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UiPath Automation Hub

The UiPath Automation Hub Guide

Review

Managing the Items from 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:

Ideas

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.

Automations:

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.

Updated 12 months ago


Review


Managing the Items from Review

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