At Course Completion 
Upon completion of this course, students will be able to: 

• Understand the fundamentals regarding Architecture
• Describe the difference and understand when to use a standard process approach and when to use a case management approach
• Understand process design tools
• Design an advanced case based process with mandatory and optional fragments
• Build re-usable processes
• Use Advanced Workflow Rules
• Leverage dynamic due dates, resources, and roles
• Handle exceptions and SLA breaches
• Work with states, events and preconditions, branching rules, and business rules
• Use more advanced features e.g. scripting, expressions, web services, and .NET activities
• Design process templates and skins, dynamic BPM
• Build and customize a case based forms site
• Create dynamic dropdowns, and create lookups
• Configure form validation
• Configure calculation and business rules
• Create display rules
• Configure localization
• Team collaboration and deployment
• Pass a Certification Examination with a score of 85% or higher

 

Prerequisites 

• Completion of the Kofax TotalAgility 7 Essentials course
• To maximize the learning experience, it would be beneficial if the student
had the following:
• Awareness of programming concepts (you do not have to write code on this course)
• Understanding of BPM Concepts
• Basic working knowledge of:
• SQL databases
• Microsoft Internet Information Services (IIS) Manager

 

Course Outline

DAY 1

Module 1 – Introduction to Class 
• Duration, prerequisites and materials 
• Goals 
• Class structure and module overviews 
• Import training processes, create site and build forms

Module 2 – Case Fragments and Sub Processes 
• Mandatory case fragments 
• Design an optional case fragment 
• Build case fragment forms 
• Initiate an optional fragment from a menu 
• Case completion property 
• Test an optional fragment 
• Create a sub process 
• Add a sub process node 
• Map data into and out of a sub process 
• Test a sub process 
• DEMO 
• LAB

Module 3 – Due Dates and SLA’s 
• Set expected duration and SLA threshold for a process 
• Set expected duration, due date (lead time), and SLA threshold for an activity 
• Understand the business calendar 
• DEMO 
• LAB

Module 4 – Dynamic Due Dates and Milestones 
• Calculate a dynamic due date 
• Configure an activity to use a dynamic due date 
• Create milestones 
• Set when milestones are reached 
• Test milestone and dynamic due dates 
• DEMO 
• LAB

DAY 2

Module 5 – Triggers and Exceptions 
• View an activity trigger process 
• Set an activity trigger 
• Test triggers 
• View an exception process 
• Associate an exception with a process/server 
• DEMO 
• LAB

Module 6 – Advanced Workflow Rules, Dynamic Resources, and Roles 
• Configure advanced workflow rules 
• Test advanced workflow rules 
• Configure dynamic resources 
• Dynamically set case owner 
• Test dynamic resources and case owner 
• Creating a floating role 
• Populate a floating role 
• Test roles 
• DEMO 
• LAB

Module 7 – Branching Rules
• Examine branching rules
• Test branching rules
• DEMO 
• LAB

Module 8 – Process States 
• Add process states 
• Associate a state change with an activity 
• Test states 
• DEMO 
• LAB 

Module 9 – Events and Preconditions 
• Add an event and precondition 
• Raise an event 
• Test events and preconditions 
• DEMO 
• LAB

DAY 3

Module 10 – Script and Integration Nodes 
• Configure script nodes 
• Configure a .NET node 
• Configure an expression node 
• Configure a web service node 
• Test script and integration nodes 
• DEMO 
• LAB

Module 11 – Templates and Skins, Dynamic BPM 
• Create a process template 
• Create a skin 
• Test skins 
• Modify a process dynamically 
• Customize a job dynamically 
• Job upgrader 
• DEMO 
• LAB

Module 12 – Document a Process 
• Produce a design document for a process 
• DEMO 
• LAB 
• LAB

Module 13 – Customize Forms 
• Customize forms 
• Rows, columns, and cells 
• Add form controls e.g. textbox, dropdown, radio button, calendar control 
• Configure controls 
• Create navigation 
• Add form and site navigation 
• Add navigation security 
• DEMO 
• LAB

DAY 4

Module 14 – Events and Actions 
• Add form controls e.g. labels, textboxes, checkbox , buttons, calendars 
• Set control properties 
• Create form and control actions e.g. OnLoad, OnClick, Redirect, DB Query, .NET 
• Set up database connections 
• Perform lookups – dynamic and static lookup dropdown lists 
• Configure radio button lists 
• Other control types – tabs, tables, and embedded web pages 
• DEMO 
• LAB

Module 15 – Form Validation 
• Add validation to a form 
• Field length, type, format, error message, and tooltips 
• Mandatory and optional fields 
• Set field focus 
• Set tab order 
• Causes validation and confirmation messages 
• Test validation 
• DEMO 
• LAB

Module 16 – Calculation Rules, Business Rules, and Display Rules 
• Call a business rule from a form 
• Create calculation rules 
• Execute calculation rules 
• Test calculation and business rules 
• Create display rules 
• Execute display rules 
• Test display rules 
• DEMO 
• LAB

Module 17 – Popup Forms, Tables, and Begin/End Conditions
• Add languages and translations to a site 
• Create a popup form
• Table control and begin/end condition
• Call a popup form
• Test popup forms
• DEMO 
• LAB

Module 18 – JavaScript
• Create a JavaScript action
• Add a JavaScript function to a form
• Run JavaScript
• DEMO 
• LAB

Module 19 – Localization (Optional Lab)
• Add languages and translations to a site
• Export/Import languages
• Site languages and the language selector control
• Multi-lingual actions
• Setting/getting job language
• Set language from job
• DEMO 
• LAB

Module 20 – Team Collaboration and Deployment
• Team collaboration
• Export and Import
• Deployment
• DEMO
• LAB

Module 21 – Certification and Testing
• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM