AVEVA™ Work Tasks

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.
• Section 3 – Licensing and System Requirements
  • This section describes the Work Tasks editions: Enterprise, Professional, and Developer. It discusses the licensing model, which consists of the License Manager and License Server, as well as Flex Credits, which allow you to get a Flex or Non-Flex license. It also 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, 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 address 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, Date Time, traditional data entry, and miscellaneous controls and their properties. It also discusses containers.
• 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 the Fill Form and discusses how to use forms to initiate workflows. It explains how to associate workflows to forms, trigger a workflow by submitting a form, and access form data within the workflow. It also 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 Table List
  • This section explains a generic table list. It describes how to configure a generic table list and generate a Work Tasks form with a generic table list.
• Section 2 – Existing Table List
  • This section explains the need for an existing table list. It describes how to create a table list and modify a Work Tasks form generated with an existing table list.
• Section 3 – Work Tasks Lookup
  • This section explains 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.

Module 6 – Database Operations 

• Section 1 – Reading Data from a Database
  • 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 2 – 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 3 – 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.

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 the drop-down list for 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 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 explains how to access Work Tasks Pro inside and outside the corporate network.