RPA Workspace Overview

The Workspace is divided into three areas:

1. Navigation Sidebar: Quick links to Search, Homepage, Notifications, Favorites, Recently Viewed and Navigation trees to help you navigate your App solution. Available on all pages.
2. Header: Consists of the page name, breadcrumb trail, participant avatars, and action menu. Breadcrumb trail indicates the page location in your solution. Participant avatars show who has access to view or edit the page. Action menu provides access to settings, rename the page, move/copy or print. Header is available on all pages in your solution.
3. Work Area: Contains tabs and sections that allow you to view and edit data. See Work Item Basics for full details.

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Navigation Sidebar

From the Navigation Sidebar, you can select:

Icon	Name	Definition
	Expand Menu	Expands the navigation sidebar to view more details or collapses to hide it for more workspace.
	Search	Search by item name or Shibumi ID number
	Home	Navigates to the user’s homepage. See Homepages for more details.
	Notifications	Notification page where a user’s notifications are grouped in an easy to navigate mailbox. The number of new notifications will appear on the Notifications icon. See Notifications for more details.
	Favorites	List of items a user has marked as Favorites.
	Recently Viewed	The last 10 items that a user viewed.
	Navigation	Easily select and navigate through work items. Carets indicate the item can be expanded to view its children. Bullets indicate the item contains no children. This feature is hidden until an administrator has defined a navigation structure.
	User Preferences	Provides the ability to edit user’s account i.e. Change password. See User Preferences for more details.
	Help	Directs the user to Help Center information.

 

Workitem Action Items

Header and Action Menu Icons

Icon	Name	Definition
	Favorite	Click the star icon next to the page name to add it to the Favorites list. The star turns yellow and the page appears in the Favorites list. To remove it from the Favorites list, click the star icon again. Select Manage Favorites at the bottom of the Favorites list to edit favorites.
	Actions	Expands and collapses the Actions menu.
	Settings	Displayed if you have Ownership or Admin rights. Ability to set item-specific configuration.
	Rename	Allows you to rename the current page.
	Print	Prints the current tab of the item.
	Move/Copy	Move or Copy the item.
	Delete	Deletes the current item and its children.

Participant Window

Click on the participant avatars to see all of the people that have been invited to collaborate on the currently displayed work item.  If you have sufficient permission, this list also allows you to invite additional collaborators to participate.

See Adding / Removing Users for more details.

Roles

Participants are assigned to specific roles. Depending on what role a user has, determines how the user interacts with the system. In Shibumi, all users have inherited permissions, which means that the permissions extend below where they have access. In the RPA Accelerator, if a user is added at a program level, that means that their permissions extend to all workstreams and opportunities. If a user is added to an opportunity, they are only able to access that opportunity and related activities, not the program or workstream.

A chart of available RPA Accelerator roles are available below. Remember, the permissions of these roles extend to all items underneath where they are added.