automation-hub
2021.10
false
- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
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- Share Idea or Automation
- My Tasks
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- Task Capture Integration
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OUT OF SUPPORT
Automation Hub User Guide
Last updated Nov 11, 2024
Review
Access the Review page to view all the ideas and automations waiting to be reviewed:
- All ideas in Idea or Assessment phase with any status;
- All automations in Business Review or Technical Review phase.
A set of Actions is available on the last column for each item. These are different for ideas and automations as follows:
Program Managers can:
-
Approve the idea and sent it to the Assessment Pipeline.
Note: Before Approving ideas, make sure that a Process Owner is assigned. If the Submitter didn’t select the Process Owner, open the Quick View modal of that idea and select a Process Owner in the thumbnail displayed on the top right corner. - Reject the idea.
- Mark as Duplicate the idea.
- View Automation Profile by opening the Idea Profile Page or Automation Profile Page. This page contains all the details of the item.
- Quick View the idea's description, idea score, and general information in a pop-up page.
- Archive the idea. This signifies that the idea will not be queued for implementation and will no longer appear on the Explore Ideas page.
-
Delete the idea in order to remove all its details from the platform.
Actions available for automations:
Note: The available actions differ depending on the automation phase and status as well as the role assigned to the person accessing
it.
- Approve the automation so it can then be evaluated in the next review stage.
- Mark it as Rework Required in order to trigger a notification for the Project Manager who needs to decide if the automation should go through the CoE flow or Citizen Developer Power User work.
- View Automation Profile by opening the Idea Profile Page or Automation Profile Page. This page contains all the details of the item.
- Quick View the automation's description, and general information in a pop-up page.
- Put on Hold the automation in order to gather more information or discuss it at a later time.
- Archive the automation. This signifies that the automation will not be queued for implementation and will no longer appear on the Explore Automations page.
-
Delete the automation in order to remove all its details from the platform.