HumanPath to RobotPath RPA Citizen Developer Foundation Best Practices 1. Start by writing down the documents and applications used as well as the desired outcome. 2. The task flow should always begin with a Start, so make sure you add one. 3. Make sure all your shapes are connected by arrows. No shape should be left independent. 4. Each step must have an activity label. As you noticed, each step depicts an action that happens inside an application. 5. Group the steps based on the applications used. In StudioX, you'll nest resource activities if data is passed from one to the other. 6. Break down the steps at the click level. Every step must be precisely defined and can have one and only one meaning. "Generate Unicorn Name" is very ambiguous versus the five steps that explain exactly how to generate the Unicorn Name. 7. Write the steps in the correct order. Failing to do this means that the result is likely incorrect. 8. Just as the task has a Start, it has an End too. At the end of the task flow, make sure you add an End. 2 HumanPath: [insert task name] Applications used: [insert applications] Task outcome: [insert outcome] Shape Bank Press and hold CTRL, click and drag each shape as needed. Applications used Action described Action Name Action described 3 RobotPath: [insert task name] Applications used: [insert applications] Automation outcome: [insert outcome] Shape Bank Press and hold CTRL, click and drag each shape as needed. Activity name Properties Activity Name Properties 4 Evaluating the solution The solution is easily understood. The solution is complete. The solution is efficient. The solution meets the design criteria. 5 The impact of my automation is…. Increase Capacity • The strongest impact my automation has is to [dimension]. • It will help me… Improve Quality Grow Revenue Improve Cycle Time Enhance Experience 6
