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Admin – Workflow Advanced for Unit4 ERP

Learn how to enhance your existing Unit4 ERP workflow skills by gaining a deeper understanding of the extensive workflow automation and its capabilities to improve your internal automation processing.

Duration: 1 Day

Level | Getting Advanced

Learn how to enhance your existing Unit4 ERP workflow skills by gaining a deeper understanding of the extensive workflow automation and its capabilities to improve your internal automation processing.


Enabling efficiencies is crucial for all companies, especially in the current climate where streamlining business processes is even more critical and taking advantage of any best practice automation is always in the top three of an IT strategy.

Aimed at an audience with existing Unit4 ERP Workflow knowledge, this one-day course will extend any existing skills in process automation with the aim to promote an easier end-user experience.

Learning outcomes

This course is designed for users who are proficient in Unit4 ERP workflow with a good understanding and working knowledge of workflow cornerstones therefore it would be an advantage to have attended the previous Workflow introduction course as we will build on the concepts outlined there.

The objectives of this course are to help you extend your existing knowledge so you can understand and apply:

  • Master file elements to workflow
  • Multi-level approvals using distribution rules and OR-Splits
  • Workflow deadlines, escalations and email alerts
Delegate pre-requisites

Workflow Basics

Who is it for?

  • Application Support
  • System Administrator

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Review and Recap of Workflow Basics

In this session we will have a quick refresher on the Unit4 ERP Workflow fundamentals.

Session 2

Master File Workflow

In this session you will gain an understanding of the master file setup and how this can be applied to workflows in the Unit4 ERP.

The areas it will explain are:

  • Master file workflow overview
  • Setup of draft project approval
Session 3

Multi-Level Approvals

In this session you will understand multi-level approvals in workflows.

Using the following you will understand the pros and cons of both methods and how to apply them:

  • Distribution Rules
  • OR-Splits
Session 4

Deadlines, Reminders, Escalations and Email alerts​

In this session your will understand the differences between reminders and escalations and apply reminders, escalations and email alerts to your workflow:

The areas it will explain are:

  • Setup reminders for overdue tasks
  • Escalate tasks to supervisors
  • Setup email alerts for reminders and escalations

Premium Education training subscription

Part of the College of System Admin

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

The overall learning experience was one I thoroughly enjoyed. I felt completely comfortable to ask any questions nothing was too much trouble for the trainer who made me feel completely at ease. The pace of delivery was excellent and easy to follow and what was nice is that we discussed our processes and other areas relating to workflow to enhance our knowledge of what can be done within the system. I would highly recommend the course which has definitely given me more skills and knowledge for my role. Everyone was engaging on the course and asking questions it was great and I think much of that was down to the trainer in the delivery of the session. A big thank you to the trainer for making it an enjoyable learning experience.

Support & Development Officer South Wales Police
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