NQF5 Robotics Processing Automation Developer (RPA) – 251201004-PM-06, Deploy RPA Solutions which Emulate Actions of a Human Interacting within Digital Systems

SECTION 3: CURRICULUM COMPONENT SPECIFICATIONS – SECTION 3B: PRACTICAL MODULE SPECIFICATIONS

​SECTION 3B: PRACTICAL SKILLS MODULE SPECIFICATIONS 6. 251201004-PM-06, Deploy RPA Solutions which Emulate Actions of a Human Interacting within Digital Systems, NQF Level 5, Credits 6 6.1 Purpose of the Practical Skills Module The focus of the learning in this module is on providing the learner with an opportunity to acquire the skills to deploy RPA solutions for business process automation The learner will be required to: PM-06-PS01 : Schedule times that the RPA solutions must run as per design specifications (coding) for unattended robots PM-06-PS02 : Deploy the RPA solution into the production environment (Go live) PM-06-PS03 : Update process documentation PM-06-PS04 : Enable RPA users (if necessary), to understand how the automation works and how they should interact with the robots (attended robots – human triggers) on business need basis PM-06-PS05 : Monitor the RPA solution status through auditing logs and dashboards PM-06-PS06 : Import and export RPA solutions 6.2 Guidelines for Practical Skills 6.2.1 PM-06-PS01 : Schedule times that the RPA solutions must run as per design specifications (coding) for unattended robots Scope of Practical Skill Given the specifications for necessary output and test output, the learner must be able to: PA0101 Determine and set time-based and event-based triggers PA0102 Ensure bot dependencies are in place, obtain folder privileges on the dependencies and obtain “run and schedule” permission for a specific bot PA0103 Select the time zone and determine and set exact time slots PA0104 Enter name and description and add the bot to the activity table PA0105 View scheduled bot details PA0106 Edit a schedule PA0107 Delete a schedule PA0108 Activate or deactivate a schedule Applied Knowledge AK0101 Change management AK0102 Implications on the business processes Internal Assessment Criteria IAC0101 Whether the bot should be run on demand or scheduled, is defined IAC0102 Care is taken that the runtime is efficient and effective for scheduled automations, taking into account downtime of robot during the process and changes in system/data between each run IAC0103 Care is taken that triggers and schedules are set to the necessary time zone and completed before deadlines IAC0104 Triggers and schedules are added, edited and deleted over time 6.2.2 PM-06-PS02 : Deploy the RPA solution into the production environment (Go live) Scope of Practical Skill 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 76 of 108 Given the final code files and configuration files, the learner must be able to: PA0201 Do readiness check: Change control process – follow change control procedures – notify certain people, make sure production environment is ready, notify persons who will be affected PA0202 Monitor any error logs – manual desk check – orchestrator – review logs from a platform management tool PA0203 “Kill” process in the case of errors and return people to manual tasks PA0204 Re-evaluate and remediate workflow and also inform business users (or manager) Applied Knowledge AK0201 Change management AK0202 Implications on the business processes Internal Assessment Criteria IAC0201 Configuration of environment and applications as defined in the testing cases, are ensured IAC0202 Correct log-in information, data configuration, and application access for the robot and machine are ensured IAC0203 Care is taken that production level code is reported correctly, errors and exceptions are handled, and processes are “killed” in case of errors (when errors occur, many of the same applications are not left open on the machine) 6.2.3 PM-06-PS03 : Update process documentation Scope of Practical Skill Given change requests, the learner must be able to: PA0301 In the case of remediation, update previous PDD with revision control PA0302 Comment on cause of error and whether he knows the remedy for the error so that next person will know how to resolve such error Applied Knowledge AK0301 Change management AK0302 Implications on the business processes Internal Assessment Criteria IAC0301 The PDD document is updated ensuring that the version is incremented, and any new test cases are noted IAC0302 Common errors found in the process and applications are documented and the way to remedy them described 6.2.4 PM-06-PS04 : Enable RPA users (if necessary), to understand how the automation works and how they should interact with the robots (attended robots – human triggers) on business need basis Scope of Practical Skill Given a finished automation file, the learner must be able to: PA0401 Apply show-and-tell training process (number of end-users) PA0402 Support the business analyst to develop end-user manual Applied Knowledge 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 77 of 108 AK0401 Change management AK0402 Implications on the business processes Internal Assessment Criteria IAC0401 A step-by-step guide on how to run the automation is created IAC0402 The inputs/outputs are defined IAC0403 Users are notified if the process is background or if they must not use their computer or specific applications while the process is executing 6.2.5 PM-06-PS05 : Monitor the RPA solution status through auditing logs and dashboards Scope of Practical Skill Given runtime data, the learner must be able to: PA0501 Monitor status on users, run status, total bot schedules, total queues, bot velocity and capacity utilisation PA0502 View audit details PA0503 Export data to CSV (Comma Separated Values) PA0504 Audit log for run bot deployment and bot runner sessions PA0505 View bot dashboard, device dashboard and operation dashboard Applied Knowledge AK0501 Change management AK0502 Implications on the business processes Internal Assessment Criteria IAC0501 The runtime data, including logs, successful runs, processed queue items, etc. are understood IAC0502 The bot utilization is explained and updates to the run frequency are recommended IAC0503 Commonly occurring errors or exceptions are reported IAC0504 Relevant data, including logs, are exported 6.2.6 PM-06-PS06 : Import and export RPA solutions Scope of Practical Skill Given the production automation files and DSD, the learner must be able to: PA0601 Export a bot and its dependencies from one environment to another PA0602 Import a bot and its dependencies from one environment to another PA0603 Bookmark a dashboard PA0604 Save a dashboard PA0605 Delete a dashboard Applied Knowledge AK0601 Change management AK0602 Implications on the business processes Internal Assessment Criteria IAC0601 The automation files are downloaded and uploaded and a robot is scheduled in a different environment IAC0602 If necessary and available custom dashboards are built which can serve the COE (common operating environment) scorecard 6.3 Provider Programme Accreditation Criteria Physical Requirements: Valid licenses software and application, including OS. Internet connection and hardware availability Examples and information specified in the scope statement and all the case studies, scenarios and access to hardware and software implied in the scope statements of the modules. Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: Lecturer/learner ratio of 1:10 (Maximum) Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification Assessors and moderators: accredited by the MICT SETA Legal Requirements: Legal (product) licences to use the software for learning and training OHS compliance certificate Ethical clearance (where necessary) 6.4 Exemptions No exemptions, but the module can be achieved in full through a normal RPL process