# {{BOT_NAME}}: ops guide

Version {{VERSION}} · Written {{DATE}} · Questions or problems: {{ESCALATION_CHANNEL}} (see section 9)

## 1. What this bot does

{{AT_MOST_2_LINES: what it does, in which app, from which input}}

## 2. Where is what

| Where | What you see there | Open it when |
|---|---|---|
| {{TAB / SCREEN / FILE / FOLDER}} | {{WHAT IT SHOWS}} | {{WHEN}} |

## 3. How to run

**Before you start**
- [ ] {{PREREQUISITE: e.g. the target app is installed and you can sign in}}
- [ ] {{INPUT RULE: e.g. one clinic per row. Wrong: "North, South". Right: "North" and "South" on two rows.}}
- [ ] The app shows version {{VERSION}}.

**Steps**
1. {{e.g. Open "<app name>" from the Desktop.}}
2. {{e.g. On the Run tab, drop the input Excel on the upload box.}}
3. {{e.g. Check the preview: every sheet has rows.}}
4. {{e.g. Click "Trigger automation".}}

**What a normal run looks like:** {{e.g. the 7 checkpoint boxes turn green one by one; the live log shows each item}}

## 4. How long to wait

| Step | Normal time | The bot waits at most | After that the bot | What you do |
|---|---|---|---|---|
| {{STEP}} | {{e.g. 1 min, or "not measured"}} | {{e.g. 5 min}} | {{e.g. restarts the app, up to 3 times}} | {{e.g. nothing, wait}} |

**When do you step in?** {{e.g. only when the run ends red, or a box stays red after 3 restarts}}

## 5. After the run

| Ending | Meaning | What you do |
|---|---|---|
| {{e.g. green "Completed"}} | {{MEANING}} | {{ACTION}} |

**The report:** {{e.g. Report tab → choose the batch → File Status column. Export with the Excel button.}}

| Status | Colour | Meaning | What you do |
|---|---|---|---|
| {{STATUS}} | {{COLOUR}} | {{MEANING}} | {{ACTION or "nothing"}} |

## 6. How to see an exception

1. {{e.g. Report tab → filter File Status = Error.}}
2. {{e.g. Read the Comments column.}}
3. Find that message in section 7.

## 7. Exception list

| ID | Message you see | Where | What it means | What you do | Bot retries / call us when |
|---|---|---|---|---|---|
| E01 | {{EXACT MESSAGE}} | {{TAB → COLUMN, or FILE}} | {{ONE SENTENCE}} | {{STEPS}} | {{e.g. "Bot retries 3 times, wait. Call us if it fails again."}} |

## 8. How you will know

{{e.g. "There is no email or alert. Check the Dashboard after every run, and every morning for the night run."}}

## 9. How to tell us

- **Where:** {{ESCALATION_CHANNEL}}. Expect an answer within {{RESPONSE_TIME}}.
- **Send:** {{e.g. batch ID, time of the problem, E-number from section 7, a screenshot of the screen, the report row}}
- **Never send:** passwords, the settings file, or patient or customer data in chat.

Copy this message:

```
Bot: {{BOT_NAME}} v{{VERSION}}
Batch / run ID:
Time:
E-number and message:
What I already did:
Screenshot: attached
```

## 10. Don'ts

- {{DON'T: e.g. "Don't use the mouse or keyboard while it runs. The bot's clicks land in the wrong window."}}
- **To stop the bot:** {{THE ONE RIGHT WAY}}

## 11. Issues seen before

| When / version | What you saw | What to do now |
|---|---|---|
| {{DATE / VERSION}} | {{SYMPTOM}} | {{ACTION, or "fixed in vX, nothing to do"}} |