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Process Director training

Each instructor-led course will transfer to students the skills needed to implement and administer Process Director through lectures and hands-on exercises.

During each course, students will create a process (including workflows and/or Timelines™, eForms, and Knowledge Views), and learn how to search and report on data.

Course 401: Quick start implementation

Pre-requisites

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
    • Tooltips
    • 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 and workflows via Knowledge Views
Course 402: Full training course

Pre-requisites

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 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 and reporting
  • Business rules
  • Application integration
  • Advanced scripting and customisation
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.

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