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Challenge

Configuring organization structure

5 Tasks

15 mins

Visible to all users
Beginner Pega Robot Manager 8.5.1 Robotic Process Automation English

Scenario

For Phase 2 of the application, a basic organizational structure for MyTown must be set up within Pega Robot Manager™. The structure allows users to complete QA testing with an attended robotic desktop automations (RDA) solution. MyTown has a primary Customer Service department that contains multiple sub-departments, including Water and Sewer and Parks and Recreation. The Water and Sewer sub-department contains another sub-department named Water Service, which allows the routing of work to users that work only on Water Service matters.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Add departments

  1. Log in to the Pega Platform with Operator ID useradmin@mytownrm and password rules.
  2. In the left upper corner click arrow next to App Studio > Dev Studio
  3. From the Dev Studio header, click Launch portal > Robot Manager to open the Robot Manager portal.
  4. In the Pega Robot Manager header, click Users to display the Users landing page.
    original organization structure
  5. In the Departments tab, click Actions > Add department to add a new top-level department to Pega Robot Manager.
    actions menu add department
    • In the Add new department dialog box, in the Name field, enter Customer Service.
    • In the Description field, enter provides organization wide customer support.
    • Click Submit to complete the process of adding the new top-level department.
      add new department details
  6. In the Departments tab, to the right of Customer Service, click the More icon and select Add sub-department
    add new subdepartment
    • In the Add new department dialog box, in the Name field, enter Water and Sewer.
    • In the Description field, enter provides division level support for water and sewer.
    • Click Submit to add the new sub-department.
      add subdepartment details
  7. In the Departments tab, to the right of Water and Sewer, click the More icon to add new sub-department.
    • In the Add new department dialog box, in the Name field, enter Water Service.
    • In the Description field, enter provides unit level support for water service requests.
    • Click Submit to add the sub-department.
      add subdepartment details 2
  8. Verify that the Organization structure matches the setup in the following image.
    updated organization structure

2 Update the Customer Service department description

  1. In the Pega Robot Manager header, click Users to display the Users landing page.
    updated organization structure
  2. In the Departments tab, to the right of Customer Service, click the More icon and then click Edit to modify the department.
    edit department from user's page
  3. In the Edit department dialog box, in the Description field, enter provides company wide customer support and service.
    edit department description on details page
  4. Click Submit to update the department description.
  5. Verify that the new description is displayed on the Departments tab.
    updated department description on users' page

3 Import the MyTown users

  1. Download the following file for importing a list of users.
  2. On your local drive, extract the MyTown users.zip file to a local directory
  3. In the Pega Robot Manager header, click Users to display the Users landing page.
  4. On the Users landing page, click the People tab.
    header menu users people
  5. Click Actions > Import users to add the list of users by using a template file.
    import users
  6. In the Import users dialog box, click Choose File to select the file from step 2 to import into Pega Robot Manager.
  7. Click Import to add the users in the template file.
    import selected file for users
  8. Click Close to close the Import users dialog box.
    close import users window
  9. Verify that the additional two users are displayed in the People tab.
    users' list updated with imported users
Note: When you click the Download template link, the Import Users dialog box opens the standard template used for importing users. Once open, you can modify the file to include the necessary users for your organization.
import users download template
sample template

 

      4 Add a new user manually

      1. In the Pega Robot Manager header, click Users to display the Users landing page.
      2. On the Users landing page, click the People tab.
        header menu users people
      3. Click Actions > Add user to add a new user to Pega Robot Manager manually.
        add new user
      4. In First Name field, enter Alex.
      5. In the Last Name field, enter Smith.
      6. In the Email address field, enter alex.smith@mytownrm.
      7. In the Department drop-down, select Water Service.
      8. In the Role drop-down, select Robot manager administrators.
      9. Click Submit.
        add new user details
      10. Verify that new user Alex Smith is displayed in the list of users.
        manually added user in list

      5 Modify user role

      1. In the Pega Robot Manager header, click Users to display the Users landing page.
      2. On the Users landing page, click the People tab.
        header menu users people
      3. Click the user Alex Smith.
        select user to edit
      4. On the Alex Smith user details page, click Actions > Edit to modify the user details.
        edit user
      5. In the Role field, enter Runtime user
      Note: The roles in the dropdown will default to select the option at the top of the list. Please verify the correct role has been selected before clicking Submit
      1. Click Submit to complete the update.
      2. Verify that Alex Smith has the Runtime user role.


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