Managing AI Employee Jobs

AI Employee jobs are created in order for the Employee to complete work.

Note

Adding, changing, copying, importing, or deleting an AI Employee job or any of its actions requires the Edit Process Templates permission (see User Groups (and Security Groups)). Without it, ProcessPlan tells you that you have no permission to manage AI Employees.

Open AI Employee Job on a task in a process diagram opens the task’s job, and creates one (with the automated action that runs it) when the task has none. Creating one also needs you to be allowed to edit that process template, so if the template’s Edit list names only certain users or groups, you must be on it. People in a Read Only group can’t use Open AI Employee Job.

Creating a New Job

To create a new job, do the following:

1. Log in to your account

2. Click Administration > AI Employees > AI Employee Jobs

3. Click the New AI Employee Job button

4. Enter a name for the job and click Save

5. Click View / Edit Job to add the job actions

Editing a Job

To edit an existing job, do the following:

1. Log in to your account

2. Click Administration > AI Employees > AI Employee Jobs

3. Click on the job you would like to edit

4. Click View / Edit Job

Seeing the Screen a Job Stopped On

You do not need to add a step to see what went wrong. Whenever a job run ends, the AI Employee saves a screenshot of what is on the screen to the job run’s audit log. It is named End Screen, or Failure Debrief when the run stopped the AI Employee. Screenshots are skipped when the job runs in test mode.

With a Robot - Shut Down step, the trouble has usually already happened in an earlier job, so the screen you are looking at is what things looked like afterwards rather than what caused it. The run’s own details will point you to the run to look at instead.

Your job may have steps named Screen before: followed by the name of the next step. ProcessPlan added these in the past and no longer adds them. They only take a picture, so they cannot change what the job does, and you can delete them like any other step. You can add your own screenshot steps anywhere in a job at any time.

Copying a Job

To create a copy of a job, do the following:

1. Log in to your account

2. Click Administration > AI Employees > AI Employee Jobs

3. Click on the job you would like to duplicate

4. Click Duplicate This Job

Deleting a Job

To delete a job, do the following:

1. Log in to your account

2. Click Administration > AI Employees > AI Employee Jobs

3. Click the checkbox next to the job you want to delete

4. Click the Trash Button at the top of the page.