OpenText Content Manager Workflow Configuration & Administration

Course Overview

This administrator training course provides participants with the practical knowledge required to configure and administer Workflow templates within OpenText Content Manager.

Participants will learn how to design Workflow templates and activities, attach reference documents, initiate and manage workflows, administer workflow templates and generate workflow reports. The course also explores the importance of business analysis and process mapping to ensure workflows are configured to support organisational requirements and operational efficiency.

To maximise the value of the training, participants are encouraged to provide up to four examples of their organisation's business processes prior to the session. These examples are incorporated into the training, providing practical, hands-on experience using workflows relevant to your organisation.

Training is delivered within your organisation's own environment wherever possible, allowing participants to work with familiar business processes, configurations and workflow requirements.

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

Topics Covered

This course covers:

Overview of Workflow functionality
Understanding the importance of business analysis and process mapping
Documenting business processes before configuration
Understanding the Workflow Editor
Creating Workflow templates and activities
Attaching reference documents to workflows
Initiating workflows from a record
Initiating workflows without a starting record
Viewing and completing workflow activities
Rolling back, reassigning and authorising workflow activities
Updating and administering Workflow templates
Running workflow reports

Frequently Asked Questions

Who should attend this course?

This course is designed for staff responsible for configuring, administering and maintaining Workflow templates within OpenText Content Manager.

What will I learn?

You'll learn how to design and configure Workflow templates, create workflow activities, manage workflow execution, administer templates and generate workflow reports that support your organisation's business processes.

Why do I need to provide business processes before training?

Participants are encouraged to provide up to four examples of their organisation's business processes before training. These examples are used throughout the session to provide practical, hands-on experience configuring workflows directly relevant to your organisation.

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.