Share an Idea
If you notice a manual, repetitive task, or process that could be done automatically, you are encouraged to share an idea. Do this by clicking the Share button available on the top, right-hand side of the page.
Depending on the submitter's assigned permission levels, ideas have two separated approval flows:
- Employee-driven
-
CoE-driven
Note: A third option is available allowing users with Citizen Developer rights to share an Automation. Please check the Share an Automation page for details.
Employee-driven Idea
The Share an 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.
As soon as you click it, a pre-defined questionnaire containing a set of 9 questions is displayed. This helps you identify suitable candidates.
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.
Below you can find a graphic display of the Employee-driven idea flow:
CoE-driven Idea
Authorized users like Subject Matter Experts, Process Owners, RPA Business Analysts, Process Consultants who know the process in detail, can bypass the Idea Approver's approval flow by sharing a CoE-driven idea. Check out the Idea Review Phases for more information.
