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20 docs tagged with "Business Process data"

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Create custom dashboards

This guide gives you a quick introduction to custom dashboards: how to create datasets and charts and organize them into a dashboard. Since WorkFusion Analytics is originally based on Superset, you can refer to the Superset official documentation for additional details.

Customer data protection

The goal of this article is to provide insight on how to deal with a customer’s information without risk of sensitive data disclosure to third parties not involved in the project.

Learn about analytics in WorkFusion

To monitor process metrics, Work.AI offers Superset-based Analytics installed together with the Product. To start working with it, you only need to configure access for users. It does not require any additional third-party licenses and provides the following capabilities:

Maintain global variables

Global variables store common values used in different Business Processes (BPs) without hard-coding them in Bot Tasks. In particular, global variables can store the following information:

Manage data lifecycle

Work.AI generates a considerable amount of data. Much of it results from completed Business Processes (BP) or internal maintenance. Accumulation of obsolete data can lead to the following issues:

Media Check API

The page describes the process designed to enable the following:

Overview

The Overview dashboard provides a high-level summary of daily operations and overall automation health. From it, you can access the following data:

Scheduler monitoring

To access the dashboard, navigate to Analytics > Dashboards and click Scheduler monitoring on the dashboard list.

Set roles and permissions for Superset Analytics

To manage the access to Superset dashboards and related components, use standard Control Tower roles and permissions. To view or change the Superset-related permissions in Control Tower, navigate to System setting > Role management.

Set up alerts and reports

To assist you in real-time process monitoring, analyzing data, and presenting it effectively, WorkFusion Analytics offers the following tools:

Start task and Business Process from Data Source

A Data Source is a mechanism providing input data and configuration for your Business Processes (BPs) and tasks. The input format is best suited for those use cases where the data resides on an external source, such as an SFTP Server or Amazon S3 Cloud.

Study documents

Before labeling, the most essential information the Subject-Matter Expert (SME) should share with the Data Analyst (DA) includes the following:

Train SMEs

Goal of the step: Train Subject Matter Experts (SMEs) to provide a high level of labeling accuracy for collecting a quality dataset.

Upload files to S3 MinIO storage

There are several ways how to upload files to MinIO. You can upload files to the storage in a web browser or via the Master Server.

Use Split-Join rule

The Split-Join rule is used to separate every single record (or document) from Input Data into a few records to let them pass through different steps (either Bot or Manual Tasks) of a Business Process (BP) in parallel (in the split point) and then combine the processed records back into a single record or a document (in the join point) to process the consolidated results from the previous steps further.