Training & Certification

About this course:
The training topics will focus on how to administer a Smart Processes Instance. At the end of this training day participants should be able to locate where a Smart Processes Instance stores the attached documents, create a new process, configure data-entry interface through the form designer, configure case listing views, configure process workflow using Process Modeler, configure roles in a the processes, configure access rights in the created process, how to create and configure Smart Documents, how to configure integration with other systems.

Audience(s): IT Professionals

Delivery method: Instructor-led (classroom)

Additional Resources (Video Lessons): https://www.youtube.com/playlist?list=PLGPUp7Vih76cLi49N4l0Et6596DShPheu

Length: 5 days

Date: {to be defined}

Outline:

1. Smart Processes Architecture

2. Creating Processes

3. Configuring Data Entry Forms with Form Designer

4. Different Types of Controls

5. Smart Controls

6. Attachment Controls

7. Table Controls

8. Case Listing

9. Default Listing View

10. Creating Listing Views (Saved Filters)

11. Searching Cases ( Dynamic Filter)

12. Creating a Main Menu

13. Process Workflow

14. Workflow model in Smart Processes ( Statuses, Steps, Execution Rights)

15. Creating a process model using Process Modeler

16. Process Rights Assignments

17. Managing Process Roles

18. Defining Access Rights

19. Association Rules

20. Web Role

21. Smart Documents

22. Preparing Smart Document Template

23. Creating a new Smart Document

24. Mapping Process Data to Smart Document Template bookmarks

25. Rendering Smart Documents

26. Child Processes

27. Child Processes Concepts

28. Creating a Child Process Field

29. Configuring Child Process Fields

30. Communicating with other systems

31. Web Service Control

32. Configuring the Web service