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Work group designation for auto-balancing

When auto-balancing is enabled for a work group, Pega Robot Manager monitors the workload that is in the work groups. The Auto-balancing engine assesses the criticality of the work and, based on the priority level that is defined for each of the work groups, distributes robots to ensure that all the work is completed within the required service-level agreement (SLA).

The Auto-balancing engine does not move robots to an arbitrary work group, and the bot needs to be compatible with tasks in that work group. Compatible tasks are defined by the candidate work group list in the robot registration.

Work group priority levels

Auto-balancing uses work group priorities to determine how to assign robots when the system does not have enough available robots to complete the work on time.

As a robot administrator, you can assign one of the following SLA priority values to each work group. These priority values indicate to the Auto-balancing engine whether or not work groups perform critical work.

  • -2: Not a priority
  • -1: Low priority
  • 0: Neutral priority
  • 1: High priority
  • 2: Essential priority

For example, you can indicate that work groups that are tasked with customer-facing, business-related work need robots more than work groups that perform maintenance and back-office work.

When the number of assigned robots in a higher priority work group (1 or 2) is insufficient for the timely completion of assignments and no stand-by robots are available, the Auto-balancing engine reassigns robots that are currently in lower priority work groups (-2, -1, or 0) to complete the critical work first.

The Auto-balancing engine does not reassign a working robot immediately but waits until it completes its current assignment. Then, the engine moves the robot to the higher priority work group.

Auto-balance configuration and setting work group priorities

To set a priority for a work group, you first enable auto-balancing in the Pega Robot Manager application.

In the following image, click the + icons to learn more about configuring work groups for auto-balancing:

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