Airis User Guide. Version 3.3

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Madeline Mathews
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1 Airis User Guide Version 3.3

2 Contents 1 Introduction Using Airis Creating a Client Creating a Process Process Analysis Process Efficiency Adding Configuration Automation Efficiency Analysis Add Operational User Operational User Allocation Configuring Questions Using the Agent Creating, Editing, Importing a Profile Recording Viewing the recordings Using the Agent Manager Viewing Node Details Manually Adding a New Node Editing a Node Filtering Nodes Manage Record Tags Splitting Nodes Grouping Nodes Generating a Process Initial View Current View Baseline View Adding workflow components manually Downloading the Process Flow P a g e

3 1 Introduction Airis is an intelligent requirement capturing platform developed by Virtusa. It is designed to overcome the challenges in conventional requirement gathering methods, enabling a more complete and accurate derivative of the current state of a given business process workflow. Airis is particularly targeted for Robotic Process Automation related initiatives and helps support Digital Transformation, Business Process Re-engineering, Business Process Improvement/Management and other initiatives. 2 Using Airis 2.1 Creating a Client 1. Open Airis by navigating to the URL <hostname>:8080/hcm-server/#/ 2. Click the Start button located at the center of the screen Figure 1: Airis main page 2 P a g e

4 3. Click the button as shown in the following figure. Figure 2: Client screen 4. Enter the client details in the relevant fields: Client Name: Enter the client s name Client Description: Enter a description about the client and the process 5. To add a client logo (this is optional), click Choose File 6. In the Select Image pop-up screen, select the client logo and click Add 7. Click Add Client to create the client Figure 3: Adding a client 3 P a g e

5 8. Click the button to generate the organizational hierarchy for the project. Figure 4: Projects 9. Click the button to create a new folder. Note: The folder can be edited using the Edit button. Figure 5: Folder structure 4 P a g e

6 10. Enter the Name and Description of the folder in the pop-up screen and click Add Figure 6: Adding a new folder 11. After creating the organizational hierarchy, click the button to open the Airis interface Figure 7: Organizational structure 5 P a g e

7 12. The created projects and the folders will be displayed in the left side pane. Figure 8: Airis interface 2.2 Creating a Process 1. To create a new process, right-click the Project Name 2. Click New Folder to create a folder for the process (optional) Figure 9: Adding a new folder 6 P a g e

The questionnaire for process analysis is shown below.

8 3. Right-click the created folder and click New Process to create a new process Figure 10: Adding a new process 2.3 Process Analysis Process Efficiency 1. The questionnaire for process analysis is shown below. To find the suitability, complete the process assessment questionnaire Figure 11: Process assessment framework 7 P a g e

9 2. The predefined questions are depicted below. Select answers from multiple choices for each process Figure 12: Questions page - top 3. Once all the questions are answered, click Finish to evaluate the feasibility of the process. Figure 13: Questions page - bottom 8 P a g e

4. Select Show Output A score is generated based on the answers given by the end users. Figure 14: Assessment results page Note: Suitability of the process will be displayed as shown below.

10 4. Select Show Output A score is generated based on the answers given by the end users. Figure 14: Assessment results page Note: Suitability of the process will be displayed as shown below. Figure 15: Process assessment matrix Adding Configuration 1. Select the client or a subfolder under the client to which the configuration should be added. 2. Select the Configuration tab. 3. Configure No. of business days, No. of productive hours, Average cost per person in USD 4. Click Save 9 P a g e

Figure 16: Configuration Note: These configurations are used for the Automation Efficiency Analysis. 2.3.3 Automation Efficiency Analysis 1. Select the Process. 2. Click Automation Efficiency Analysis 3.

11 Figure 16: Configuration Note: These configurations are used for the Automation Efficiency Analysis Automation Efficiency Analysis 1. Select the Process. 2. Click Automation Efficiency Analysis 3. Enter the values for Volume and Sample Size under Process Volumes. 4. Enter Current Productive Time and Amenable Automation Productive Processing Time in minutes. 5. The Automation Percentage and the ROI will be displayed as the output. 10 P a g e

Figure 17: ROI and automation percentage The processes are displayed in the process matrix chart ranging from most suitable to not suitable with regard to automation. 2.3.

12 Figure 17: ROI and automation percentage The processes are displayed in the process matrix chart ranging from most suitable to not suitable with regard to automation Add Operational User 1. Double-Click the project. 2. Select Operational Users tab. 3. Enter the User name, role and other details respectively. 4. Click the button. Figure 18: Operational user s page 11 P a g e

13 2.3.5 Operational User Allocation 1. Select the process which you have created. 2. Select Operational User Allocation as show in the figure. Figure Type the username in the search bar Figure Click the user to add the user to the process 3. Click Save 12 P a g e

Figure 21 2.4 Configuring Questions To add a new question: 1.

14 Figure Configuring Questions To add a new question: 1. Click Add New Question Figure 15: Adding a new question 13 P a g e

2. Type the new question under Question Figure 23 3. Set the Weightage percentage. 4. Enter the answer options for the question. 5.

15 2. Type the new question under Question Figure Set the Weightage percentage. 4. Enter the answer options for the question. 5. Click Add Question 6. Click Save Questionnaire To edit questions: 1. Click Analysis Manager 2. Click on Feasibility or Priority Figure 24: Configuring questions 14 P a g e

can be provided in English/Japanese languages 5.

16 3. Click the button to edit a question 4. Edit the question Figure 25: Editing a question Note: Questions can be provided in English/Japanese languages 5. Select the weightage 6. Click Save Question Figure 26: Modifying the question and weightage 15 P a g e

17 To delete a question: 1. Click the button to delete the question Figure 27: Deleting a question 2.5 Using the Agent 1. Select the Application Type a. Specify the Application Type as either Browser/Desktop 2. Enter the Application Name a. For example, i. Application Type: Browser Application Name: chrome ii. Application Type: Desktop Application Name: notepad Figure 28: Application Type/Name 16 P a g e

18 3. Click on the + icon Note: Following figure shows a list of applications that have been created. Figure 29: Applications Creating, Editing, Importing a Profile 1. Click on the icon shown in the following figure to Create, Import, Export or Select a user profile. 2. Select Create Profile to create a new profile 3. Enter a Profile Name Figure 30: Creating a profile 17 P a g e

19 Figure 31: Profile Name 4. Click Ok 5. Click Select Profile to view application names and application types of existing profiles in the panel below 6. Click Export Profile to save the details of a selected profile in any preferred location outside the agent (.phcm file) 7. Click Import Profile to view details of exported files (as in above step) back within the Airis Agent Recording To begin recording 1. Click the Start button Figure 162: Start record 2. Enter the Record Name to record or select a previously recorded tag from the suggested list. 18 P a g e

20 Figure 33: Record agent 1. Click OK 2. Start the manual process 3. Use the Stop button to end recording Figure 34: Stop record Viewing the recordings 1. To view the recordings, click Upload 19 P a g e

21 Figure 35: Upload Note: You will be able to upload your recordings by choosing from the list of recordings as mentioned below. Only the recordings which were not uploaded automatically, are in the list. 1. Select a recording 2. Click on upload Figure 176: View uploads 2.6 Using the Agent Manager 1. Select the Agent Manager 20 P a g e

22 Figure 37: Agent manager 2. Under Recorded Agents, a. Tokens generated with details for each host machine which accessed the server through the agent can be viewed. Figure 38: Recorded Agents 3. Under Submissions, a. Name of the Host can be viewed. Submissions can be filtered by Hostname too. 21 P a g e

23 Figure 39: Submissions filtered by hostname b. Once a hostname is clicked, the recordes will be flterter by hostname. Afterwards, all submissions can be viewed once the filter is cleared. 2.7 Viewing Node Details 1. Go to the Task view of a selected process. 2. Select a node. The process of the node can be viewed in the Playback section 22 P a g e

24 Figure 40: Task view page Note: Each click made by the user is displayed using a red indicator Figure 181: Clicks made by the user Play the recorded scenario and view the recording details of the node including the instances, the actions performed on each instance, and time spent, on the right pane 23 P a g e

25 Figure 192: Playback pane 2.8 Manually Adding a New Node 1. Click Add Node located in the top left corner of the Task View page Figure 203: Task view - add node 2. Find and Select a place and add the node in the canvas. 24 P a g e

26 Figure From the pop-up screen, Select the Type of Node 4. Enter the Label, Application title and other details respectively. 5. Attach a screenshot for reference 6. Select Meta Tab in the Edit Screen Meta Data 7. Enter the Meta data for the node. Figure Define if the node is Automatable or Manual 9. Enter the details in the relevant fields 10. Click Save to create the node To delete a node: 1. Select the node to be deleted 2. Click Delete Selected 25 P a g e

27 3. Select Yes Figure 236: Task view - delete node 2.9 Editing a Node 1. Select a node to edit 2. Click Edit Node Figure 247: Task view - edit node 3. Edit the node details and click Ok 26 P a g e

28 Figure 258: Editing node details 1. Select Meta Tab in the Edit Screen Meta Data 2. Enter the Meta data for the node. 3. Click Save Figure 49: Editing Meta details 2.10 Filtering Nodes 1. Go to the Task view of a selected process 2. Click the button 27 P a g e

29 Figure 50: Task view - filtering nodes 3. Select the filter tags 4. Click Ok Figure 261: Selecting the filter tags Note: Nodes in different machines can be selected by selecting the machine name in the filter page and can be filtered by recorded tags, machine names, time range, application types and application titles. 28 P a g e

30 Figure 272: Selecting the filter tags in different machines 2.11 Manage Record Tags Here you will be able to delete a record tag 1. Select a node 2. Click the Manage Record Tags icon Figure 53: Manage Record Tags 3. Select the delete button that is in front of the recording that needs to be deleted 29 P a g e

31 Figure 54: Delete a recording 4. Click OK 2.12 Splitting Nodes 1. Select the node that needs to be split 2. Click the Split button Figure 285: Split button 30 P a g e

Figure 296 3. Enter a name for the node under Label 4.

32 Figure Enter a name for the node under Label 4. Select an instance from the drop down Figure Click the + button 31 P a g e

33 Figure Click Create Note: The split node will appear as shown below. Figure P a g e

34 2.13 Grouping Nodes 1. Select the required nodes that needs to be grouped. (CTRL + Select the nodes) 2. Click Group Figure 60: Task view - grouping nodes 3. Select the Group status, Group Name and Color 4. Click Ok Figure 61: Group screen 5. Click the button to view the created groups 33 P a g e

process Figure 343: Task view - process flow 2. In the pop-up screen, a.

35 Figure 332: Viewing groups 2.14 Generating a Process 1. Click the button to start generating a process flow for the given manual process Figure 343: Task view - process flow 2. In the pop-up screen, a. Enter the Name of the process b. Select the groups by double clicking the item 34 P a g e

36 Figure 354: Generating the process 3. Click Save 4. The process flow diagram is automatically generated using the groups selected Initial View This is the Initial View. 1. Select a process. 2. Select the Operation View of the process. Figure 65: Initial view 35 P a g e

2.14.2 Current View The process flow can be edited in the current view. The view can be saved as the baseline view. 1. Select a process. 2. Select the Operation View of the process. 3.

37 Current View The process flow can be edited in the current view. The view can be saved as the baseline view. 1. Select a process. 2. Select the Operation View of the process. 3. Select the type of view as the Current View from the drop-down menu Figure 66: Current view To edit a process: 1. Drag the process flow elements and add to the process flow from the toolbox Figure 67: Toolbox 2. Enter the tasks and properties for the element 3. Use arrows to connect the elements 36 P a g e

38 Figure 368: Current View To save the current view as the baseline view: 1. After editing the process flow, click the button Figure 69: Baseline view 37 P a g e

2. Select the Type of Baseline Option as either As Is or To Be Figure 70: Saving Current View 2.14.

Word document. Note: For the Baseline View, Nodes are required to be grouped. 1.

39 2. Select the Type of Baseline Option as either As Is or To Be Figure 70: Saving Current View Baseline View The baseline view can be switched to the As-Is or To-Be views and can be downloaded as a Word document. Note: For the Baseline View, Nodes are required to be grouped. 1. Click the dropdown arrow below Option Figure 71: Baseline view - Option dropdown 2. Select the Type of Option as either As Is or To Be 38 P a g e

40 Figure 372: Baseline view - view type 1. Change the view by selecting the option needed from the dropdown Figure 73: Selection of view Adding workflow components manually 1. Drag and drop the components needed in order to create the workflow 39 P a g e

41 Figure 384: Airis Workflow Figure 395: Addition of a component 2. Select the Change type option to change the type of the component. 40 P a g e

42 Figure 76: Change Type 3. To include a group task select the option Group Task and select the respective group. Figure 77: Group Task Figure 78: Addition Workflow component 41 P a g e

Figure 79: Addition Workflow component 2.14.

43 Figure 79: Addition Workflow component Downloading the Process Flow To download the process flow: 1. Click the button 2. Click Download Figure 8040: Process flow download step 1 42 P a g e

44 Figure 81: Process flow - download step 2 43 P a g e

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