EDMSIntermediateCertified
Workflow and automation
Designing and implementing automated approval circuits.
2 days (14 hours)
6 participants max
Certification included
Learning objectives
- Analyse and model document processes
- Design efficient approval circuits
- Configure automation rules
- Handle exceptions and special cases
- Reduce processing times
- Ensure the traceability of every action
Detailed programme
2 days to master workflows
Day 1
09:00 - 10:30
Workflow fundamentals
Concepts, types, actors and roles
10:45 - 12:30
Analysis and modelling
Process mapping, BPMN, use cases
13:30 - 15:00
Circuit configuration
Building simple workflows, steps and approvers
15:15 - 17:00
Approval rules
Conditions, deadlines, escalations and alerts
Day 2
09:00 - 10:30
Complex workflows
Parallel circuits, conditional approvals
10:45 - 12:30
Advanced automation
Triggers, automatic actions, scripts
13:30 - 15:00
Exception handling
Special cases, rejections, amendments
15:15 - 17:00
Hands-on workshop
Implementation on a real case, assessment of learning
Who is it for
- Process owners
- Project managers
- Advanced EDMS users
- Organisation consultants
Prerequisites: Basic EDMS knowledge or equivalent experience.
Duration
2 days (14h)
Participants
6 maximum
Certification
Included
Formats
On-site
Claire Peya
Process optimisation expert
10 years of experience in BPM and document flow automation in banking and insurance.
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