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Managing work groups and assignment types

Updated on December 20, 2022

You can use Pega Robot Manager to manage your work groups and assignment types in several ways.

For example, you can: create work groups and assignment types; start assignment types, stop assignment types, and change the priority of assignment types; monitor the health of your work groups, and re-process any failed assignments.
Assignment types in Pega Robot Manager correspond to work queues in Pega Platform.
  • Creating robotic work groups and assignment types

    Organize robots into work groups that are customized in order to meet a specific business objective. For each work group of robots, create assignment types (work queues) that hold the work to be assigned to robots.

  • Monitoring work groups

    You can get an overview of all your existing work groups, see how many robots and assignment types there are in each work group, and see if any issues in a work group need to be addressed. In addition, you can create a new work group.

  • Modifying work groups

    Pega Robot Manager provides several ways to modify work group settings. To modify multiple work group settings from one place, use the Edit option on the Work Groups page. You can change the work group name, names of assignment types, and how the robots in this work group prioritize assignments, such as by Auto-balancing, by urgency, or by assignment type.

  • Creating assignment types

    As robotic work evolves, create appropriate assignment types for work groups. In Pega Robot Manager, when you create a work group, you also create at least one assignment type for the work group. During this initial setup, you might not know all of the assignment types that you want to include in the work group. After initial setup, continue to create assignment types for work groups as needs change.

  • Modifying assignment types

    You can save time and clicks by modifying multiple settings for an assignment type from the Edit option provided for each assignment type within a work group. Use this option to update: the name of the assignment type; the maximum threshold for queued assignments; the length of time in which the automation is expected to complete; and the estimated monetary value that will be saved by performing one automation.

  • Re-prioritizing assignment types

    Robots can retrieve assignment types by using one of the following settings: by urgency; or according to the order that assignment types are listed on the work group page. By default, robots retrieve assignments based on the urgency of assignment types.

  • Starting and stopping assignment types

    After you start an assignment type, active robots start processing assignments of that type. You can stop an assignment type if an application that is required for the automation is currently down, or if you want robots to focus on more important assignment types.

  • Configuring assignment types

    In Pega Robot Manager you can configure settings for assignments. For example, you can specify how many assignments can be in the queue before a warning message is displayed.

  • Deleting work groups and assignment types

    Keep your system updated by deleting work groups that are no longer needed. You can also delete unnecessary assignment types from a work group to prevent robots from pulling work from these assignment types.

  • Modifying the heartbeat and work polling intervals

    Each Robot sends a heartbeat (periodic message) to your Pega Robot Manager application to indicate that the robot is still running and available.

  • Processing failed assignments

    If an assignment is not successfully processed (an automation failed for that assignment), you can re-queue it so that it can be processed again, or you can skip the processing of the automation by manually continuing the flow in a case type. You can also re-queue multiple failed assignments at one time.

  • Handling underperforming robots

    Pega Robot Manager monitors failed robotic automations over a period of time to stop underperforming robots. By identifying and stopping robots that fail their assignments too often, Robot Manager reduces the total number of failed assignments. In addition, this strategy reduces the maintenance effort needed from human operators to either re-process or delete such assignments.

  • Configuring robot intervals

    Keep your robots in check by configuring the frequency with which various events occur in relation to robot performance and health.

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