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title: Configuring Process Evaluations
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product: RPA Manager
---

# Configuring Process Evaluations

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

Process evaluations are based on templates.

Evaluation templates contain criteria to assess the feasibility and benefits of a process’s
automation.

You create criteria and templates adapted to your needs.

## Before You Begin

- Ask an organization administrator in Access Management to assign you the required permissions:

  <table><colgroup><col> <col> <col></colgroup><thead><tr><th>Action</th><th>RPA Permission</th><th>Deprecated RPA Permission</th></tr></thead><tbody><tr><td><p>Open the <strong>Process Evaluation</strong> module.</p></td><td><p>RPA Evaluations Viewer, RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Process Evaluation Open</p></td></tr><tr><td><p>Manage the <strong>Process Evaluation</strong> module.</p></td><td><p>RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Process Evaluation Administration</p></td></tr><tr><td><p>Open the <strong>Evaluation Criteria</strong> view.</p></td><td><p>RPA Evaluations Viewer, RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Evaluation Criteria Open</p></td></tr><tr><td><p>Create, change, and delete evaluation criteria.</p></td><td><p>RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Evaluation Criteria Create, Evaluation Criteria Edit, Evaluation Criteria Delete</p></td></tr><tr><td><p>Open the <strong>Evaluation Templates</strong> view.</p></td><td><p>RPA Evaluations Viewer, RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Evaluation Templates Open</p></td></tr><tr><td><p>Create, change, and delete evaluation criteria.</p></td><td><p>RPA Evaluations Contributor, RPA Evaluations Manager, RPA Administrator</p></td><td><p>Evaluation Template Create, Evaluation Template Edit, Evaluation Template Delete</p></td></tr></tbody></table>

## Manage Process Evaluation Criteria

Process evaluation criteria are properties of the process that are used to assess feasibility and
benefits of automating a process. They are graded according to the extent to which they are present
in the process. You can create, edit, and remove criteria.

### Create Process Evaluation Criteria

Create criteria adapted to your processes.

1.  In the **Evaluation Criteria** view of the **Process Evaluation** module, click **Create
    Qualifier** or **Create Benefit**.

2.  Complete the form **Create new <\[Qualifier,Benefit\]\]>**:

    - **Exclude**:

      Select this checkbox if the criterion can be excluded from a process evaluation. When you
      create a process evaluation, the same checkbox appears next to the criterion. Excluded
      criteria are not used in the computation of the rating.

    - **Gradation**:

      Move the slide control to the right to increase the number of gradations of the criterion step
      by step from 2 to 5. You can enter a description for each gradation level. The higher the
      level, the better the rating for the process automation’s feasibility respectively benefits.

3.  Click **Save**.

### Edit Process Evaluation Criteria

Edit criteria to make it more useful.

RPA Manager does not change process evaluations that are based on a template with edited criterion.
The evaluations continue to contain the criterion in its original form. The changed form of the
criterion is used in the templates as soon as the changes are saved.

1.  In the **Evaluation Criteria** view of the **Process Evaluation** module, click **Edit**
    (![pen-to-paper symbol](/mulesoft/current/en-us/rpa-manager/_images/edit-icon.png)) in the row of the criterion to edit.

2.  Edit the form **Edit <criterion type>**.

3.  Click **Save**.

### Remove Process Evaluation Criteria

Remove criteria you no longer use.

Process evaluations that have been created before are not changed and continue to contain the
criterion even after it is removed.

1.  In the **Evaluation Criteria** view of the **Process Evaluation** module, click **Remove**
    (![trash symbol](/mulesoft/current/en-us/rpa-manager/_images/delete-icon.png)) in the row of the criterion to delete.

2.  Confirm the removal of the criterion from the templates it is used in.

## Manage Process Evaluation Templates

Process evaluation templates combine criteria suitable for a specific type of process.

You can create, copy, edit, and remove templates.

### Create Process Evaluation Templates

Create different templates for different types of processes.

Instead of creating a new, empty template, you can also copy and edit an existing template:

1.  In the **Evaluation Templates** view of the **Process Evaluation** module click **Create**.

2.  Complete the form **Create a new Evaluation Template**:

    - **Available/Assigned <criteria>**:

      Click on a criterion to move it from **Available** to **Assigned** and vice versa.

    - **Exclude MuleSoft default evaluation criteria**:

      Select the checkbox to exclude the MuleSoft default criteria from the selection lists.

3.  Click **Save**.

### Copy Process Evaluation Templates

Copy and edit templates instead to save time.

1.  In the **Evaluation Templates** view of the **Process Evaluation** module, click **Copy**
    (![copy symbol](/mulesoft/current/en-us/rpa-manager/_images/copy-icon.png))in the row of the template you want to copy.

2.  Edit the form **Copy an Evaluation Template**.

3.  Click **Save**.

### Edit Process Evaluation Templates

Edit templates to make them more useful.

1.  In the **Evaluation Templates** view of the **Process Evaluation** module, click **Edit**
    (![pen-to-paper symbol](/mulesoft/current/en-us/rpa-manager/_images/edit-icon.png)) in the row of the template to edit.

2.  Edit the form **Edit an Evaluation Template**.

3.  Click **Save**.

### Remove Process Evaluation Templates

Remove templates you no longer use.

Evaluations of a process that use a removed template are not changed.

1.  In the **Evaluation Templates** view of the **Process Evaluation** module, click **Remove**
    (![trash symbol](/mulesoft/current/en-us/rpa-manager/_images/delete-icon.png)) in the row of the template to delete.

2.  Confirm the removal of the template.

## See Also

- [Process Evaluation](https://docs.mulesoft.com/rpa-manager/processevaluation-overview)

- [Considering Which Processes to Automate](https://docs.mulesoft.com/rpa-manager/processevaluation-consider)

- [Proposing a Process Candidate for Automation](https://docs.mulesoft.com/rpa-manager/processevaluation-propose)

- [Approving a Process for Automation](https://docs.mulesoft.com/rpa-manager/processevaluation-approve)