Skip to main content

LiquidOffice training

Our training courses are aimed at technical staff responsible for the installation, configuration and administration of LiquidOffice and end-users who use the solution daily. The training provides hands-on practical experience to reinforce formal classroom instruction.

Course 201: User training

Pre-requisites

Before attending this course, the delegate must have a basic understanding of web applications.

Objective

The objective of this course is to provide the delegate with an overview of the LiquidOffice workflow software, giving them the knowledge to use and manage the system regularly.

A comprehensive introduction to the LiquidOffice Web Desktop is given, showing how to navigate through folders and the inbox to view and action items awaiting attention.

Additionally, a brief overview of the Forms Designer and Process Studio is given as it provides beneficial insight into the capabilities of the system, allowing better communication between users and technical staff.

Finally, general administration is also covered so that user management and content control is possible.

Course outline

Day 1:

Full overview and demonstration

Basic web desktop navigation

  • Public area
  • Reports area
  • Tutorial forms
  • All other custom created areas

Basic management console configuration

LiquidOffice forms designer

  • Create forms
  • Publish

Administration topics

Security

Course 202: eForm design

Pre-requisites

Before attending this course, the delegate is expected to have the following:

  • A basic understanding of the LiquidOffice system
  • Previous experience of using graphics within software applications
  • A basic understanding of databases and web applications

Objective

The objective of this two-day training course is to provide the delegate with knowledge to design electronic forms (eForms) within the LiquidOffice workflow software.

This course explains the different types of forms that can be designed within the LiquidOffice Designer and provides a practical approach to learning the form and field attributes for LiquidOffice forms.

Once basic forms have been designed, the delegate will apply data validations to the fields on the form and set up exports to different databases.

Other areas covered in this course are publishing forms, web desktop management, importing TeleForm designs and system security.

Course outline

Day 1:

Full overview and demonstration

  • Basic web desktop navigation
  • Public area
  • Reports area
  • Tutorial forms
  • All other custom created areas

Basic management console configuration

LiquidOffice forms designer

  • Create forms
  • Publish

Basic exercise

  • Create new users
  • Create a data connect agent
  • Create a simple form
  • Validation rules from expressions
  • Tidy-up, routing, publish
  • Testing

Day 2:

Testing

Publishing

  • Initial steps
  • Permissions
  • Routing
  • Data exports

Advanced form configuration

Further training exercises

  • New expenses form

Importing forms from TeleForm

Advanced form and processing handling

Administration topics

Security

A look at your form design requirements

Course 203: Process design

Pre-requisites

Before attending this training course, the delegate must have the following:

  • A basic understanding of the LiquidOffice system
  • Previous experience/training on the LiquidOffice Form Designer
  • A basic understanding of databases and web applications.

Objective

The objective of this two-day course is to expand the delegate’s existing knowledge by creating processes within the LiquidOffice Process Studio.

Pushing LiquidOffice forms through a process adds a much greater level of control and flexibility to electronic forms. Emails, data exports and approval tasks can be created to ensure that data flows correctly throughout a departmental or company process.

This training course covers a lot of foundation work during the first day. The second day looks at more advanced concepts as well as spending time looking at attendees’ intended use for LiquidOffice processes and how best to approach them.

Although the outline for day one is reasonably rigid, the second day takes on a consultancy style approach that most attendees find extremely useful in putting theory to practice.

Course outline

Day 1:

Web desktop overview

Launching Process Studio

Interface overview

Control tools

  • Container
  • Sub process
  • AND
  • OR
  • Branch
  • Loop
  • Gate
  • Delay
  • Escalate
  • Exception

Utility tools

  • Script
  • Command
  • Message
  • E-Mail
  • Manual
  • Web service
  • Committee

Form tools

Process properties

Expression builder

Publishing

Examples and exercises throughout the day

Day 2

Scripting basics

  • Editor
  • Events
  • States

Advanced processes

Additional examples and exercises

Afternoon workshop

  • Real process projects
  • Q&A
Book a training course

Enquire about our instructor-led training courses which are delivered in the convenience of your workplace – saving you both time and money.

Each course includes software licenses, user manuals and an experienced trainer. We recommend a maximum of six delegates per training session.

    We will not share your details outside of our organisation and will only contact you to discuss your enquiry. Read our privacy policy.