Task Mining
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Task Mining
Last updated Apr 26, 2024

Settings

Output configuration

Output configuration lets you choose if you want PII data masking to work as per details below.

PII Data Masking option

Personally identifiable information (PII) is information that, when used alone or with other relevant data, can identify an individual. This can be switched on or off based on your preference using the Edit button.

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To find out more about personally identifiable information check PII data masking page.

Recorded apps

View and manage the list of applications where tasks made by the users are captured. The Recorder Client logs only data for these applications.

The Recorded Apps feature enables you to make sure the recorder is only collecting important data from specific applications selected in the tool. By selecting only specific application the amount of nosiness in data is reduced and the recorded focuses on gathering only the data it needs.

This way you can make sure that only data permitted is captured, and information from websites, or application from the deny list is ignored.

In order to tell if the application is recording data from an application, a green light shown by the client is visible .

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Under the Recorded Apps section, create the Recorded Applications list by adding applications or websites. This is a mandatory step to be able to record successfully. The recording application will only log data for these applications and websites.

Below is an overview of the available lists:

  • Globally for all users - the list of applications that are implemented and recorded for all the users. Once you set the list of the Recorded Apps, users cannot change it.

    • Allow recording - the list of applications and websites that will be included in the recording.
    • Deny recording - the list of applications and websites that the Recorder will ignore when recording.

Allow an application or website to be recorded

To add an application or website to the Allow recording list, use the Search option to be sure the app is not already added and follow the applicable scenario as listed below.

Perform the search as in the illustration below:

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You can also select applications and/or websites from the Deny recording list and move them to the Allow recording list.

Follow these steps to add an application or website that is not available in the Allow recording list tab.

  1. Select Allow.

  2. The Allow Application or Website pop-up is displayed.
  3. Enter the name of the application or the domain of the website for which you want to allow recording and select Add. See the illustration below for an example.

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For executables, make sure that the name you enter is the same as the file name of the executable, and that it is in the .exe format. For websites, make sure that you enter the correct domain name and the extension, for example, uipath.com. To find the correct executable name of an application, see How to Find the Executable File for a Program.
Note:

If a browser was set on the allow list, all websites/url are collected. To avoid collecting data from personal websites, use the deny list to prevent specific websites from being collected.

You can also just add the websites from where you want to record data in the allow list. This ensures that you collect data only from the allowed websites.

Note:

By adding a website to the Allow recording list, you are giving permission for that specific site to be recorded regardless of what browser is used to access it. Even if the browser itself is not explicitly added in the Allow recording list, the permitted website will still be recorded.

Note: Applications that require OS Administrator permissions to run won’t be captured unless the user runs the recording application as Administrator.

Deny recording an application or website

To add an application or website to the Deny recording list use the Search option to be sure the app is not already added and follow the applicable scenario as listed below.

You can also select applications and/or websites from the Allow recording list and move them to the Deny recording list.

Follow these steps to add an application or website that is not available in the Deny recording list tab.

  1. Select Deny.

  2. The Deny Application or Website pop-up is displayed.
  3. Enter the name of the application or the domain of the website for which you want to deny recording and select Add.
For executables, make sure that the name you enter is the same as the file name of the executable, and that it is in the .exe format. For websites, make sure that you enter the correct domain name and the extension, for example, uipath.com.

To find the correct executable name of an application, see How to Find the Executable File for a Program.

Delete an application or website

Follow the steps below to Delete an application from the recording list.

  1. Locate the application or website in the list and select the option button.
  2. Click on Remove.
  3. The application or website is removed from the list.

    Important: If the recorded apps list is empty, you will be prompted with a notification dialog that allows you to add apps or skip and proceed, but by skipping, you will not record any steps.

Data collection policies (optional)

The Data collection policies allows the Company Admin(s) to easily inform the users about the recording process and gather their consent to record the data for a Task Mining project.

Below is a description of the available options.

OptionDescription
Show consent dialog for usersDisplays a consent dialog for a user when you start a user recording process.

Users will be presented with a dialogue to accept or decline the recording terms and conditions before the desktop application begins capturing the data.

By default, the timeframe for the recurring consent collection in the Show at the Start of every <> days(s) field is set to 7 days. Users will be prompted with the consent dialogue after the specified amount of days passed since the user accepted the consent the first time.

View users consent logs enables you to browse the consent collection history.

Note:

The Show consent dialog for users option is enabled by default. You cannot disable it.

Anonymize user names on the Results page

Enables you to anonymize user names that are displayed on the Results page to protect the privacy of individuals represented by the data.

Viewing the Users consent logs

You can browse the users consent collection history in the Users consent logs. Follow these steps to view the Users consent logs.

  1. Open the project for which you want to view the Users consent logs.

  2. Go to the Settings tab.

  3. Select the Data collection policies option from the Table of contents.

  4. Select View users consent logs.

The Users consent logs is displayed.



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Below is an overview of the elements.

Element

Description

Name

The name of the recording user.

Email

The email address of the user.

Consent status

The current consent status of the user.

Note:

Consent status is only available if the Show consent dialog for users option on the Data collection policies page is enabled, allowing users to give consent.

Terms of Use

A hyperlink to the document that describes the terms of use that applied at the time the consent was approved.

Timestamp

The date and time the user approved the consent.

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