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UiPath Insights

The UiPath Insights Guide

Insights Configuration Checklist

iconicon This checklist is for Insights installed via Automation Suite.

Enabling and Provisioning Insights


  • Able to enable and provision Insights

 

Manage Access


  • Able to add a user (user must already exist on Automation Suite);
  • Make sure a user cannot solely have auxiliary permissions (i.e., only ROI viewer but not viewer);
  • 10 designers across the entire account;
  • Cannot remove admin from admin.

 

Tests for Permission Types


Make sure all permissions can:

  • Use the standard download of a template or tenant dashboards (via button on dashboard tile);
  • Use the advanced dashboard download to:
    • Download as a pdf/csv
    • Alter paper size
  • Export the data from a tile;
  • View the UiPath Templates and Tenant tabs;
  • Only interact via pre-made filters and cross-filtering (i.e., cannot modify templates directly);
  • Schedule template or tenant dashboards for delivery;
  • Send reports to any email address (even to users with no Insights or platform access);
  • Select the time zone displayed in any dashboard;
  • Hide or show filters;
  • No access to admin menu options;
  • Manage access;
  • Configure ROI Dataset.

 

Designer Permissions Only Tests


  • Copy a dashboard from UiPath Templates to My Dashboards;
  • Copy a dashboard from Tenant to My Dashboards;
  • Edit a dashboard;
  • Create a new dashboard;
  • Delete a dashboard;
  • Share a dashboard with tenant;
  • Duplicate a dashboard (on My Dashboards);
  • Explore data (press explore from here on a tile);
  • Save the new tile into a new dashboard or to an existing dashboard;
  • Edit pre-defined filters;
  • Set a conditional alert and receive the email of the alert when the condition is met.

 

Viewer Permissions Tests


  • Cannot create/copy/edit/delete any dashboards;
  • Cannot add alerts;
  • No access to My Dashboards.

 

Admin Permissions Tests


  • Use all viewer abilities;
  • Access to ROI Dataset;
  • Enter values for the tenant ROI Dataset;
  • Enter values up to 2 decimals;
  • Enter 0 as a valid value;
  • Sort the default columns in ascending or descending order;
  • Add a custom column;
  • Apply values to all rows;
  • Rename a custom column;
  • Delete a custom column;
  • Access to user management;
  • Without auxiliary permissions, admin cannot see Business ROI template.

 

ROI Viewer Permissions Tests


  • Make sure permission is added onto either viewer or designer permissions;
  • If paired with designer, the user can only view the template, but not copy;
  • Able to interact with the business ROI template;
  • Can’t copy the business ROI template.

 

ROI Editor Permissions Tests


  • Only can be added with Designer permissions;
  • Copy the business ROI template into the my dashboards tab;
  • Access to process manual values and queue manual values explore;
  • Use a custom column in a dashboard;
  • See all explores when editing a tile/creating a tile on a copy of the ROI Dashboard;
  • Add process and queue information on a copy of the ROI dashboard.

 

Insights Home Page


  • Searching for a dashboard;
  • Cannot delete templates;
  • Cannot add a dashboard to the templates tab;
  • Only can see Business ROI template with auxiliary ROI permissions;
  • Business ROI template is locked (before admin has added data to the ROI dataset).

 

Data Ingestion


  • Make sure all robot logs are ingested, not only the last records and errors;
  • Time latency (~30 mins);
  • Compare data with orchestrator and make sure nothing is missing.

 

Updated 29 days ago

Insights Configuration Checklist


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