Your processes

All your process assessments display in a pipeline view with three recommendation category and the number of assessments in each recommendation category.

The potential hours returned display underneath each recommendation category.

You can find more details about the different recommendation types here.

The individual process assessments display in a table view. The following features are available in the table:

Filter

You can filter the table by a wide range of fields to only view the results that are of most interest to you. The fields range from process details (title, type, analyst, owner, ID, business function, reason for automation), assessment details (status, space, group) to assessment results (recommendation, automation potential, ease of implementation, and savings).

Toggle columns

Click Toggle columns to select which columns should display in your assessment table from the filter fields mentioned above.

Change group

Select one assessment at a time and then click Change group to select another group for the assessment.

You must have administrator permissions to change the group of an assessment. The Change Group option will be grayed out if you don't have administrator permissions.

Details

Select one process assessment at a time and then click Details to view the recommendation for the assessment. If you need to make any changes, you can click View assessment summary at the top and review the assessment answers.

The Details option will be grayed out if no recommendation has been provided for the assessment.

Change status

There are five assessment status types:

  • Incomplete
  • Assessed
  • In analysis
  • Deferred
  • Archived

If you would like to change the status of your assessment, select one assessment at the time and then click Change status.

You need to be an administrator of the assessment group to be able to change the status of the assessment.

You can only change the status of a complete assessment (assessed status). The Change Status option will be grayed out if the assessment is not complete.

Export

You can export your process assessment data to a CSV file.