> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.configbot.ai/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # ConfigBot WD - User Manual ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_gs4vtj.png) # **1.   Platform & Navigation Overview** 1.1  ConfigBot Home Icon: Always returns you to the main dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_10lnrnw.png)  1.2- My Profile: Access options to reset your password and set your preferred time zone. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1piolo3.png) 1.3 Workspace Button: Opens the Workspaces view, where you can create, edit, delete, or share workspaces.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1wnh1w9.png)     1.4. Module Menus / Tiles: Easily navigate to modules like Core HCM, Recruiting, Time Tracking, Payroll, or Robotic Testing, either via dropdown menus or module tiles. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1o5hovx.png) # 2.  Iterations Iterations: An iteration represents a specific work effort initiated by the user. Within an iteration, users access Workbooks and take actions. Each row is its own iteration.   Key Iteration Elements: 2.1.  Add New Iteration 2.2.  Iteration #, Instance Type, Host, Company ID, and Description are all editable via the Pen icon in the Actions Menu 2.3.  Sheet – Link to Configuration Workbook hosted on Google Sheets. 2.4.  Status – Execution status: Ready to Go, Complete, or Error 2.5.  Actions Menu 2.6.  Breadcrumbs – Links showing navigation steps ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_rabtwc.png) # 3.  Workspaces Workspaces: Workspaces are collections of iterations, grouped by Quarter, Company, User, Instance, etc.   Key Workspace Elements: 3.1.  Add New Workspace 3.2.  Workspaces displayed in tiles, clickable to access iterations 3.3.  Edit, Delete, Archive and Share Workspace (sharing available for authorized ConfigBot company users). ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1rematl.png) # 4.  Actions Menu The Actions Menu includes the major actions users take when working with ConfigBot: 4.1  Edit: Edit Iteration details (useful for migrating changes) 4.2  Delete: Deletes iteration link (workbook remains on Google Drive) 4.3  Clone: Clone an iteration or an entire workbook 4.4  Share: Share iterations with team members 4.5  Show Progress: View execution details, logs, and errors 4.6  Hamburger Menu: Access functions like Generate Workbook, Start Configuration, Start Validation, Workbook Health Check, Compare Iterations. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_16uyrex.png) # 5.  Show Progress The Show Progress window tracks ConfigBot’s execution. Key elements include: 5.1.  Action Type and Execution Notes 5.2.  Username used for execution 5.3.  Status: Ready to Go, Complete, Error 5.4.  Executed by – User who initiated the run 5.5.  Execution time 5.6.  Tracking ID Request – for support tickets ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1oruq2c.png) 5.7.  Export/Refresh/Carrot – manage log reports 5.8.  Log Reports – Detailed execution logs ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_l33xoz.png) # 6.  Hamburger Menu Options include: 6.1- Request Reprocess: Refresh iteration without changes 6.2- Generate Workbook: Generate a configuration workbook (execution may take 1-6 hours) 6.3 - Start Configuration: Apply changes from workbook to instance 6.4 - Start Validation: Validate workbook against instance (faster than regeneration) 6.5 - Compare Iterations: Compare two iterations/workbooks, highlighting differences 6.6- Check Instance: Check Instance makes sure you’re connected to the correct Workday environment before applying any configurations. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ykuqn6.png) # 7.  Workbooks Workbooks document instance configurations and streamline workflow.   7.1  Processing Status: * Processed: No longer waiting for execution * Pending: Ready for execution ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1xzee68.png) 7.2  Other Workbook Features: * Dividers: Visual separators for information categories * Process Status Object ID: Allows status changes per item * Process Status Column: Passed/Pending dropdowns for items ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_sv2fnn.png) 7.3  Workbook Types: * No Processing Status * Process Status Per Row * Divider/Named Item/Process Status Column * Divider/Named Item/Segment/Process Status Column * Divider/Process Status Per Column