Like any other IT project, Robotic Process Automation (RPA) requires requirements gathering before any design/implementation occurs. It can be overwhelming in an RPA project when you need to capture every single step that the stakeholder does (literally, every click, and every character they type!)
So, other than the usual active listening and notes taking, are there any other ways to make this process easier?
In this article, you will understand how the use of the Step Recorder software can help you efficiently gather requirements in an RPA project.
What are the important things to do when gathering requirements in an RPA project?
Before you start doing anything, you need to understand the process that you are automating. This step is usually done by sitting with your stakeholder and having him/her to walk you through the process.
Window’s Step Recorder (PSR) is a great tool that can help you collect screenshots. It is a built-in function available on almost every PC. PSR allows you to capture keystroke and screen used at the same time. It also automatically annotates the user actions for easy documentation purposes (see the title of the screenshot below)
PSR also collects detailed information about the recorded steps on a screen. This information is especially helpful in an RPA project as the developer need to configure the robot to execute the recorded actions. You can also find the UI element that the user interacted with within the process. This information is especially helpful if the robot needs to interact with web interfaces.
Tips and Tricks when using PSR
- Make sure you communicate with the business user why and when you are using the PSR. It is also important that the user does not open/use irrelevant programs when the PSR is recording. Else, it would be difficult to analyze the keystrokes after the interview.
- Most likely, you won’t be using your personal PC to do the screen recording. So make sure to enable the screen capture function in PSR (see picture below).
3. The PSR recording will in MHTML format, which can be opened using Internet Explorer (5 and above). The MHTML file does not work in Google Chrome.