Creating a New RPA Project

After the administrator creates Orchestrator Agent machines and digital workers, you can now create projects to automate repeated tasks and complex processes.

The administrator sets permissions to a project and assigns access to users and groups. Only users and groups with read or write permissions can open a project. With each step in the process workflow, the project administrator assigns roles to different users, and the same person can be associated with more than one step.

To create a project and assign roles:

  1. Open Worksoft RPA Orchestrator and select from the menu RPA Administration > Project List.

    The RPA Project List page opens.

  2. Click Create New RPA Project.

    The Create RPA Project page opens.

  3. In the Project Name field, enter a unique name for your project.
  4. In the Published RPA Name field, enter a name or select Same as the Project Name.
  5. (Optional) In the Description field, enter a project description.

  6. In the Roles/Users section, click the Add User button next to the Project Admin role.

    The Project Admin creates the project and assigns roles.

    The Assign Users dialog opens.

  7. Click the Plus sign next to the user you want to assign for this first role. If needed, use the Search feature.

  8. Click Close.

    The user assigned to the Project Admin role appears next to the role. If you want to reassign the role, you can delete the user and select a new user.

  9. Repeat this process for each of these roles:

    Role

    Description

    Step 2: Discovery User

    Uploads one Capture file from Worksoft Capture or Business Capture.

    Any extra documents can be included to help describe the process and how the task is accomplished. The following formats are supported:

    • PDF
    • Microsoft Excel®
    • Microsoft® Word
    • Images

    Step 3: RPA Creator

    Creates the robotic process in Worksoft Certify based on the Captured file and RPA assets.

    The RPA Creator logs into Worksoft Certify to create or verify a project that has the RPA Project option enabled. Then, they import the Capture file into Certify to create the process. After they have complete creating the process and testing it, they export it to Worksoft RPA Orchestrator.

    Step 4: RPA Approver

    Provides the business approval.

    In many cases, this role is separate from the process creation and deployment for audit control.

    Step 5: RPA Publisher

    Reviews production deployments and resolves production issues.

    After the RPA project has been published, the project becomes read-only.

    Users can be assigned to more than one role, and you can select more than one user for each role.

  10. Click Send Notification to send notification to the users assigned to their roles.

    The Confirmation dialog opens.

  11. (Optional) In the Note field, enter a note.

  12. Click OK.

    The Discovery user is alerted that action is required. For more information, see Discovering RPA Model.

    After the Discovery user completes their task, the Status column updates to the next step, and next assigned user is alerted.

 

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