Archer 6 Advanced Workflow Beyond the Basics

Document created by Joseph Cantor Employee on Aug 6, 2020Last modified by Joseph Cantor Employee on Nov 5, 2020
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Schedule & Register

Schedule Only 

On-Demand - Coming Soon

 

 

In order to register for a class, you need to first create a Dell Education account

 

If you need further assistance, contact us

Summary

Take your Advanced Workflow skills to the next level by building on skills acquired during Archer Administration II training. You already know how to create a basic workflow, but now you have the opportunity to analyze and revise existing workflows. Leverage and preserve out of the box functionality while adding new workflow components to your applications and questionnaires.

 

Overview

This one-day workshop expands on Advanced Workflow skills introduced during the Archer 6 Administration II course. Participants will engage in advanced hands-on activities that build upon previously acquired skills to analyze and revise existing workflows, explore best practices for design considerations, and gain experience with bulk updates and troubleshooting advanced workflows.

 

Audience

Archer administrators or anyone interested in learning about Archer Advanced Workflow,

 

Delivery Type

Live or Virtual Classroom, as well as On-Demand Classroom (coming soon). (learn more about modalities)

 

Duration

1 Day

 

Prerequisite Knowledge/Skills

Students must have completed one of the following course sequences:

 

Note: This is an advanced course and takes you beyond the skills acquired in the Archer
Administration II course. It is not intended to teach entry level Advanced Workflow skills and does not
provide guidance on pre-requisite skills. Individuals without this previous knowledge will likely not have
a satisfactory outcome or experience from this course.

 

Learning Objectives

Upon completion of this training, the learner should be able to:

• Analyze and modify existing Advanced Workflows
• Configure Advanced Workflow Actions by Email
• Locate and analyze records using the Advanced Workflow Job Troubleshooting Tool
• Complete Bulk Actions
• Track records enrolled in Advanced Workflow

 

Course Outline

  • AWF Refresher
    • Use Evaluate Content nodes to add a new workflow path while maintaining the out of the box functionality
  • Evaluate and Modifying and Existing Advanced Workflow
    • Update an Existing Advanced Workflow
    • Design Considerations and Best Practices
    • Modifying Existing Fields and Layouts
  • Configure AWF Actions by Email
  • Enable Record-Level Workflow Auditing
  • Bulk Update Jobs for Advanced Workflow
  • Schedule Bulk Enrollment
  • AWF Troubleshooting Tool
  • Advanced Workflow Installation Overview and Troubleshooting

 

 

Schedule & Register

Schedule Only

 

 

In order to register for a class, you need to first

create a Dell Education account If you need further assistance, contact us

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