The Detailed Assessment filled out by the Process Owner outputs multiple indicators helping you better prioritize the automation ideas and understand the impact of the automation process.
System Admin and other roles that have the Customize Assessments permission assigned can modify the Detailed Assessment to better match the target audience and obtain relevant indicators for their automation program which will help in making informed decisions.
After accessing the Customize assessments page from Admin Console > Platform Setup, in the Detailed Assessment section, you can:
- See the current live assessment, followed by a list of assessments, part of the Version history - you will be able to create and save multiple assessment versions;
- Customize - start the customization process of the Detailed Assessment that is currently live;
- See live preview - check the preview of the assessment form as it is currently published to the users.
If another version of the Detailed Assessment is set live, the Share a COE driven idea form will reflect the new assessment version that is live. Employee-driven ideas in Draft and in Idea phase will also contain the live assessment once they progress into the Assessment phase. Existing automations ideas assessed using previous versions are not affected. They will continue to follow the structure of the Detailed Assessment that was used to assess them.
- Mass update - lets you have two options:
- Update all ideas to a specific assessment version. All existing ideas which have a detailed assessment are impacted except for Employee-driven ideas in draft or Idea phase, Citizen Developer automations that are in Business or Technical Review are not be impacted.
- Update all ideas linked to a specific assessment version to another assessment version of your choice.
When a mass update is performed between two versions, the answers to the questions that are common in both versions are kept in the Automation Profile.
The comparison is always done between two versions and will not retrieve answers from other older versions that might have contained the same questions.
After selecting an assessment version, clicking Customize, lets you do the following:
- Create a new section
- Add new questions.
- Change the Question Type.
- Change the Question Settings.
- Add new custom KPI.
- Reorder questions in the form.
- Modify existing questions part of the UiPath default assessment
- Save multiple assessment versions.
This can be done by selecting Create new section action available above the left navigation menu. A new
empty section is added at the bottom of the existing sections and it's mandatory to fill in the section name and have at least one question to save the assessment.
In a section, you have the following options:
- Show section - this setting is ON by default. It is useful if you want to hide from the form all the questions within it.
- Delete section - this option will delete the section and all the questions within it.
A maximum number of 40 sections is accepted in the entire form.
You have the option to create additional questions either at the end or in between the existing questions.
Click on the New Question button and you can now start to add the necessary details.
Mandatory field for any question added, limited to 150 characters.
Description can be added for each question, limited to 750 characters.
Mandatory field for any question added.
A minimum of 2 and maximum of 20 answer options should be defined for any single choice or multiple choice question;
You can select from 5 types available:
You can toggle the following options:
You can select if the question should impact the calculation of the KPIs selected from the dropdown list and also edit the mathematical formula used.
- A maximum number of 150 questions and KPIs is accepted in the entire form.
- A maximum number of 20 answers is accepted for each question.
Questions can be of different types as follows:
Text field limited to 500 characters.
Number (no decimal points)
Only positive integer numbers accepted
Unit becomes available.
Number (1 decimal point)
Only positive float, 1 decimal accepted.
Unit becomes available.
Number (2 decimal points)
Only positive float, 2 decimals accepted.
Unit becomes available.
Only positive integers are accepted.
Users can select only one answer for this question type.
Users can select multiple answers for this question type.
When this question type is used in a formula, the sum of the selected answer scores will be taken into consideration in the algorithm when filling out the Detailed Assessment.
The settings available for each question are detailed as follows:
Can impact KPI
Show comments section
To remove a question from the assessment, just click the Delete Question button. Once the customized Detailed Assessment is saved, you cannot recover the deleted question. If you might need a question later, you can choose to hide it for now from the assessment by toggling off Show question setting.
You have the option to create a new custom KPI.
Select the New KPI button and you can now start adding the necessary details.
Mandatory field for any KPI added, limited to 150 characters.
Description can be added for each KPI, limited to 750 characters.
Mandatory field accepting only CAPITAL LETTERS and “_” symbol, limit of minimum 3 and maximum 50 characters.
Allows you to build an indicator formula using math operators and referencing the variables of questions and KPIs. We recommend using basic math operators like `+ - * / ( ). More advanced functions like rounding or logarithms are also supported.
Questions & KPIs
Open a dropdown list part of the KPI's formula, containing:
You can select from 2 types available:
You can select if the KPI that you are editing should impact the calculation of another KPI. If the case, open the dropdown list and choose which KPI's formula will be adjusted with the variable of the KPI that you are editing.
The formula editor field is available at the level of each KPI:
- when editing an existing KPI
- when creating a new KPI
- when selecting a KPI from the KPIs impacted dropdown
A formula is composed using variablesvariables - Short names assigned to a question or KPI to be used in a formula. and simple math operations
+ - * / ( ). Start typing the first letter of the variable that you want to add and a list of suggestions will be available to select from.
No need to add "=" at the beginning of the formula; you can start directly with the name of a variable or a function.
Variables are case sensitive, only capital letters are accepted, while functions need to be written in lower case.
There are some validation rules when creating a formula, as described below:
Invalid end of expression
If you enter in the formula editor some operators with no factors after them, then the changes cannot be saved.
Invalid start of expression
If you enter in the formula editor the
If you enter in the formula editor some other symbols besides the allowed math operators and numbers, then then the changes cannot be saved.
Formula should not contain a KPI that is based on the one that is being calculated
If you enter a factor that is computed using the KPI for which you are editing the formula, an error message is displayed.
a= b+c, where b= a*5
Sections and questions can be reordered such that you can prioritize the list in the form. To reposition, identify the four dotted icon displayed on the left side of the section/question and drag&drop to the desired location. Questions can be repositioned only within their parent section.
All questions from the UiPath default assessment can be customized with a few exceptions as follows:
- All existing questions can be deleted from the Detailed Assessment, except for Automation Potential and Ease of implementation. These are essential for the functionality of Automation Hub.
- Applications Used section can be hidden but not deleted or customized. Being a custom made section, it can no longer be linked to App Inventory if reverted or recreated.
Versioning of the Detailed Assessment is now possible and admins can create multiple versions of the assessment form.
The version history displays a list with all assessments created.
By default, all users have at least one Detailed Assessment version (the built-in UiPath version). In case custom questions have been already defined at the level of the tenant, you have from the start two versions of assessment: Default Assessment and Default Assessment with custom questions.
In the Version history section, for each assessment, you can see details about the version name, version number, ideas using that version of the assessment, when it was last saved, and specific version notes.
When editing version details of an assessment, consider the below requirements:
- Version name: limit of 50 characters, accepts letters and numbers and any foreign language characters.
- Version number - use the following numeric format: e.g: 2.1, 3.0.
When you've finished customizing your assessment, select:
Preview and see how the assessment form will look like with the changes made. This lets you test the assessment before being live, by filling in the required details to calculate the KPIs in real-time.
Save button in the right bottom corner of the page:
Save as a new version - A new version can be manually created at any time, after editing an existing version. However, this will be the only option available in case you have done major changes to the initial assessment and the assessment version that is being edited has at least one idea linked to it. Major changes can be one of the following:
- A question that impacts at least one KPI was modified in terms of answers removed, answer scores modified, the variable name changed, question type changed, or question was deleted.
- New question(s) or KPI(s) were added that impact at least one KPI.
- A KPI's variable name changed.
- An existing KPI’s formula was modified.
- Any other action that would require a recalculation of KPIs for existing automation profiles.
Update existing version - Available if changes are made to a version that is used by 0 ideas or when only text changes have been applied or free text questions added to the assessment or any other actions that do not require recalculations.
Cancel - lets you discard any changes made.
Only the UiPath default assessment can be translated to another language available in Automation Hub. The new questions or KPIs modified or added to the default assessment will no longer be translated.
Publishing a customized version of the Detailed Assessment impacts the existing Automation Profiles as described below:
In View Mode, the detailed assessment version is shown and in Edit Mode, users with rights to change the assessment version can select another version from the dropdown list available next to 'Detailed Assessment' title and apply it to that automation profile. That version will load on the page, the answers to the common questions will be maintained, and the new mandatory questions will require an answer.
When a new version of the Detailed Assessment is set live, the automation profiles of employee-driven ideas in Idea phase will contain the live assessment once they progress into the Assessment phase. The automation profiles of existing ideas that have been assessed using different versions are not affected. They will continue to follow the structure of the Detailed Assessment that was used to assess them.
Automation Pipeline tables will be enhanced with new columns corresponding to each new custom question or KPI created in the Detailed Assessment. The columns with data from the Detailed Assessment can be found at the end of the Columns list in alphabetical order and once selected will appear at the end of the Automation Potential table.
If you want to slightly modify the title of an existing question or change its type while still keeping the answers in the same Automation Pipeline column, then you need to make sure not to change the variable name of the question.
Updated about 2 hours ago