Category - Admin Settings

You are here:

Retention Types

• what it is: This area of the tool allows the company administrator to configure employee groupings related to business criticality. • what it looks like • Why do you use it: This page will allow you to set the sort order for all Retention groupings in the system. If you select alphabetical, all Retention groupings will be sorted alphabetically. If you choose Custom Order, the system will allow you to sort the Retention groupings in the order you want them. • How you do it: This feature allows you to configure company’s employee grouping related to their business criticality. You can also enable the ability to specify whether this dropdown should have a default selection or not. If you want to enable the ability to specify the default value for this dropdown, check the box in the Default Option area. Otherwise, leave the box unchecked. If you choose to use Custom Order to change the order that the Retention groupings use in the dropdown field you will see a field called SORT ORDER in the table. To change the sort order, click the up and down arrows to move items in the list. If you enable the ability to specify a default choice for the Retention grouping, you can set the default choice by clicking the star at the far-right side of the row you wish to make the default selection. This action will turn the icon in the DISPLAY field to a green True box. Any selection that is not the default choice will have a red false box in this field. To edit the displayed text that will be visible in the dropdown choice, click the edit button to the far-right side of the row that you wish to modify. Once you have modified the displayed text in the Description field, click the Save Retention button at the bottom of the screen. To add a new Retention grouping to the system, click the Add New Retention button in the upper-left section of the screen. Click in the Description field and type in the name of the new Retention grouping and click the Save Retention button. There are two options to sort values of retention. If user wants to show values in alphabetically, then click on alphabetical button from right side of the screen as shown in below image. If user wants to show values in custom order, then click on alphabetical button from right side of the screen as shown in below image. If user would like to select default values then click on As default option button to select default values as mentioned in below image. • special notes
Read More

Security Events

This area of the tool allows you to see who has logged into the Optimus Hive web portal, when they logged in, the IP Address the login originated from and the web browser they used. This information will be used to help troubleshoot any issues the user experiences in the Optimus Hive web portal.
Read More

Special Cases

• what it is: This portion of the application allows you to • what it looks like • why do you use it • how you do it • special notes
Read More

Task Management

• what it is: This portion of the application allows you to the list of tasks under consideration for the Automation Blueprint. The tasks are listed with the respective Workgroups, number of logical steps, average task cycle time, number of FTEs working on the task, annual volumes and frequency of task execution. Using the blocks above the list, the user can also restrict the list to the respective category. For instance, clicking on the block ‘Strategic Wins’ will reduce the list to show only the 4 tasks under that category as shown below. Also, a filter has been provided across all the columns. The filter allows the user to view the tasks as per the filter criteria. Clicking on the context menu allows the user to 1. Edit Record - edit the task details 2. View Run and view the task map. Clicking on the graph icon will take the user to mined task map of the same task where (s)he can see different variations of the task execution with important task metrics. The details have been provided in Task Analysis section. Clicking on the Edit Record button opens a pop-up window which allows the user to see the task data that has been captured from Discover. User also needs to provide crucial task inputs which cannot be intrinsically derived from the user recordings and analyzed maps like the mode of interactions, number of FTEs performing the task, annual transaction volumes, etc. • what it looks like • why do you use it Based on the data coming in from Discover and the task related inputs provided by the user, the Automation Blueprint calculates the Feasibility and Value scores and immediately plots it to Automation Prioritization Matrix. User needs to provide the inputs for all the mandatory fields in order to plot the task to Automation Prioritization Matrix. • how you do it: • special notes
Read More

Text Details

• what it is: This portion of the application allows you to • what it looks like • why do you use it • how you do it • special notes
Read More

Web Applications

• what it is Web applications are computer program that use web browser to perform a particular functions. • what it looks like • Why do you use it: This feature use to see the entire computer web program that is running in web application. How you do it: Thus feature allow user to view the computer base software application that are use by computer browser. User can add new web application by simply click on web application option. To add new web application, click on add new web application option. A form will appear on screen. Fill the form and click on save button. • special notes
Read More

Websites

• what it is: A group of globally accessible, interlinked web pages which have single unique domain name is called websites. • what it looks like • why do you use it: This feature use to view all the available list of websites in a web application that are use in an organization. • how you do it: User can access this feature by click on websites tab from the dashboard. • special notes
Read More

Windows Agents

This screen is used by the company administrator and the Optimus Hive support team to view any errors generated by the agents that have been installed on the various devices. This information will aid in troubleshooting any issues that the installed agent has encountered in the company’s network.
Read More
Scroll to Top