This one-day workshop expands on Advanced Workflow skills introduced during the Archer 6 Administration II course. Participants will engage in advanced hands-on activities that build upon previously acquired skills to analyze and revise existing workflows, explore best practices for design considerations, and gain experience with bulk updates and troubleshooting advanced workflows.
Students must have completed the following course sequence:
Note: This is an advanced course and takes you beyond the skills acquired in the Archer Administration II course. It is not intended to teach entry level Advanced Workflow skills and does not provide guidance on pre-requisite skills. Individuals without this previous knowledge will likely not have a satisfactory outcome or experience from this course.
Upon completion of this training, the learner should be able to:
• Analyze and modify existing Advanced Workflows • Configure Advanced Workflow Actions by Email • Locate and analyze records using the Advanced Workflow Job Troubleshooting Tool • Complete Bulk Actions • Track records enrolled in Advanced Workflow