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EncartaLabs

PeopleSoft Workflow

( Duration: 5 Days )

This PeopleSoft Workflow training course provides skills to automate, streamline and control the flow of data, design a workflow application, set up approval process and more.

By attending PeopleSoft Workflow workshop, delegates will learn to:

  • 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

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

The PeopleSoft Workflow class is ideal for:

  • Analysts
  • Developers
  • Implementers
  • Systems Administrators

COURSE AGENDA

1

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
2

Identifying Workflow

  • Explaining Rules, Roles, and Routing in Workflow
  • Illustrating the Workflow Architecture
  • Explaining Methods for Triggering Workflow
3

Developing Workflow Applications

  • Identifying the Steps in Workflow Development
  • Designing Workflow Applications
  • Analyzing Business Requirements
  • Diagramming and Documenting the Process Flow
4

Building Supporting Definitions

  • Describing Supporting Definitions
  • Reviewing Application Development Steps
5

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
6

Creating Worklist Records

  • Examining Worklist Instances
  • Describing Worklist Routing
  • Creating Worklist Record Definitions
7

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
8

Creating Event Triggers

  • Describing Workflow PeopleCode
  • Identifying the Workflow PeopleCode Function
  • Writing Event Triggers
9

Testing Workflow

  • Using the Worklist Monitor
  • Testing Workflow Applications
  • Developing Workflow Applications
10

Using and Creating Email Routings

  • Setting Up Default Messages
  • Sending Messages
  • Creating Email Routings
11

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
12

Administering Workflow

  • Monitoring Worklist Volume
  • Defining and Running Worklist Timeout Process
  • Running Workflow Reports
  • Updating Individual Worklist Entries
  • Archiving Worklists
13

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
14

Using Virtual Approver

  • Diagramming the Business Process with Virtual Approver
  • Using Virtual Approver
  • Configuring Resubmit for Virtual Approver Work-lists
15

Setting Up Virtual Approver

  • Creating Approval Rules
  • Triggering Virtual Approver
  • Maintaining Approval Rules
  • Testing Virtual Approver
16

Implementing Route Controls With Virtual Approver

  • Editing Approval Rule Set for Route Controls
  • Linking Route Controls to Virtual Approver Rules
17

Creating Worklist Feeds

  • Describing Worklist Feeds
  • Publishing Worklist Feeds
  • Using Worklist Feeds
  • Managing Worklist Feeds
18

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
19

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
20

Defining Dynamic Approvals

  • Describing Dynamic Approvals
  • Setting Up Approval Authorizations
  • Defining Dynamic Approval Paths
21

Using the Approval Monitor

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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