PeopleSoft Workflow Rel 8.50 Course AWS
CENTER OF KNOWLEDGE, PATH TO SUCCESS
Website: www.info-trek.com
PeopleSoft Workflow Rel 8.50 Course: Duration: (Classroom)
5
Days;
PREREQUISITES Instructor-led
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.
•
Working Designer
knowledge
of
Application
•
PeopleSoft PeopleTools I Rel 8.50
•
PeopleTools II Rel 8.50
Suggested Prerequisites: •
Basic understanding of PeopleCode
•
Basic knowledge of PeopleSoft Query
•
PeopleSoft Query Reporting Rel 8.50
COURSE OBJECTIVE • Build a workflow application •
Describe PeopleSoft Workflow
•
Use and create Navigator maps
•
Design a workflow application
•
Use and create email routing and adhoc notifications
Automate, streamline and control the flow of data
•
Use and create route controls
•
Administer workflow
•
Use and create email routing and adhoc notifications
•
Create batch workflow applications
•
Set up and use Virtual Approver
•
Design a workflow application
•
•
Create batch workflow applications
Set up approval processes in Approval Framework
•
Set up and use Virtual Approver
•
Set up approval process in Approval Framework
Learn To: •
COURSE OUTLINE Using and Creating Navigator Maps
AUDIENCE • Application Developers •
System Analysts
•
Business Analysts
•
Developer
•
Technical Consultant
•
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
PeopleSoft Workflow Rel 8.50| Page 1 of 3
Identifying Workflow •
Explaining Rules, Roles, and Routing in Workflow
•
Illustrating the Workflow Architecture
•
Explaining Workflow
Methods
for
Triggering
Developing Workflow Applications •
Identifying the Development
Steps
in
•
Identifying the Workflow PeopleCode Function
•
Writing Event Triggers
Testing Workflow •
Using the Worklist Monitor
•
Testing Workflow Applications
•
Developing Workflow Applications
Workflow Using and Creating Email Routings
•
Designing Workflow Applications
•
Setting Up Default Messages
•
Analyzing Business Requirements
•
Sending Messages
•
Diagramming Process Flow
•
Creating Email Routings
and
Documenting
the
Using Ad Hoc Notifications Building Supporting Definitions •
Describing Supporting Definitions
•
Reviewing Steps
Application
Development
•
Explaining the Notification
•
Describing the System Default Generic Template
•
Setting Up Notification
•
Creating Component Templates
•
Creating Generic Templates
Creating Roles and Users • •
Explaining the Relationship Roles and Users Describing the PeopleSoft User
Between
Attributes
of
Purpose
and
of
Ad
Sending
Hoc
Ad
Hoc
a Using and Creating Route Controls
•
Differentiating Between a User List Role and a Query Role
•
Explaining Controls
•
Creating PeopleSoft User List Roles
•
•
Creating Query Roles
Listing the Controls
•
Creating Route Control Types
•
Defining Route Control Profiles
•
Assigning Users
•
Reviewing Role Users
•
Mapping Route Control Queries
Creating Worklist Records •
Examining Worklist Instances
•
Describing Worklist Routing
•
Creating Worklist Record Definitions
the
Purpose
Steps
Route
to
of
Define
Control
Route Route
Profiles
to
Creating Events and Routings Administering Workflow
•
Creating Events
•
Creating Worklist Routings
•
Monitoring Worklist Volume
•
Differentiating Pooled and Non-pooled Worklists
•
Defining and Running Worklist Timeout Process
•
Indicating When an Item is Worked
•
Running Workflow Reports
•
Mapping Fields to a Worklist
•
Updating Individual Worklist Entries
•
Archiving Worklists
Creating Event Triggers •
Describing Workflow PeopleCode
PeopleSoft Workflow Rel 8.50| Page 2 of 3 www.info-trek.com
Using Batch Workflow Processing
Setting Up Approval Framework Process Definitions
•
Creating Batch Workflow Applications
•
Describing State Records
•
Defining Users for Approval Framework
Reviewing Program
•
Describing Approval Processes
•
Defining Criteria Framework Processes
•
the
Application
Engine
for
Approval
•
Describing Component Interfaces
•
Creating Component Interfaces
•
Defining Paths for Approval Framework
•
Instantiating Component Interfaces in Application Engine Programs
•
Defining Steps for Approval Framework
•
Creating Process Definitions
Defining Dynamic Approvals
Using Virtual Approver •
Diagramming the Business Process with Virtual Approver
•
Using Virtual Approver
•
Configuring Resubmit Approver Work-lists
Creating Approval Rules
•
Triggering Virtual Approver
•
Maintaining Approval Rules
•
Testing Virtual Approver
Describing Dynamic Approvals
•
Setting Up Approval Authorizations
•
Defining Dynamic Approval Paths
Using the Approval Monitor for
Virtual
Setting Up Virtual Approver •
•
•
Describing the Approval Monitor
•
Configuring the Approval Monitor
•
Using the Approval Monitor
•
Using the User Monitor
Implementing Route Controls With Virtual Approver •
Editing Approval Rule Set for Route Controls
•
Linking Route Approver Rules
Controls
to
Virtual
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 PeopleSoft Workflow Rel 8.50| Page 3 of 3 www.info-trek.com
Website: www.info-trek.com
PeopleSoft Workflow Rel 8.50 Course: Duration: (Classroom)
5
Days;
PREREQUISITES Instructor-led
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.
•
Working Designer
knowledge
of
Application
•
PeopleSoft PeopleTools I Rel 8.50
•
PeopleTools II Rel 8.50
Suggested Prerequisites: •
Basic understanding of PeopleCode
•
Basic knowledge of PeopleSoft Query
•
PeopleSoft Query Reporting Rel 8.50
COURSE OBJECTIVE • Build a workflow application •
Describe PeopleSoft Workflow
•
Use and create Navigator maps
•
Design a workflow application
•
Use and create email routing and adhoc notifications
Automate, streamline and control the flow of data
•
Use and create route controls
•
Administer workflow
•
Use and create email routing and adhoc notifications
•
Create batch workflow applications
•
Set up and use Virtual Approver
•
Design a workflow application
•
•
Create batch workflow applications
Set up approval processes in Approval Framework
•
Set up and use Virtual Approver
•
Set up approval process in Approval Framework
Learn To: •
COURSE OUTLINE Using and Creating Navigator Maps
AUDIENCE • Application Developers •
System Analysts
•
Business Analysts
•
Developer
•
Technical Consultant
•
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
PeopleSoft Workflow Rel 8.50| Page 1 of 3
Identifying Workflow •
Explaining Rules, Roles, and Routing in Workflow
•
Illustrating the Workflow Architecture
•
Explaining Workflow
Methods
for
Triggering
Developing Workflow Applications •
Identifying the Development
Steps
in
•
Identifying the Workflow PeopleCode Function
•
Writing Event Triggers
Testing Workflow •
Using the Worklist Monitor
•
Testing Workflow Applications
•
Developing Workflow Applications
Workflow Using and Creating Email Routings
•
Designing Workflow Applications
•
Setting Up Default Messages
•
Analyzing Business Requirements
•
Sending Messages
•
Diagramming Process Flow
•
Creating Email Routings
and
Documenting
the
Using Ad Hoc Notifications Building Supporting Definitions •
Describing Supporting Definitions
•
Reviewing Steps
Application
Development
•
Explaining the Notification
•
Describing the System Default Generic Template
•
Setting Up Notification
•
Creating Component Templates
•
Creating Generic Templates
Creating Roles and Users • •
Explaining the Relationship Roles and Users Describing the PeopleSoft User
Between
Attributes
of
Purpose
and
of
Ad
Sending
Hoc
Ad
Hoc
a Using and Creating Route Controls
•
Differentiating Between a User List Role and a Query Role
•
Explaining Controls
•
Creating PeopleSoft User List Roles
•
•
Creating Query Roles
Listing the Controls
•
Creating Route Control Types
•
Defining Route Control Profiles
•
Assigning Users
•
Reviewing Role Users
•
Mapping Route Control Queries
Creating Worklist Records •
Examining Worklist Instances
•
Describing Worklist Routing
•
Creating Worklist Record Definitions
the
Purpose
Steps
Route
to
of
Define
Control
Route Route
Profiles
to
Creating Events and Routings Administering Workflow
•
Creating Events
•
Creating Worklist Routings
•
Monitoring Worklist Volume
•
Differentiating Pooled and Non-pooled Worklists
•
Defining and Running Worklist Timeout Process
•
Indicating When an Item is Worked
•
Running Workflow Reports
•
Mapping Fields to a Worklist
•
Updating Individual Worklist Entries
•
Archiving Worklists
Creating Event Triggers •
Describing Workflow PeopleCode
PeopleSoft Workflow Rel 8.50| Page 2 of 3 www.info-trek.com
Using Batch Workflow Processing
Setting Up Approval Framework Process Definitions
•
Creating Batch Workflow Applications
•
Describing State Records
•
Defining Users for Approval Framework
Reviewing Program
•
Describing Approval Processes
•
Defining Criteria Framework Processes
•
the
Application
Engine
for
Approval
•
Describing Component Interfaces
•
Creating Component Interfaces
•
Defining Paths for Approval Framework
•
Instantiating Component Interfaces in Application Engine Programs
•
Defining Steps for Approval Framework
•
Creating Process Definitions
Defining Dynamic Approvals
Using Virtual Approver •
Diagramming the Business Process with Virtual Approver
•
Using Virtual Approver
•
Configuring Resubmit Approver Work-lists
Creating Approval Rules
•
Triggering Virtual Approver
•
Maintaining Approval Rules
•
Testing Virtual Approver
Describing Dynamic Approvals
•
Setting Up Approval Authorizations
•
Defining Dynamic Approval Paths
Using the Approval Monitor for
Virtual
Setting Up Virtual Approver •
•
•
Describing the Approval Monitor
•
Configuring the Approval Monitor
•
Using the Approval Monitor
•
Using the User Monitor
Implementing Route Controls With Virtual Approver •
Editing Approval Rule Set for Route Controls
•
Linking Route Approver Rules
Controls
to
Virtual
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 PeopleSoft Workflow Rel 8.50| Page 3 of 3 www.info-trek.com
