Example setup

To enable you, on your first visit, to look around the tool and create a process assessment, we have ensured that you have a default space and group, so no initial setup is required.

Once your organization is ready to set up your Process Assessment space, you can do this as outlined below, but there is no upfront configuration needed to navigate and access the tool.

Set up your organization

We recommend that you agree with your colleagues how you would like to set up your organization in the Process Assessment Tool, so it best supports how you wish to work.

The spaces are flexible, so you can still make changes to your organization setup as your team expands or when you wish to assess processes from different areas.

Click through the default steps in the image below.

Step 1: Create a space

For ease of initial use, we have set a default space for you to work in.

We recommend creating one or more new spaces to use within your organization setup. You are automatically a space administrator of any space you create.

Space administrators have full rights to create and update a space, as well as add users or teams, create groups and grant access to other users. See Your spaces for step-by-step instructions and other space related features.

Example:

Step 2: Create assessment groups

Groups hold all process assessments created in the Process Assessment Tool. You can access your default group by drilling down into your default space.

When you create your first process assessment this will be saved to your default group within your default space.

We recommend creating as many additional groups as necessary for your organization setup. You can also create subgroups within groups.

To create a new group, drill down into one of your spaces and click Add group under the Groups tab. See Manage assessment groups for step-by-step instructions and other group related features.

Example:

Step 3: Add users to your space

To add users to your space, you must enter a user's full email address and the user must have a Blue Prism Customer Portal account registered with the same email address.

Once you have added users to your space, you have the option to add them to a team if there are a number of users that need access to the same assessment groups. Teams can only contain users you have already added to the space in which you are adding the team.

Example:

See Manage users and teams for step-by-step instructions and other user and team related features.

Step 4: Assign users or teams to assessment groups

To add users or teams as members of an assessment group, click a group from your group list and click Add member.

There are two access levels you can assign to a group member – user and administrator.

  • Users can create assessments and assign them to any group to which they have been given user access.
  • Administrators can create and edit assessments and assign them to any group to which they have been given administrator or user access, as well as take actions from Your Processes, such as edit access for other users and change the status of assessments.

See Manage assessment groups for step-by-step instructions and other group related features.