Creating and Managing Workflows in SharePoint 2010
Workflows are a powerful efficiency tool which can be used to organize and track process driven tasks. In this 2 day course, application and customization of these workflows is demonstrated using real world examples, as well as investigating how Visio and SharePoint Designer can be used to enhance the experience. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:
- Introduction to workflows
- Workflow scenarios
- Creating workflows from Built – In Templates
- Collect Feedback Routes a document or item to a group of people for feedback. Reviewers can provide feedback, which is then compiled and sent to the person who initiated the workflow.
- Approval Routes a document or item to a group of people for approval. The Approval workflow is a staged approval model (that is, the first set of approvers can undergo the review and approval process, then the next set of approvers, and so on).
- Collect Signatures Routes a document that was created in a Microsoft application to a group of people to collect their digital signatures. .
- Three-state Designed to track the status of a list item through three states (phases). It can be used to manage business processes that require organizations to track a high volume of issues or items, such as customer support issues, sales leads, or project tasks.
- Issue Tracking Routes an issue to team members for resolution. It presents a Web page to the user who makes possible the entry of new issues; for example, customer complaints.
- Disposition Approval Manages document expiration and retention by letting participants to decide whether to keep or delete expired documents. The Disposition Approval workflow supports record management processes and is intended for use primarily in a Records Center site.
- Configuring workflow settings
- Deploying workflows
- Extending workflows with MS SharePoint Designer 2010
- Creating workflows from MS Visio 2010