IBM Case Foundation 5.2.1 - Manage Work in Progress - F234G

Description

application.

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Search for work

Process Administrator
Search options
Viewing workflows and work items
View and customize search results
Ways to refine a search for work
Use exposed fields in searches
Use the Criteria tab to filter a search
Search user queues
View workflow history in Process Tracker

Modify work

Reasons to modify work
Tools for modifying work
Work item status
Locking work
About workflow properties
Modify data field values
Modify workflow groups
Open workflow or work item in Process Tracker
Modify an attachment reference
Considerations for modifying work

Process and manage work

Tools for processing and managing work
Ways to complete work items
Assign or reassign work to participants
Terminate work
Delete work
Designate a substitute participant
Unlock work
Add and remove trackers

Manage workflow exceptions

About workflow exceptions
Conductor queue
Get information about workflow exceptions
View the information stack
Modify workflows and work items

Aim

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

Use Case Foundation tools to search for work with basic and advanced search criteria.
Modify work items.
Process and manage work.
Manage a workflow exception.

Participant requirements

Prerequisite skills and knowledge for this unit are:

Familiarity with Windows 2008 operating systems.
Familiarity with Java and Java Virtual Machines.
General knowledge of relational database management systems.
General knowledge of P8 Platform security concepts.
General workflow terminology:

Workflow
Workflow definitions
Queues
Rosters.

Start a P8 Platform system.
Familiarity with P8 Platform administration interfaces, including:

Administration Console for Content Platform Engine
IBM Content Navigator



Recommended training path:

F230 IBM Case Foundation 5.2.1: Introduction
F231 IBM Case Foundation 5.2.1: Configure the Workflow System
F232 IBM Case Foundation 5.2.1: Security
F233 IBM Case Foundation 5.2.1: Maintain the Workflow System
F234 IBM Case Foundation 5.2.1: Manage Work in Progress

Participant

A Workflow System Administrator who is responsible for day-to-day operations of a production IBM Case Foundation workflow application.
A Workflow System Administrator who is typically required to help workflow participants to do the following tasks:

Locate work and complete workflows
Respond to management decisions that require changes to work items
Gather information about workflow activity to help management make business decisions



During the production phase, the Workflow System Administrator manages operation of the workflow application and communicates with users and managers. In the workflow application deployment phase, the Workflow System Administrator coordinates activities with the Workflow Author to plan and control workflow application implementation into the production environment.