Create a Plan
1- Access Plan > Plans
2- Click Add Plan
3- The Add Plan Popup is displayed. Add the plan's details (plan name, category, plan type and color), define their Merchant and set the frequency of operation.
4- The new plan is added above existing accounts and without deleting existing data.
Update Plan
1- Access Plan > Plans
2- Look for the plan that needs to be updated.
3- Click the edit button (green button) in the user line.
4- The editable version of the Plan Form Popup is displayed.
5- The parts of form to be changed are changed and saved.
Plan Results
1- Access Plan > Plans
2- Look for the plan whose results need to be looked at.
3- The user can see the last 5 results by pressing the (">") icon.
4- The user is directed to the results page by clicking the plan name or plan category in the relevant plan.
Extract Data
1- Access Plan > Plans
2- The user can see the last 5 results by pressing the (">") icon.
3- User can extract related plan results as Excel or PDF.
Error Log
1- Access Plan > Plans
2- The user can see the last 5 results by pressing the (">") icon.
3- The user has the "Show Error Log" button to see the Error Log for each test execution with an error in the relevant plan results. If the user clicks this button, the Popup Window opens with the Error Log information for the related error.
4- The user can change the popup window to full screen and small screen with the scale button.
5- The user can close the popup window with the cross button.
Show Details
1- Access Plan > Plans
2- The user can see the last 5 results by pressing the (">") icon.
3- The user clicks the "Show Details" button on the far right to see the details of each execution.
Show Details
1- Access Plan > Plans
2- The user can see the last 5 results by pressing the (">") icon.
3- The user clicks the "Show Details" button on the far right to see the details of each execution.
Write Script
1- Access Plan > Plans
2- Look for the plan that needs to be scripted.
3- Click the edit steps button (gray button) in the user line.
4- The Steps Page is displayed.
5- When the user runs a plan, Robots can execute multiple scripts parallel. A separate step is created for each script.
6- If the user wants to give a name to Step, the user clicks on it. User gives the name user wants and then clicks somewhere else on the screen.
7- If the user wants to delete a Step, user presses the red Delete button on the left.
8- If the user wants to select a Step, user presses the blue setting button on the right. The relevant Script appears on the Handle side.
9- The user writes the code into the right-hand area using the language created for the robot to meet the requirements of the business case.
10- Changes are saved with the Save button on the top right.
Write Scenario
1- Access Plan > Plans
2- Look for the plan where the business scenario should be written.
3- Click the show scenario button (red button) in the user line.
4- The Scenario Page is displayed.
5- The user can write the business process step by step in this field. Write the step to be applied and the expected result, respectively. It will also be able to put information in the data section if necessary.
6- The user can then change the steps separately for each step from the buttons on the right.
7- If there is a change between the steps in the business processes, the user can drag and drop the left ("≡") sign to change its location.
8- When the user is finished, user can exit the page directly. All changes are saved automatically.
Run Plan
1- Access Plan > Plans
2- Look for the plan that needs to be run.
3- Click the run button (blue button) in the user line.
4- The plan starts running in the previously set environment.