RPA workspace overview

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

The workspace shows three areas:


rpa workspace
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 icon
 Expand menu Expands the navigation sidebar so you can view more details, or collapses to hide it for more workspace.

search icon
 Search Search by item name or Shibumi ID number.

home icon
 Home Navigates to the user’s homepage.

notification icon
 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 icon
 Favorites List of items a user has marked as favorites.

recently viewed icon
 Recently viewed The last 10 items that a user viewed.

navigation icon
 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 icon
 User preferences Provides the ability to edit a user’s account (that is, change password).

help icon
 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 icon
 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.

action icon
 Actions Expands and collapses the actions menu.

settings icon
 Settings
  • Displays if you have ownership or admin rights.
  • Provides ability to set item-specific configuration.

rename icon
 Rename Allows you to rename the current page.

print icon
 Print Prints the current tab of the item.

move or copy icon
 Move or copy Moves or copies the item.

delete icon
 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.


participant window

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 ✓ ✓ ✓ – ✓ ✓ ✓ –