Add workstation users to a Task Mining project

Select workstation users you want to collect activity data from and create data requests.

Before you begin

Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin

About this task

All data requests to collect data for the workstation users for a project must be approved before the project can begin.

Procedure

1. Navigate to Workspaces > Task Mining Workspace.
2. Navigate to the project you want to add workstation users to.
3. Select Workstation users from the left navigation.
   If the workstation user list is empty, no workstation users have been added to this project.
4. Remove any users who were previously associated with the project that you no longer want to be included.
   1. Select the workstation user.
   2. Select Remove.

   

5. Select Add users.
6. Optional: Filter the user list by location or manager.
7. Select the workstation users that you want to add to this project, and select Add selected users.

   

8. Obtain permission to collect a workstation user's data if no data request has been approved for that user.
   Note:

   If you want the request to be for a time period independent from a project, request workstation user data through an Employee Center data request. For more information, see Requesting workstation user data.

   1. In the list of workstation users, select any user for whom the Data request status is Required.
      If a workstation user's data request status is Requested, consider reviewing the request details and contacting the approver to urge action on the data request before the project is set to begin. For more information, see Follow data request progress.
   2. Select Request data.
9. Select Save and continue.
10. Review the project summary before proceeding.

    

Result

A data request is sent to all managers of every workstation user. Once a data request is approved, Approved shows in the Data request status field and you can work with the workstation user data.

What to do next

Generate an analysis of the project data. For more information, see Generating a project data analysis.