Available Process Director Training

As of 18 November 2022, the following training courses for Process Director are available at the Online Training Portal. More detailed descriptions of the course contents are also attached to this post as PDF files.

Using the Reach 360 LMS

This course describes how to use the Reach 360 Learning Management System (LMS) used to present the Process Director training. All new learners are automatically assigned to this training course.

Introduction to Process Director

This course describes the fundamental concepts behind Process Director and provides a brief demonstration of a Process Director application. The course covers important terms associated with Business Process Management (BPM), and provides a general overview of how Process Director implements key BPM principles to enable non-programmers to develop sophisticated No-Code BPM applications.

Introduction to Intelligent Automation

This course is designed to familiarize students with the basic concepts needed to implement an IA initiative in their organization.

Core Training

This course provides the basic knowledge needed for implementers to create a simple Process Director application. This course describes how to use forms, Process Timelines, and Business Rules to construct an application, and how to use Knowledge Views to extract data from, and report on, the application's usage. This course gives implementers who are not programmers the foundation they need to build BPM applications.

Application Development

This course describes the process of how to develop Process Director applications and is specifically tailored for non-programmers. It describes each stage of the application development process, best practices, and suggestions to successfully develop applications to reach the highest possible degree of buy-in from end-users.

Intermediate Training

This course builds on the knowledge learned in the Core training course to develop more complex applications without the need to write code. This course describes the use of Data Sources and Business Values to use external data in an application to implement more complex Form operations, how to create customized email templates, and more advanced Process Timeline configurations to change the operation of the Process Timeline based on internal or external conditions.

Advanced Training

This course covers advanced Process Director operations, such as using synchronous and asynchronous subprocesses, managing the development, test and production cycle, exporting and importing objects, creating a permissions methodology, advanced Form operations, and the use of the Goal object to create automated processes that can start autonomously based on any evaluable condition, such as changes to data outside of Process Director.

Case Management Training

This course details the fundamentals of implementing applications that use Adaptive Case Management to build highly ad hoc or unstructured applications that enable users to create applications that combine the advantages of human collaboration and decision-making with the process automation of traditional BPM.

Advanced Design Concepts

This course covers the advanced principles of designing Process Director applications. This course assumes the student has completed the Core, Intermediate, Advanced, and Developing Applications training courses as a prerequisite. The student will be expected to apply knowledge from previous training courses to implement advanced concepts into an application’s design without detailed instruction.

Reporting Training

This course provides report designers with training on how to perform advanced Knowledge View operations to create filtered reports for common reporting. For advanced reporting operations, this course covers the use of Process Director’s built-in report writer, the Advanced Reporting Component, to create sophisticated reports and infographics using any information accessible from inside—and outside—of Process Director to create information-rich reporting and dashboard solutions.

System Administration Training

This course provides system Administrators with training on every aspect of administering a Process Director installation from the built-in administrative console to configure the system, manage users and groups, create and manage user task delegation, synchronize users with Active Directory, configure installation settings, investigate log files, and perform troubleshooting operations.

Securing Process Director

This course describes the setting and best practices for administrators to enhance or customize the security of their Process Director installation.

Accessibility & Responsiveness

This course describes the basics of implementing accessibility and responsiveness features into Process Director applications. The course describes the common accessibility guidelines and how to implement them, including implementation that is built directly in to Process Director and work automatically, as well as those that are the responsibility of the designer. The course also covers what responsiveness is and provides guidance on some best practices for enhancing the product’s built-in responsiveness features.

Collaborative Document Features

This course is intended for users who will work with the Collaborative Document Features of Process Director. The course objectives are designed to provide students with the knowledge required to perform the basic operations of the Collaborative Document Markup and Collaborative Document Authoring components.

Mobile Application Component

This course is intended for users who will work with the Mobile Application Component of Process Director. The course objectives are designed to provide students with the knowledge required to perform the basic operations of the Mobile Application Component.

Using the Template Library

This course is designed to teach the basic operation of the Process Director Template Library feature.

Workspaces and Dashboards

This course is designed to teach the basic operation of Process Director Workspaces and Dashboard objects, and how to use them to create a custom UI for an application.

User Assignment

This course teaches the fundamentals of assigning Tasks to end users. It covers assignment methods, result handling, task restarts, and other advanced topics around user assignment.

REST Web Services

This course covers the fundamentals of REST Services, How REST Services work, how to handle data returned in both XML and JSON formats, JSONPath and XPath, and how to build Business Values that use REST data.

Meta Data

This course covers the metadata features of Process Director and includes instructions on how to build a metadata taxonomy, exporting/importing metadata, and how to apply metadata to Process Director objects.

Stream Actions

This course covers how to create, schedule, and run Stream Actions to create processes from an external recordset on a manual or scheduled basis.

Additional Attachments

Three PDF documents attached to this article provide more comprehensive overviews of our training offerings.

1. The Course Organization file gives a broad overview of each course.
2. The Training Syllabi file gives a more detailed description of the courses and their primary learning objectives.
3. The Training Outline file provides detailed outlines of each course's training content.