NQF5 Robotics Processing Automation Developer (RPA) – 251201004-PM-01, Basic Calculations for Programming

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

1. 251201004-PM-01, Basic Calculations for Programming, NQF Level 4, Credits 8 1.1 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 use basic maths and calculation in programming The learner will be required to: • PM-01-PS01 : Number bases and measurement units • PM-01-PS02 : Basic math • PM-01-PS03 : Operator precedence • PM-01-PS04 : Integer division • PM-01-PS05 : Modulus • PM-01-PS06 : Increments • PM-01-PS07 : Mixing types • PM-01-PS08 : Casting (timing and contextualising) 1.2 Guidelines for Practical Skills 1.2.1 PM-01-PS01 : Number bases and measurement units Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • PA0101 Convert numbers between the decimal number system and the binary number system: addition and subtraction of positive whole numbers in binary up to 100002 (16 in decimal) • PA0102 Express size and magnitude: From Giga to Pica (1012 to 10 -12) • PA0103 Do conversions between related units in different measurement systems • PA0104 Apply rational and irrational numbers • PA0105 Differentiate and apply PEDMAS and BODMAS • PA0106 Use decimals and convert them to common fraction form • PA0107 Apply scientific notation for small and large numbers Applied Knowledge • AK0101 The effect of error in calculations Internal Assessment Criteria • IAC0101 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.2 PM-01-PS02 : Basic math Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • PA0201 Use arithmetic expressions in programming: Addition (+), subtraction (-), multiplication (*) and division (/) for both integers and real data types • PA0202 Percentage • PA0203 Negative numbers • PA0204 Cartesian coordinate system • PA0205 Pythagorean theorem for finding the distance between two points • PA0206 Decimal, binary, and hexadecimal numbering systems Applied Knowledge 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 50 of 108 • AK0201 The effect of error in calculations Internal Assessment Criteria • IAC0201 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.3 PM-01-PS03 : Operator precedence Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • PA0301 Use parentheses • PA0302 Apply order of operations (left to right) • PA0303 Apply precedence: • Parentheses • Multiply and Divide • Add and Subtract • PA0304 Use PEDMAS in programming Applied Knowledge • AK0301 The effect of error in calculations Internal Assessment Criteria • IAC0301 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.4 PM-01-PS04 : Integer division Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • x PA0401 Divide two integers • x PA0402 Discard the fractional part (remainder) Applied Knowledge • x AK0401 The effect of error in calculations Internal Assessment Criteria • x IAC0401 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.5 PM-01-PS05 : Modulus Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • x PA0501 Modulus abbreviated as “mod” • x PA0502 %, also known as the modulus or remainder operator • x PA0503 The % operator returns the remainder of the two numbers after division • x what is left after what is in front of the modulus operator is divided by what is after the modulus operator • x Examples • x PA0504 Use % to check if a number is even or odd • x PA0505 The double equals (==) operator is used to compare values, such as a pair of ints, and returns a Boolean 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 51 of 108 Applied Knowledge • x AK0501 The effect of error in calculations Internal Assessment Criteria • x IAC0501 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.6 PM-01-PS06 : Increments Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • x PA0601 Increment a variable by 1 using n = n + 1 • x PA0602 n = n + 1 means n takes the new value of whatever n + 1 is • x PA0603 compound assignment operator using n += 1 or n++ • x PA0604 Add one to n: n + 1 • x PA0605 Add two to n: n = n + 2 or n += 2 • x PA0606 ++ operator can only add 1 Applied Knowledge • x AK0601 The effect of error in calculations Internal Assessment Criteria IAC0601 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.7 PM-01-PS07 : Mixing types Scope of Practical Skill Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: • x PA0701 Apply an operator to: • x Two int values or variables • x Two doubles • x One int and one double • x Examples evaluating to 1.5 • x Examples evaluating to 2.0 (a double), not 2 (an int) • x PA0702 In combination with the order of operations • x 7 / 2 * 2.0 == 6.0 BUT 2.0 * 7 / 2 == 7.0 • x The order in which an expression is written matters a lot when using a combination of • integers and doubles • x step by step examples of how the computer would evaluate some expressions that combine types Applied Knowledge x AK0701 The effect of error in calculations Internal Assessment Criteria x IAC0701 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.2.8 PM-01-PS08 : Casting (timing and contextualising) Scope of Practical Skill 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 52 of 108 Given a demonstration, thereafter suitable problem statements and tasks, the learner must be able to: x PA0801 Combine values of different data types x PA0802 Explicitly change data from type to another or CAST Applied Knowledge x AK0801 The effect of error in calculations Internal Assessment Criteria x IAC0801 An ability to apply mathematical thinking to solve a mathematical problem is demonstrated 1.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 1.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 53 of 108 2. 251201004-PM-02, Basic Programming, NQF Level 4, Credits 8 2.1 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 apply basic programming skills and code in order to use a software toolkit/platform in the field of study or employment The learner will be required to: x PM-02-PS01 : Source and compare at least three software toolkits/platforms/ languages used in your field of studies x PM-02-PS02 : Identify and contrast four (4) paradigms x PM-02-PS03 : Create a programming environment (tailored to a specific tool or platform) x PM-02-PS04 : Write code using a programming language for giving instructions for use of a software toolkit/platform x PM-02-PS05 : Select and use correct data types (tailored to a specific tool or platform) x PM-02-PS06 : Use complex types to organise data (tailored to a specific tool or platform) x PM-02-PS07 : Add API’s (Application Programming Interface) to an application (tailored to a specific tool or platform) x PM-02-PS08 : Define a function (tailored to a specific tool or platform) x PM-02-PS09 : Use logical branch statements and comparison operators (tailored to a specific tool or platform) x PM-02-PS10 : Code loops (tailored to a specific tool or platform) x PM-02-PS11 : Use and apply variable scopes (tailored to a specific tool or platform) x PM-02-PS12 : Create queries to pull desired data using a structured query language (SQL) (applicable to data base) (tailored to a specific tool or platform) x PM-02-PS13 : Handle errors (tailored to a specific tool or platform) x PM-02-PS14 : Apply the general steps for writing code (tailored to a specific tool or platform) x PM-02-PS15 : Do practical exercise 1, 2 and 3 using the specified product set 2.2 Guidelines for Practical Skills 2.2.1 PM-02-PS01 : Source and compare at least three software toolkits/platforms/ languages used in your field of studies Scope of Practical Skill Given access to the internet, the learner must be able to: x PA0101 Identify at least three most suitable software toolkits/platforms in the field of studies or employment x PA0102 Source these from the internet x PA0103 Compare these in terms of advantages and disadvantages related to the field of study or employment Applied Knowledge x AK0101 Software toolkit / software x AK0102 Computer hardware Internal Assessment Criteria x IAC0101 At least three suitable software toolkits/platforms/languages necessary for field of study are sourced from the internet and compared for suitability in terms of advantages/disadvantages 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 54 of 108 2.2.2 PM-02-PS02 : Identify and contrast four (4) paradigms Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform/, the learner must be able to: x PA0201 Identify and compare four paradigms x PA0202 Apply requirements of the paradigm during coding Applied Knowledge x AK0201 Software toolkit / software Internal Assessment Criteria x IAC0201 The programming paradigms: - Procedural, Object-Oriented, Functional and Logical are understood and contrasted and their requirements applied during coding 2.2.3 PM-02-PS03 : Create a programming environment (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform/, the learner must be able to: x PA0301 Choose a language in line with the application and the paradigm x PA0302 Install a programming environment and/or language specific to a programming language and configure for use Applied Knowledge x AK0301 Coding language x AK0302 Software toolkit / software x AK0303 Hardware Internal Assessment Criteria x IAC0301 A programming environment is created and a programming language that is in line with the chosen paradigm (e.g., Java) is configured for use in the environment 2.2.4 PM-02-PS04 : Write code using a programming language for giving instructions for use of a software toolkit/platform Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA0401 Apply syntax and semantics x PA0402 Design algorithms to achieve the desired output: Process steps or instruction statements x PA0403 Apply coding font: Monospace x PA0404 Apply characters e.g. [] {} etc. Applied Knowledge x AK0401 Coding language 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 55 of 108 x AK0402 Software toolkit / software x AK0403 Hardware Internal Assessment Criteria x IAC0401 Code is written to explain the use of a software toolkit/platform by applying various language tools, an applicable algorithm and coding font (Monospace) and characters 2.2.5 PM-02-PS05 : Select and use correct data types (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA0501 Declare and assign variables x PA0502 Null and undefined x PA0503 Declare a string (if applicable) x PA0504 Interpreters x PA0505 Example: hello world Applied Knowledge x AK0501 Data types x AK0502 Data type constraints x AK0503 Functions of data types Internal Assessment Criteria x IAC0501 Correct data types are identified as pertaining to the programming activity 2.2.6 PM-02-PS06 : Use complex types to organise data (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA0601 Declare and assign objects (properties or fields) using {} x PA0602 Create arrays using [] for index or elements x PA0603 Create expressions Applied Knowledge x AK0601 Kinds of complex types x AK0602 Types of expressions Internal Assessment Criteria x IAC0601 Principles of complex types are applied during coding 2.2.7 PM-02-PS07 : Add API’s (Application Programming Interface) to an application (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 56 of 108 x PA0701 Access a method x PA0702 Access a property Applied Knowledge x AK0701 Types of APIs x AK0702 Functions available x AK0703 Kind of authorisation x AK0704 Data format used for a request Internal Assessment Criteria x IAC0701 API is added to an application 2.2.8 PM-02-PS08 : Define a function (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA0801 Understand the purpose of the function x PA0802 Define the data that comes into the function from the caller (in the form of parameters) x PA0803 Define what data variables are needed inside the function to accomplish its goal x PA0804 Decide on the set of steps that the program will use to accomplish this goal (The Algorithm) Applied Knowledge x AK0801 Algorithms Internal Assessment Criteria x IAC0801 Functions are defined, declared and invoked 2.2.9 PM-02-PS09 : Use logical branch statements and comparison operators (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA0901 Use and apply: x Decision (e.g., If-else statements) x Booleans x Blocks Applied Knowledge x AK0901 Values and relationships x AK0902 Variables x AK0903 Making decisions Internal Assessment Criteria x IAC0901 Apply comparisons to determine different relationships between values x IAC0902 Write code that examines variables and changes the execution path based on those variables 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 57 of 108 2.2.10 PM-02-PS10 : Code loops (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA1001 Use and apply: x While loops x Iterating loops x Nested loops Applied Knowledge x AK1001 Types of loops x AK1002 Checking conditions x AK1004 Initializer, condition, iterator x AK1004 Sequence Internal Assessment Criteria x IAC1001 Loops are coded to repeat operations 2.2.11 PM-02-PS11 : Use and apply variable scopes (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA1101 Use and apply: x Class x Scope x Blocks x Global scope x Block scope Applied Knowledge x AK1101 Identifier names x AK1102 Levels of scope x AK1103 Scope pollution x AK1104 Relation to variables Internal Assessment Criteria x IAC1101 Variables are made accessible using scope 2.2.12 PM-02-PS12 : Create queries to pull desired data using a structured query language (SQL) (applicable to data base) (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 58 of 108 x PA1201 Identify the fields in the tables x PA1202 Identify the types of data contained in the database x PA1203 Identify the fields in the tables x PA1204 Use “Select” x PA1205 Use “From” x PA1206 Filter the query using “where” x PA1207 Use “and” x PA1208 Use “order by” clause vs “group by” x PA1209 Use “limit” Applied Knowledge x AK1201 Understand the database and its hierarchy x AK1202 Fields in the tables Internal Assessment Criteria x IAC1201 Queries are created to pull desired data using structured query language (SQL) 2.2.13 PM-02-PS13 : Handle errors (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA1301 Identify errors peculiar to the platform and how best to handle them x Bugs, testing and debugging x Exceptions: thrown and caught and logged x Exception handling x Code the application to recover by itself x Error tracking x Fix errors Applied Knowledge x AK1301 Types of errors x AK1302 Types of testing x AK1303 Possible causes x AK1304 Anticipation, detection, and resolution of programming, application, and communications errors Internal Assessment Criteria IAC1301 Various types of errors are handled 2.2.14 PM-02-PS14 : Apply the general steps for writing code (tailored to a specific tool or platform) Scope of Practical Skill Given a problem statement and access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA1401 Understand the problem you are trying to solve x PA1402 Design a solution 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 59 of 108 x PA1403 Draw a flow chart x PA1404 Write pseudo-code x PA1405 Write code (computer code: a list of instructions that can be run by a program, syntax, IDE [integrated development environment]) x PA1406 Test and debug x PA1407 Insert comments on code and provide proper documentation that will guide other developers through the algorithm and logic that was implemented x PA1408 Finalise documentation x PA1409 Test with real-world users x PA1410 Release program x PA1411 Iterate the steps for next version Applied Knowledge x AK1401 Language x AK1402 Coding x AK1403 Using software toolkit / platform Internal Assessment Criteria x IAC1401 The general steps for writing a program are understood and applied and results tested before the program is released and the steps repeated for the next version 2.2.15 PM-02-PS15 : Do practical exercise 1, 2 and 3 using the specified product set Scope of Practical Skill Given access to a suitable PC or device with software toolkit/platform, the learner must be able to: x PA1501 Build first robot (Hello World) x PA1502 Apply input actions: Click, Type Into, Send Hotkey x PA1503 Apply input methods: Default, SendWindowMessages, Simulate Type/Click Applied Knowledge x AK1501 Language x AK1502 Coding x AK1503 Using software toolkit / platform Internal Assessment Criteria x IAC1501 Desired outcome is achieved 2.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS x Internet connection and hardware availability x 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 x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing) Human Resource Requirements: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 60 of 108 x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 2.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 61 of 108 3. 251201004-PM-03, Access, Analyse and Visualise Structured Data using Spreadsheets and Scraping Tools, NQF Level 5, Credits 6 3.1 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 use spreadsheets to analyse and visualise data The learner will be required to: x PM-03-PS01 : Report data using spreadsheets x PM-03-PS02 : Summarise and format data using spreadsheet tables x PM-03-PS03 : Create, use and edit pivot tables and pivot charts x PM-03-PS04 : Create, use and edit dashboards x PM-03-PS05 : Create and configure hierarchies and time data x PM-03-PS06 : Apply a spreadsheet data model x PM-03-PS07 : Import data from files x PM-03-PS08 : Import data from databases x PM-03-PS09 : Import data from reports x PM-03-PS10 : Visualize data x PM-03-PS11 : Scrape data from the web using an appropriate tool 3.2 Guidelines for Practical Skills 3.2.1 PM-03-PS01 : Report data using spreadsheets Scope of Practical Skill Given a suitable problem to solve, the learner must be able to: x PA0101 Create spreadsheet report x PA0102 Filter and format data x PA0103 Create charts Applied Knowledge x AK0101 Data analysis x AK0102 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0101 Reporting is done by creating charts or spreadsheets containing the correct data 3.2.2 PM-03-PS02 : Summarise and format data using spreadsheet tables Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0201 Create a table x PA0202 Summarise data x PA0203 Sort, filter, and validate data x PA0204 Format summarized data Applied Knowledge x AK0201 Data analysis x AK0202 Spreadsheet functions and capabilities Internal Assessment Criteria 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 62 of 108 x IAC0201 A spreadsheet table is created and summarized data sorted, filtered, validated and formatted 3.2.3 PM-03-PS03 : Create, use and edit pivot tables and pivot charts Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0301 Use pivot tables and pivot charts x PA0302 Import data from a CSV file x PA0303 Create a pivot table x PA0304 Edit pivot tables and pivot charts Applied Knowledge x AK0301 Data analysis x AK0302 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0301 Pivot tables and charts are created, used and edited, using data imported from a CSV file 3.2.4 PM-03-PS04 : Create, use and edit dashboards Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0401 Create dashboards x PA0402 Conduct data analysis in excel pivot tables x PA0403 Arrange tables and charts x PA0404 Slice data x PA0405 Filter data using a slicer x PA0406 Add calculated columns to a dashboard x PA0407 Find anomalies Applied Knowledge x AK0401 Data analysis x AK0402 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0401 Excel dashboards are created containing data backed tables and charts, data are sliced, filtered and calculated and anomalies found 3.2.5 PM-03-PS05 : Create and configure hierarchies and time data Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0501 Create a hierarchy x PA0502 Configure time data x PA0503 Create an animated time chart Applied Knowledge x AK0501 Data analysis 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 63 of 108 x AK0502 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0501 Hierarchies are created on a spreadsheet, time data are configured and ultimately an animated time chart is created 3.2.6 PM-03-PS06 : Apply a spreadsheet data model Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0601 Explore an excel data model x PA0602 Add multiple tables x PA0603 Create relationships x PA0604 Add external data x PA0605 Import external data and use it x PA0606 Link out to external data x PA0607 Use the DAX (data analysis expressions) function x PA0608 View data within a spreadsheet data table Applied Knowledge x AK0601 Data analysis x AK0602 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0601 A spreadsheet data model is applied for integrating data from various imported tables and creating relationships between them 3.2.7 PM-03-PS07 : Import data from files Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0701 Pre-format and import CSV files x PA0702 Import data into the software program x PA0703 Shape and transform data x PA0704 Load data Applied Knowledge x AK0701 Data analysis x AK0702 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0701 Data are imported from pre-formatted files into excel and configured 3.2.8 PM-03-PS08 : Import data from databases Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0801 Import data into excel from a SQL server database x PA0802 Identify available data sources 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 64 of 108 x PA0803 Preview, shape, and transform data x PA0804 Table relationships and hierarchies x PA0805 Load data Applied Knowledge x AK0801 Data analysis x AK0802 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0801 Data are imported into excel from various identified databases and configured, taking table relationships and hierarchies into account 3.2.9 PM-03-PS09 : Import data from reports Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA0901 Import data from spreadsheet reports x PA0902 Transform spreadsheet report data Applied Knowledge x AK0901 Data analysis x AK0902 Spreadsheet functions and capabilities Internal Assessment Criteria x IAC0901 Data are imported from spreadsheet reports and converted 3.2.10 PM-03-PS10 : Visualize data Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: x PA1001 Create and format measures x PA1002 Visualize data using: x Pivot charts x Cube functions x Charts for cube functions x PA1004 Create and refine a pivot chart Applied Knowledge x AK1001 Cube functions and when to use them x AK1002 A number of charts for use with cube functions Internal Assessment Criteria x IAC1001 Data is visualized in excel with created and refined pivot charts and charts with cube functions in order to produce a graphical representation of a set of data 3.2.11 PM-03-PS11 : Scrape data from the web using an appropriate tool Scope of Practical Skill Given a suitable problem to solve, a PC or laptop and spreadsheet software, the learner must be able to: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 65 of 108 x PA1101 Apply web scraping procedure: x Find the URL to scrape x Inspecting the page x Find the data you want to extract x Write the code x Run the code and extract the data x Store the data in the required format x PA1102 Import data to spreadsheet or local file Applied Knowledge x AK1101 Purpose of data scraping x AK1102 Data scraping tools x AK1103 Legal issues x AK1104 Web scraping procedure Internal Assessment Criteria x IAC1101 Required data is scraped from the web using appropriate procedure 3.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 3.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 66 of 108 4. 251201004-PM-04, Model and Develop Robotic Automated Process (RPA) Solutions, NQF Level 5, Credits 14 4.1 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 code resilient RPA solutions which emulate human actions The learner will be required to: x PM-04-PS01 : Identify the process and objects from the process design document (PDD) pertaining to the software RPA solution x PM-04-PS02 : Formulate scripted actions and a feedback response based on the analysis x PM-04-PS03 : Build the software code or workflows for software robots for each component of RPA solution as per the SDD x PM-04-PS04 : Perform data analysis to understand and identify the types of variables, arrays and dictionaries (since RPA bots transform complex, unstructured data sets into organized, automated tasks) x PM-04-PS05 : Program basic algorithms and evaluate program correctness x PM-04-PS06 : Organize projects for efficiency and easy maintenance x PM-04-PS07 : Adhere to industry best practices x PM-04-PS08 : Ensure documentation is updated according to required standards 4.2 Guidelines for Practical Skills 4.2.1 PM-04-PS01 : Identify the process and objects from the process design document (PDD) pertaining to the software RPA solution Scope of Practical Skill Given a process design document (PDD), the learner must be able to: x PA0101 Assess how different components of the RPA solution interact with each other x PA0102 Evaluate the limitations of the tools used in developing the software robot x PA0103 Select a suitable tool/product to use e.g., software like Blue Prism, Automation Anywhere, UiPath, etc. x PA0104 Analyse a software robot behaviour plan (which was part of the PDD) x PA0105 Apply good attention to detail x PA0106 Apply problem-solving approaches in different situations x PA0107 Access the available knowledge base and access and update information on scenarios, test cases, scripts and tools Applied Knowledge x AK0101 Scripting / programming of languages to understand the bot's source code x AK0102 The range of standard templates and tools available and how to use them x AK0103 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0104 Software and other tools employed in the RPA solution x AK0105 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0101 The (PDD) is received, read, analysed and interpreted and the process and objects are extracted from the document 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 67 of 108 x IAC0102 The software robot behaviour plan is analysed 4.2.2 PM-04-PS02 : Formulate scripted actions and a feedback response based on the analysis Scope of Practical Skill Given an analysis (components and process) of the PDD, the learner must be able to: x PA0201 Decide which steps the software robot is going to take x PA0202 Describe how it will log its own behaviour x PA0203 Formulate error handling indicating how to deal with business exceptions and system exceptions e.g., missing data, incorrect documents, etc. Applied Knowledge x AK0201 Scripting / programming of languages to understand the bot's source code x AK0202 The range of standard templates and tools available and how to use them x AK0203 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0204 Software and other tools employed in the RPA solution x AK0205 How to work on various operating systems – every company will have their own OS dependent on the company. Internal Assessment Criteria x IAC0201 The automation is designed into reusable workflow components, defining the description, arguments and pre- and post-conditions of the machine x IAC0202 The data and steps which must be logged are defined and care is taken that no PII (Personal Identifiable Information) or sensitive data are logged x IAC0203 Exceptions and how to handle them are defined, including which actions must be verified by the automation before continuing to the next steps 4.2.3 PM-04-PS03 : Build the software code or workflows for software robots for each component of RPA solution as per the SDD Scope of Practical Skill Given scripted actions and feedback response, the learner must be able to: x PA0301 Use an appropriate platform (generally selected by customers) x PA0302 Design the processes that will be taken by the Bot (which might be scheduled for later action) x PA0303 Apply no-code from the platform or low-code (using formulas) block programming constructs using library of prebuilt methods and leverage them (Integrate various modules of the RPA solution) x PA0304 Use programming skills to build a library of prebuilt methods (if not existing) Applied Knowledge x AK0301 Scripting / programming of languages to understand the bot's source code x AK0302 The range of standard templates and tools available and how to use them x AK0303 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 68 of 108 x given a PPD and must code the solution for it x AK0304 Software and other tools employed in the RPA solution x AK0305 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0301 The RPA platform IDE (Integrated Development Environment) (such as UiPath Studio) is used to design the workflows x IAC0302 Error handling mechanisms are included and while working with a team, the production readiness of the solution is ensured, including error handling, audit level logging and the use of dynamic values, storing in automation management tools (such as UiPath Orchestrator) or dynamic Excel files 4.2.4 PM-04-PS04 : Perform data analysis to understand and identify the types of variables, arrays and dictionaries (since RPA bots transform complex, unstructured data sets into organized, automated tasks) Scope of Practical Skill Given unstructured data, the learner must be able to: x PA0401 Demonstrate an understanding of data from various sources e.g., SQL, Oracle, etc. x PA0402 Transform data to required outputs (understanding the scope of variables) x PA0403 Perform operations on data sets x PA0404 Query and collect the data sets (collection types such as lists, dictionaries, arrays), by writing algorithms to manipulate the data using mathematical logic x PA0405 Manipulate strings using RegEx (Regular Expressions) Applied Knowledge x AK0401 Scripting / programming of languages to understand the bot's source code x AK0402 The range of standard templates and tools available and how to use them x AK0403 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0404 Software and other tools employed in the RPA solution x AK0405 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0401 Data extraction is performed within the workflows on both structured and unstructured data x IAC0402 The data are cleaned and prepared for iteration and manipulation x IAC0403 The data are prepared using data manipulation calls and formulas x IAC0404 Relevant variables and arguments are created, defined and initialized with the correct data type and scope x IAC0405 The data are searched and analysed using Regular Expressions 4.2.5 PM-04-PS05 : Program basic algorithms and evaluate program correctness Scope of Practical Skill Given a workflow outline, the learner must be able to: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 69 of 108 x PA0501 Write codes to develop a software robot which can transform complex, unstructured data sets into organized, automated tasks x PA0502 Assess if the code is correct (the adherence to the specifications that determine how users can interact with the software and how the software should behave when it is used correctly) x PA0503 Configure settings to ensure timely RPA communications x PA0504 Check the work is complete and free from errors x PA0505 Follow rule-based decision-making processes Applied Knowledge x AK0501 Scripting / programming of languages to understand the bot's source code x AK0502 The range of standard templates and tools available and how to use them x AK0503 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0504 Software and other tools employed in the RPA solution x AK0505 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0501 Automation steps are built based on defined tasks, working in data collection, extraction, and manipulation x IAC0502 Each individual workflow is unit tested based on test cases and possible inputs/outputs x IAC0503 Entire automation project is tested, based on test cases x IAC0504 Care is taken that logs are informational and errors/reports are sent to project manager on a timely basis 4.2.6 PM-04-PS06 : Organize projects for efficiency and easy maintenance Scope of Practical Skill Given a workflow design, the learner must be able to: x PA0601 Insert comments for each logical paragraph (where it is coming from, reason, what is outcome) for future reference x PA0602 Maintain source control in a repository by applying version control protocols Applied Knowledge x AK0601 Scripting / programming of languages to understand the bot's source code x AK0602 The range of standard templates and tools available and how to use them x AK0603 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0604 Software and other tools employed in the RPA solution x AK0605 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0601 Care is taken that the code is readable and easy to maintain x IAC0602 Comments and annotations are included and actions renamed to be descriptive 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 70 of 108 x IAC0603 Reusability of components is ensured by using variables and arguments and to avoid hard-coding values x IAC0604 Code is regularly checked into the main branches using version control software 4.2.7 PM-04-PS07 : Adhere to industry best practices Scope of Practical Skill Given a PDD and workflow files, the learner must be able to: x PA0701 Apply code quality principles and best practices to maintain readability of the code, such as x Secure coding practices naming convention standards and compliance x zero usage of junk code x Componentization x PA0702 Align the code development process to chosen platform (e.g., Agile) methodology principles to coordinate with cross-functional teams, and ensure timely delivery x PA0703 Provide data/information in standard formats in adherence to industry best practices x PA0704 Ensure compliance with internal control or audit requirements Applied Knowledge x AK0701 Scripting / programming of languages to understand the bot's source code x AK0702 The range of standard templates and tools available and how to use them x AK0703 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0704 Software and other tools employed in the RPA solution x AK0705 How to work on various operating systems – every company will have their own OS dependent on the company. Internal Assessment Criteria x IAC0701 Readability of code, including detailed variable/argument names, activity names and descriptions, is ensured x IAC0702 Unused or commented-out code blocks are removed x IAC0703 Automation is separated into reusable workflow files that are useful, based on application x IAC0704 Dynamic variables/arguments are used, avoiding hard coding, and data cleaned before analysis (such as preparing strings to be compared to each other) x IAC0705 Expectations for design, development, testing, corrections, and delivery to production are set x IAC0706 Outputs are provided in a PDD defined format x IAC0707 Care is taken that all compliance considerations are met, including not logging/exposing sensitive data 4.2.8 PM-04-PS08 : Ensure documentation is updated according to required standards Scope of Practical Skill Given the documentation template, the learner must be able to: x PA0801 Document the software code for consumption and feedback from relevant stakeholders x PA0802 Include pertinent information such as screenshots, possible exceptions, error handling, etc. Applied Knowledge 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 71 of 108 x AK0801 Scripting / programming of languages to understand the bot's source code x AK0802 The range of standard templates and tools available and how to use them x AK0803 Processes and workflows pertaining to the RPA solution: x quality PPD x must know how to read the diagram x given a PPD and must code the solution for it x AK0804 Software and other tools employed in the RPA solution x AK0805 How to work on various operating systems – every company will have their own OS dependent on the company Internal Assessment Criteria x IAC0801 The development specifications document which defines the workflows used, the exceptions handled, etc., is filled out 4.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 4.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 72 of 108 5. 251201004-PM-05, Execute Test Procedures for Evaluating the RPA Solution Performance, NQF Level 5, Credits 10 5.1 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 support the business analyst and solution architect to develop test procedures for evaluating the robot’s performance through test cases and to decide whether the robot passes or fails The learner will be required to: x PM-05-PS01 : Assist with the preparation of test procedures for a new RPA solution x PM-05-PS02 : Test the new RPA solution, evaluate the robot’s performance through test cases and decide whether the robot passes or fails x PM-05-PS03 : Take remedial action to address any exception to desired outcomes 5.2 Guidelines for Practical Skills 5.2.1 PM-05-PS01 : Assist with the preparation of test procedures for a new RPA solution Scope of Practical Skill Given test cases, the learner must be able to: x PA0101 Define the type of testing and testing requirements x PA0102 Create test cases by applying RPA expertise in conjunction with test cases, scripts, tools and data from the organization's knowledge base Applied Knowledge x AK0101 The application and use of test or simulation tools x AK0102 The approval process for testing the bot x AK0103 Difference between different types of testing such as unit, sub-system, system, automated x AK0104 Different simulation tool providers and how to use their tools x AK0105 Different sources of information available for designing tests and how to access these Internal Assessment Criteria x IAC0101 Plans are made to unit-test each workflow created with test data x IAC0102 Test cases, including input/output and conditions for test/fail are defined and approval by process owner is acquired 5.2.2 PM-05-PS02 : Test the new RPA solution, evaluate the robot’s performance through test cases and decide whether the robot passes or fails Scope of Practical Skill Given test cases with input data, the learner must be able to: x PA0201 Run the test cases and evaluate the outcomes x PA0202 Document and communicate the outcomes to relevant stakeholders and initiate change requests if required x PA0203 Identify possible issues with underlying applications such as server crash, slow/un- responsive bot, changes in application, changing to new environment, etc. x PA0204 Identify any exception such as non-conformity to expected response times, infrastructural issues, business scenarios that have not been handled during process configuration and all other exceptions that might occur x PA0205 Refer anomalies to appropriate stakeholders x PA0206 Analyse exceptions and understand its implications on business 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 73 of 108 Applied Knowledge x AK0201 The application and use of test or simulation tools x AK0202 The approval process for testing the bot x AK0203 Difference between different types of testing such as unit, sub-system, system, automated x AK0204 Different simulation tool providers and how to use their tools x AK0205 Different sources of information available for designing tests and how to access these Internal Assessment Criteria x IAC0201 The automation is run with input data and the outcome documented x IAC0202 Information and comments are added for each test case including average time to complete, any fail criteria, and possible changes to be aware of 5.2.3 PM-05-PS03 : Take remedial action to address any exception to desired outcomes Scope of Practical Skill Given output from the tests, the learner must be able to: x PA0301 Revisit and optimise the solution (debug and change) x PA0302 Reconfigure to realise expected outcomes x PA0303 Retest the solution x PA0304 Apply analytical thinking and problem solving x PA0305 Assure the quality of the automation (QA processes) Applied Knowledge x AK0301 The application and use of test or simulation tools x AK0302 The approval process for testing the bot x AK0303 Difference between different types of testing such as unit, sub-system, system, automated x AK0304 Different simulation tool providers and how to use their tools x AK0305 Different sources of information available for designing tests and how to access these Internal Assessment Criteria x IAC0301 The solution is updated or adjusted to adhere to a successful test case x IAC0302 All test cases are re-run to ensure that any changes do not affect previous successful test cases x IAC0303 Care is taken that the output is correct for all defined test cases and after removing default values (to ensure the data is all coming from input or dynamic data extraction) 5.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 74 of 108 x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 5.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 75 of 108 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: x PM-06-PS01 : Schedule times that the RPA solutions must run as per design specifications (coding) for unattended robots x PM-06-PS02 : Deploy the RPA solution into the production environment (Go live) x PM-06-PS03 : Update process documentation x 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 x PM-06-PS05 : Monitor the RPA solution status through auditing logs and dashboards x 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: x PA0101 Determine and set time-based and event-based triggers x PA0102 Ensure bot dependencies are in place, obtain folder privileges on the dependencies and obtain “run and schedule” permission for a specific bot x PA0103 Select the time zone and determine and set exact time slots x PA0104 Enter name and description and add the bot to the activity table x PA0105 View scheduled bot details x PA0106 Edit a schedule x PA0107 Delete a schedule x PA0108 Activate or deactivate a schedule Applied Knowledge x AK0101 Change management x AK0102 Implications on the business processes Internal Assessment Criteria x IAC0101 Whether the bot should be run on demand or scheduled, is defined x 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 x IAC0103 Care is taken that triggers and schedules are set to the necessary time zone and completed before deadlines x 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: x 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 x PA0202 Monitor any error logs – manual desk check – orchestrator – review logs from a platform management tool x PA0203 “Kill” process in the case of errors and return people to manual tasks x PA0204 Re-evaluate and remediate workflow and also inform business users (or manager) Applied Knowledge x AK0201 Change management x AK0202 Implications on the business processes Internal Assessment Criteria x IAC0201 Configuration of environment and applications as defined in the testing cases, are ensured x IAC0202 Correct log-in information, data configuration, and application access for the robot and machine are ensured x 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: x PA0301 In the case of remediation, update previous PDD with revision control x 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 x AK0301 Change management x AK0302 Implications on the business processes Internal Assessment Criteria x IAC0301 The PDD document is updated ensuring that the version is incremented, and any new test cases are noted x 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: x PA0401 Apply show-and-tell training process (number of end-users) x PA0402 Support the business analyst to develop end-user manual Applied Knowledge 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 77 of 108 x AK0401 Change management x AK0402 Implications on the business processes Internal Assessment Criteria x IAC0401 A step-by-step guide on how to run the automation is created x IAC0402 The inputs/outputs are defined x 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: x PA0501 Monitor status on users, run status, total bot schedules, total queues, bot velocity and capacity utilisation x PA0502 View audit details x PA0503 Export data to CSV (Comma Separated Values) x PA0504 Audit log for run bot deployment and bot runner sessions x PA0505 View bot dashboard, device dashboard and operation dashboard Applied Knowledge x AK0501 Change management x AK0502 Implications on the business processes Internal Assessment Criteria x IAC0501 The runtime data, including logs, successful runs, processed queue items, etc. are understood x IAC0502 The bot utilization is explained and updates to the run frequency are recommended x IAC0503 Commonly occurring errors or exceptions are reported x 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: x PA0601 Export a bot and its dependencies from one environment to another x PA0602 Import a bot and its dependencies from one environment to another x PA0603 Bookmark a dashboard x PA0604 Save a dashboard x PA0605 Delete a dashboard Applied Knowledge x AK0601 Change management x AK0602 Implications on the business processes Internal Assessment Criteria x IAC0601 The automation files are downloaded and uploaded and a robot is scheduled in a different environment 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 78 of 108 x 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: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 6.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 79 of 108 7. 251201004-PM-07, Modify and Improve Existing RPA Solutions, NQF Level 5, Credits 6 7.1 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 problem-solve issues (post-production) that arise in day to day running of robotic processes and to provide timely responses and solutions as required The learner will be required to: x PM-07-PS01 : Troubleshoot problems and performance x PM-07-PS02 : Investigate and document better practices and alternative solutions that could be used in future development (new requirements) x PM-07-PS03 : Update and maintain developer standards (best practice) around RPA best practices to adapt due to regulatory and market pressures x PM-07-PS04 : Explore process improvements x PM-07-PS05 : Update robotic workflows should the company (client) update its RPA software version 7.2 Guidelines for Practical Skills 7.2.1 PM-07-PS01 : Troubleshoot problems and performance Scope of Practical Skill Given the performance objectives, the learner must be able to: x PA0101 Use software to debug the source code of the bot x PA0102 Test connectivity of the bot x PA0103 Test authentication as possible problem x PA0104 Validate end-to-end user experience x PA0105 Check firewall traces on failed connections x PA0106 Check bot configuration issues x PA0107 Check channel configuration parameters or interrupted service x PA0108 Ensure configuration files were copied Applied Knowledge x AK0101 Issues that may occur with debugging and how to address these x AK0102 Methods and tools for debugging x AK0103 How to analyse and use feedback to fix the bugs x AK0104 How to resolve workflow incidents x AK0105 How to identify and record bugs in the code Internal Assessment Criteria x IAC0101 The code is de-bugged for any syntax errors, runtime errors or exceptions x IAC0102 Connectivity and performance of the robot are ensured using a monitoring software e.g., UiPath Orchestrator 7.2.2 PM-07-PS02 : Investigate and document better practices and alternative solutions that could be used in future development (new requirements) Scope of Practical Skill Given the expected behaviour of the robot, the learner must be able to: x PA0201 Investigate better ways of achieving a similar outcome (such as infrastructure 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 80 of 108 improvements, new functionalities or policy changes) x PA0202 Remediate once infrastructure or policies were changed x PA0203 Handle infrastructure improvements or policy changes Applied Knowledge x AK0201 How to analyse and use feedback x AK0202 How to resolve workflow incidents x AK0203 How to implement enhancements and upgrades x AK0204 How to manage changes in technical RPA environment x AK0205 How to evaluate and select the best testing tool for the given purpose Internal Assessment Criteria x IAC0201 Possible changes or configurations are documented directly in the applications used x IAC0202 Updates in the process are suggested for it to be more efficient before automating x IAC0203 APIs or other methods for applications or webpages that could constantly update or have frequent releases, are used 7.2.3 PM-07-PS03 : Update and maintain developer standards (best practice) around RPA best practices to adapt due to regulatory and market pressures Scope of Practical Skill Given the documented best practices, the learner must be able to: x PA0301 Investigate new product releases to keep up to date and apply continuous learning x PA0302 Explore regulatory requirements and pressures, e.g., protection of personal information x PA0303 Stay abreast of new updates from the product owner x PA0304 Explore and apply international standards for developing and maintaining computer applications related to: x Risk of the application x Size and complexity of the application Applied Knowledge x AK0301 How to implement enhancements and upgrades x AK0302 How to manage changes in technical RPA environment x AK0303 How to evaluate and select the best testing tool for the given purpose Internal Assessment Criteria x IAC0301 The efficiency of applying best practices is evaluated by the RPA developer x IAC0302 Reporting around common errors is set to ensure a notice when the RPA fails due to application changes x IAC0303 The use of best-in-class products and features of RPA software, is ensured by upskilling 7.2.4 PM-07-PS04 : Explore process improvements Scope of Practical Skill Given application deployment schedule, the learner must be able to: x PA0401 Investigate process to identify areas for improvement x PA0402 Define and compare inputs/outputs and necessary actions to the current defined process steps 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 81 of 108 x PA0403 Measure efficiency in terms of scalability of the workflow and the percentage of reusable components within the automation x PA0404 Develop improvements to simplify the process and make it more understandable, therefore reducing the necessary programming and auditing effort and improving customer experience Applied Knowledge x AK0401 Issues that may occur with debugging and how to address these x AK0402 Methods and tools for debugging x AK0403 How to analyse and use feedback to fixing the bugs x AK0404 How to resolve workflow incidents x AK0405 How to identify and record bugs in the code x AK0406 How to implement enhancements and upgrades x AK0407 How to manage changes in technical RPA environment x AK0408 How to evaluate and select the best testing tool for the given purpose Internal Assessment Criteria x IAC0401 Efficiency is measured in terms of scalability of the workflow and the percentage of reusable components within the automation x IAC0402 Care is taken that the process is prepared for automation, ensuring the process is efficient for robot use over human use x IAC0403 Inputs/outputs and necessary actions are defined and compared to the current defined process steps 7.2.5 PM-07-PS05 : Update robotic workflows should the company (client) update its RPA software version Scope of Practical Skill Given the updated or new RPA platform to be used, the learner must be able to: x PA0501 Update existing workflows – license update x PA0502 Understand automation version control x PA0503 Authenticate course on automation version control x PA0504 Mitigate workflows x PA0505 Ensure source control Applied Knowledge x AK0501 How to implement enhancements and upgrades x AK0502 How to manage changes in technical RPA environment x AK0503 How to evaluate and select the best testing tool for the given purpose Internal Assessment Criteria x IAC0501 The software is updated successfully and test cases are re-run x IAC0502 Care is taken that workflows are executed as expected, with version changes 7.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 82 of 108 x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 6 industry recognised qualification with 1 year’s experience in the IT industry o RPA vendor certification x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 7.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 83 of 108 8. 251201004-PM-08, Function Ethically and Effectively as a Member of a Multidisciplinary Team, NQF Level 4, Credits 4 8.1 Purpose of the Practical Skills Module The focus of the learning in this module is on providing the learner with an opportunity to liaise with various role players in the editing process (e.g., publishers, authors, editors, designers, typesetters and artists) to facilitate input into the manuscript The learner will be required to: x PM-08-PS01 : Function ethically and effectively in the analysis/discovery stage in the automation life cycle x PM-08-PS02 : Function ethically and effectively in the design and build stage in the automation life cycle x PM-08-PS03 : Function ethically and effectively in the management stage in the automation life cycle x PM-08-PS04 : Function ethically and effectively in the run stage in the automation life cycle x PM-08-PS05 : Function ethically and effectively in the engage stage in the automation life cycle x PM-08-PS06 : Collaborate with colleagues in other departments to automatize business processes in domains such as risk management, business optimization, finance and customer intelligence, etc. 8.2 Guidelines for Practical Skills 8.2.1 PM-08-PS01 : Function ethically and effectively in the analysis/discovery stage in the automation life cycle Scope of Practical Skill Given the desired automation outcome, the learner must be able to: x PA0101 Interact with the business analyst x PA0102 Understand knowledge transfer around “as is” and “to be” Applied Knowledge x AK0101 Plan and organize the work to achieve targets and deadlines x AK0102 Work independently as well as collaboratively Internal Assessment Criteria x IAC0101 Advice on the technical aspects that can impact the design of the PDD is understood x IAC0102 Feedback on the “as is” and “to be” documentation is given 8.2.2 PM-08-PS02 : Function ethically and effectively in the design and build stage in the automation life cycle Scope of Practical Skill Given the SDD, the learner must be able to: x PA0201 Interact with solution architect and other IT staff on system integration and design parameters of what must be built x PA0202 Remediate once infrastructure or policies were changed Applied Knowledge x AK0201 Plan and organize the work to achieve targets and deadlines 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 84 of 108 x AK0202 Work independently as well as collaboratively Internal Assessment Criteria x IAC0201 A constant pace of reporting progress in a consistent and standardized manner is maintained x IAC0202 Timelines for development, testing, and deployment are developed 8.2.3 PM-08-PS03 : Function ethically and effectively in the management stage in the automation life cycle Scope of Practical Skill Given the automation process timeline, the learner must be able to: x PA0301 Interact with RPA project manager, DevOps team and infrastructure engineer on understanding how the automation is going to integrate with the rest of the solution landscape x PA0302 Report on progress x PA0303 Identify errors and communicate changes Applied Knowledge x AK0301 Plan and organize the work to achieve targets and deadlines x AK0302 Work independently as well as collaboratively Internal Assessment Criteria x IAC0301 Communication is done on progress and deadlines x IAC0302 Communication is done on process improvements or bugs x IAC0303 Solution into existing landscape is integrated by defining pre-requisites 8.2.4 PM-08-PS04 : Function ethically and effectively in the run stage in the automation life cycle Scope of Practical Skill Given the workflow design, the learner must be able to: x PA0401 Interact between robot and business user x PA0402 Understand that business user may talk to the developer Applied Knowledge x AK0401 Plan and organize the work to achieve targets and deadlines x AK0402 Work independently as well as collaboratively Internal Assessment Criteria x IAC0401 The way in which the automation will integrate with the business owner processes is communicated x IAC0402 The alignment of expected outcomes with business necessities is ensured 8.2.5 PM-08-PS05 : Function ethically and effectively in the engage stage in the automation life cycle Scope of Practical Skill Given the engagement best practices, the learner must be able to: 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 85 of 108 x PA0501 Ability to understand business impact and disseminate relevant information to others x PA0502 Interaction with users is limited and redirected to team lead Applied Knowledge x AK0501 Plan and organize the work to achieve targets and deadlines x AK0502 Work independently as well as collaboratively Internal Assessment Criteria x IAC0501 Business users’ inquiries are politely directed to the team lead 8.2.6 PM-08-PS06 : Collaborate with colleagues in other departments to automatize business processes in domains such as risk management, business optimization, finance and customer intelligence, etc. Scope of Practical Skill Given the work ethics and corporate internal policies, the learner must be able to: x PA0601 Work amicably with others to overcome conflicts and differences of opinion in order to develop work products and solve problems x PA0602 Recognize individual strengths and weaknesses and different leadership styles x PA0603 Involve the users who do process execution to enable e.g., tellers to use the robot instead of being replaced by the robot – citizen development for business programs and reskilling employees Applied Knowledge x AK0601 Plan and organize the work to achieve targets and deadlines x AK0602 Work independently as well as collaboratively Internal Assessment Criteria x IAC0601 Periodic evaluation from manager and other stake holders which assesses KPI, is communicated before the evaluation period x IAC0602 Collaboration is encouraged and user understanding of the solution is ensured 8.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability. x 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. x Remote learners: Provider must provide business IT simulation system (e.g., invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 5 industry recognised qualification with 1 year’s experience in the IT industry 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 86 of 108 x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 8.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 87 of 108 9. 251201004-PM-09, Apply Design Thinking Methodologies, NQF Level 4, Credits 4 9.1 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 sk ills to participate in a design thinking intervention and apply design thinking methodologies and look for opportunities to apply the same methodology in world-of-work and personal life The learner will be required to: x PM-07-PS01 : Collaborate with team members to apply innovative and problem solving strategies. x PM-07-PS02 : Apply design thinking process to solve a problem creatively and innovatively 9.2 Guidelines for Practical Skills 9.2.1 PM-07-PS01 : Collaborate with team members to apply innovative and problem solving strategies. Scope of Practical Skill Given access to a Design Thinking workshop with multidisciplinary team members, the learner must be able to: x PA0101 Interact and collaborate with team members. x PA0102 Engage in dialogues as required by the process. x PA0103 Participate in the activities as presented by the facilitator. x PA0104 Actively contribute to the discussions and activities. Applied Knowledge x AK0101 Design Thinking as a solution-based approach to solving problems. Internal Assessment Criteria x IAC0101 The ability to collaborate with team members towards a joint goal is demonstrated. 9.2.2 PM-07-PS02 : Apply design thinking process to solve a problem creatively and innovatively Scope of Practical Skill Given access to a Design Thinking workshop with multidisciplinary team members and techniques and equipment, the learner must be able to: x PA0201 Empathise with users/customers by setting aside own assumptions and formulate real insights about the user x PA0202 Define the problem statement and create a point-of-view statement, indicating a specific user, a need, and an insight x PA0203 Ideate by challenging assumptions and creating ideas for innovative solutions to help resolve the challenges and needs x PA0204 Prototype workable ideas x PA0205 Test the solution applying a reiterative process and using various techniques Applied Knowledge x AK0201 Involving five phases: Empathize, Define, Ideate, Prototype and Test Internal Assessment Criteria x IAC0201 The ability to participate in the design thinking phases is demonstrated. 251201004 - Occupational Certificate: Robotic Processing Automation (RPA) Developer Page 88 of 108 x IAC0202 Use skills to understand users, challenge assumptions, redefine problems and create innovative solutions to prototype and test and innovative and creative solution 9.3 Provider Programme Accreditation Criteria Physical Requirements: x Valid licenses software and application, including OS. x Internet connection and hardware availability x 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. x Remote learners: Provider must provide business IT simulation system (e.g. invoice processing). Human Resource Requirements: x Lecturer/learner ratio of 1:10 (Maximum) x Qualification of lecturer (SME): o NQF 5 industry recognised qualification with 1 years’ experience in the IT industry x Assessors and moderators: accredited by the MICT SETA Legal Requirements: x Legal (product) licences to use the software for learning and training x OHS compliance certificate x Ethical clearance (where necessary) 7.4 Exemptions x No exemptions, but the module can be achieved in full through a normal RPL process