PeopleSoft Workflow Training Rel 8.50

PeopleSoft Workflow Training Rel 8.50

Introduction:

PeopleSoft Workflow Training Rel 8.50 Course by Example

PeopleSoft Workflow consists of a powerful set of tools that enables you to automate time-consuming business processes and deliver the right information to the right people at the right time. By using workflow, you can increase efficiency, cut costs, and keep up with rapidly changing customer and competitive challenges. Transaction approvals in workflow can be implemented using either Virtual Approver or Approval Framework to simplify and standardize approval processing in PeopleSoft applications.

PeopleSoft Workflow Training Rel 8.50Related Courses:

Duration: 5 days

Prerequisites:

Working knowledge of Application Designer
Basic understanding of PeopleCode
Basic knowledge of PeopleSoft Query

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Application Developers
Business Analysts
Developer
System Analysts
Technical Consultant

What You Will Learn:

Automate, streamline and control the flow of data
Use and create email routing and ad-hoc notifications
Design a workflow application
Create batch workflow applications
Set up and use Virtual Approver
Set up approval process in Approval Framework

Skills Gained:

Build a workflow application
Describe PeopleSoft Workflow
Use and create Navigator maps
Design a workflow application
Use and create email routing and ad-hoc notifications
Use and create route controls
Administer workflow
Create batch workflow applications
Set up and use Virtual Approver
Set up approval processes in Approval Framework

Course Content:

Using and Creating Navigator Maps

Assigning a Navigator Homepage
Using Navigator Homepage
Using a Worklist
Creating Navigation Maps
Creating Activity Definitions
Creating Step Definitions
Creating Business Process Definitions
Listing Guidelines for Creating Business Process Definitions

Identifying Workflow

Explaining Rules, Roles, and Routing in Workflow
Illustrating the Workflow Architecture
Explaining Methods for Triggering Workflow

Developing Workflow Applications

Identifying the Steps in Workflow Development
Designing Workflow Applications
Analyzing Business Requirements
Diagramming and Documenting the Process Flow

Building Supporting Definitions

Describing Supporting Definitions
Reviewing Application Development Steps

Creating Roles and Users

Explaining the Relationship Between Roles and Users
Describing the Attributes of a PeopleSoft User
Differentiating Between a User List Role and a Query Role
Creating PeopleSoft User List Roles
Creating Query Roles

Creating Worklist Records

Examining Worklist Instances
Describing Worklist Routing
Creating Worklist Record Definitions

Creating Events and Routings

Creating Events
Creating Worklist Routings
Differentiating Pooled and Non-pooled Worklists
Indicating When an Item is Worked
Mapping Fields to a Worklist

Creating Event Triggers

Describing Workflow PeopleCode
Identifying the Workflow PeopleCode Function
Writing Event Triggers

Testing Workflow

Using the Worklist Monitor
Testing Workflow Applications
Developing Workflow Applications

Using and Creating Email Routings

Setting Up Default Messages
Sending Messages
Creating Email Routings

Using Ad Hoc Notifications

Explaining the Purpose of Ad Hoc Notification
Describing the System Default Generic Template
Setting Up and Sending Ad Hoc Notification
Creating Component Templates
Creating Generic Templates

Using and Creating Route Controls

Explaining the Purpose of Route Controls
Listing the Steps to Define Route Controls
Creating Route Control Types
Defining Route Control Profiles
Assigning Route Control Profiles to Users
Reviewing Role Users
Mapping Route Control Queries

Administering Workflow

Monitoring Worklist Volume
Defining and Running Worklist Timeout Process
Running Workflow Reports
Updating Individual Worklist Entries
Archiving Worklists

Using Batch Workflow Processing

Creating Batch Workflow Applications
Describing State Records
Reviewing the Application Engine Program
Describing Component Interfaces
Creating Component Interfaces
Instantiating Component Interfaces in Application Engine Programs
Creating Process Definitions

Using Virtual Approver

Diagramming the Business Process with Virtual Approver
Using Virtual Approver
Configuring Resubmit for Virtual Approver Work-lists

Setting Up Virtual Approver

Creating Approval Rules
Triggering Virtual Approver
Maintaining Approval Rules
Testing Virtual Approver

Implementing Route Controls With Virtual Approver

Editing Approval Rule Set for Route Controls
Linking Route Controls to Virtual Approver Rules

Creating Worklist Feeds

Describing Worklist Feeds
Publishing Worklist Feeds
Using Worklist Feeds
Managing Worklist Feeds

Configuring Approval Framework

Describing Approval Framework
Describing Approval Features
Implementing Approval Framework
Defining Supporting Objects
Setting Up the Transaction Registry
Configuring Transactions
Defining a Notification

Setting Up Approval Framework Process Definitions

Defining Users for Approval Framework
Describing Approval Processes
Defining Criteria for Approval Framework Processes
Defining Paths for Approval Framework
Defining Steps for Approval Framework

Defining Dynamic Approvals

Describing Dynamic Approvals
Setting Up Approval Authorizations
Defining Dynamic Approval Paths

Using the Approval Monitor

Describing the Approval Monitor
Configuring the Approval Monitor
Using the Approval Monitor
Using the User Monitor

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Time Frame: 0-3 Months4-12 Months

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