Description
Purpose:
This course provides you with a strong foundation knowledge of the versatility and power of using workflows for business improvement.
You will be able to identify candidate processes for improvement, build manual workflows, work with technical administrators to build automated workflows and manage the ongoing maintenance of workflows within your organisation.
Audience:
- People implementing process improvement in the organisation for the first time, or
- Those who are moving into a workflow administrating role in an organisation which already benefits from workflows.
- Ideally, a Business Analyst and a Technical Administrator will attend WF Part 1 together and the Technical Administrator will go on to complete WF Part 2.
Principle Consultant Fiona Saville explains this course here https://vimeo.com/224284605
Duration:
This 12h course is delivered across consecutive days at 1pm Sydney time.
Session 1 - 3h
Session 2 - 3h
Session 3 - 3h
Session 4 - 3h
Course Prerequisites:
- Completed the Objective ECM Business Administrator course or have equivalent experience - setting up and maintaining Objective ECM system objects.
- Completed the ECM Workflow Basics course, or equivalent skills and knowledge
- Familiarity with business process modelling.
- Familiarity with XML or similar markup language.
How to book:
Please select your course and Add to Cart. You will be asked to register a learner account for the Learning Hub, and you will use this to access your course later.
We recommend learners to book themselves so they receive the course notifications, although there is an option to purchase on behalf of someone else:
Pay via invoice:
If you are a registered client organisation and wish to pay via invoice, please send a purchase order to accounts@objective.com, containing the below information:
- Company name, billing address.
- Billing contact name and email address
- Course title and date, listing the name, role, and email address of participant(s). Please reference each course if booking more than one.
Our friendly team will provide an invoice with a coupon. Click the Coupon Code option at the payment screen:
How this course runs:
Once you are enrolled you will receive an email with .ics calendar files attached. These are useful to book time in your calendar. You will also be granted access to the course modules, so please log in to the Learning Hub, and familiarise with your Course where you may find some pre-work to complete in the Content tab.
On the day of your training, please log in to the Learning Hub, go to your webinar module in the Content tab and Click here to join your webinar.
You will be added to a live Online Classroom led by one of our expert trainers.
We use GoToTraining as our delivery platform and strongly recommend to join a test session using the same device and network connection that you intend to use on the day. Please let us know if you have any issues so we can make your experience as smooth as possible.
How do I join a test session? - GoTo Training Support
Further information is available here:
View the GoTo Training System Requirements for Attendees - GoTo Training Support
Private, or customised courses:
For additional information, or if you are interested in scheduling a private course for your organisation please email us at training@objective.com and we will be happy to assist.
Objectives
Learning Outcomes:
At the end of this course, you will be able to:
- Describe workflow concepts
- Analyse business processes and map to Objective workflows
- Use the workflow editor to build and refine workflows
- Monitor, report and regulate workflows
Course Content:
Course Overview
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Introduction
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Housekeeping and delivery method
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Workflow Concepts
Analysis and Design Concepts
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Identify candidate processes
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Review and interpret a business process
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Map a process and translate to Objective ECM
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Design methodology
Create and run a simple workflow
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Create a new workflow object
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Workflow properties
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Slip definition
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Task types
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Create a manual task
Tasks
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Task definition
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alarms
Workflow and slip properties
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Concepts
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Slip components
Roles
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Define roles
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Assign roles
Attachments
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Concepts
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Add attachments
Catalogues
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Capture metadata
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Workflow slip fields
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Case fields
Other task types
- Decision tasks
- Split/Join tasks
- Adhoc processing
- Single path contstraint
- Implement a jump
- Associated workflows
- Nested Workflows
Refine the workflow
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Workflow start options
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Streamline tasks
Email Templates
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Concepts
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Email template editor
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Specify email template
Investigate Workflows
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Common Help requests
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Monitor workflows
Introduction to Automations
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Concepts
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Apply automation to the workflow
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Resources and skillset
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Troubleshooting and log files (ECM)
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Create a simple automated task
The Workflow Library
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The library
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Implement a library workflow
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Support available
Course summary
Course booking acceptance for courses purchased via the Learning Hub Store.
- Participants must satisfy course prerequisites as specified in Objective course outlines.
- Booking for Objective public courses via this platform means you are accepting the terms and conditions of your booking.
- Customers agree that Objective public courses are confirmed subject to the course reaching minimum participant numbers.
- Once Objective public courses are confirmed, participants are provided with joining instructions.
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Customers who elect to pay later by invoice can book via a coupon. Customers send purchase orders to accounts@objective.com specifying:
- company name
- billing address
- billing contact
- participant(s) name
- email address
- course
- training date
- Prices are displayed in the Learning Hub as Australian Dollars (AUD). Taxes (as applicable) are applied or excluded appropriate to the Customer's country location.
- Credit card payments are converted to the participant's local currency rate via the Stripe payment platform at the equivalent daily exchange rate.
- Invoices are generated with the participant's local currency rate at the equivalent daily exchange rate.
Participant Cancellation / Transfer / Refund Policy
- Participants may transfer to another course date by notifying us via email to training@objective.com, otherwise the below cancellation fees may apply.
- For cancellation notifications greater than 7 business days no fee will be charged.
- For cancellation 7 business days of the scheduled start date, 50% of course fee will be charged.
- For cancellation/non-attendance within 1 business days of the scheduled start date, 100% of course fee will be charged.
- A participant may be substituted for another (who meets the course prerequisites) by notifying us in writing or via email at least 1 business day prior to the course start date so we can welcome the replacement, provide joining instructions and update our records.
Course Cancellation
- Objective reserves the right to cancel any scheduled courses due to low registrations, COVID restrictions or for any other reason.
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In the event of the course being cancelled by Objective, Objective will provide a minimum of 7 days notice prior to the course start date.
In doing so, Objective assumes no responsibility for non-refundable airline tickets or other expenses incurred due to course cancellation/rescheduling. - Registrations can be transferred to the next available course date within the current financial year or refunded.
- Special coupons must be used within three months from issue.
Intellectual Property
- A condition of attendance is that participants agree to use the information contained within the course and supporting materials for their own personal use.
- The materials are copyrighted to Objective and are not to be reproduced without written permission from Objective.
Liability
- Objective’s liability is strictly limited in aggregate and to direct loss only to the total value of the Course paid by the Customer, whether the liability arises in contract, tort (including negligence and breach of warranty) or pursuant to statute or otherwise, and in no event will any consequential or indirect loss be recoverable against Objective as a category of loss
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