2-0113 - Content Server Workflow Design

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Duration: 3 days

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:

Audience

Business Analyst

Prerequisites

Pricing

Format Currency Price
Per Student at OpenText Site 2,250.00
Per Student at OpenText Site GBP 1,800.00
Per Student at OpenText Site SGD 2,625.00
Per Student at OpenText Site USD 2,700.00

Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

Course and workshop calendar

Below is a listing of all the currently available dates and locations for this course or workshop from OpenText.

Start Date End Date Start Time TimeZone Session Duration Language Location Price Currency Guaranteed To Run Add
Jun 26, 2024 Jun 28, 2024 9:00 am (UTC-05:00) America/Chicago (CDT) Full Day English Virtual Classroom - North America 2,700.00 USD Add to cart
Jul 29, 2024 Jul 31, 2024 10:00 (UTC+01:00) Europe/Paris (CET) Full Day Deutsch Virtual Classroom - Germany 2,250.00 EUR Add to cart
Jul 29, 2024 Jul 31, 2024 10:00 (UTC+02:00) Europe/Paris (CEST) Full Day English Virtual Classroom - Europe 2,250.00 EUR Add to cart
Jul 29, 2024 Jul 31, 2024 9:00 am (UTC-05:00) America/Chicago (CDT) Full Day English Virtual Classroom - North America 2,700.00 USD Add to cart
Sep 03, 2024 Sep 05, 2024 9:00 am (UTC-05:00) America/Chicago (CDT) Full Day English Virtual Classroom - North America 2,700.00 USD Add to cart
Oct 14, 2024 Oct 16, 2024 10:00 (UTC+01:00) Europe/Paris (CET) Full Day Deutsch Virtual Classroom - Germany 2,250.00 EUR Add to cart
Oct 14, 2024 Oct 16, 2024 9:00 (UTC-05:00) America/Chicago (CDT) Full Day English Virtual Classroom - North America 2,700.00 USD Add to cart
Oct 14, 2024 Oct 16, 2024 10:00 (UTC+02:00) Europe/Paris (CEST) Full Day English Virtual Classroom - Europe 2,250.00 EUR Add to cart