This course provides an overview of the core functionalities, features, and administration tasks associated with Advanced Workflow Administration. This course is designed specifically for system administrators; however, other employees in an organization can benefit from the completion of the content, including end users, major stakeholders, and managers.
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Syllabus
- Introducing Advanced Workflow
- Demonstrating the Features of Advanced Workflow
- Navigating the User Interface
- Configuring Workflow in the Incentive Management Portal
- Introducing Advanced Workflow
- Planning the Workflow
- Creating a Design Document
- Exploring the Workflow Transition Matrix
- Planning the Workflow
- Creating Supporting Objects
- Creating Users and Assigning Permissions
- Managing Departments, User Types, and Permission Groups
- Creating Assignment Groups and Notification Groups
- Managing Custom Fields, Custom Tables, and Forms
- Managing Dictionaries and Translations
- Creating Supporting Objects
- Creating and Managing Workflows
- Creating the Workflow
- Managing Workflow Actions
- Creating Email Templates for Notifications
- Creating and Managing Workflows
- Configuring the Home Page
- Customizing the Home Page
- Customizing the Navigation Menu
- Using Permission Groups to Control Visibility to Cases
- Creating Document Templates
- Configuring the Home Page
- Discovering Other Workflow Features
- Creating a Business Calendar
- Using the Migration Manager
- Setting a Deletion Policy
- Discovering Other Workflow Features