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
- Review the automation workflow requirements.
- Identify suitable trigger types for each workflow.
- Configure time-based triggers.
- Configure event-based triggers where required.
- 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
- Review workflow dependencies.
- Verify required bot dependencies are available.
- Obtain appropriate folder privileges.
- Configure “run and schedule” permissions for the bot.
- 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
- Select the appropriate scheduling time zone.
- Configure exact workflow execution times.
- Verify workflow timing accuracy.
- 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
- Assign names to scheduled bots.
- Add workflow descriptions.
- Add bots to the activity or scheduling table.
- 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
- Access scheduled workflow details.
- Review scheduling configurations.
- Verify bot execution settings.
- 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
- Select an existing workflow schedule.
- Modify scheduling information where required.
- Update workflow timing or descriptions.
- Save updated schedule settings.
- 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
- Identify schedules no longer required.
- Remove the selected workflow schedule.
- Confirm schedule deletion.
- 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
- Identify workflows requiring activation or deactivation.
- Enable or disable workflow schedules as required.
- Verify updated workflow statuses.
- 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.