- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Dashboards
- Share Idea or Automation
- My Tasks
- Notifications
- Resources
- Task Capture Integration
- Automation Store
- Email Notifications
- Video Tutorials
- Additional Resources
Ideas
Short description:
This video presents how to explore the idea from a tenant.
The main topics are:
- Who can access this feature?
- Which is the content displayed on an idea card?
- How to filter or search on the list?
Who has access?
Standard User
Short description:
This video presents the way to explore the content of an Idea Profile.
The main topics are:
- Who can access this feature? (00:00)
- How to identify an Idea Profile that interests you? (00:27)
- Exploring the "About" page. (01:30)
- Exploring the "Documentation" page. (04:40)
- Exploring the "Components" page. (05:50)
- Exploring the "Collaborators" page. (06:30)
Who has access:
Standard Users
Short description:
This video presents the way to fill in the Detailed Assessment section within an Idea Profile.
The main topics are:
- Who can fill in the Detailed Assessment? (00:55)
- How to fill in the Detailed Assessment? (01:18)
- The results of the Detailed Assessment (06:07)
- How does the Detailed Assessment help prioritize the ideas in the Decision Pipeline? (06:48)
Who has access:
Process Owner assigned in the Idea Profile, System Admin, and Program Manager
Short description:
This video explains how the Project Manager assigned in an idea can perform a Cost-Benefit Analysis of that idea.
The main topics are:
- Why is this step important? (00:00)
- Who has access to this feature? (01:24)
-
Editing the Cost-Benefit Analysis page:
3a. Project Plan (03:11) 3b. Estimation of Robots Needed & Refinement of Benefits (04:52) 3c. Cost Estimates (07:40)
- Viewing the output of the Cost-Benefit Analysis (10:16)
Who has access:
The Project Manager assigned in the Idea Profile, the Collaborator with editing rights, System Admin, and Program Manager
