MicroFocus Process Designer Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

This MicroFocus Process Designer training course provides the skills required to build and modify existing workflows to support business processes, use rule sets and rule types to define business rules, use the Task Planner to design and schedule planned tasks, and describe authorization roles and security areas. This course covers Process Designer for Service Manager Codeless mode, in which Process Designer workflows and functionality are fully implemented for the following modules: Knowledge Management, Service Desk, Incident Management, Problem Management, Change Management, Request Fulfillment, and Service Level Management

By attending MicroFocus Process Designer workshop, delegates will learn to:

Describe Service Manager Process Designer (Process Designer) and the modules in Service Manager Legacy and Codeless mode that use Process Designer
Use the following Process Designer components:

Workflow Designer
Business Rules Editor
Security Model
Task Planner

Work with the Help Desk (Service Desk, Incident Management, Problem Management), Change Management, Knowledge Management, and Request Fulfillment workflows

Have familiarity with Service Manager processes and workflows
Have familiarity with Service Manager configuration tools

The MicroFocus Process Designer class is ideal for:

System Administrators and other personnel responsible for the implementation of Service Manager.

Overview of the Process Designer

Describe Process Designer application
Describe the benefits of the Process Designer application
Describe which Service Manager (SM) modules use Process Designer
Navigate the Process Designer menus
Describe the two different SM 9.4 modes (Classic and Codeless) and what Process Designer modules and components are included with each module

Components of the Process Designer – Workflow Designer

Describe the Process Designer workflows
Create new workflows
Edit workflows
Call workflows from each Process Designer module
Export a workflow (and its related records)
Describe the tables for which Process Designer workflows are enabled

Components of the Process Designer – Business Rule Editor

Define business rules
Describe the different types of rules in SM
Describe rule sets and how they work with workflows
Use the Condition Editor
Describe how format control works with rules sets

Components of the Process Designer – Security Model

Describe the Process Designer Security Model
Describe security areas and security roles
Assign security roles to operators
Add new default settings for a security area
Describe the variables that you can use in the Condition Editor to test for security rights

Components of the Process Designer – Task Planner

Describe the functionality of the Task Planner
List the modules where Task Planner is available
Describe a Change Model and Request Model
Add tasks using the Task Planner
Describe dependencies between tasks
Use input and output values
Explain the Additional Properties that can be added
List the pre-defined Task fields that can be added to the Task Planner

Service Desk Interaction Workflow

Summarize the Service Desk interaction workflow
Show how status drives the record through its phases
Explain how the status list is set
Describe the new Category structure
Explain interaction escalation and interoperability with other modules
Configure Service Desk settings and the environment records

Incident Management Workflow

Describe the Incident workflow
Show how status drives the record through the phases
Explain how you set the status list
Describe the new Category structure
Summarize the Incident Task workflow
Explain how incident tasks work with incidents
Configure incident settings and the environment records

Problem Management Workflow

Describe the Problem and Known Error workflows
Explain where known errors are stored
Show how status drives the record through its phases
Explain how the status list is set
Describe the new Category structure
Describe the Problem Task workflow
Explain how problem tasks work with problems
Configure the problem settings and the environment records

Working with Changes and Tasks

Describe the change workflows: Normal, Emergency, Standard, and Change Proposal
Describe change categories and models
Describe the generic task workflow
List task categories
Work with the Task Planner to create new tasks
Configure the change and change task environment and settings records

Working with Knowledge Documents

Describe the Knowledge Document workflow
Determine where to set the Knowledge workflow for the system
Describe knowledge profile records for security settings

Request Fulfillment Workflow

Describe the Request and Request Task workflows
Explain the purpose of a Request Model
Describe how Request Categories and Request Models work together
Use the Task Planner to create new tasks
Configure the Request Environment and Settings records

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MicroFocus Process Designer

COURSE AGENDA

Introduction