Process Details
Process Tabs
After clicking on a process from any page within Analyze, users will be directed to the Details Tab of that process, where they can navigate to any of the other associated tabs.
Header Options
Create Specification
Users can summarize all information about a process in Assess as an exportable document, similar to a PDD or SDD.
To create this document:
- Click Create Specification button (on the right side) and select the pieces of information you wish to include. You can also drag and reorder items to organize the content as desired.The document can be exported as a PDF or Word file.
- For flows imported from Dataverse, users will have an additional option to See Flow in PAD.
Details Tab
The Details Tab displays high-level information about the process, organized by several topics.
General Information
Name | Description |
Review Status | Review Status for the process |
Last Modified Date | Date the process was last modified |
Import User | User who imported the process |
Import Date | Datetime the process was imported |
Parent Process | For BP and UiPath, this is the name of the process that references this process For PAD, this is only for visible if the process was imported via Solution file, and displays the solution it belongs to |
PAD - Additional Information (if imported from Dataverse)
Name | Description |
Owner | Owner of the PAD Flow |
Environment | Displays the PAD Environment the Flow originated from |
PAD Last Modified Date | Name of the user in Dataverse who last modified the PAD flow |
PAD Last Run | Datetime of the last Run in the PAD environment |
Security
Name | Description |
Anomaly Frequency (PAD Only) | Displays the number of Anomalies found in Flow Runs within the applied Anomaly Time Frame (see article 2.3.2) |
Compliance | Displays the number of Compliance violations for the process |
Native App Risk | Displays the top 3 highest risk Native Apps that the Flow accesses. Native App Risk can be modified from the Title Bar > Manage dropdown > Native Apps (see article 2.5.3) |
External App Risk | Displays the top 3 highest risk External Apps that the Flow accesses. External App Risk can be modified from the Title Bar > Manage dropdown > External Apps (see article 2.5.2) |
Tag Risk | Displays the top 3 highest risk Tags that the Flow accesses. Tag Risk can be modified from the Title Bar > Manage dropdown > Tags (see article 2.5.1) |
Data Privacy | Users can select any kind of sensitive data that the process accesses |
Data Classification | Users can select the Data Classification level of the process |
Sensitive Data Found ( | This item appears only if the user has set up their GenAI settings and has Sensitive Data Detection turned ON. If Sensitive Data is found, click to view which subprocesses are accessing which specific types of sensitive data. |
)
Characteristics
Name | Description |
Subflows/Sub-Processes/Pages | Displays the number of sub-processes that the current process references |
[Actions/Activities/Stages] | Displays the number of actions in the current process |
Applications | Displays the number of applications in the current accesses |
Custom and Legacy Content
This section allows users to add any information that may not have been captured during the import to Analyze.
- To add new information, click the Add New button in the top right. Users can name the Additional Information section and include any rich text description they like.
- To add existing legacy documentation, click the Import Document button in the top right. This will allow users to import any word document. Each document section will appear as a new row in the Custom and Legacy Content section.
- Document sections will appear in the table in the same order they exist in the document
- Descriptions of the sections will be in rich-text in the side-panel editor
- Fonts, tables, images, and other rich text elements will appear as they were in the original document
Tags
Users can apply existing tags to the current process by clicking the Tags field and selecting from the available options.
Description
Users can add a description to the process. If the user has set up their GenAI settings and has "Enable Summary" turned ON, they will see an option to Generate with AI. This option creates a detailed summary of the current process, including information on accessed applications.
Subflows/Sub-Process/Pages Tab
This page provides high level details to all sub-processes that are called by the current process.
Table Glossary
Name | Description |
Subflow/Sub-Process/Page | Name of the Sub-Process |
Reuse | Display how many Reuse Opportunities available for this Sub-Process |
Subflow/Sub-Process/Page | Number of Subflows/Sub-Processes/Pages in the current process |
Cloudability | Displays how Cloudable the current Sub-Process is as a percentage Can be clicked to see all cloudable actions in the process |
[Actions/Activities/Stages] | Displays the number of actions in the Sub-Process |
Applications | Displays the number of applications the Sub-Process access |
Apps Tab
Within the Apps tab, users can view information on Native and External applications accessed by the current process.
To switch between Native Application Information and External Web/UI Applications, click the dropdown in the center.
- Native Apps are applications that your RPA platform supports natively.
Native Application Information - Table Glossary
Name | Description |
Application | Name of the Native Application accessed |
Risk | Displays the assigned risk level of the Native App. The risk level can be modified by navigating to the Title Bar > Management dropdown > Native Apps. (see article 2.5.3) |
Application Details | Displays various additional details for the given app |
Actions | Displays the number of actions that interact with the given app |
- External Apps (Analyze - PAD Only) are applications that your RPA platform interacts with using generic actions (e.g., Run Application, Launch Browser). Some of these may overlap with Native App interactions.
External Application Information - Table Glossary
Name | Description |
Custom Name | Displays the app's custom name. This must be entered manually by clicking the Web/UI Application value and providing the current version. This is useful when the app name found in the path does not indicate its specific purpose. |
Web/UI Application | Displays the name of the web/UI application found in the URL or path. Click this value to add details, such as a Custom Name, Application Version, and any extra information in the Notes. |
Risk | Displays the assigned risk level of the External App. The risk level can be modified by navigating to the Title Bar > Management dropdown > Native Apps. (see article 2.5.3) |
Version | Displays the version of the app. This must be entered manually by clicking the Web/UI Application value and providing the current version. |
URL/Path | Full URL/Path that accesses the given Web/UI application |
Subflow | Displays the name of the subflow that accesses the current application |
Line | Displays the PAD line number that interacts with the current application |
Notes | Displays any Notes the user would like to see. This must be entered manually by clicking the Web/UI Application value and providing the current version. |
Compliance Tab
The Compliance tab displays information on all compliance violations for the current process
Table Glossary
Name | Description |
Name | Name of the Compliance Violation found |
Description | Description of the Compliance Violation |
Threshold | The threshold that must be met for the process to be considered as compliant |
Severity | Severity of the Compliance Violation |
Finding | Displays the findings for the current item, allowing the user to assess how close or far the process is from being compliant |
Opportunities Tab
The Opportunities tab displays potential opportunities for reuse or cloud transformation in the current process.
Example:
- Process A has 10 actions that match with both Process B and Process C.
- Process B has only 8 of those 10 actions that match with both Process A and Process C.
- Process C has 14 matching actions in total, which include the 10 from Process A and the 8 from Process B.
So, although the Flows share actions, the total number of actions can be different because one Flow may contain more or fewer matching actions than another.
Card Glossary
Name | Description |
Reusable [Subflows/Sub-Processes/Pages] | Number of Subflows we recommend to be reused, either because they are exact duplicates or very close
|
[Flow/Automation/Process] [Action/Activity/Stage] Savings | The total number of actions the flow could be reduced by if reuse is implemented |
Estate [Action/Activity/Stage] Savings | The number of actions the estate could be reduced by if reuse is implemented |
Cloudability | Percentage of Cloudable actions |
Cloudable [Subflows/Sub-Processes/Pages] | Number of Subflows whose Cloudable percentage exceeds the CloudableThreshold |
Cloudable [Actions/Activities/Stages] | Number of actions in the flow that are Cloudable |
Graphs Legend
Subflows with Highest Reuse Savings | Top 5 Subflows with highest amount of savings that can be achieved through reuse |
Cloudability of Largest Subflows | Top 5 Subflows with highest amount of Cloudability |
All Flows Opportunities - Table Glossary
Name | Description |
[Subflow/Sub-Process/Page] | Name of the sub-process |
Matching [Flows/Subflows Automations/Sub-Processes Processes/Pages] | Number of sub-processes that are a reuse match to the current sub-process. Can be clicked to see list of all matches |
[Actions/Activities/Stages] | Number of matching actions |
[Actions/Activities/Stages] Saved | The total number of actions the flow could be reduced by if reuse is implemented |
Cloudable [Actions/Activities/Stages] | Number of actions in the flow that are Cloudable |
Cloudability | Percentage of Cloudable actions |
Applications | Native Applications interacted with in the sub-processes. |
Reviews Tab
The Review tab enables users to collaborate and conduct manual reviews of their processes.
Review Status
Reviews can have 3 statuses
- Not Approved – Any process not in state Approved or Code Changed
- Approved – Any process that has been Approved by a user
- Code Change – If a newer version of the process is reimported, it should go through the review process again. Blueprint will automatically label newer versions of imported processes as a Code Change.
Actions
On the right side of the page, users can choose to:
- Leave a Comment
- Approve – Users can optional leave a comment on approval as well
Any action will be logged in the table on the left in chronological order.
Reviewers
Any user that Leaves a Comment or Approves is automatically added as a Reviewer. Users can also manually add other reviewers by clicking the whitespace in the Reviewers field and typing the name of a user in Blueprint.
Tests Tab
The Tests Tab allows users to create new Tests or see all existing Tests for the current process.
Table Glossary
Name | Description |
Test | Name of the Test
|
Test Status (PAD Only) | Only applicable for Automated Tests. Displays whether the Test is ON or OFF |
Type | Displays the type of Test (Automated, Manual, or AI Generated Manual) |
Creation Date | Date the Test was created. Can be modified by clicking the Test value and manually adding a description. |
Description | Displays a custom description for the current Test. This must be entered manually by clicking the Test value. |
Environment (PAD Only) | Only applicable for Automated Tests. Displays the PAD environment the Automated Test runs in |
Runs | Number of Runs the Test has performed |
Latest Run | Status of Latest Run (Succeeded, Failed, Not Available) |
How to Create New Tests
- Click Create on the top right
- Select the type of test from the dropdown
- AI Generated Manual
- Automated (Analyze - PAD only)
- Manual
Create Manual Tests
- AI Generated Manual – Requires user to set up their GenAI Settings.
- Blueprint’s trained AI model will analyze the current process and generate Tests, Test Steps, and a Description for your manual test.
- Manual
- User will be prompted to provide Test Steps and a Description for their test.
Submit a Manual Test Run
- Fill out the “Manual Test Run” fields on the right, including:
- Start Date
- Test Result
- Add any comment or notes that should be added
- Click Submit
Runs Tab
The Runs Tab displays data on the Runs associated with the given process, provided there is an associated Test.
Table Glossary
Name | Description |
Result | Result of the test (Succeeded, Failed) |
Case | Only applicable for Automated Tests. If Failed, displays the specific Test Case that failed |
Test | Name of the Test |
Type | Displays the type of Test (Automated, Manual, or AI Generated Manual) |
Start | Start datetime of the Run |
PAD Last Modified Date (PAD Only) | Last modified Date of the PAD Flow |
Owner (PAD Only) | Owner of the PAD Flow
|
Coverage | Only applicable for Automated Tests. Percentage that displays the total actions in the flow that were executed in the Test Run |
Environment (PAD Only) | Only applicable for Automated Tests. Displays the PAD Environment the Automated Test runs in |
Log (PAD Only) | Only applicable for Automated Tests. Click to see a sequential list of all actions that executed in the current Run. Also displays if the action has an associated Assert, and if the Assert Succeeded or Failed |
Successful Asserts | Only applicable for Automated Tests. Displays the total number of Successful Asserts for the given Run |
Failed Asserts | Only applicable for Automated Tests. Displays the total number of Failed Asserts for the given Run |
Not Executed Asserts | Only applicable for Automated Tests. Displays the total number of Asserts that did not execute for the given Run |
Diagrams Tab
The Diagram Tab displays the Blueprint-generated Process Diagram, Structure Diagram, and any custom diagram the user has created.
On import, Blueprint will automatically generate a Process Diagram and a Structure Diagram
- Structure Diagram - Displays the entire process call tree and provides detailed information on each individual sub-process.
- Features:
- Click each shape to view detailed information, including:
- Number of Actions
- Cloudability Opportunities
- Reuse Opportunities
- Number of Applications interacted with
- Risk Level
- Sensitive Data Detected (
)
- A thin, vertical bar on the right side of each shape is color-coded based on complexity.
- A legend located at the top left indicates:
- If a sub-process is reused multiple times within the call tree.
- If a sub-process is referenced but was not included during import.
- The complexity color coding.
- A "Center on Root" button, located at the top left, allows you to bring the root shape into focus quickly.
- Click the minus icon under any shape with dependencies to collapse the tree from that point on
- Click each shape to view detailed information, including:
- Features:
- Process Diagram - A high-level process diagram detailing what the bot does. Users can click any shape to see more information about the specific process being represented. Users can also add or modify the Process Diagram using the BPMN Shape Library on the left side.
- AI Generated Diagram – A higher level process diagram
- Requires the user has set up their GenAI settings and has "Enable Diagrams" turned ON (see article 2.3.3)
- Blueprint Generated Diagram – A more technical process diagram
- AI Generated Diagram – A higher level process diagram
Users can also create custom Diagrams by clicking the Create button on the top right and using the provided Shape Library.
Flow Activity Tab (Analyze - PAD only)
The Flow Activity tab displays operational data on current PAD Flow, provided it has run in the connected Environment. For more information, see this article.
Card Glossary
Name | Description |
Total Runs | Total Runs of all Flows |
Total Successful Runs | Number of Successful Runs |
Total Failed Runs | Number of Failed Runs |
Chart Glossary
Certain metrics are considered anomalous if they are +/- 3 standard deviations away from the mean. Metrics with Anomaly tracking will have a legend indicating Average and ± std.dev*3
Name | Description |
Run History | Displays all Runs of the Flow in the selected timeframe |
Total 5 Errors | Displays the top 5 most common errors. User can hover to see more details. |
Queued Flows Duration | Displays queue time for all Flows in the selected timeframe |
Execution Duration | Displays Execution Duration for all Flows in the selected timeframe |
CPU | Displays CPU usage for all Flows in the selected timeframe |
Memory | Displays Memory usage for all Flows in the selected timeframe |
Table Glossary
Name | Description |
Anomaly | For a given flow, certain metrics are considered anomalous if they are +/- 3 standard deviations away from the mean. If a run has 1 or more anomalous behavior found, this flag appears. |
Flow | Name of the Flow |
Start | Datetime the run started |
Status | Status of the run (Succeeded, Failed) |
Error Rate | The number of Failed Runs divided by Total Runs for the Period |
Duration | Sum of Queue Time + Execution Time |
Queued Duration | Time the flow spent in status Queued |
Execution Duration | Total time for the Flow to execute |
CPU | CPU usage |
Memory | Memory Usage |
Error List | If Failed, displays the error message |
Machine | Machine that ran the Flow |
Last Modified | Last Modified Date of the Flow |
Mode | Mode of the Flow Run (Attended, Unattended, Local |