2-0113 Content Server Workflow Design

Course Overview

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

Prerequisites

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

Audience Profile

Business Analyst

Learning Objectives

●    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

Content Outline

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

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