Automation 360

RPA workspace overview

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RPA workspace overview

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Updated: 2023/08/04

RPA workspace overview

The RPA workspace dashboard provides visualization of metrics, navigation tools, and workitem-related information.

The workspace shows three areas:


Number	Option	Description
1	Navigation sidebar	Quick links to search, homepage, notifications, favorites, recently viewed, and navigation trees to help you navigate your App solution. Available on all pages.
2	Header	Consists of the page name, breadcrumb trail, participant avatars, and action menu. Breadcrumb trail indicates the page location in your solution. Participant avatars show who has access to view or edit the page. Action menu provides access to settings, rename the page, move/copy or print. Header is available on all pages in your solution.
3	Work area	Contains tabs and sections that allow you to view and edit data. See RPA work item basics for details.

Navigation sidebar

From the navigation sidebar, you can select the following:


Icon	Name	Definition
	Expand menu	Expands the navigation sidebar so you can view more details, or collapses to hide it for more workspace.
	Search	Search by item name or Shibumi ID number.
	Home	Navigates to the user’s homepage.
	Notifications	Notification page where a user’s notifications are grouped in an easy-to-navigate mailbox. The number of new notifications will appear on the notifications icon.
	Favorites	List of items a user has marked as favorites.
	Recently viewed	The last 10 items that a user viewed.
	Navigation	Easily select and navigate through work items. Carets indicate the item can be expanded to view its children. Bullets indicate the item contains no children. This feature is hidden until an administrator has defined a navigation structure.
	User preferences	Provides the ability to edit a user’s account (that is, change password).
	Help	Directs the user to help center information.

Workitem action items

The following table describes the Header and Action menu icons:


Icon	Name	Definition
	Favorite	Click the star icon next to the page name to add it to the favorites list. The star turns to a yellow color, and the page appears in the favorites list. To remove it from the favorites list, click the star icon again. Select Manage Favorites at the bottom of the favorites list to edit favorites.
	Actions	Expands and collapses the actions menu.
	Settings	Displays if you have ownership or admin rights. Provides ability to set item-specific configuration.
	Rename	Allows you to rename the current page.
	Print	Prints the current tab of the item.
	Move or copy	Moves or copies the item.
	Delete	Deletes the current item and its children.

Participant window

Click the participant avatars to see all of the people that have been invited to collaborate on the currently displayed work item. If you have sufficient permission, this list also allows you to invite additional collaborators to participate.

Roles

Participants are assigned to specific roles. The role a user has determines how the user interacts with the system. In Shibumi, all users have inherited permissions, that is, the permissions extend to a below level where they have access. In the RPA Accelerator, if a user is added at a program level, their permissions extend to all workstreams and opportunities. If a user is added to an opportunity, they are only able to access that opportunity and related activities, not the program or workstream.

The following table lists the available RPA Accelerator roles. Note that the permissions of these roles extend to all items underneath where they are added.


Role	Type	Add Users	Read	Edit Unlocked Fields	Edit Locked Fields	Create	Delete	Update Opportunity Status	Approve
Owner, sponsor, admin	Admin	✓	✓	✓	–	✓	✓	–	✓
RPA Admin	Admin	✓	✓	✓	✓	✓	✓	✓	✓
RPA approver	Edit	–	✓	✓	–	✓	–	–	✓
Collaborator	Edit	–	✓	✓	–	✓	–	–	–
Viewer	View	–	✓	–	–	–	–	–	–
(Opportunity) owner	Admin	✓	✓	✓	–	✓	✓	✓	–