Kofax TotalAgility 7.4 SPA

At Course Completion

Upon completion of this course, students will be able to:

• Understand the fundamentals regarding Architecture
• Describe the difference and understand when to use a standard process approach and when to use a case management approach
• Understand process design tools
• Design an advanced case based process with mandatory and optional fragments
• Build re-usable processes
• Use Advanced Workflow Rules
• Leverage dynamic due dates, resources, and roles
• Handle exceptions and SLA breaches
• Work with states, events and preconditions, branching rules, and business rules
• Use more advanced features e.g. scripting, expressions, web services, and .NET activities
• Design process templates and skins, dynamic BPM
• Build and customize a case based forms site
• Create dynamic dropdowns, and create lookups
• Configure form validation
• Configure calculation and business rules
• Create display rules
• Configure localization
• Team collaboration and deployment
• Pass a Certification Examination with a score of 85% or higher

Prerequisites

• Completion of the Kofax TotalAgility 7 Essentials course
• To maximize the learning experience, it would be beneficial if the student had the following:
• Awareness of programming concepts (you do not have to write code on this course)
• Understanding of BPM Concepts
• Basic working knowledge of:
• SQL databases
• Microsoft Internet Information Services (IIS) Manager

Course Outline

DAY 1

Module 1 – Introduction to Class

•  Duration, prerequisites and materials
• Goals
• Class structure and module overviews
• Import training processes, create site and build forms

Module 2 – Case Fragments and Sub Processes

• Mandatory case fragments
• Design an optional case fragment
• Build case fragment forms
• Initiate an optional fragment from a menu
• Case completion property
• Test an optional fragment
• Create a sub process
• Add a sub process node
• Map data into and out of a sub process
• Test a sub process
• DEMO
• LAB

Module 3 – Due Dates and SLA’s

• Set expected duration and SLA threshold for a process
• Set expected duration, due date (lead time), and SLA threshold for an activity
• Understand the business calendar 
• DEMO
• LAB

Module 4 – Dynamic Due Dates and Milestones

• Calculate a dynamic due date
• Configure an activity to use a dynamic due date
• Create milestones
• Set when milestones are reached
• Test milestone and dynamic due dates
• DEMO
• LAB

DAY 2

Module 5 – Triggers and Exceptions

• View an activity trigger process
• Set an activity trigger
• Test triggers
• View an exception process
• Associate an exception with a process/server
• DEMO
• LAB
  

Module 6 – Advanced Workflow Rules, Dynamic Resources, and Roles

• Configure advanced workflow rules
• Test advanced workflow rules
• Configure dynamic resources
• Dynamically set case owner
• Test dynamic resources and case owner
• Creating a floating role
• Populate a floating role
• Test roles
• DEMO
• LAB

Module 7 – Branching Rules

• Examine branching rules
• Test branching rules
• DEMO
• LAB

Module 8 – Process States

• Add process states
• Associate a state change with an activity
• Test states
• DEMO
• LAB

Module 9 – Events and Preconditions

• Add an event and precondition
• Raise an event
• Test events and preconditions
• DEMO
• LAB
  

DAY 3

Module 10 – Script and Integration Nodes

• Configure script nodes
• Configure a .NET node
• Configure an expression node
• Configure a web service node
• Test script and integration nodes
• DEMO
• LAB
  

Module 11 – Templates and Skins, Dynamic BPM

• Create a process template
• Create a skin
• Test skins
• Modify a process dynamically
• Customize a job dynamically
• Job upgrader
• DEMO
• LAB

Module 12 – Document a Process

• Produce a design document for a process
• DEMO
• LAB

Module 13 – Customize Forms

• Customize forms
• Rows, columns, and cells
• Add form controls e.g. textbox, dropdown, radio button, calendar control
• Configure controls
• Create navigation
• Add form and site navigation
• Add navigation security
• DEMO
• LAB
  

DAY 4

Module 14 – Events and Actions

• Add form controls e.g. labels, textboxes, checkbox , buttons, calendars
• Set control properties
• Create form and control actions e.g. OnLoad, OnClick, Redirect, DB Query, .NET
• Set up database connections
• Perform lookups – dynamic and static lookup dropdown lists
• Configure radio button lists
• Other control types – tabs, tables, and embedded web pages
• DEMO
• LAB

Module 15 – Form Validation

• Add validation to a form
• Field length, type, format, error message, and tooltips
• Mandatory and optional fields
• Set field focus
• Set tab order
• Causes validation and confirmation messages
• Test validation
• DEMO
• LAB

Module 16 – Calculation Rules, Business Rules, and Display Rules

• Call a business rule from a form
• Create calculation rules
• Execute calculation rules
• Test calculation and business rules
• Create display rules
• Execute display rules
• Test display rules
• DEMO
• LAB

Module 17 – Popup Forms, Tables, and Begin/End Conditions

• Add languages and translations to a site
• Create a popup form
• Table control and begin/end condition
• Call a popup form
• Test popup forms
• DEMO
• LAB

Module 18 – JavaScript

• Create a JavaScript action
• Add a JavaScript function to a form
• Run JavaScript
• DEMO
• LAB

Module 19 – Localization (Optional Lab)

• Add languages and translations to a site
• Export/Import languages
• Site languages and the language selector control
• Multi-lingual actions
• Setting/getting job language
• Set language from job
• DEMO
• LAB
  

Module 20 – Team Collaboration and Deployment

• Team collaboration
• Export and Import
• Deployment
• DEMO
• LAB

Module 21 – Certification and Testing

• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM