Maximo Application Suite - Manage: Workflow Development MAX4334G

Implementation Consultants, Administrators, Technical Sales, System Users

After completing this course, you should be able to:

• Understand workflow designer application and configurations
• Create roles
• Create actions
• Create condition, manual input, interaction, task, wait and subprocess nodes
• Understand benefits of escalations in workflow
• Understand different methods of routing workflow
• Understand procedure of escalating assignment of tasks
• Understand procedure of configuring escalation to initiate workflow

Module 1: Introduction to Workflow Planning and Design

• Course Objectives
• Describe the importance of Workflow
• Describe the different stages of a Workflow
• Understand Workflow Actions
• Describe different Workflow components
• Understand Sample Workflow

Module 2: Introduction to Workflow Designer

• Workflow Designer Application
• Different tabs available
• Use of fields
• Use of Actions
• Workflow Processes

Module 3: Workflow Administration

• Workflow Administration application
• Use of Workflow Administration

Module 4: Roles in Workflow

• Role Usage
• Role Types
• Permissions and Workflows
• Person Groups
• AUTOACCEPT and AUTOREJECT Roles

Module 5: Actions in Workflow

• What are Actions?
• Different Types of Actions: Application Actions, Set Value, Change Status, Action Groups, Command Line Executable, Automation Script Action, Custom Class Action
• Using Actions in Applications

Module 6: Condition Nodes

• Concept of Condition Nodes
• Creating Condition Nodes
• Condition Node Configuration
• Different types of Conditions

Module 7: Task Nodes

• Task Node Overview
• Creating Assignments
• Conditional Assignments
• Assignee Relationships
• Calendar Based Assignments
• Escalating Assignments
• Advanced Task Usage

Module 8: Manual Input Nodes

• Using Manual Input Nodes
• Configuring Choices
• Example Configuration
• Conditional Options

Demonstration: Creating a Simple WorkflowStudent

Exercises: Lab 1: Simple Workflow

Module 9: Escalations in Workflow

• Benefits of Escalations in Workflow
• Different ways of launching workflows
• Escalate the Assignment of a task
• Initiate a Workflow using Escalations

Module 10: Interaction Nodes

• Message Display
• User redirection
• Triggering an Application Action
• Triggering another Workflow

Demonstration: Interaction Nodes

Module 11: Workflow Subprocesses

Module 12: Wait nodes

• Concept of Wait Nodes
• Properties of Wait Nodes
• Use of Wait Nodes

Demonstration: Subprocess Nodes

Student Exercises: Lab 2: SR Workflow