Global

Robotic process automation awareness: How software bots work and the controls around them

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 7 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
30 min
Lessons
6 lessons
Frequency
When a team first works with bots
Last reviewed
21 Oct 2026
Grey areas: shared logins and unapproved quick fixes
What would you do?

A colleague suggests reusing their own login so the bot "just works" today

Try it: this is one of 16 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 30 minutes
  • Scenario, process, timeline, tabs and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 9 slides
  • Poll, quiz, open-ended slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 120.0Achieve ≥ 80% on the final assessment-Whole course
SO 120.1Explain what an RPA bot is and what it is notBest practiceWhole course
SO 120.2Identify processes suited to RPA and those that need AI or a humanBest practiceWhole course
SO 120.3Describe the controls around bots: credentials, access, change approval and monitoring + your infoISO/IEC 27001:2022 (access control, change management)Whole course
SO 120.4Report a bot failure or exception through the right channel + your infoOrganisation's incident or exception procedureWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 7 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 30 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

A bot that kept running after a form changed

3 pages

6 min
Before you beginNoteList
The silent failureTextImage
Why nobody noticedTimelineQuiz
2

RPA, AI and agents: what each really does

3 pages

6 min
Three kinds of automationTabs
Myth or factFlashcards
RPA, AI or human?Sorting activityQuiz
3

The bot lifecycle and its control points

3 pages

6 min
LifecycleProcessYour info
Control pointsAccordion
Match control to riskMatching quiz
4

Grey areas: shared logins and unapproved quick fixes

2 pages

4 min
The shared loginScenario
The quick fixScenarioMulti-select quiz
5

Spotting bot exceptions before they pile up

2 pages

4 min
Warning signsChecklist
Unnoticed exceptionsScenarioQuiz
6

Owning bots and raising an exception, then final assessment

2 pages

4 min
Report pathProcessYour infoNote
PracticeQuiz

Live deck and surveys

9 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle and agenda
PollHave you worked with a process run by a bot?" (Yes · No · Unsure)
QuizIs an RPA robot a physical machine?
ContentRPA, AI and agents side by side
QuizA colleague suggests using their login so the bot can run today. You…
PollWhich control do you think fails most often?" (Credentials · Access · Change approval · Monitoring · Ownership)
Open-endedA task in your team that a bot does, and who owns it
Q&AAsk the trainer anything
Content · customiseClosing {{BOT_EXCEPTION_REPORT_PATH}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Have you worked with a process run by a bot? multiple choice
  6. Do you know who to call when a bot fails? multiple choice
  7. How confident are you explaining what RPA is? 1-5 scale
  8. I would feel comfortable reporting an error a bot made, even if it was my process. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the bot exception report path and the bot owner list? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

7 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Bot lifecycle steps{{BOT_LIFECYCLE_STEPS}}
  • Bot exception report path{{BOT_EXCEPTION_REPORT_PATH}}
  • Bot owner list{{BOT_OWNER_LIST}}
  • Automation team contact{{AUTOMATION_TEAM_CONTACT}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 1 URL{{SURVEY_1_URL}}
Show all 7 fields
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run robotic process automation awareness: How software bots work and the controls around them training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

When a team first works with bots; annually for process owners and approvers; after a bot failure.

Who needs this training?

Business users, process owners and approvers in organisations running RPA; run by IT, risk or the automation team.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck