Automation request form from Automation Center
Use the Automation request form to create an automation request, action request, or review request from Automation Center.
| Field | Description |
|---|---|
| Request Type |
Select the type of request you want to create.
|
| Number | Auto-generated number of the request. |
| Process name | Name of the process. |
| Description | Description about the process. |
| Department | Associated department of the process. |
| Number of steps |
Steps that are involved in the process. A step is an individual activity, action, or decision that contributes to the completion of the process. |
| Interval type | Interval type of the manual business process execution:
|
| Frequency |
Number of times that the manual process must be executed per interval. For example, every 90 minutes or every 2 hours. |
| Actual time spent per run | Time that the manual process run takes to complete. |
| State | State of the automation request:
For more information about these states, see Life-cycle stages of an automation request. |
| Intake source | Source type of the automation request, which refers to how the automation request is submitted:
Note: The default intake source type is Web. This field is visible only when you submit the form. |
| Applications used | Associated business applications of the process. For example, Ariba, Microsoft Excel, or Google Chrome. |
| Requested for | Person responsible for designing an effective and efficient process. |
| Additional Details | |
| Actual cost per run | Cost per process execution. |
| Goal | Desired goal of automating the process. |
| Priority | Complexity of the business process. Complexity is based on number of processes and applications involved, number of steps required, and human involvement. |
| Business criticality declared | Criticality of the business process. Criticality is based on your subjective assessment. |
| Number of users benefited | Number of users who would benefit with this process. |
| Number of transactions | Expected volume of transactions across the applications or systems. |
| Score | Execution priority of the request. The higher the score, the higher the priority of the request. |
| Process managers | Person responsible for the end-to-end execution of the process. |
| Assignment group | Name of the process group. |
| Manual steps % | Estimated percentage of steps that require human action to complete the process. |
| Expected cost savings per year | Cost saved per process at the end of a year. |
| Expected time savings per year | Time saved per process at the end of a year. |
| Work notes | Work notes for the process. |
| Additional comments (Customer visible) | Notes that are visible to the customer. |