COURSE DETAILS

Title

Workflow Training

Duration (days)

1

Cost (£ per person per day)

300

Who would benefit from the course

Users / Senior / Advanced Users

Course objectives

Enable a set of users to define, use and debug workflows.

Course Agenda

Using KnowledgeWorker       

                          What is KnowledgeWorker?

                          Logging in

                          Changing your password

                          The Home page

                          A grand tour of the KnowledgeWorker system

                          Projects

                          Searching

                          Administration

                          Adding an item to the KnowledgeWorker system

                          Checking items in and out of KnowledgeWorker

                          I checked out an item from KnowledgeWorker by mistake

                          Registering an interest on a file

                          Creating file shortcuts

Letter Generation       

                          Introduction

                          Pre-Requisites

                          Create Workflow Category

                          Create Bookmark Category

                          Create a Word Template with Bookmarks

Office Integration       

                          Product Overview

                          Publishing using Office Integration

                          The Office Publish dialogue

                       How to – Login / Connect

                       How to – Publish a document in the repository

                       How to – attach a document to a workflow

                       How to – View / Check-out a document from the repository

                       How to – Check-in a document previously checked out

                       How to – Use fast checkout

                       How to - Save a letter created by the KnowledgeWorker Generate Letter feature

                       How to - Version a letter created by the KnowledgeWorker Generate Letter feature

                          Searching the repository

General Training        

                          OVERVIEW

                          INTRODUCTION TO KNOWLEDGEWORKER®

                          LOGIN AND THE HOME PAGE

                          THE LIBRARY

                          SEARCH METHODS

                          USING AND PARTICIPATING IN WORKFLOWS

Programming KnowledgeWorker       

Designing Workflows 

                          WHAT IS A WORKFLOW?

                          THE WORKFLOW DESIGNER

                          BUILDING A WORKFLOW

                          WORKFLOW PROPERTIES EXPLAINED

                          TASK PROPERTIES EXPLAINED

                          THE EXPRESSION BUILDER (CONDITION STEP)

                          WORKFLOW NAME AND EMAIL CONTENT BUILDER

                          ADDING A WORKFLOW TO KNOWLEDGEWORKER®

                          HOW TO INITIATE A WORKFLOW

                          HOW TO CHECK THE STATUS OF A WORKFLOW

                          HOW TO DELEGATE A TASK

                          HOW TO SEND A TASK FOR REVIEW

Client specific customisations