Workflow Basics for Unit4 ERP

Duration: 1 Day

Level | Getting Advanced

A full day introduction course to the Unit4 Workflow facilities enabling an understanding of how in-system automation can support your organisation.

Summary

Understand how the seamless automation of key processes and authorisations, support the empowerment of your teams by reducing time and effort required to carry out traditional and essential tasks.

This course will give your users an introduction to the Unit4 ERP workflow capabilities giving them insight in to how they can support your internal automation requirements to build efficiencies into your own processes.

Learning outcomes

This course is designed as an introduction to the workflow functionality, its concepts, and how to maintain, understand, and troubleshoot workflow in the Unit ERP.

The objectives of this course are to help you understand:

• Workflow and how it is used in U4 ERP
• The importance of clear business processes and how applied using workflow
• The planning and care that must be taken when workflow is applied for any business
• The core elements of workflow
• How to read existing workflows
• How to build a basic workflow
• How you can manage workflow

Delegate pre-requisites

None – Introduction to Unit4

Who is it for?

• Application Support
• System Administrator

Language

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

Course Structure

Session 1

Introduction to Workflow​

In this session you will have an overview and introduction to the workflow in Unit4 ERP to understand what it is and how it is used.

The areas it will explain are:

• What is workflow?
• Looking at a workflow process
• Workflow terminologies
• Workflow application
• Workflow, document archive and action overview

Session 2

Workflow essentials

In this session you will be introduced to the essential elements that are needed for workflow in the Unit4 ERP.

The areas it will explain are:

• Element types
• Process definition
• Distribution rules
• Users and roles

Session 3

Creating a basic Workflow​

In this session you will define a simple workflow process from scratch based on a scenario.

This will cover the following:

• Understanding and defining the business process (on paper)
• Identifying the key setup required to build the workflow business process
• Understanding and modelling the steps in the Unit4 ERP to create the workflow map
• Confirming / building the necessary supporting setups

Session 4

Testing / Running Workflow

In this session you will cover testing and running of the end-to-end workflow process to gain an understanding of how a workflow will be used by an end-user.

This will cover the following:

• Workflow scenarios
• Entering Journals in U4 ERP Web
• Running workflow enquiries
• Approving and Rejecting workflow tasks

Session 5

Items to Follow Up

In this session you will be introduced to the Items to Follow Up area in the Unit4 ERP workflow to understand and learn how to manage workflow distribution troubleshooting.

This will cover the following:

• What is “items to follow up”?
• Looking at element types
• Triggering an “items to follow up” workflow task
• Items to follow-up window

Session 6

Managing Users

In this session you will learn how to manage workflow users, limits, supervisors and substitutes and understanding the relationship between these settings.

This will cover the following:

• Workflow limits
• Setting user supervisors
• Substitution
• Supporting enquiries

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.