AVEVA™ Work Tasks 2023 SP1 Instructor-Led Training

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Description

The AVEVA™ Work Tasks 2023 SP1 Instructor-Led Training course is a 3-day, instructor-led class designed to provide a fundamental understanding of the features and functionality of the Work Tasks Business Process Management (BPM) software. BPM software is used to design and manage business processes, which include the activity flow of people and systems. It enables companies to model, execute, analyze, and improve operational processes to drive higher levels of productivity, collaboration, and innovation. This course provides lectures and hands-on labs to supply and reinforce the knowledge necessary to use workflows and forms in the AVEVA Work Tasks software. The information includes how to design workflows, work with various workflow activities to build processes, assign tasks to individuals or teams, and work with database data. It also addresses how to design adaptive user interfaces with the help of AVEVA Work Tasks forms, store form data in databases, use AVEVA Work Tasks lists, and interpret AVEVA Work Tasks reports. In addition, it introduces the AVEVA Work Tasks Pro mobile application.

Objective

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

  • Model business processes in AVEVA Work Tasks
  • Use workflow activities
  • Export and import a workflow
  • Provide collaborative approval and decision making
  • Handle timeout and escalation
  • Create calendars and queues
  • Design and create layouts of forms using the Panel form control and tabs
  • Use the Widget control to create reusable graphical components
  • Work with databases using form controls
  • Handle rich data using the Base Form control
  • Use lists to add information to repository databases
  • Work with reports
  • Create, export, and import packages
  • Gain an understanding of the AVEVA Work Tasks Pro mobile application

Outline

Module 1 – Introduction

  • Section 1 – Course Introduction
    • This section describes the objectives of the course, intended audience, prerequisites, and course agenda.
  • Section 2 – Introduction to Work Tasks Software
    • This section defines Business Process Management (BPM) and explains the Work Tasks software and its usage and position in the automation industry. It discusses the main capabilities of Work Tasks, describes the Work Tasks components, and introduces the Work Tasks connectors. In addition, it discusses Work Tasks implementation and benefits, processes, workflows, and activities. It also introduces Data Source, Repository, Central Configuration, and Enterprise Console. Connectors and extensions are also discussed to extend system capabilities.
  • Section 3 – Licensing and System Requirements
    • This section addresses licensing and describes hardware and software requirements, including the required IIS settings for Work Tasks development.

Module 2 – Exploring Work Tasks Features

  • Section 1 – Work Tasks Core Concepts
    • This section provides an overview of Work Tasks architecture. It describes the roles of the Work Tasks services and explains how to start Work Tasks using the Central Configuration. It also explains the function of the Work Tasks Enterprise Console and how to create a data source and a Work Tasks repository.
  • Section 2 – Work Tasks Security
    • This section provides an overview of Work Tasks Security. It discusses working with the Work Tasks providers: Active Directory, Repository User Provider, and Forms Provider. It also discusses creating a security group in Work Tasks and adding users and roles in a security group.
  • Section 3 – Working with Process Designer and Activities
    • This section introduces Process Designer. It discusses the Process Designer user interface, including the menu bar’s Publish and Test Run command, as well as the toolbar, design mosaic, and Work Tasks Human Activities category. It also discusses the Activity Properties pane and the Process Execution View.
  • Section 4 – Working with Variables
    • This section discusses the Work Tasks variables: Variable, Content variable, and XML variable. It also explains how to declare a variable.
  • Section 5 – Scheduler and Engine Activities
    • This section explains the following scheduler activities: Scheduler, Time Trigger, and Set Custom Timer. It also discusses the following engine activities: Rule, Decision, Update Variable, For-Each Loop, and Database. In addition, it addresses how to initialize and read a variable.
  • Section 6 – Integration and Email Activities
    • This section explains the following Integration activities: Script activity, Invoke WebAPI activity, and File Operations. It also discusses how to work with the following Communication activities: Email, Notification, and Wait for Email.

Module 3 – Working with Work Tasks Controls

  • Section 1 – Controls Overview
    • This section provides a high-level description of all controls and gives more detail on the Process Designer user interface.
  • Section 2 – Work Tasks Calendar Control
    • This section discusses the Organizational and Resource calendars. It defines the different options available in the Calendar control: create shifts, configure working/nonworking days in a week, and configure holidays. It also describes how to use the Calendar control with an Approval activity.
  • Section 3 – Work Tasks Queue
    • This section describes the Work Tasks queue. Discussions address the Manual Dispatch—LIFO and FIFO, and the Automatic Dispatch—Random, Round Robin, and Least Used Resource. There are also explanations of how to use automatic and manual queues in a workflow.
  • Section 4 – File Watcher Configuration
    • This section explains how to associate a workflow with Enterprise Console events and configure a file operation for a File Watcher workflow.

Module 4 – Forms

  • Section 1 – Work Tasks Forms
    • This section introduces Work Tasks forms and describes the Forms platform and Form properties tab options. The available tabs are Basic, Appearance, Advanced, and Scripts.
  • Section 2 – Form Controls and Containers Overview
    • This section provides an overview of Form controls and containers. It discusses the three types of Form controls: Controls, Containers, and Custom controls. It describes values for controls and containers within a form and also explains how to add controls and containers to the canvas. It describes the menu options of controls and containers. In addition, it introduces the properties pane for controls and containers and describes the common properties.
  • Section 3 – Controls and Containers
    • This section describes the text-entry, traditional data entry, and miscellaneous controls and their properties. It also discusses containers and describes the Fill Form and how to use forms to initiate workflows. In addition, it describes how to create different versions of a form and view all versions of a form. It explains how to associate workflows with forms, trigger a workflow by submitting a form, and access form data within the workflow. It also discusses Form XML Mapping.
  • Section 4 – Forms Design Layout and Scripting
    • This section describes how to design a form layout using the Container controls Base and Panel Form. It explains how to use the nested Panel control to organize the form layout and discusses scripting in the Form controls.
  • Section 5 – Invoking Forms
    • This section describes how to invoke forms from within a workflow and explains form parameters and how to invoke Form activity.
  • Section 6 – Using Invoke Form Activity and Getting Data from a Form
    • This section explains the following properties of the Invoke Form activity: Form Information, Notification Contents, Decision Influencers, and Responses and Outputs. It also explains how to create XML variables for forms within a workflow using both the Create an Output Instance XML variable from the Invoke Form activity’s properties and the XML variables from the Start activity’s properties and the Get Schema from FORM option. In addition, it describes how to use multiple outputs in a form, including how to configure outputs in the form and handle outputs within a workflow.

Module 5 – Lists

  • Section 1 – Generic List Table
    • This section explains a generic list table. It describes how to configure a generic list table and generate a Work Tasks form with a generic list table.
  • Section 2 – Custom List Table
    • This section explains the need for a custom list table. It describes how to create a list table and modify a Work Tasks form generated with a custom list table. It also discusses the List Import feature.

Module 6 – Database Operations

  • Section 1 – Working with Lookup Controls
    • This section explains how to use the default connection string. It also discusses the lookup types in Work Tasks: Data Lookup, Role Lookup, and User Lookup. It describes how to set up a Data Lookup and use lookup as a drop-down list.
  • Section 2 – Storing Data in a Database Using the Database Activity
    • This section describes how to create a variable to read/hold database data, set up a connection string to communicate with a SQL server database, and configure the Database activity. It also discusses how to use the Query procedure mode to run a database command in the Database activity and explains how to read XML data fetched from a database.
  • Section 3 – Using the Chart Control
    • This section discusses the Chart control used to display data in a chart format. It describes the properties of the Chart control and explains how to use lookup in the Chart control.
  • Section 4 – Work Tasks Log
    • This section explains the Work Tasks Logger control. It explains how to use a Work Tasks Logger activity and describes the Information, Warning, and Exception messages in a Work Tasks log.
  • Section 5 – Widgets
    • This section discusses the Widget Container control. It also describes the important Widget control properties: Widget Type, Widget, Configuration, Form Details, and Consider Available Height.

Module 7 – Reporting

  • Section 1 – Introduction to Business Activity Monitoring
    • This section introduces the capabilities of Business Activity Monitoring (BAM). It discusses built-in reports that show, from the Dashboard, the graphics for the workflow statuses and workflow instances. It describes the Process execution view, which shows the activity that contains the live workflow, a report on what happened in the workflow, and the time duration of activities. It also explains the analysis and alerts in workflows.
  • Section 2 – Work Tasks Reports
    • This section describes the Reports window. It discusses global reports versus a workflow report. It explains the default report types: the Dashboard Report shows the workflow statuses and instances; the Analyze Report shows all transactions and all executions, and how to access a workflow’s Execution view.
  • Section 3 – Introduction to the Process Execution View
    • This section introduces the Process execution view window of a workflow. It explains how to manage the execution of a workflow from the window and describes the views in the Process execution view window.
  • Section 4 – Introduction to Analyze Reports
    • This section describes how to work with layouts for Analyze Reports, which are table-based reports. It discusses how to sort, group data (by field and by box), filter data, show and hide columns, and then save, view, and delete layouts. It also describes how to export the data by discussing settings and the formats available, including XML, Excel, HTML, and text.

Module 8 – Application Distribution

  • Section 1 – Packaging
    • This section explains how and when to back up the repository data. It discusses the Package Template, focusing on the advantage of using Package. It discusses Package versus Recovery. It also describes how to add artifacts to a package template, the best practices of packaging, and how to export and import a package.

Module 9 – Going Mobile with AVEVA Work Tasks Pro

  • Section 1 – Work Tasks Pro Application
    • This section introduces the Work Tasks Pro mobile application. It discusses the capabilities, software and hardware requirements, and other important requirements like internet connectivity and ports. It also discusses two different methods to access Work Tasks Pro.

Prerequisites

Knowledge of the following tools, features, and technologies is required:

  • Basic understanding of Business Process Management (BPM)
  • Web concepts
  • Basic programming
  • Basic XML and Transact-SQL

Audience

Individuals who need to use the AVEVA Work Tasks software to model an existing industrial automation process or work with automated business processes

*Remarks:

*เงื่อนไขการยืนยันการ Training: การจัด training จะได้รับการยืนยันภายใน 14 วันก่อนวันเริ่ม Training โดยขึ้นอยู่กับจำนวนผู้ลงทะเบียนขั้นต่ำที่กำหนด หาก training ถูกยกเลิก ทางทีมจะแจ้งให้ทราบทางอีเมลที่ลงทะเบียนไว้

*การแจ้งเตือนและยืนยันรอบสุดท้าย: ผู้ลงทะเบียนจะได้รับอีเมล Reminder และ Final Confirmation 3 วันก่อนวันเริ่ม Training กรุณาตรวจสอบอีเมลและยืนยันการเข้าร่วมภายในเวลาที่กำหนด

Registration Link: AVEVA™ Work Tasks 2023, 2 – 4 Dec 2026 – Fill out form

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