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Automation Hub User Guide
Last updated Nov 25, 2024
Review
Access the Review page to view all the ideas and automations waiting to be reviewed:
- All ideas in Idea or Assessment phase with any status;
- All automations in Business Review or Technical Review phase.
Ideas in Idea phase,Awaiting review status need to be reviewed by the Idea Approver to continue the review flow. Please check the Idea Review Phases section for details about the Idea review flow.
A set of Actions is available on the last column for each item. These are different for ideas and automations as follows:
Users with Idea Approver role or who have the permission to review ideas in Idea - Awaiting review can:
-
Approve the idea and sent it to the Assessment Phase.
Note: Before Approving ideas, make sure that a Process Owner is assigned. A Process Owner can now be assigned by the Idea approver
when the transition Approve in Idea phase is selected. A new dialog asks for the confirmation of the currently assigned process
owner, or you can select one if there's none.
- Reject the idea.
- Mark as Duplicate the idea.
- View Automation Profile by opening the Automation Profile Page. This page contains all the details of the item.
- Quick View the idea's description, idea score, and general information in a pop-up page.
- Archive the idea. This signifies that the idea won't be queued for implementation and will no longer appear on the Explore Ideas page.
- Delete the idea to remove all its details from the platform.
Actions available for automations:
Note: The available actions differ depending on the automation phase and status as well as the role assigned to the person accessing
it.
- Approve the automation so it can then be evaluated in the next review stage.
- Mark it as Rework Required in order to trigger a notification for the Project Manager who needs to decide if the automation should go through the CoE flow or Citizen Developer Power User work.
- View Automation Profile by opening the or . This page contains all the details of the item.
- Quick View the automation's description, and general information in a pop-up page.
- Put on Hold the automation in order to gather more information or discuss it at a later time.
- Archive the automation. This signifies that the automation will not be queued for implementation and will no longer appear on the Explore Automations page.
-
Delete the automation in order to remove all its details from the platform.
