Workflow Rel 8.48 :: PPL-WORKFLOW

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. Included in PeopleSoft Workflow is Virtual Approver. Using workflow technology, Virtual Approver simplifies and standardizes approval processing in PeopleSoft applications.

Learn To:

	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

course content details

	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