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.

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