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Maximo Application Suite - Manage: Workflow Development

In this course, we will look at how workflow processes can be developed to support custom business requirements. We'll see how various nodes can be used to design business logic and route records to...

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$1,900 USD
Duration 2 days
Course Code MAX4334G
Available Formats Classroom, Virtual

Overview

In this course, we will look at how workflow processes can be developed to support custom business requirements. We'll see how various nodes can be used to design business logic and route records to individuals and groups of individuals for approval or action.

Skills Gained

After completing this course, you should be able to:

  • Understand workflow designer application and configurations
  • Create roles
  • Create actions
  • Create condition, manual input, interaction, task, wait and subprocess nodes
  • Understand benefits of escalations in workflow
  • Understand different methods of routing workflow
  • Understand procedure of escalating assignment of tasks
  • Understand procedure of configuring escalation to initiate workflow

Who Can Benefit

Implementation Consultants, Administrators, Technical Sales, System Users

Prerequisites

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Course Details

Module 1: Introduction to Workflow Planning and Design

  • Course Objectives
  • Describe the importance of Workflow
  • Describe the different stages of a Workflow
  • Understand Workflow Actions
  • Describe different Workflow components
  • Understand Sample Workflow    

Module 2: Introduction to Workflow Designer

  • Workflow Designer Application
  • Different tabs available
  • Use of fields
  • Use of Actions
  • Workflow Processes

Module 3: Workflow Administration

  • Workflow Administration application
  • Use of Workflow Administration

Module 4: Roles in Workflow

  • Role Usage
  • Role Types
  • Permissions and Workflows
  • Person Groups
  • AUTOACCEPT and AUTOREJECT Roles    

Module 5: Actions in Workflow

  • What are Actions-
  • Different Types of Actions: Application Actions, Set Value, Change Status, Action Groups, Command Line Executable, Automation Script Action, Custom Class Action
  • Using Actions in Applications

Module 6: Condition Nodes 

  • Concept of Condition Nodes
  • Creating Condition Nodes
  • Condition Node Configuration
  • Different types of Conditions

Module 7: Task Nodes

  • Task Node Overview
  • Creating Assignments
  • Conditional Assignments
  • Assignee Relationships
  • Calendar Based Assignments
  • Escalating Assignments
  • Advanced Task Usage

Module 8: Manual Input Nodes

  • Using Manual Input Nodes
  • Configuring Choices
  • Example Configuration
  • Conditional Options

Module 9: Escalations in Workflow

  • Benefits of Escalations in Workflow
  • Different ways of launching workflows
  • Escalate the Assignment of a task
  • Initiate a Workflow using Escalations

Module 10: Interaction Nodes

  • Message Display
  • User redirection
  • Triggering an Application Action
  • Triggering another Workflow

Module 11: Workflow Subprocesses   

  • Concept of Condition Nodes
  • Creating Condition Nodes
  • Condition Node Configuration
  • Different types of Conditions

Module 12: Wait nodes

  • Concept of Wait Nodes
  • Properties of Wait Nodes
  • Use of Wait Nodes
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Schedule

5 options available

  • Jun 2, 2025 - Jun 3, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EDT
    Live Virtual | 9:30AM 5:30PM EDT
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  • Jul 14, 2025 - Jul 15, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EDT
    Live Virtual | 9:30AM 5:30PM EDT
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    Enroll Add to quote
  • Sep 15, 2025 - Sep 16, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EDT
    Live Virtual | 9:30AM 5:30PM EDT
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  • Nov 3, 2025 - Nov 4, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EST
    Live Virtual | 9:30AM 5:30PM EST
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  • Dec 15, 2025 - Dec 16, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EST
    Live Virtual | 9:30AM 5:30PM EST
    Enroll
    Enroll Add to quote

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

This was effective way to provide a ton of information in a short time period.

Class was very informative, although one lab didnt but will try again later

Although there seemed to be too many links for the course, everything worked smoothly.

great class and packed with material, would have lived to spread it more into many days but overall very informative.

Easy to use and exactly what I was looking for. Value for money was exceptional.