UiPath Task Capture

The Task Capture Guide

Understanding the Process Definition Document

The document you export to Word will have the following elements:

Table of Contents

To go directly to a specific part of the document, press Ctrl and click the corresponding entry.

Introduction

Edit the provided Purpose of the document if needed.
Check the list of Objectives and update it with yours (1).
Add roles in the Process key contact part (2).
Look through Minimum Pre-requisites for automation (3).

Process Overview

Some of the data is automatically inserted in the table. Other parts require manual input.

Applications used in the process

This table is auto-inserted and contains the list of applications used during the capturing process.

As-Is Process map

High-level As-Is Process map is the workflow diagram that has been generated based on the captured process or was manually created by you.

Process statistics

It contains two parts:
High-level statistics (1)
Detailed statistics (2).
This is created automatically based on the captured process(-es).

Detailed As-Is Process Steps

In this section, you see each captured sequence (with the name of the window as its name) and separate actions inside this sequence. These include Title and Description, Estimated time, Type of action (e.g. Left Mouse Click) and a screenshot.

To-Be Process Description

This section contains the To-Be Detailed Process Map (1), Parallel Initiatives (2), In Scope of RPA (3).

Note:

You can use the exported Word document as a template if you want to create To-Be Process Map with Task Capture and further, update your document with it. To do this follow the below steps:

  1. Add the necessary placeholders to the exported document (e.g. {%diagram} to insert a process map in the necessary place).
  2. Go to Export & Publish >> Word Document >> Template View.
    Hover over any of the templates >> Edit Template.
  3. Open the local template folder. Paste the exported Word file that you want to use as a template.
  4. Remove the current template file.
  5. Rename your document to "template".
  6. Use this template for exporting.

You can add details on the (sub-)processes that are Out of Scope of RPA (4) and on Business Exception Handling (5).

Moreover, you can fill in the table regarding Application Error and Exception Handling (6).

Add Reporting if needed (7) and Other Observations (8).

Finally, feel free to indicate Additional sources of process documentation.

Updated 7 days ago


Understanding the Process Definition Document


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