Szkolenie IBM Case Foundation 5.2.1 – Manage Work in Progress

This course is for anyone who is responsible for day-to-day operations of a production IBM Case Foundation workflow
application.

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.

Profil uczestnika

• A Workflow System Administrator who is responsible for day-to-day operations of a production IBM Case Foundation workflow application.
• A Workflow System Administrator who is typically required to help workflow participants to do the following tasks:
  • Locate work and complete workflows
  • Respond to management decisions that require changes to work items
  • Gather information about workflow activity to help management make business decisions
• During the production phase, the Workflow System Administrator manages operation of the workflow application and communicates with users and managers. In the workflow application deployment phase, the Workflow System Administrator coordinates activities with the Workflow Author to plan and control workflow application implementation into the production environment.

Agenda

Search for work

• Process Administrator
• Search options
• Viewing workflows and work items
• View and customize search results
• Ways to refine a search for work
• Use exposed fields in searches
• Use the Criteria tab to filter a search
• Search user queues
• View workflow history in Process Tracker

Modify work

• Reasons to modify work
• Tools for modifying work
• Work item status
• Locking work
• About workflow properties
• Modify data field values
• Modify workflow groups
• Open workflow or work item in Process Tracker
• Modify an attachment reference
• Considerations for modifying work

Process and manage work

• Tools for processing and managing work
• Ways to complete work items
• Assign or reassign work to participants
• Terminate work
• Delete work
• Designate a substitute participant
• Unlock work
• Add and remove trackers

Manage workflow exceptions

• About workflow exceptions
• Conductor queue
• Get information about workflow exceptions
• View the information stack
• Modify workflows and work items

Wymagane przygotowanie uczestników

Prerequisite skills and knowledge for this unit are:

• Familiarity with Windows 2008 operating systems.
• Familiarity with Java and Java Virtual Machines.
• General knowledge of relational database management systems.
• General knowledge of P8 Platform security concepts.
• General workflow terminology:
  • Workflow
  • Workflow definitions
  • Queues
  • Rosters.
• Start a P8 Platform system.
• Familiarity with P8 Platform administration interfaces, including:
  • Administration Console for Content Platform Engine
  • IBM Content Navigator

Recommended training path:

•  IBM Case Foundation 5.2.1: Introduction
•  IBM Case Foundation 5.2.1: Configure the Workflow System
•  IBM Case Foundation 5.2.1: Security
•  IBM Case Foundation 5.2.1: Maintain the Workflow System
•  IBM Case Foundation 5.2.1: Manage Work in Progress

Zagadnienia

• Use Case Foundation tools to search for work with basic and advanced search criteria.
• Modify work items.
• Process and manage work.
• Manage a workflow exception.

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