1. RPA Task Manager
  2. Data model
Reference

The tables behind RPA Task Manager

RPA Task Manager ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.

Tables
14
Features
6, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Configuration

Organizations, People, automation queues and source mappings establish ownership, queue policy and field translation.

Planned work

Bot definitions keeps the scheduled date, owner, queue, status and revision.

Review and evidence

Review decisions, evidence documents and state history retain decisions, supporting material and transitions.

Execution

Bot runs, execution attempts, operation runs and operation steps preserve results, provider attempts, frozen inputs and receipts.

Correction

Follow up actions assigns investigation and records its resolution.

Access

Users identifies app accounts and their access state.

Every table, by feature

Queue and organization setup

5 tablesAbout this feature
  • Organizations

    Operating organizations that own automation queues and bot definitions.

  • Automation queues

    Queue policies that govern where and how a bot definition runs.

    Linked to Organizations
  • Source mappings

    Reviewed field mappings between source systems and queue definitions.

    Linked to Automation queues
  • People

    Owners, operators and reviewers assigned to automation work.

    Linked to Organizations
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues

Bot definition planning

8 tablesAbout this feature
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues
  • Automation queues

    Queue policies that govern where and how a bot definition runs.

    Linked to Organizations
  • Organizations

    Operating organizations that own automation queues and bot definitions.

  • People

    Owners, operators and reviewers assigned to automation work.

    Linked to Organizations
  • Operation runs

    Workflow-maintained execution records with frozen revision and input hash.

    Linked to Bot definitions
  • Operation steps

    Ordered numbered steps with persisted input/output identities.

    Linked to Operation runs
  • Review decisions

    Independent review decisions recorded against a bot definition revision.

    Linked to Bot definitions, People
  • State history

    Immutable status transitions written by automation workflows.

    Linked to Bot definitions, People

Independent review

7 tablesAbout this feature
  • Review decisions

    Independent review decisions recorded against a bot definition revision.

    Linked to Bot definitions, People
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues
  • Evidence documents

    Supporting documents and external references captured for a run.

    Linked to Bot definitions, People
  • People

    Owners, operators and reviewers assigned to automation work.

    Linked to Organizations
  • Automation queues

    Queue policies that govern where and how a bot definition runs.

    Linked to Organizations
  • Source mappings

    Reviewed field mappings between source systems and queue definitions.

    Linked to Automation queues
  • State history

    Immutable status transitions written by automation workflows.

    Linked to Bot definitions, People

Execution and attempts

7 tablesAbout this feature
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues
  • Bot runs

    Observed run results reported against a bot definition.

    Linked to Bot definitions
  • Execution attempts

    Individual attempts made while executing a bot definition.

    Linked to Bot definitions
  • Operation runs

    Workflow-maintained execution records with frozen revision and input hash.

    Linked to Bot definitions
  • Operation steps

    Ordered numbered steps with persisted input/output identities.

    Linked to Operation runs
  • Review decisions

    Independent review decisions recorded against a bot definition revision.

    Linked to Bot definitions, People
  • State history

    Immutable status transitions written by automation workflows.

    Linked to Bot definitions, People

Receipts and provenance

6 tablesAbout this feature
  • Operation runs

    Workflow-maintained execution records with frozen revision and input hash.

    Linked to Bot definitions
  • Operation steps

    Ordered numbered steps with persisted input/output identities.

    Linked to Operation runs
  • Evidence documents

    Supporting documents and external references captured for a run.

    Linked to Bot definitions, People
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues
  • Execution attempts

    Individual attempts made while executing a bot definition.

    Linked to Bot definitions
  • State history

    Immutable status transitions written by automation workflows.

    Linked to Bot definitions, People

Exceptions and correction

9 tablesAbout this feature
  • Follow up actions

    Open corrective work raised against an automation exception.

    Linked to Bot definitions, People
  • Bot definitions

    Versioned automation definitions scheduled against a queue.

    Linked to Organizations, People, Automation queues
  • Execution attempts

    Individual attempts made while executing a bot definition.

    Linked to Bot definitions
  • Operation runs

    Workflow-maintained execution records with frozen revision and input hash.

    Linked to Bot definitions
  • Operation steps

    Ordered numbered steps with persisted input/output identities.

    Linked to Operation runs
  • Bot runs

    Observed run results reported against a bot definition.

    Linked to Bot definitions
  • Evidence documents

    Supporting documents and external references captured for a run.

    Linked to Bot definitions, People
  • State history

    Immutable status transitions written by automation workflows.

    Linked to Bot definitions, People
  • Review decisions

    Independent review decisions recorded against a bot definition revision.

    Linked to Bot definitions, People

Shared and settings

1 table
  • Users

    Users

    Linked to Users

Keys and references

Bot definitions.Organization points to Organizations, Owner to People and Definition to automation queues. Review decisions.Source identifies the definition and source revision identifies the version under decision. Execution attempts, operation runs, evidence documents, follow up actions and state history reference the definition. Operation steps.Run points to operation runs. Bot runs.Parent points to bot definitions. A durable operation’s operation key and input hash identify the execution context; its numbered steps retain external receipt identities.

Migration order

  1. Import Organizations and People, checking codes and active state.
  2. Load automation queues and source mappings with effective dates and policy references.
  3. Create bot definitions with owner, organization, queue and scheduled date.
  4. Bring in review decisions and evidence against the correct source revision.
  5. Import operation runs before their numbered steps, then attempts and observed results.
  6. Add follow-up actions and state history with their original source links.

Set up RPA Task Manager your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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