Process Director training courses

Each instructor-led course will transfer to students the skills needed to implement and administer Process Director workflow software through lecture and hands-on exercises. In these courses, students will create a process (including workflows and/or Timelines™, eForms, and Knowledge Views), and learn how to search and report on data.

  • BP Logix

    Prerequisites

    Delegates should possess good computing skills including Microsoft Word and Excel and understand their unique business processes.

    You should also be comfortable with databases and web browsing.

    For some specific topics, the following will be required:

    • Knowledge of any external data source (e.g. AD, databases) you will connect to

    Objective

    This instructor-led course will show students the basic skills needed to get started with implementing Process Director by BP Logix. This course provides a quick overview of the product terminology, how to get started and will help students understand how some of the Process Director features and components work. This includes implementing a business process where the user will route a form in a workflow and search for it.

    In this course, students will learn the basics needed to build an electronic form (eForm), workflow and Knowledge View. The students also will learn basic administration for building user profiles, configuring the home page and using the navigation tool.

    This course is intended for business analysts, project managers and technical staff who are responsible for the actual implementation and maintenance of Process Director and want to quickly get started creating workflow definitions, eForm definitions and Knowledge Views.

    Course outline

    Process Director overview

    • eForm
    • Workflow
    • Knowledge View

    Getting started

    • Installing eForm builder plug-in
    • Configuring users
    • Logging in
    • Navigation system
    • Content list
    • Creating objects

    eForms overview

    • eForm definitions
    • Creating a new eForm definition
      • Using the MS Word Add-in
      • Commonly used Form Field Types
      • Form layout
    • eForm properties
      • Required fields
      • Tool tips
      • Default values
      • Event fields
      • Built-in field validation
    • eForm definition settings
      • Instantiation Names
      • Running a Workflow
      • Custom Task Mappings
    • Submitting a form

    Workflow overview

    • Building a workflow
      • Adding steps to a workflow
      • Configuring workflow steps
      • Connecting the steps and defining the conditions
      • Integrating workflow with an eForm
    • Workflow task types
      • User
      • Branches
      • Parallel tasks
      • Decisions
      • eForm Routing slips / signatures

    Knowledge Views

    • Creating Knowledge Views
    • Running Knowledge View
    • Selecting attributes/columns
    • Defining filter conditions
    • Graphing results
    • Associating eForms and Workflows

    Executing the business process with Workflow and eForm

    • Submitting eForms and initiating workflow tasks
    • Responding and completing workflow tasks
    • Viewing workflow package and routing slip
    • Administration of the workflow
    • Locating tasks ands workflows via Knowledge Views

    Dates

    No dates scheduled. To book a bespoke course for your business, please contact us.

  • BP Logix

    Prerequisites

    Delegates should possess good computing skills including Microsoft Word and Excel and understand their unique business processes.

    You should also be comfortable with databases and web browsing.

    For some specific topics, the following will be required:

    • Access to your corporate user authentication mechanism
    • Knowledge of any external data source (e.g. AD, databases) you will connect to

    Objective

    This 2-3 day Process Director training course is more in-depth than course 401 with detailed instruction and exercises for each area of Process Director. Some sections are aimed at developers and IT Personnel who are responsible for implementing advanced capabilities and integration with external systems and others more for business analysts, project leaders and managers responsible for analysing business trends and reporting on metrics.

    Course outline

    • Course 401 items
    • Installation and administration
    • Building eForms
    • Workflow definitions
    • Process Timeline™ definitions
    • Knowledge views & reporting
    • Business rules
    • Application integration
    • Advanced scripting and customisation

    Dates

    No dates scheduled. To book a bespoke course for your business, please contact us.

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