Platform Setup

Note: Please note that the Program Manager can no longer access the Admin Console module.

Manage the Application Inventory

Short description This video presents how to set up the platform for Automation Hub, with a focus on managing the Application Inventory.

The main topics are:

1. Who can access this feature? (00:00)
2. What is the Application Inventory? (00:25)
3. How to add a new application? (00:45)
4. How to delete an application? (03:10)

Who has access:

System Admin

Manage the Documentation Templates

Short description:

This video presents the Documentation section. Here users can upload and manage company-specific document templates.

Who has access:

System Admin

Customize the High Level Assessment

Short description:

This video explains how an admin can edit, add, remove questions from the High Level Assessment and also change the weights of the questions that impact the Idea Score.

Who has access:

System Admin

Customize the Detailed Assessment

Short description:

This video explains how additional questions can be created for the detailed assessment and shows where these questions are displayed within the form.

Who has access:

System Admin

Note: Please note that the number of customizable questions is now limited to 50.

Platform Set-up - Cost Set-up

Short description:

This video explains how to build a catalog for cost types. This will help the Project Manager when filling in the Cost-Benefit Analysis.

The main topics are:

1. Why is this step important? (00:00)
2. How to set up the Currency? (00:50)
3. How to set up the RPA Software Vendors? (01:15)
4. How to set up the One Time Costs - Implementation People Costs? (02:03)
5. How to set up the Running Costs - RPA Software Costs? (03:13)
6. How to set up the Other Running Costs? (03:50)

Who has access:

System Admin