- Release notes
- Getting started
- Hardware and software requirements
- Setup and configuration
- Working with Task Capture
- Additional resources
Details about the PDD
When accessing your Process Definition Document (PDD) the following elements are available:
To go directly to a specific part of the document, press Ctrl and click the corresponding entry.
- Edit the Purpose of the document if needed.
- Check the list of Objectives and update it with customized ones (1).
- Add roles in the Process key contact part (2).
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Look through the Minimum Pre-requisites for automation (3).
This table is auto-inserted and contains the list of applications used during the capturing process.
High-level As-Is Process map is the workflow diagram generated based on the or the Capture Process.
This chapter is created automatically based on the captured process(-es) and includes the below sections: High-level statistics (1)
Detailed statistics (2).
In this section, you have access to each captured sequence and the actions inside it. These include Title and Description, Estimated time, Type of action (e.g. Left Mouse Click), and a screenshot.
This section contains the To-Be Detailed Process Map (1), Parallel Initiatives (2), and In Scope of RPA (3).
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You can use the exported Word document as a template if you want to apply the To-Be Process Map with Task Capture and further, update your document with it. To do this follow the below steps:
- Add the necessary placeholders to the exported document. For example {%diagram} to insert a process map in the necessary place.
- Go to Export & Publish > Word Document > Template View.
- Hover over any of the templates and click Edit Template.
- Open the local template folder.
- Paste the exported Word file that you want to use as a template.
- Remove the current template file.
- Rename your document to "template".
- Use this template for exporting.
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You can add details on the (sub-)processes that are Out of Scope of RPA (4) and on Business Exception Handling (5).
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You can fill in the table regarding Application Error and Exception Handling (6).
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Add Reporting if needed (7) and Other Observations (8).
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Finally, feel free to indicate Additional sources of process documentation.