Assign a team to a process

An Co-Pilot Admin can configure processes in the web interface and assign teams to a process for request creation. They access the web interface to view and manage processes in the Process Setup page.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface Admin role for the Co-Pilot Admin.
  • Have access to Automation Co-Pilot.
As an Automation Co-Pilot admin, a key function is to assign teams to a process.
Note: If only the default team is assigned to a process, then another team must be assigned before the default team can be removed. See steps 11 to 14 to change a default team.

Procedure

  1. Log in to Automation Co-Pilot as an Co-Pilot Admin.
  2. Navigate to Manage > Process setup
    The Process Setup page enables the Co-Pilot Admin to view all of the check-in processes from the Control Room and assign teams to a process.
  3. Click on a process.
    An Edit Process window appears and shows related information about the process such as the process name, description, tags, and teams.
  4. Edit the Process name field if necessary.
  5. Optional: Enter a description in the Description field.
  6. If no tags exist, input any tag name in the Tags field to attribute tags to the process.
    Follow steps 7 and 8 to add existing tags, or you can skip to step 9.
  7. Search for a tag description in the search bar.
  8. Click Add as a new tag.
    A new tag will be added.
  9. Select the scheduler user from the drop-down menu in the Scheduler field.
    Note: The Global scheduler option is selected by default if a scheduler is not set for any process.
  10. Select the by user (default) or by bot options in the Request creation field.
    Important: If the by user option is selected, then processes are visible in the Processes page for all Co-Pilot Users (owners or members of team). If the by bot option is selected, then the request is created by a bot or another process using the Process Task in the Process Composer . A team must be selected in the Default team to take the bot created request field, for requests to be created by that team.
  11. Click the + (plus) icon to add teams to the process.
    The Add teams window appears to search for teams to add.
  12. Search for a team in the search bar.
  13. Click on their name to confirm the team.
  14. Click Add.
    A team is now successfully added to the process. A small Default label will appear next to the team selected as the default.
    Note: If only the default team is assigned to a process, then another team must be assigned before the default team can be removed.
  15. Optional: To remove a team, click the trash icon next to the team name.
  16. Click Save.