Workflow Basics for Unit4

Workflow Basics for Unit4 ERP. Covering an Introduction to U4BW 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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Clear
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An Introduction to Workflow

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Resources, Users, Menu Access and Data Control

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IntellAgent (IA)

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Delete & Archive Data

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Managing Workflow & reports

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Batch Input Maintenance

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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.

Get in touch about training!