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Configuring organization structure

5 Tasks

15 mins

Visible to: All users
Beginner Pega Robot Manager 8.6.4 Robotic Process Automation English
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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.

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 myt0wn@pp2.
  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 left navigation panel, select Organization > Departments.
    The Pega Robot Manager departments menu showing the default organization structure.
  5. In the Departments tab, click Actions > Add department to add a new top-level department to Pega Robot Manager.
    The Actions menu of Pega Robot manager with the option to add a new 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
    The Departments screen of Pega Robot Manager with displayed option to add a sub-department.
    • 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.
    The Departments screen of Pega Robot manager showing the updated organization structure.

2 Update the Customer Service department description

  1. In the Departments, to the right of Customer Service, click the More icon and then click Edit to modify the department.
    The Departments screen of Pega Robot Manager with the option to update the organization structure.
  2. In the Edit department dialog box, in the Description field, enter provides company wide customer support and service.
    edit department description on details page
  3. Click Submit to update the department description.
  4. Verify that the new description is displayed.
    Updated describtion of the department.

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 left navigation panel, click Organization > Users.
    Pega Robot Studio menu with the Organization - users option.
  4. Click Actions > Import users to add the list of users by using a template file.
    import users
  5. In the Import users dialog box, click Choose File to select the file from step 2 to import into Pega Robot Manager.
  6. Click Import to add the users in the template file.
    import selected file for users
  7. Click Close to close the Import users dialog box.
    close import users window
  8. Verify that the additional two users are displayed.
    The imported users list displayed in Pega Robot Studio.
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 left navigation panel, click Organization > Users to display the Users landing page.
  2. On the Users landing page, click Actions > Add user to add a new user to Pega Robot Manager manually.
    add new user
  3. In First Name field, enter Alex.
  4. In the Last Name field, enter Smith.
  5. In the Email address field, enter alex.smith@mytownrm.
  6. In the Department drop-down, select Water Service.
  7. In the Role drop-down, select Robot manager administrators.
  8. Click Submit.
    add new user details
  9. Verify that new user Alex Smith is displayed in the list of users.
    The users table with a manually added user.

5 Modify user role

  1. In the left navigation panel, click Organization > Users to display the Users landing page.
  2. On the Users landing page, click the user Alex Smith.
    The Users screen of Pega Robot Manager displayed to select the customer to edit.
  3. On the Alex Smith user details page, click Actions > Edit to modify the user details.
    edit user
  4. In the Role field, enter Robot Manager 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 Robot manager runtime user role.


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