On the right hand side of the home page is the Team Bar.
If you are a Team Leader, the Team Bar shows you your team, your bots and your unassigned work.
At the top of the Team Bar you can see the people in your team and, for each of them:
The amount of work they have outstanding (number in centre of pie-chart)
The due status of that work (i.e. Red/Amber/Green)
Their current availability status (available or offline)
You can see the availability status of your Team Members - so if they are online or offline.
The system tracks your active Enate browser session, and so is able to check if they are still logged into Enate.
Note: if you do not log out properly, i.e. shut down the browser or machine directly without logging out of Enate, the system will display you as still online for the duration of the standard system timeout (usually 30 minutes).
An important point is that this available / offline status is for informational purposes only – it is not taken into account as part of any allocation rules - i.e. the ‘Who does it go to?’ settings.
You can filter the display of your team to show available / offline / all users.
You can sort your team members by work item status criteria including:
Least / Most Work (Total)
Least / Most Overdue (Amber)
Least / Most Overdue (Red)
Least / Most On Target (Green)
You can use this to help identify resources which are stretched and other team member who you may be able to share work out among to help balance workloads.
Free text search also allows for you to search for individual users from the list.
Clicking on a team member from the Team Bar, will bring up their user profile. The grid filters down to show only work items currently assigned to that user.
The homepage bar chart will be replaced to show the amount of work that is assigned to the user (the number in centre of pie-chart), as well as the due status of that work (i.e. Red/Amber/Green), You will also see the user's profile picture, their role title, its description (if one has been added), and if you click on the 'More about this role' link, you'll see a list showing which features that the user has access to.
You can close the view and return to the standard bar chart view of all work items by clicking the 'X' icon.
If you find yourself needing to change the levels of access for yourself or users in your team, speak to your system admin.
If you are a Team Leader you will also be able to see your bots in the Team Bar. This shows you any Robots which are available to work on items you manage / work with, grouped by Robot farm.
Each row displays a different robot farm, along with their Technology (e.g. UiPath, Automation Anywhere, Blue Prism etc.).
The number of ‘bottable’ work items lined up for the robot farm will be displayed, as well as the estimated amount of work left available for the robot farm in minutes.
If any of the Robots in the farm are offline or unresponsive, a warning icon will be displayed.
Additionally, it's possible that some of the bottable work items for these bots are outside of this user's permissions. If that is the case then a warning 'i' icon and message will be displayed informing the user of this.
Clicking on a Robot farm in the Bots section swaps out the bar chart main display to show that group of robots AND filters down the grid results to show ‘bottable’ work items.
In this view, Team Leaders can:
See the status of individual robots within the robot farm:
Idle - the bot is available for work
Offline - if your bot uses deep integration, such as UiPath orchestration synchronisation, an offline status means that your IT system can't connect with the bot. In this situation you would reassign the bot's work items to other resources. If your bot does not use deep integration, such as Blue Prism, an offline status means that your IT system hasn't connected with the bot for a certain amount of time.
Suspended – the bot’s average work is not within standard deviation, so it has been paused
Busy Integrated – the bot is busy working on a task that is has been assigned to
Busy Independent- the bot is busy working on a task that it has not been assigned to
View the work currently being done by individual robots
Filter down the view to an individual robot
See how much work is remaining for the bots to do (both in volume, e.g. 20 items, and in how many minutes worth of work is remaining, i.e. how long we think it will take to complete all of those 20 items).
The system can make an estimate of the amount of work left in minutes because we have an ‘estimated duration’ value configured in Builder for different Actions. The system simply totals the value of these for the Actions currently available for the robots to do.
The grid will show projected start and end times for each piece of work, colour-coding the projected end date to show it if will breach the due datetime – this helps the Team Leader determine if they need to add further human / robot resources in order to meet SLAs.
The view can be closed to return to the standard bar chart view of all work items.
How does the system determine which work item to give a ROBOT when they send in a “Get more work" request?
The system works by looking at all unassigned Action work items from all of the Queues the robot is linked to and for which the robot's farm is set as the relevant farm in the 'General Settings' configured for that action (the equivalent of Robot permissions), then from this list determines the one due soonest, and assigns the Action to the Robot.
Exception: If a robot is already listed as working on an Action and yet sends in a "Get more work" request to Enate, the system will send back a response to the Robot of that same Action - effectively reiterating that the bot should carry out that Action. The system will do this a total of 3 times if the robot continues to send such requests while still supposedly 'occupied', and on the next such request will take the Action off the robot, mark it to be allocated to a human rather than a robot, and will then proceed with the normal logic of assigning the robot the soonest due Action from the list of ones it can perform.
At the foot of the Team Bar you can see the amount of work which is sitting unassigned in the Queues you manage, grouped by Queue. This includes information about the amount of work in each Queue that is unassigned (the number in centre of pie-chart), as well as the due status of that work (i.e. Red/Amber/Green).
If you have unassigned work which is overdue – i.e. any red items in this section – you should be looking to deal with that situation.
On the right hand side of the home page is the Team Bar.
If you are a Team Member, the Team Bar shows you your team and your unassigned work.
At the top of the Team Bar you can see the people in your team and, for each of them:
The amount of work they have outstanding (number in centre of pie-chart)
The due status of that work (i.e. Red/Amber/Green)
Their current availability status (available or offline)
You can see the availability status of your Team Members - so if they are online or offline.
The system tracks your active Enate browser session, and so is able to check if they are still logged into Enate.
Note: if you do not log out properly, i.e. shut down the browser or machine directly without logging out of Enate, the system will display you as still online for the duration of the standard system timeout (usually 30 minutes).
An important point is that this available / offline status is for informational purposes only – it is not taken into account as part of any allocation rules - i.e. the ‘Who does it go to?’ settings.
You can filter the display of your team to show available / offline / all users.
You can sort your team members by work item status criteria including:
Least / Most Work (Total)
Least / Most Overdue (Amber)
Least / Most Overdue (Red)
Least / Most On Target (Green)
You can use this to help identify resources which are stretched and other team member who you may be able to share work out among to help balance workloads.
Free text search also allows for you to search for individual users from the list.
Clicking on a team member from the Team Bar, will bring up their user profile. The grid filters down to show only work items currently assigned to that user.
The homepage bar chart will be replaced to show the amount of work that is assigned to the user (the number in centre of pie-chart), as well as the due status of that work (i.e. Red/Amber/Green), You will also see the user's profile picture, their role title, its description (if one has been added), and if you click on the 'More about this role' link, you'll see a list showing which features that the user has access to.
You can close the view and return to the standard bar chart view of all work items by clicking the 'X' icon.
At the foot of the Team Bar you can see the amount of work which is sitting unassigned in the Queues you manage, grouped by Queue. This includes information about the amount of work in each Queue that is unassigned (the number in centre of pie-chart), as well as the due status of that work (i.e. Red/Amber/Green).
If you have unassigned work which is overdue – i.e. any red items in this section – you should be looking to deal with that situation.
