) |
Value calculated from Revised Benefit per company(FTEs) divided by the Number of Employees. Where Number of employees value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Number of Robots |
The number of robots estimated by the algorithm to be needed for automating the idea. |
Idea/Automation Profile page > Cost Benefit Analysis |
FTR Overridden |
Represents the value overridden by user with editing rights in the Cost Benefit Analysis page for the estimated numbers of robots needed for automating the idea. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Benefit per company (currency/year) |
Value calculated from Total Cost(AS IS) multiplied by the Revised Automation Potential. Where Total Cost(AS IS) value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Benefit per employee (currency/year) |
Value calculated from Revised Benefit per company(currency/year) divided by Number of Employees. Where Number of employees value is taken from the Detailed Assessment. |
Idea/Automation Profile page > Cost Benefit Analysis |
Revised Ease of Implementation |
Reflects the corresponding % as per the selection done in Cost Benefit Analysis: for Easy → EOI value is 83% for Medium → EOI value is 50% for Difficult → EOI value is 18% Else, if no selection was done, the system displays the EOI % computed by the Detailed Assessment algorithm. |
Idea/Automation Profile page > Cost Benefit Analysis |
Est. Implementation Costs |
The estimation of the implementation costs required for this idea. |
Idea/Automation Profile page > Cost Benefit Analysis |
Est. Running Costs |
The estimation of the costs required for the idea to run for 1 year. |
Idea/Automation Profile page > Cost Benefit Analysis |
Est. Net Benefit Year 1 |
Cost per year for the process AS IS (computed in the Detailed assessment) - Cost with humans performing the manual process for the transactions that could not be automated - Implementation people cost - Running costs/year. |
Idea/Automation Profile page > Cost Benefit Analysis > Estimated Costs & Benefits chart |
Est. Net Benefit Year 2 |
Cost per year for the process AS IS (computed in the Detailed assessment) - Cost with humans performing the manual process for the transactions that could not be automated - Running costs/year. The Running cost/year = RPA software costs + Other Software costs + Support team + Infrastructure + Other costs. |
Idea/Automation Profile page > Cost Benefit Analysis > Estimated Costs & Benefits chart |
PDD Link |
Field populated only if a PDD link is embedded for the idea. The documents that have been uploaded are not displayed. |
Idea/Automation Profile page > Documentation |
Interests |
The number of interests received by the automation. |
Idea/Automation Profile page |
Downloads |
Display the number of times the automation has been downloaded from the Automation Store. |
Automation Store |
Requests |
Display the number of times the automation has been requested. Available only for accounts that have not migrated to the setup in Automation CloudTM. |
Idea/Automation Profile page |
Detailed Assessment Version |
Displays the version name of the detailed assessment for each idea |
Idea/Automation Profile page > About section > Assessment |
Number of Applications |
Displays how many applications have been selected in any assessment for each idea |
Idea/Automation Profile page > About section > any Assessment that contains the application question |
Number of Automation Store Reviews |
Displays the number of reviews added in the Automation Store profile |
Automation Store |
Number of Collaborators |
Displays the number of collaborators added to the idea. |
Idea/Automation Profile page > Collaborators |
Number of Comments |
Displays the number of comments and replies added to the idea. |
Idea/Automation Profile page > About section |
Number of Components |
Display the number of components added to the idea. |
Idea/Automation Profile page > Components |
Number of Documents |
Displays the number of uploaded documents to the idea. |
Idea/Automation Profile page > Documentation |
Number of Followers |
Displays the number of users who have clicked on the follow option for the idea. |
Idea/Automation Profile page |
Number of Media Items |
Displays the number of media items selected. |
Idea/Automation Profile page > About section > Misc assessment |
Number of Similar Automations |
Displays the number of similar automations selected. |
Idea/Automation Profile page > About section > Misc assessment |
Idea flow variable |
Displays the workflow level variable. | |
Please select a reason for rejecting the idea |
Displays the reason why the idea was rejected. |
Idea/Automation Profile page > Phase and status |
Leave a comment for rejecting the idea |
Displays the comment on why the idea was rejected | Idea/Automation Profile page > Phase and status |
Please select a reason for rejecting the automation | Displays the reason why the automation was rejected. | Idea/Automation Profile page > Phase and status |
Leave a comment for rejecting the automation | Displays the comment on why the automation was rejected. | Idea/Automation Profile page > Phase and status |
Leave a comment for archiving the idea | Displays the comment on why the idea was archived. | Idea/Automation Profile page > Phase and status |
Leave a comment for archiving the automation | Displays the comment on why the automation was archived. | Idea/Automation Profile page > Phase and status |
Leave a comment for deleting the automation | Displays the comment on why the automation was deleted. | Idea/Automation Profile page > Actions |
More columns that are part of the Detailed, High level , Citizen Developer and Change Request assessments can appear in the Automation Pipeline.
As long as a minimum of one idea is linked to a version of an assessment, then the questions part of that assessment are displayed as pipeline columns, showing the answers collected with that idea.