Configuring organization structure

6 Tasks

15 mins

Pega Robot Manager 8.8

Pega Robot Manager 8.6.4 Pega Robot Manager 8.5.3

Visible to: All users

Beginner Pega Robot Manager 8.8 Robotic Process Automation English

Scenario

For the next phase of the challenge, you configure a basic organizational structure for the MyTown application within Pega Robot Manager™. MyTown has a primary department with multiple sub-departments where you can route work so that users can complete QA testing using attended automations.

Complete the following tasks:

• Create a Customer Service department that contains multiple sub-departments
• Add users to the application manually and using the file template
• Update users and department descriptions
• Move a user to a different department

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Robot Manager User Administrator	useradmin@mytownrm	myt0wn@pp2

 

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

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

• Log In

Detailed Tasks

1 Add departments

1. In the Pega Platform instance for the challenge, enter the following credentials: 
   1. In the User name field, enter useradmin@mytownrm.
   2. In the Password field, enter myt0wn@pp2.
2. Switch to Dev Studio. 
3. In the header of Dev Studio, click Launch portal > Robot Manager to open the Robot Manager portal.
4. In the left navigation pane, select Organization > Departments.
   
5. On the Departments tab, click Actions > Add department to add a new top-level department to Pega Robot Manager.
   
   • 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 add the new top-level department.
     
6. On the Departments tab, in the Customer Service row, click the More menu and select Add 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.
     
7. On the Departments tab, to the right of Water and Sewer, click the More menu to add a 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.
     
8. Repeat step 7 to add an additional sub-department. 
   • In the Add new department dialog box, in the Name field, enter Sewage Service.
   • In the Description field, enter Provides unit level support for sewage service requests.
   • Click Submit to add the sub-department.
     

2 Update the Customer Service department description

1. On the Departments tab, in the Customer Service row, click the More menu and then select Edit to modify the department.
   
2. In the Edit department dialog box, in the Description field, enter Provides company wide customer support and service.
   
3. Click Submit to update the department description.
4. Verify that the new description is displayed.
   

3 Import the MyTown users

1. Create a new folder on your desktop named RobotManagerChallengeAssets.
2.  Download the following file for importing a list of users.
   MyTownRM users_0.zip (333 bytes)
3. Extract the contents of the RobotManagerChallengeAssets zip file to the new folder.
4. Open the MyTownRM user file and verify that it looks like the following image.
   
5. In the left navigation pane, click Organization > Users.
   
6. In the upper-left corner, click Actions > Import users to add the list of users by using a template file.
   
7. In the Import users dialog box, click Choose File and browse to the file that you downloaded in step 2, to import into Pega Robot Manager.
8. Click Import to add the users in the template file
   
9. Click Close to close the Import users dialog box.
   
10. Verify that the additional two users are displayed.
    

Note: If necessary, clicking the Download template link opens the Import Users dialog box for the standard template when importing users. You can then modify the file to include the necessary users for your organization. 

 

4 Add a new user manually

1. On the Users landing page, click Actions > Add user to manually add a new user to Pega Robot Manager.
   
2. In the First Name field, enter Alex.
3. In the Last Name field, enter Smith.
4. In the Email address field, enter alex.smith@mytownrm.
5. In the Department drop-down list, expand the organization tree for Customer Service < Water and Sewer < Water Service and select Water Service.
6. In the Role drop-down list, select Robot manager administrators.
7. In the Identifier field, enter alexs.
8. Click Submit.
   
9. Verify that new user Alex Smith is displayed in the list of users.
   

5 Modify user role

1. On the Users landing page, click the user Alex Smith.
2. 
3. On the Alex Smith user details page, click Actions > Edit to modify the user details.
   
4. In the Role field, enter Robot Manager runtime user. 

Note: The roles in the drop-down list will default to the option at the top of the list. Verify that the correct role is selected before clicking Submit.

5. Click Submit to complete the update.
6. In the upper-left corner, click Users to navigate back to the Users landing page.
   
7. Verify that Alex Smith has the Robot manager runtime user role.
   

6 Moving users to another department

1. In the navigation pane, click Organization > Departments to display the Departments landing page.
2. Expand the organizational tree to find the Water Service department.
3. Click Water Service to open the Water Service page.
   
4. In the Users section, select the checkbox next to the user Alex Smith and click Move.
   
5. In the Move users dialog box, in the Move user(s) to drop-down list, select Customer Service > Water and Sewer > Sewage Service and then click Move.
   
   Note: Administrators cannot assign users to the top two departments in the corporate hierarchy, so you must choose a department at least three levels down.
6. Verify that the user is no longer visible in the Water and Sewer department list.
   

Confirm your work

1. In the left navigation panel, select Organization > Departments.
2. Verify that the Organization structure matches the setup in the following image.
   
3. In the left navigation panel, click Organization > Users.
4. Verify the users match the information in the following image.
   
5.  On the Navigation panel, click the operator ID icon and then click Log off.

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Available in the following mission:

• Pega Robot Manager v3