PeopleSoft Workflow Rel 8.50 Ed 1

Cost $5000

Course Code
D61560GC10

Duration
5 days

Format
Live Virtual Class

What you will learn

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. Transaction approvals in workflow can be implemented using either Virtual Approver or Approval Framework to simplify and standardize 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
  • Set up approval process in Approval Framework

Prerequisites

Suggested Prerequisite

  • Basic understanding of PeopleCode
  • Basic knowledge of PeopleSoft Query

Required Prerequisite

  • Working knowledge of Application Designer

 

Audience

  • Analyst
  • Developer
  • Implementer
  • Systems Administrator

Objectives

  • 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

Topics

    • 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

    Topics

    • 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
      • Rules, Roles, and Routing in Workflow
      • Illustrating the Workflow Architecture
      • 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
    • Creating Roles and Users
      • The Relationship Between Roles and Users
      • 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
      • 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
      • 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
      • The Purpose of Ad Hoc Notification
      • The System Default Generic Template
      • Setting Up and Sending Ad Hoc Notification
      • Creating Component Templates
      • Creating Generic Templates
    • Using and Creating Route Controls
      • 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 and Creating Email Routings
    • Setting Up Default Messages
    • Sending Messages
    • Creating Email Routings
  • Using Ad Hoc Notifications
    • The Purpose of Ad Hoc Notification
    • The System Default Generic Template
    • Setting Up and Sending Ad Hoc Notification
    • Creating Component Templates
    • Creating Generic Templates
  • Using and Creating Route Controls
    • 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
    • State Records
    • Reviewing the Application Engine Program
    • Component Interfaces
    • Creating Component Interfaces
    • Instantiating Component Interfaces in Application Engine Programs
    • Creating Process Definitions
  • Using Virtual Approver
  • Setting Up Virtual Approver
  • Implementing Route Controls With Virtual Approver
  • Creating Worklist Feeds
  • Configuring Approval Framework
  • Setting Up Approval Framework Process Definitions
  • Defining Dynamic Approvals
  • Using the Approval Monitor
  • Using and Creating Email Routings
    • Setting Up Default Messages
    • Sending Messages
    • Creating Email Routings
  • Using Ad Hoc Notifications
    • The Purpose of Ad Hoc Notification
    • The System Default Generic Template
    • Setting Up and Sending Ad Hoc Notification
    • Creating Component Templates
    • Creating Generic Templates
  • Using and Creating Route Controls
    • 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
    • State Records
    • Reviewing the Application Engine Program
    • Component Interfaces
    • Creating Component Interfaces
    • Instantiating Component Interfaces in Application Engine Programs
    • Creating Process Definitions
  • Using Virtual Approver
  • Setting Up Virtual Approver
  • Implementing Route Controls With Virtual Approver
  • Creating Worklist Feeds
  • Configuring Approval Framework
  • Setting Up Approval Framework Process Definitions
  • Defining Dynamic Approvals
  • Using the Approval Monitor

Enroll for PeopleSoft Workflow Rel 8.50 Ed 1

PeopleSoft Workflow Rel 8.50 Ed 1

$5,000.00

Additional information

Schedules

Jun 14 2021 – Jun 18 2021 (5 days) 9:00 AM-5:00 PM US-Eastern

Format

Live Virtual Class

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