Column Information

Automation Name

Displays the name defined by the user in the Submit an idea.

Under the name, is displayed the date when the last update was performed on the automation.

Under "Last Modified" date, is displayed the date when the automation was submitted.

Last Modified

Displays the date when the last update was performed on the automation, in the mm/dd/yyyy format.

Date Submitted

Displays the date when the automation was submitted in mm/dd/yyyy format.

Automation ID

A unique (alpha)numeric identifier manually assigned to the idea.

Auto-generated ID

A unique ID of the automation idea from the database

Priority

The priority level selected for an idea.

Description

The automation idea description entered during the submission process.

Categories

The automation categories selected during the submission process.

Tags

Custom tags for ideas or automations.

Submitter's Business Unit

The company division/business unit assigned when adding a user.

Submitter's Department

The company department assigned when adding a user.

RPA Software Vendor

The RPA Software Vendor selected when the Cost Benefit Analysis is performed.

Automation Type

The type of automation (attended/unattended) selected when the Cost Benefit Analysis is performed.

License Type

The license type selected when the Cost Benefit Analysis is performed.

Launch Date

Timestamp when the automation idea was moved to Live Phase and Status changed to In Production. Date can be overridden from the Cost Benefit Analysis page - Actual & New Estimate table.

Idea Source

Shows the path chosen to share the idea/automation in the platform, displaying all submission paths (Employee-driven, CoE-driven, Citizen Developer, Process Mining, Task Mining, Citizen Developer)

Development Type

The development source selected for each idea.

Phase

The stage of the idea/automation providing information about its life cycle.

Status

The status associated with the idea/automation phase providing a granular tracking of its life cycle.

Idea Phase Approver

Name of the Idea Approver and date when the idea was reviewed.

Launch Assessment Approver

Name of the Program Manager and date when the Assessment was launched. (action no longer available)

Qualification Phase Approver

Name of the Program Manager and date when the idea was reviewed.

Published to Store

Available only for accounts that have migrated to the setup in Automation Cloud and with Automation Store enabled. It shows if the automation has reached Live - In Production and has been published to the Store.

Collaborators

The users assigned as collaborators for the idea/automation.

Applications Used

The name of the application, the version, and language is displayed.

Idea Score

Represents an overall score indicating how good of a candidate the idea is for automation. It is computed based on the High-Level assessment answers.

Automation Potential

A percentage indicator computed to determine how much of the process can be successfully automated.

Revised Automation Potential

Reflects revised data from Cost Benefit Analysis page in Volume Split Estimations: Automation Potential value in Final After Automation column.

By default, it's populated with the value computed for the Automation Potential in the Detailed assessment. Users with editing rights can modify it.

Potential Benefit

KPI computed based on the Citizen Developer assessment, for automations shared via Share an Automation form.

Revised Benefit per company (hours saved/year)

Value calculated from Total Time to perform the work(AS IS) multiplied by the Revised Automation Potential. Where Total Time to perform the work(AS IS) value is taken from the Detailed Assessment.

Revised Benefit per employee (hours saved/year)

Value calculated by dividing the Revised Benefit per company (hours saved/year) by the Number of Employees. Where Number of employees value is taken from the Detailed Assessment.

Revised Benefit per company (FTEs)

Value calculated from FTEs Required multiplied by the Revised Automation Potential. Where FTEs Required value is taken from the Detailed Assessment.

Revised Benefit per employee (FTEs)

Value calculated from Revised Benefit per company(FTEs) divided by the Number of Employees. Where Number of employees value is taken from the Detailed Assessment.

Number of Robots

The number of robots estimated by the algorithm to be needed for automating the idea.

FTR Overridden

Represents the value overridden by user with editing rights in the Cost Benefit Analysis page for the estimated numbers of robots needed for automating the idea.

Revised Benefit per company (currency/year)

Value calculated from Total Cost(AS IS) multiplied by the Revised Automation Potential. Where Total Cost(AS IS) value is taken from the Detailed Assessment.

Revised Benefit per employee (currency/year)

Value calculated from Revised Benefit per company(currency/year) divided by Number of Employees. Where Number of employees value is taken from the Detailed Assessment.

Revised Ease of Implementation

Reflects the corresponding % as per the selection done in Cost Benefit Analysis:

for Easy → EOI value is 83%

for Medium → EOI value is 50%

for Difficult → EOI value is 18%

Else, if no selection was done, the system displays the EOI % computed by the Detailed Assessment algorithm.

Est. Implementation Costs

The estimation of the implementation costs required for this idea.

Est. Running Costs

The estimation of the costs required for the idea to run for 1 year.

Est. Net Benefit Year 1

Cost per year for the process AS IS (computed in the Detailed assessment) - Cost with humans performing the manual process for the transactions that could not be automated - Implementation people cost - Running costs/year.

Est. Net Benefit Year 2

Cost per year for the process AS IS (computed in the Detailed assessment) - Cost with humans performing the manual process for the transactions that could not be automated - Running costs/year.

The Running cost/year = RPA software costs + Other Software costs + Support team + Infrastructure + Other costs.

PDD Link

Field populated only if a PDD link is embedded for the idea. The documents that have been uploaded are not displayed.

Interests

The number of interests received by the automation.

Downloads

Display the number of times the automation has been downloaded from the Automation Store.

Requests

Display the number of times the automation has been requested.

Available only for accounts that have not migrated to the setup in Automation Cloud.

Detailed Assessment Version

Displays the version name of the detailed assessment for each idea

Number of Applications

Displays how many applications have been selected in any assessment for each idea

Number of Automation Store Reviews

Displays the number of reviews added in the Automation Store profile

Number of Collaborators

Displays the number of collaborators added to the idea.

Number of Comments

Displays the number of comments and replies added to the idea.

Number of Components

Display the number of components added to the idea.

Number of Documents

Displays the number of uploaded documents to the idea.

Number of Followers

Displays the number of users who have clicked on the follow option for the idea.

Number of Media Items

Displays the number of media items selected.