Process Deep Dive #1 - Selenity Establishment Control Forms

This process deep dive is a high-level process overview and is intended for experienced automation developers. Object design is not included.

East Suffolk and North Essex NHS Foundation Trust (ESNEFT) use a web-based application called Selenity to manage end-to-end workflow for Establishment Control Forms (ECFs). An automation has been developed to access Selenity, identify which ECFs are awaiting divisional approval and email reminders to pre-defined groups of designated managers.

To provide the most flexible approach it was decided to build this solution as three modular processes which could then be applied to reporting variations in the future.

The first sub-process (001 – HR - Extract Report CSV from Selenity) accesses the Selenity system, runs a report, downloads the results as a CSV file and archives the extract in a shared folder.

Here is a video demo for this sub-process. It has been slowed down.

1. Pre-Requisites

2. Main Page

The main page steps through a sequence of three subpages to run the process.

Launch & Login – this page launches the web browser and logs into Selenity.

Get Data – this page searches for the report, downloads as a CSV and moves to an archive location.

Clean-Up – this page closes the web browsers and returns the desktop to pre-run state.

3. Launch & Login

This page launches internet explorer directly to the Selenity URL and logs into the system using the details stored in the blue prism credentials vault.

The Login Selenity action requires credential inputs for Company ID,

Username and Password and are stored as environment variables.

A save password pop-up checker is added to pre-empt any unexpected messages.

4. Get Data

This page accesses the Selenity website, searches for the outstanding ECF report and downloads as a CSV file.

The name of the report is passed to the Search Report action as an environment variable

The Export to CSV action saves the report to a designated location. A check is made to ensure the extraction process was successful. If not an exception is raised ED01 and the process is terminated.

There is a chance that an existing CSV file exists in the target folder and so its presence is checked and deleted if found.

The downloaded file is moved to the target folder.

The Selenity application defaults all downloads to <user>\downloads folder and cannot be saved elsewhere, hence the need to move the file.

5. Clean Up

This last page closes internet explorer and the Selenity application.

Part 2 to follow...