Course Description

The Workflow Design course provides users with a solid understanding of Content Server's Workflow Design tool. Through a series of lectures and exercises, students will create, initiate and manage many different types of Workflows.

Highlights:

• Designing automated business processes
• Creating Workflow Maps
• Adding decision and routing paths to Workflow Maps
• Managing workflow instances
• Configure the Content Server Item Handler step so that it executes a variety of functions
• Create and initiate workflows from documents and other item types

On completion of this course, participants should be able to:

• Design a Workflow Map
• Assign users or groups to workflow steps
• Include attributes, attachments, and comments in the work package
• Use dynamic replacement tags and HTML to improve readability for instructions and the workflow instance title
• Incorporate decisions into routing paths
• Manage workflow instances
• Configure the Content Server Item Handler step
• Use the Item Handler step to automatically impact Content Server items, including:
  • creating new folder structures,
  • adding new versions to documents,
  • moving or copying items, and
  • exchanging information between workflow attributes and category attributes
• Review best practices for workflow testing
• Configure the administration settings that impact the features available to the Item Handler
• Understand how the Disposition Review workflow step can be used in organizations that require additional disposition review approval steps when using Records Management

Delivery Options:

• Instructor-led
  • Public: See scheduled public classes below
  • Private: Email Us for information on how you can arrange a private class.
• On Demand
  • Register for this option here: 2-0113 Content Server Workflow Design On Demand

Prerequisites

• 1-0184 Managing Documents in Content Server
• 1-0185 Collaborating in Content Server or equivalent experience