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# Process Evaluation

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

A process evaluation comprises the benefits and feasibility of the automation of a real-life
business process.

To propose a process candidate for automation, you evaluate the candidate based on pre-configured
criteria.

As a project manager or a member of a center of excellence, you approve process candidates eligible
for automation.

## Getting Started

### Think

- What processes does your organization use?

- Who is responsible for the processes?

- Which criteria are necessary and suitable for evaluating the processes?

- How can these criteria be described clearly and comprehensively?

- Where does the data for evaluating the processes come from?

- Which systems and data are needed for automating the processes?

### Prepare

In the **User Management** module, give involved users the privileges and properties they need.
After making the necessary systems available, define the applications, credentials, and global
variables needed to automate the processes in the **Process Automation** module.

### Configure

1.  In the **Evaluation Criteria** view, create the additional criteria needed to evaluate your
    processes.

2.  In the **Evaluation Templates** view, compile the criteria needed to evaluate certain process
    types.

### Evaluate

In the **Process Evaluation** view, create an evaluation based on a template for each of your
processes.

### Automate

Select the processes to automate and delegate the implementation to a project manager or a center of
excellence.

### Administer

Manage the automation projects in the **Process Management** view of the **Process Automation**
module.

## Definitions

### Process Candidate

A _process candidate_ is a real-life business process to propose for automation via a process
evaluation.

### Project Manager

A _project manager_ is responsible for the automation of a process across all automation phases.

### Center of Excellence

If the users of a user group cover the entire range of competencies that are required for a specific
part of the automation, the group is called a _center of excellence (CoE)_. Only user groups that
are explicitly designated as centers of excellence can accept process automation tasks.

## See Also

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

- [Configuring Process Evaluations](https://docs.mulesoft.com/rpa-manager/processevaluation-configure)

- [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)
