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Review and compare recording data

  • Updated: 9/17/2020
    • Automation 360 v.x
    • Build
    • Discovery Bot

Review and compare recording data

Learn how to review and analyze data from the Comparison view in Discovery Bot. You can view data by selecting up to three views, three recordings, or combine views and recordings side by side simultaneously.

Prerequisites

  • This task is performed by the Discovery Bot analyst who is in charge of reviewing and analyzing the associated recordings for business processes.
  • Ensure the user is assigned the AAE_Discovery Bot Analyst role and process analyzer license.

    Supported licenses for Discovery Bot

Procedure

  1. Review and analyze recordings in the Dashboard view:
    1. From your local machine, log in to your Control Room as Discovery Bot analyst.
    2. Go to Discovery Bot > Processes.
      The Processes page appears, displaying all assigned processes available for an analyst to review.
    3. Select a process to review.
      By default, the first time a process is selected for review, the Dashboard tab appears. You can select a view or a recording and display data from the Dashboard tab.

      If you select a specific tab (Dashboard, Aggregated, or Comparison tab) and log out of the Control Room, the last active tab that was selected appears when you log back into the Control Room.

  2. Click the Comparison tab to view and compare views, recordings, or a combination of views and recordings.
    The initial screen is displayed with no views or recordings selected.
  3. Compare up to three Aggregated views.
    You can compare a minimum of two views or two recordings, or a combination of views and recordings. The maximum allowed is three views, three recordings, or a combination of views and recordings.
    1. Mouse over the actions menu in the Views table.
    2. Click the + (plus) sign from the row-level toolbar to add views.
      The aggregated view is displayed.
    3. Click the - (minus) sign from the row-level toolbar to remove views.
      If there are only two views or two recordings, or a combination of views and recordings displayed, then removing one entry will default the display to the initial view. The initial screen appears with no views or recordings selected.
      The aggregated view is removed.
    4. Repeat the steps to display a maximum of three views to compare.
      By default, you must select up to two views or two recordings, or a combination of views and recordings for the data to be displayed in the Comparison view.
    5. Use the Reset, Zoom in, or Zoom out options as required.
      These options can be used individually per column for a view or recording.
    6. Use the screenshot icon or application icon in the toggle view (upper-right corner of the Comparison view) to decide how you want to display the steps.
      The screenshot icon or application icon view affects all columns in the Comparison view.
  4. Compare up to three recordings.
    You can compare a minimum of two views or two recordings, or a combination of views and recordings. The maximum allowed is three views, three recordings, or a combination of views and recordings.
    1. Mouse over the actions menu in the Recordings table.
    2. Click the + (plus) sign from the row-level toolbar to add recordings.
      The recording is displayed.
    3. Click the - (minus) sign from the row-level toolbar to remove recordings.
      If there are only two views or two recordings, or a combination of views and recordings displayed, then removing one entry will default the display to the initial view. The initial screen appears with no views or recordings selected.
      The recording is removed.
    4. Repeat the steps to display a maximum of three recordings to compare.
      By default, you must select up to two views or two recordings, or a combination of views and recordings for the data to be displayed in the Comparison view.
    5. Use the Reset, Zoom in, or Zoom out options as required.
      These options can be used individually per column for a view or recording.
    6. Use the screenshot icon or application icon in the toggle view (upper-right corner of the Comparison view) to decide how you want to display the steps.
      The screenshot icon or application icon view affects all columns in the Comparison view.

Next steps

Create a process view with branches and opportunities

Create a consolidated view of your business process, review recordings, and create a branch. Create potential opportunities.

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