Opportunity types

Assisted Sign On

This opportunity identifies applications or screens that are tagged as Logon. This tag helps you identify the applications and websites that associates sign in to most frequently. The Assisted Sign On opportunity can help you identify areas where a Pega Robotic Automation could help associates save time by automatically starting the applications that they use most often.

Your administrator must first tag the applications or screens.

Auto Notes

This opportunity identifies applications or screens that are tagged as Notes. Use this type of opportunity to identify areas where a Pega Robotic Automation could be used to create notes more efficiently.

Your administrator must first tag the applications or screens. The system considers more than 40 key presses to be an opportunity, but your administrator can change this default.

Error Screens

This opportunity identifies applications or screens that are tagged as Error. Use this opportunity to help identify how errors affect productivity and to monitor the frequency of errors for an application or website.

Your administrator must first tag the applications or screens.

Excessive Idle Time

This opportunity shows the total annualized idle time, total idle time, number of associates, and number of instances calculated using Idle events detected by Desktop Runtime. In Pega Task Mining, click Show details and then Show Timeline with this Opportunity to see which associates accumulate the most idle time.

The system tracks actual idle time. The system does not factor in the off-computer reason codes that an associate selects when returning to the computer, because those codes reflect time spent in other categories.

Excessive Instant Message

This opportunity identifies applications and screens that are tagged as IM. The system counts the number of times that these tagged applications or screens appeared. Use this type of opportunity to identify coaching opportunities and to make sure that associates are using instant messaging applications appropriately.

Your administrator must first tag the applications or screens.

Excessive Knowledge Base

This opportunity identifies applications or screens that are tagged as Knowledge_Base. The system counts the number of times that the application or screen appeared. Use this type of opportunity to identify coaching opportunities and to ensure that associates are using knowledge base applications appropriately.

Your administrator must first tag the applications or screens.

Excessive Notes

This opportunity identifies applications or screens that are tagged as Work Notes.

Use this opportunity to identify excessive time that associates spend on steps to compile notes regarding in-flight work. This information can help you to identify opportunities to automate notes about associate actions. Review tasks to determine where to implement automated notes to improve efficiency and reduce mistakes.

Your administrator can add this tag.

Legacy System Use

This opportunity indicates how much time associates spend in applications that you are replacing or considering replacing. This information can help you decide when to sunset legacy applications. It can also help you monitor the transition to the replacement application.

Your administrator assigns this type to the applications that your organization wants to monitor.

Manual Data Movement

This opportunity identifies when there is a cut or copy followed by a paste. Use this type of opportunity to identify areas where a Pega Robotic Automation could more efficiently and accurately handle the transfer of information. Keep in mind the following points:

• After content is cut or copied, it must be pasted to be considered an opportunity.
• The copy/cut event and the paste event can occur in a different session. For example, if an associate performs a copy/cut in an application running on a Citrix Desktop or VDI (Virtual Desktop Infrastructure) and pastes the information into the application running on their primary desktop, the application captures this manual data movement as an opportunity.
• A cut/copy/paste operation on the same application is considered to be an opportunity.
• A cut/copy/paste operation where a single copy is pasted into two (or more) different applications is considered to be a single opportunity until the cut/copy event is detected by Desktop Runtime. For example, the time savings are based on the cut, copy, and paste events detected by Desktop Runtime.
• Cut/copy/paste operations are only recognized when performed using the keyboard by pressing Ctrl+C (copy), Ctrl+X (cut), and Ctrl+V (paste).