View and search for a process

Co-Pilot User can view, pin, or search their assigned processes.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface User role for the Co-Pilot User.
  • You are assigned the Automation Co-Pilot license.
  • You have access to Automation Co-Pilot.

Procedure

  1. Log in to Automation Co-Pilot as an Co-Pilot User.
  2. Click Create request from the home page and choose from these options:
    OptionSteps
    View a process View your assigned process in the Select a process window.
    Important: A list of processes is available in the All tab by default and are assigned to your team by the manager.
    View a pinned process
    1. Click the pin icon.
    2. Navigate to the Pinned tab.
    3. View your pinned process.
    Search for a process
    1. Click Create request from the home page.
    2. Navigate to the search bar.
    3. Enter your keyword.

      The search bar dynamically searches your processes for common keywords. You can also search for tags.

    4. View the searched process.