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オートメーションのフェーズとステータス

オートメーションのアイデア

An idea shared via employee-driven or CoE-driven path needs to go through sequential steps for an idea to become an automation live in production. During this journey, the Program Manager, the submitter, and collaborators, as well as the users following the idea, can track, and report its status to the various stakeholders so that appropriate decisions can be made.

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注:

The following users can update the phase and status of an idea as mentioned below:
System Admins and Program Managers can update the phase and status for any idea.
The user assigned with the Project Manager role in that idea can update it during the Implementation phases.
Any custom role that has been assigned with the permission Update the Phase and Status of any idea.

パイプラインを堅牢で高品質なものにするために、フェーズには特定のアクティビティが必要です。フェーズまたはステータスが変更されると適切なユーザーに通知されるので、該当するユーザーはアクションを実行して、ライフ サイクル全体を通してアイデアを確実に進めることができます。

フェーズ

Please find below a table containing the phases available for an automation idea as well as the trigger and a short description for each of them.

Phase NameTrigger TypeDescription
IdeaAutomaticThe details of an idea are saved by the user.
AssessmentAutomaticWhen an automation idea in Idea - Awaiting review is approved.
This phase is completed by the Process Owner who understands the task or process in detail.
An idea is shared through the CoE-driven path by an authorized user.
QualificationAutomaticWhen the Process Owners clicks Submit Assessment in the edit mode of the automation profile the phase is updated to Qualification.
AnalysisManuallyThe Project Manager updates it from the Automation Profile - About page.
Solution DesignManuallyThe Project Manager updates it from the Automation Profile - About page.
DevelopmentManuallyThe Project Manager updates it from the Automation Profile - About page.
TestingManuallyThe Project Manager updates it from the Automation Profile - About page.
LiveManuallyThe Project Manager updates it from the Automation Profile - About page.

ステータス

さまざまなステータスを各フェーズに関連付けることで、きめ細かい追跡が可能になります。

以下の表に、各フェーズで利用可能なステータスとトリガー アクションの説明を示します。

アイデア フェーズ

StatusTrigger
Awaiting ReviewThe user clicks Share idea in the Review screen of the shared an idea journey. The Automation Profile Page is created at this point.
DuplicateThe Idea Approver clicks Mark as duplicate for an idea. This status marks it as being a duplicate of another idea.
RejectedThe Idea Approver clicks Reject for an idea.
A reason for the rejection needs to be selected. The below options are available:
Inadequate for idea
Requires edits
Contains dummy information
Other
ArchivedUpdated when:
the Idea Approver clicks Reject for an idea and selects the "Contains dummy information" reason.
The Idea Approver clicks Archive for an idea.

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注:

上記のステータスの更新は、プログラム マネージャー、または「任意のアイデアのフェーズとステータスの更新」の権限が割り当てられたカスタム ロールが実施することもできます。

評価

StatusTrigger
Awaiting ReviewAn idea is shared through the CoE-driven idea flow by an authorized user.
Not StartedThis is set when the Idea Approver approves the automation.
In ProgressThe Process Owner clicks Save in the edit mode of the automation profile page.
On HoldThe Program Manager edits the Status to On Hold from the edit mode of the automation profile page - Phase Status dropdown, for an idea in the Assessment phase.
PostponedThe Program Manager edits the Status to Postponed from the edit mode of the automation profile page - Phase Status dropdown, for an idea in the Assessment phase.
RejectedThe Program Manager edits the Status to Rejected from the edit mode of the automation profile page - Phase Status dropdown, for an idea in the Assessment phase.
ArchivedThe Program Manager or System Admin clicks Archive in the the edit mode of the automation profile page. This is applicable for ideas in the Assessment phase - status Awaiting Review, Not started, In progress, On Hold.

審査

StatusTrigger
Awaiting ReviewThe Process Owner clicks Submit Assessment from the edit mode of the automation profile page
This is applicable if the Submitter did not choose the Major change expected option for any of the first 2 questions from the Detailed information section.
On HoldThe Program Manager or System Admin selects a batch of ideas that are in Qualification with Awaiting review or Approved status and moves them to Qualification with On hold status by clicking Put on hold.
This is applicable to ideas for which the Board decided to revisit at a later date.
This can be easily done in the Decision Pipeline view.
ApprovedThe Program Manager or System Admin selects a batch of ideas that are in Qualification with the Awaiting review or On hold status and moves them to Qualification with Approved status by clicking Approve.
This is applicable to ideas for which the Board decided to move towards implementation.
This can be easily done in the Decision Pipeline view.
RejectedThe Program Manager or System Admin selects a batch of ideas that are in Qualification with Awaiting review, On Hold or Approved status, and moves them to Qualification with the status Rejected by clicking Reject.
This is applicable to ideas for which the Board decided to stop the process.
This can be easily done in the Decision Pipeline view.
ArchivedThe Program Manager or System Admin clicks the Archive button from the edit mode of the automation profile page.
This is applicable for ideas in the Assessment phase - status Awaiting Review, On Hold, Approved, or Rejected.
This can be easily done in the Decision Pipeline view.

分析、ソリューション設計、開発、テスト

StatusTrigger
Not StartedManually updated by the Project Manager in order to mark that the automation development is not started.
In ProgressManually updated by the Project Manager in order to mark that the automation development is evolving as expected.
CancelledManually updated by the Project Manager in order to mark that the automation development is canceled.
On HoldManually updated by the Project Manager in order to mark that the automation development is put on hold.
At-RiskManually updated by the Project Manager in order to mark that the automation development time frame may be delayed.
DelayedManually updated by the Project Manager in order to mark that the automation development time frame is delayed.
CompletedManually updated by the Project Manager in order to mark that the automation development is completed.
ArchivedThe Program Manager or System Admin clicks the Archive button from the edit mode of the automation profile page.
This is applicable to ideas in any of the above-mentioned phases, and status.

本稼働

StatusTrigger
Ready for ProductionManually updated by the Project Manager in order to mark that the automation development is done and it is ready for the last updates before being published.
HypercareManually updated by the Project Manager in order to mark that the functionality of the automation is being monitored before being published.
If some details need attention, troubleshooting and issue fixes are applied.
In ProductionManually updated by the Project Manager in order to mark that the automation is published.
On HoldManually updated by the Project Manager in order to mark that the automation requires additional input or resolution from a third party.
ArchivedThe Program Manager or System Admin clicks the Archive button from the edit mode of the automation profile page.
This is applicable to ideas in any of the above-mentioned phases, and status.

市民開発者のオートメーション

The automation shared by a citizen developer needs to go through sequential steps from submission to becoming Ready to Use. During this journey, the Citizen Developer submitter, the Business and Technical Reviewers, collaborators, as well as the users following the automation, can track, and report its status to the various stakeholders so that appropriate decisions can be made.

パイプラインを堅牢で高品質なものにするために、フェーズには特定のアクティビティが必要です。フェーズまたはステータスが変更されると適切なユーザーに通知されるので、該当するユーザーはアクションを実行して、ライフ サイクル全体を通してオートメーションを確実に進めることができます。

PhaseDescription
Business ReviewThis Phase enables the Business Reviewers to push forward automations created by the Citizen Developer Self User and select which automations are worth being endorsed for a Technical Review.
Technical ReviewThis Phase enables the Technical Reviewers to push forward automations by identifying any code quality issues and seeing it to the Development phase, if the case.
DevelopmentThis Phase enables the Citizen Developer Power User to select which automations they want to work on and complete the development.
LiveThis Phase enables the Technical Reviewers to approve automations for wider use.

ステータス

さまざまなステータスを各フェーズに関連付けることで、きめ細かい追跡が可能になります。また、オートメーションが特定のフェーズの特定のステータスにある場合にのみ、特定のアクションを実行できます。これにより、オートメーション パイプラインの品質を確保します。

以下の表に、各フェーズで利用可能なステータスとトリガー アクションの説明を示します。

ビジネス レビュー フェーズ

StatusTrigger
Awaiting ReviewThe user clicks Share in the automation submission form. The Automation Profile is created at this point.
On HoldThe Business Reviewer selects the action Put on Hold from the Automation Pipeline table or from the Automation Profile - About page.
RejectedThe Business Reviewer selects the action Reject from the Automation Pipeline table or from the Automation Profile - About page.
ApprovedThe Business Reviewer selects the action Approve from the Automation Pipeline table or from the Automation Profile - About page.

技術レビュー フェーズ

StatusTrigger
Awaiting ReviewThe Business Reviewer selects the action Move to Technical Review from the Automation Pipeline table or from the Automation Profile - About page.
On HoldThe Technical Reviewer selects the action Put on Hold from the Automation Pipeline table or from the Automation Profile - About page.
Rework RequiredThe Technical Reviewer selects the action Rework Required from the Automation Pipeline table or from the Automation Profile - About page.

開発フェーズ

StatusTrigger
Not StartedThe Program Manager approves the automation for Citizen Development Power User Work by selecting the action "Approve for Citizen Developer" work from the Automation Pipeline table or from the Automation Profile - About page.
In ProgressThe Citizen Developer Power User selects the action Start Development from the Automation Pipeline table or from the Automation Profile - About page.

本稼働フェーズ

StatusTrigger
In ProductionThe Technical Reviewer selects the action Approve from the Automation Pipeline table or from the Automation Profile - About page.
ArchivedThe Program Manager clicks the Archive button from the Automation Pipeline table or from the Automation Profile - About page.
This is applicable to automations in any of the above-mentioned phases, and status.

2 か月前に更新


オートメーションのフェーズとステータス


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