Automation and Contract Profiles Training

Automation and Contract Profiles Training

Please see the attachments for detailed information, recording available from within the Vimeo weblink


Three Attachments available + a link for the Recorded Training:

      1.  Detailed notes that accompany the Recording, titled "Detailed Notes - Automation & Contract Profiles Training.pdf"
      2.  Example of a visually mapped Workflow diagram, titled "Workflow Example.pdf"
      3.  The Q&A from the training, titled "Q&A - Automation & Contract Profile Training.pdf"
      4.  The recorded training from 4/18/2023 explaining the Automation & Contract Profiles functionality of the Automation and Workflow Module

      
      Click HERE for the Automation & Contract Profiles Training Video 
   


Agenda of Training from the "Automation & Contract Profiles.pdf" document and recording
1.  Required and Related Modules
2.  Configuration Review
3.  Best practices for Configuration & Testing Efforts
4.  Automation Functionality
5.  Contract Profiles Functionality
6.  Report Options

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