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OpenText Content Manager Using Workflow

Course Overview

This training course provides participants with the practical skills required to use the Workflow functionality within OpenText Content Manager.


Participants will learn how to initiate workflows, complete assigned workflow activities, reassign tasks where required and understand how workflows support consistent business processes and help organisations meet operational timeframes.


Training is delivered within your organisation's own environment wherever possible, allowing participants to learn using familiar workflows, business processes and system configurations.


All training sessions are recorded and provided following completion for future reference.



Topics Covered

This course covers:

  • Overview of Workflow functionality

  • Initiating workflows from a record

  • Initiating workflows without a starting record

  • Viewing workflow activities assigned to you

  • Completing workflow activities

  • Rolling back workflow activities

  • Reassigning workflow activities

  • Authorising workflow activities

Frequently Asked Questions

Who should attend this course?

This course is designed for staff who use Workflow within OpenText Content Manager to manage business processes and complete workflow activities.

What will I learn?

You'll learn how to initiate workflows, complete and authorise workflow activities, reassign tasks, roll back workflow activities when required and effectively manage your workflow responsibilities.

Is this course suitable for beginners?

Participants should have completed the OpenText Content Manager Introduction and Intermediate Training courses or have equivalent experience using the platform.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager environment and build version.

Will participants receive a recording?

Yes. A recording of the training session is provided following completion.

Book Content Manager Training

Call 1800 392 392 or enquire online to book your training session.

Course Details

Platform

Content Manager Desktop, Context or Web Client

Duration

3 Hours

Delivery

Remote via Microsoft Teams

Maximum Attendees

10

Recording Included

Yes

Prerequisites

Participants should have completed:

  • OpenText Content Manager Introduction Training

  • OpenText Content Manager Intermediate Training

or have equivalent practical experience.


Audience

Suitable for all staff with an OpenText Content Manager licence who use Workflow as part of their day-to-day responsibilities.


Ready to get started?

Contact us to book or enquire about this training course.

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Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.