Lesson Outcomes

After completing this practical lesson, learners will be able to:

• Configure time-based and event-based triggers
• Schedule unattended robots according to business requirements
• Configure bot permissions and dependencies
• Manage schedule settings and time zones
• Edit, activate, deactivate, and delete schedules
• Monitor and maintain scheduled automation activities

Overview

Scheduling is an essential part of Robotic Process Automation (RPA) because unattended robots must execute automation workflows automatically according to business requirements and operational timelines. Proper scheduling ensures that automation processes execute efficiently, reliably, and within required deadlines.

This practical lesson introduces learners to unattended robot scheduling, trigger configuration, permission management, schedule maintenance, and automation timing within RPA orchestration environments. Learners will complete practical activities involving the configuration and management of automated schedules for software robots.

Scenario: Automated Invoice and Reporting Bots

A company uses unattended software robots to process invoices, generate daily reports, and update customer records automatically outside business hours.

The automation workflows must be scheduled according to operational requirements using time-based and event-based triggers.

Learners are required to configure, manage, and maintain the schedules for the unattended robots according to the provided design specifications.

PA0101 — Determine and Set Time-Based and Event-Based Triggers

Tools/Resources

• RPA orchestration platform
• Workflow schedules
• Automation environment

Activity Instructions

1. Review the automation workflow requirements.
2. Identify suitable trigger types for each workflow.
3. Configure time-based triggers.
4. Configure event-based triggers where required.
5. Verify trigger execution settings.

Expected Outcome

Time-based and event-based triggers are configured successfully.

Evidence Required

• Screenshot of configured triggers
• Screenshot of scheduling settings
• Screenshot of workflow trigger configuration

PA0102 — Ensure Bot Dependencies, Folder Privileges, and Schedule Permissions

Tools/Resources

• RPA platform
• User access management tools
• Workflow configuration files

Activity Instructions

1. Review workflow dependencies.
2. Verify required bot dependencies are available.
3. Obtain appropriate folder privileges.
4. Configure “run and schedule” permissions for the bot.
5. Verify permission settings.

Expected Outcome

Bot dependencies, privileges, and scheduling permissions are configured successfully.

Evidence Required

• Screenshot of dependency configuration
• Screenshot of permission settings
• Screenshot of folder privileges

PA0103 — Select Time Zone and Set Exact Time Slots

Tools/Resources

• RPA scheduler
• Workflow timing requirements
• Scheduling dashboard

Activity Instructions

1. Select the appropriate scheduling time zone.
2. Configure exact workflow execution times.
3. Verify workflow timing accuracy.
4. Save schedule configurations.

Expected Outcome

Scheduling time zones and execution slots are configured successfully.

Evidence Required

• Screenshot of configured time zones
• Screenshot of workflow schedules
• Screenshot of execution timing settings

PA0104 — Enter Name, Description, and Add Bot to Activity Table

Tools/Resources

• RPA scheduling system
• Workflow configuration tools
• Activity management dashboard

Activity Instructions

1. Assign names to scheduled bots.
2. Add workflow descriptions.
3. Add bots to the activity or scheduling table.
4. Verify scheduling records.

Expected Outcome

Bots are added successfully to the scheduling environment.

Evidence Required

• Screenshot of bot names and descriptions
• Screenshot of activity table entries
• Screenshot of configured workflow records

PA0105 — View Scheduled Bot Details

Tools/Resources

• Scheduling dashboard
• Workflow monitoring tools
• RPA orchestration platform

Activity Instructions

1. Access scheduled workflow details.
2. Review scheduling configurations.
3. Verify bot execution settings.
4. Confirm schedule accuracy.

Expected Outcome

Scheduled bot details are reviewed successfully.

Evidence Required

• Screenshot of scheduled bot details
• Screenshot of workflow schedules
• Screenshot of verified configuration settings

PA0106 — Edit a Schedule

Tools/Resources

• RPA scheduler
• Workflow configuration dashboard
• Scheduling tools

Activity Instructions

1. Select an existing workflow schedule.
2. Modify scheduling information where required.
3. Update workflow timing or descriptions.
4. Save updated schedule settings.
5. Verify updated configurations.

Expected Outcome

Workflow schedules are edited successfully.

Evidence Required

• Screenshot of edited schedules
• Screenshot of updated workflow settings
• Screenshot of saved scheduling changes

PA0107 — Delete a Schedule

Tools/Resources

• Scheduling dashboard
• Workflow management tools
• RPA orchestration platform

Activity Instructions

1. Identify schedules no longer required.
2. Remove the selected workflow schedule.
3. Confirm schedule deletion.
4. Verify updated scheduling records.

Expected Outcome

Workflow schedules are deleted successfully where necessary.

Evidence Required

• Screenshot of deleted schedules
• Screenshot of updated scheduling records
• Screenshot of schedule management activities

PA0108 — Activate or Deactivate a Schedule

Tools/Resources

• Scheduling dashboard
• Workflow management platform
• Automation environment

Activity Instructions

1. Identify workflows requiring activation or deactivation.
2. Enable or disable workflow schedules as required.
3. Verify updated workflow statuses.
4. Save schedule changes.

Expected Outcome

Workflow schedules are activated or deactivated successfully.

Evidence Required

• Screenshot of activated schedules
• Screenshot of deactivated schedules
• Screenshot of updated workflow statuses

Key Notes

• Scheduling controls when unattended robots execute workflows.
• Time-based and event-based triggers automate workflow execution.
• Permissions and dependencies affect workflow functionality.
• Correct time zone configuration improves scheduling accuracy.
• Schedule maintenance improves workflow reliability.
• Monitoring scheduled activities improves operational efficiency.