PeopleSoft Workflow Rel 8.50 (Training On Demand)

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