Manage a process in Automation Co-Pilot

A process contains bot and human tasks. An AARI Admin can manage and assign processes to teams to deploy processes or automate tasks.

The AARI Admin performs global process management tasks. Such tasks include, but are not limited to:

View the checked-in processes from the Control Room.
Assign teams to a process for request creation.
View and resolve pending requests and tasks.

Image demonstrates the process setup menu under manage processes.

You can view your requests on the Processes page. For easy access to a specific process, you can sort the processes by name in ascending or descending order and toggle the pinning of a process. The responsive view of the Processes page adjusts the display to your screen size. To guide with your team assignment, you can also reference the team from which a request is created by referring to the team name added in the process tile on the Processes page.

Select a process to begin editing and select who and how the process can be run. Find initial settings on the General tab. Enable users to run the process by adding role and team types on the User group tab. Image demonstrates the edit process menu and orients users where to add roles to the process.

Automation 360

Manage a process in Automation Co-Pilot