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LiquidOffice training courses

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

  • Course 201: overview & user training

    Prerequisites

    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 on a regular basis.

    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 a beneficial insight to 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

    Dates

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

  • 202: eForm design

    Prerequisites

    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

    Dates

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

  • 203: Process design

    Prerequisites

    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 day

    Day 2

    Scripting basics

    • Editor
    • Events
    • States

    Advanced processes

    Additional examples and exercises

    Afternoon workshop

    • Real process projects
    • Q+A

    Dates

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