Micro Focus/HPE Content Manager Training
Understanding and Using Workflows

1 Day

This course covers how to use the Workflow module within Content Manager (formerly HPE Trim/Records Manager). 

This session is aimed at users who require the knowledge to develop and modify workflows within their organisation.

In Content Manager, workflow is the flow of work between organisational groups or individuals, and specific tasks, known as activities, are grouped together to define the workflow process.  These activities are linked together via defined conditions that determine the start and finish date of each activity, the assignee and what is required for each activity.

  • Overview of the Workflows module and how to use it
  • Creating and completing workflows and activities
  • Developing and maintaining templates
  • Editing workflows
  • Configuring and maintaining workflows
  • Searching for workflows
  • Attaching records to workflows
  • Includes a copy of course materials

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