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Documentation
Find the files and links added by the Submitter and collaborators in the Documentation page. This information can be accessed by all users.
Users can add relevant documentation to the process by using the following options:
- the Create New Process Document with Task Capture
-
the Add File button.
By clicking the Create button available in the Create New Process Document with Task Capture Card Task Capture application is launched, allowing you to document in an easy way the processes described in the automation idea you are reviewing.
Please check the Documenting your Ideas Using Task Capture page for the step by step process.
As soon as you click the Add File button a pop-up page is displayed allowing you to:
-
Upload the following format files: jpg, jpeg, gif, png, txt, doc, docx, ppt, pptx, csv, xls, xlsx, pdf,.ssp, .zip, .rar, .vsdx,.xaml, .nupkg, .bat, .bmp, .xlsm and .exe. The maximum upload file size is 200 MB.
-
Embed Link in order to add the links for documentation stored in external storage systems like SharePoint. This can help limit access to certain documentation.
Whether you upload or embed a link, the following details can be added:
- Tile for your file;
- File Type;
- Description.
After uploading the document, you can preview it by selecting the file's three dotted menu and then select Preview.
Uploading Video Files:
- If you would like to upload video files we recommend doing that in the About page as there is a media player embedded.
- If you choose to upload videos on the Automation Profile Documentation page take into account that this page does not offer an embedded media player and the media file has to be archived in a .zip or .rar format. After upload, the file appears as a card with the download option.
When selecting the type of document, you want to add, be aware of the following differences:
|
Document Type |
Description |
|---|---|
|
Process Design Document |
Gathers the business requirements, the as-isprocess, as well as the to-be process post automation. It is usually added by the Business Analyst. |
|
Solution Design Document |
Explains the technical architecture for the automation solution, as it was designed by the Solution Architect. |
|
Development Specification Document |
Documents the code written by the RPA developer. |
|
Standard Operating Procedure |
A set of step-by-step instructions compiled by an organization to help workers carry out complex routine operations. |
|
Detailed Work Instructions |
A step by step guide to perform a single activity within a process. |
|
Process Map |
A planning and management tool that visually describes the workflow. |
|
Input file |
A computer file containing data that serve as input to a program. |
|
Output file |
A computer file containing program output data. |
|
Misc. |
Any document that doesn't fit in the previously listed types. |
|
Task Capture Document |
An exported Task Capture Process Document, in .zip format. SSP files can be uploaded only as Misc file types. |
|
Automation Source Code |
Document with a source code of an automation. |
|
Process Mining Dashboard |
Exported document with the Process Mining Dashboard |
|
Automation Nuget Package |
A .zip file with the . nupkg extension that contains the compiled code of an automation. |
