| The RWM application was deprecated with Appian 24.1. The application will no longer be updated or pre-installed for new Appian Cloud sites with Appian RPA enabled. RWM will be removed in a future release and we encourage customers to use the Operations Console to manage robots instead. |
The Control Center provides useful statistics about your digital workforce and orchestrates your robotic and business process management (BPM) operations. It displays information such as how many processes were automated in a certain period and how many resources and queues are deployed.
The page provides an overview of the different Control Center pages, including:
You see the Automation page when you open the Control Center. This page provides the list of automations in production.
Figure 2.2.1.a: List of automations in production
Click on an Automation Name to get further statistics about the automation on the Automation Details page.
The Automation Details page consists of three views - Summary, Onboarding Request Information, and Onboarding Request Lifecycle.
The Summary view provides the Automation Steps details and Average Completion time of different steps.
Figure 2.2.1.b: Summary of details of the selected automation request
Users can click on each step in the Description column to see detailed information about that step. If that step is BPM or RPA, then users can see the detailed information about the BPM Process or RPA Process respectively. For AI related capabilities, there is no deep-dive navigation.
The Onboarding Request Information view provides the details of every stage of approval for automation.
Figure 2.2.1.c: Automation onboarding information
If the automation was added as an existing automation, different information appears on this screen, as shown below.
Automation onboarding information for existing automations
The Onboarding Request Lifecycle view provides the collective information of the automation request and will give information regarding all the approval stages.
Figure 2.2.1.d: Automation onboarding lifecycle
This page provides useful statistics about the digital workforce and can be considered the orchestrator of your robotic process automation (RPA).
The RPA page consists of six key tabs:
The Process tab provides a bird's eye view of all processes such as the Process Name, the Business Owner and Technical Owner. This screen also allows the users to either start or schedule robotic processes from Appian on a real-time basis.
Figure 2.2.2.2.a: List of processes
Users can click on the Process Name to get further statistics about the process.
The RPA Process Details page consists of three views - Summary, Audit Logs, and Start/Schedule Summary. The Summary view provides information pertaining to the process sessions, KPIs for sessions count, exception sessions, and avg. session time.
Figure 2.2.2.2.b: Key statistics corresponding to a single process
Note: If there are no work items across any of your sessions, you won't see tabs, metrics, or columns related to work items.
Note: While starting or scheduling a process from Appian, users cannot pass collections and complex data types.
Users can also start or schedule a process right from the process dashboard.
Figure 2.2.2.2.1.a: Start/schedule the RPA process user interface
The start and schedule action appears as shown above. Displayed at the top right is the list of inputs for which the user specifies the values. For the schedule, there is a section in the middle called Configure Scheduler where the user enters the start date, end date, time of schedule, and the days at which it needs to be scheduled.
There are two places where a user could start a process:
Or
Note: Blue Prism integration isn't supported for new RWM installations after RWM 5.6. This information applies to customers who used Blue Prism with RWM 5.5 or earlier, and upgraded to RWM 5.6 or later.
If you're using Blue Prism as your RPA vendor, you can use RWM to configure specific schedules for process executions. The schedule appears in the Calendar, where you can cancel the schedule.
Note: Schedule options reflect your user account's chosen time zone.
To create a new schedule for a Blue Prism process:
90 to initiate a process execution every 90 minutes. The minimum value for this field is 5 to ensure performance.2 to initiate a process execution every 2 hours.3 to initiate a process execution every 3 days.HH:MM where HH is the hour (0-12) and MM is minutes (0-59). Select AM or PM. This value must be at least 10 minutes in the future.HH:MM where HH is the hour (0-12) and MM is minutes (0-59). Select AM or PM. This field appears when you select Every X minutes or Every X hours for the Recurrence.Every X days for the recurrence, consider that interval when configuring which days you choose here. The schedule will run the process when the interval and selected Days overlap. For example, if you configure the schedule to run a process every 3 days, but you select Mon, Tues, Weds, and Thurs for Days, the schedule will run on Mon and Thurs for that week.
Configure the schedule of a Blue Prism process in RWM.
Note: The Blue Prism scheduling feature uses constants to determine time intervals for process executions. These values are configured to ensure performance, so we recommend testing any changes you make to the following constants:
RWM_SCH_TIME_CONSTRAINT: Determines the minimum amount of minutes for schedules configured to run using the Every X minutes recurrence. Default value: 5.RWM_BP_SCHEDULE_INTERVAL: Determines the interval at which the RWM background process starts the scheduled Blue Prism processes. Default value: 3.RWM_SCH_START_TIME_CONSTRAINT: Determines the minimum amount of time, from the user's current time, for newly created or canceled scheduled processes to take effect. Default value: 10.Users can navigate to the Start/Schedule Summary view:
Figure 2.2.2.2.1.b: Summary of RPA processes started/schedule from the Robotic Workforce Manager
This opens up the RPA schedule calendar against the selected process. The calendar shows the various times at which the process is scheduled to run during that month.
Figure 2.2.2.2.1.c: RPA schedule calendar
A table appears at the bottom of the page that shows the list of processes triggered by Appian (for the current day). The Start History table displays five columns: Started By, Started At, Inputs, Comments, and Status.
Figure 2.2.2.2.1.d: RPA start history
The Audit log gives information about the processes that are changed on the RPA vendor side.
Figure 2.2.2.2.2.a: Audit log
Note: If there are no work items across any of your sessions, you won't see tabs, metrics, or columns related to work items.
Click on the Execution tab to view sessions for completed robotic processes.
Figure 2.2.2.3.a: Executions
The Executions tab includes two views: Executions and Active Sessions:
On the Executions tab, you can retrieve session logs from Blue Prism. You can also access Blue Prism logs for an individual exception through the Exceptions tab.
RWM_LOGS_MAXLOGSIZE constant..XLSX format.
Select the data to export from the Blue Prism session logs.
The Resource tab provides an overview of all the resources (typically runtime machines) along with its current status (active, offline, etc). It also gives statistics about usage. Add and configure resources through your RPA vendor. RWM shows resource information on this tab. If you're using Blue Prism, you can terminate active sessions directly from RWM.
Figure 2.2.2.4.a: Resource utilization snapshot
Click a resource to see further information, such as a total number of sessions executed, the total number of processes executed, and the percentage of utilization of the resource in a given period. The percentage utilization of the resource may be an interesting metric for the operations, business, and the IT teams to plan capacity utilization. If utilization at runtime is high, then capacity may have to expand to accommodate future RPA automation requests.
In the Utilization Details table, you can see a breakdown of all the processes that have been executed on the resource in the given time period.
Figure 2.2.2.3.b: Resource record
Note: If there are no work items across any of your sessions, you won't see the Work Item Details tab.
Note: This tab only appears if you have queues created on the RPA vendor side.
The Queue tab provides details about your RPA vendor queues. It provides basic information such as the name of the queue, the number of work items in the queue, the status of each work item (completed or pending, etc), and the amount of time taken for each work item in the queue.
The top of the tab shows aggregated data about the queues in each status:
Figure 2.2.2.5.a: List of queues
Click Export to Excel to download queue information in an .xlsx file. Refer to Optimizing the Excel Export to ensure the queue data displayed here meets the requirements and follows additional recommendations for export.
Click a queue to see more information about each item it contains, such as the resource that executed the work item, and the status of each work item. Use the filters at the top of the page to narrow the data displayed. The dashboard shows data for queue items started in the last month by default.
Figure 2.2.2.5.b: Breakdown of a queue
The Queue Items tab shows aggregate queue item data at the top, and specific item data below in a grid. The dashboard shows data for queue items started in the last month by default.
Summary data is calculated as follows:
HH:MM:SS format.Click Export to Excel to download queue item information in an .xlsx file. Refer to Optimizing the Excel Export to ensure the queue item data displayed here meets the requirements and follows additional recommendations for export.
Figure 2.2.2.5.c: Queue Items tab
To view all information for a specific item, including its functional data, click the item's Key in the grid.
The calendar shows you a list of all the processes that have been scheduled in Appian as well as in your RPA vendor. You can filter based on the process categories and the process names. Companies that work across different time zones can toggle between their timezone and the GMT for comparison.
Click on a timestamp in the calendar to see additional details. The scheduled occurrence details appear below the calendar. Your options to act on the schedule appear in the Actions column.
Figure 2.2.2.6.a: Global calendar view
The calendar uses icons to display the real-time status of the schedules:
| Icon | Description |
|---|---|
 |
The process is scheduled on the RPA vendor side. |
 |
The process is scheduled in Appian and waiting to be executed. |
 |
The process was scheduled in Appian and executed successfully. |
 |
The process was scheduled in Appian and the execution failed. |
 |
The process was scheduled in Appian and canceled. |
| * | Indicates that the schedule runs every hour. The time listed here indicates the first occurrence of the schedule. |
| ** | Indicates that the schedule runs every minute. The time listed here indicates the first occurrence of the schedule. |
To cancel a schedule from the calendar:
Note: If there are no work items across any of your sessions, you won't see tabs, metrics, or columns related to work items.
This tab shows the following insights:
Figure 2.2.2.1.a: Metrics
The BPM page provides a bird's eye view of the BPM process and information such as the process Name, Description, Instance Count, Percent Successful, Avg Processing Time, and Avg Task Time.
Figure 2.2.3.a: List of queues
Click a BPM process name to get further statistics about the process.
Figure 2.2.3.b: BPM process statistics
All robotic processes in production have exceptions that occur from robots and humans working together. The Exceptions page can be used to track all work item exceptions, as well as resource, schedule, and session alerts that occur within robotic process executions.
When alerts and exceptions occur, use the Exceptions page to:
Note: If you're using Appian RPA, exceptions appear automatically in RWM only for robotic processes that take data from a queue as input.
Figure 2.2.4.a: List of tasks assigned to the user
Exceptions fall under either System Exceptions, Alerts or Business Exceptions.
There are four types of system exceptions that need to be addressed:
These are automated exceptions that originate from any available RPA vendor configured to work with your environment. These exceptions can include technical issues that a robotic process has encountered. These exceptions do not require additional configuration to receive in RWM. On the Exceptions tab, you can view all types of exceptions: WORK ITEM, SESSION, RESOURCE, CUSTOM, or OTHER. Click a category to view a list of those exceptions.
Click the Exception Id in the table to view details for an individual exception. On this page, a user can:
Note: Appian RPA processes can only be re-added to a queue and re-executed with work item exceptions if the process doesn't have data type parameters, which were introduced in 20.4. If the process contains data type parameters, this functionality is only available if the parameters contain null values.
For automatic case routing, the current version of RWM supports exceptions that are triggered within each work item in a queue. The application does not support exceptions that are triggered at the session level in this release.
Work item exception information received by the user
You can access Blue Prism logs for an individual exception. Session logs are only available for work item and session exceptions.
RWM_LOGS_MAXLOGSIZE constant..XLSX format.
Session logs can be accessed from an individual exception.
Select the data to export from the Blue Prism session logs.
You can also find alerts related to resources, sessions, and schedules in the Exceptions page. These tasks are assigned to the RWM Exception Managers by default, whenever the status of a resource is changed from Active or Running to either Missing or Offline (for resources). For sessions, you'll see an alert when the executing session fails. For Blue Prism customers using schedules, you'll see an alert when an execution doesn't occur as scheduled.
Examples are shown below:
Resource alerts user interface
Sessions alerts user interface
For Blue Prism session alerts, there is also an option to restart the process.
Schedule alerts user interface
Business exceptions are exceptions and alerts that result from the activities in Appian business processes used as part of automations occurring in the application. These business processes can be designed to capture the range of business relevant activities that fall outside of the capabilities of robotic processes, but are possible within Appian BPM. This includes pulling various users in the organization into the process for comments, reviews, approvals, reconciliation of inconsistent data, as well as automated activities and integrations with external systems. All of these BPM and RPA processes can be seamlessly connected to create an end-to-end automation workflow.
To see your Appian BPM processes appear in the business exceptions list, follow the customization instructions.
When an exception occurs, the exceptions are added to a case and assigned to the user automatically, based on the RWM_caseManagementRoutingDetails decision table, which can be found in Appian Designer. The format of the decision routing table is shown below.
Note: The last empty entry should not be removed as that's the condition at which the unmatched cases get assigned to the Exception Manager.
Exceptions tasks auto assignment
You can manually assign different exception types from the Exceptions page. Select WORK ITEM, SESSION, RESOURCE, CUSTOM, or OTHER to view a list of those exceptions. The instructions below apply to all exception types.
Note: Appian RPA is the only vendor supported to use with RWM's bulk exception handling. You can manage individual exceptions originating from other RPA vendors in RWM.
Exceptions created on the RPA vendor side by default are assigned to the Exception Manager if they do not have any assignee configured in the decision table as shown above. The Exception Case Manager can select assignees from this screen. Assignees are then able to work on the exceptions.
You can assign one exception at a time, or assign multiple exceptions in one step.
To assign exceptions:
In the list, check the box next to each exception you want to assign.
Tip: You can select up to 100 exceptions by default. This limit can be configured using the RWM_EXCEPTIONS_BULK_ACTION_MAX_SELECTION object. If you change this value, test how these changes impact performance in your RWM environment.
Click ASSIGN.
Assign cases
After you search for the user, click ASSIGN ALL to assign these exceptions to the selected user.
Assign cases
You can update an exception's Priority and Status in the Exceptions tab.
In the list, check the box next to each exception you want to update.
Tip: You can select up to 100 exceptions by default. This limit can be configured using the RWM_EXCEPTIONS_BULK_ACTION_MAX_SELECTION object. If you change this value, test how these changes impact performance in your RWM environment.
Click UPDATE ALL to save your changes.
Update multiple exceptions at once
You can view closed exceptions from the Exceptions page as well. In the filter options, select Closed to see the exception and alerts that are closed.
Closed exceptions
To close an exception:
In the list, check the box next to each exception you want to close.
Tip: You can select up to 100 exceptions by default. This limit can be configured using the RWM_EXCEPTIONS_BULK_ACTION_MAX_SELECTION object. If you change this value, test how these changes impact performance in your RWM environment.
Click CLOSE ALL to save your changes.
Close multiple exceptions at once
You can re-execute a robotic process from the Exceptions tab. This option is useful after the exception is addressed. The re-execute workflow lets you re-execute the process that encountered an exception, and then close that exception all in one step.
Note: Appian RPA is the only vendor supported to use with RWM's bulk exception handling. If you're using more than one RPA vendor with RWM, you will only be able to re-execute multiple exceptions that originate from the same vendor (Appian RPA).
In the list, check the box next to each exception you want to update and re-execute.
Tip: You can select up to 30 exceptions by default. This limit can be configured using the RWM_EXCEPTIONS_BULK_REEXECUTE_MAX_SELECTION object. If you change this value, test how these changes impact performance in your RWM environment.
The configuration options you see on the Update & Re-execute page vary, based on the exception type.
The following options appear for WORK ITEM exceptions:
Click RE-SUBMIT AND CLOSE ALL to trigger the re-execution and close the exceptions.
Update multiple work items values at once
The following options appear for SESSION exceptions:
Click RE-RUN AND CLOSE ALL to trigger the re-execution and close the exceptions.
Update multiple session values at once
Note: The UPDATE INPUTS AND RE-EXECUTE option isn't available for RESOURCE exceptions.
Control Center
