Workflow Basics for Unit4
Workflow Basics for Unit4 ERP. Covering an Introduction to U4 ERP workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and an introduction to managing workflow.
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An Introduction to Workflow
Resources, Users, Menu Access and Data Control
IntellAgent (IA)
Delete & Archive Data
Managing Workflow & reports
Batch Input Maintenance
Flexi-field, forms, document archive & dynamic zoom
The Course
Who is this course for:
Users must be proficient in U4BW with a good understanding of U4BW cornerstones
Materials included:
Each trainee will receive an instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.
