Description

Introduction

The Workflow Automation and Document Routing in Fiserv DocPlus course provides participants with the skills to design, implement, and optimize automated document workflows. The course focuses on streamlining document routing, approvals, and task assignments, enabling organizations to reduce manual effort, improve efficiency, and maintain compliance. Participants will learn to leverage DocPlus tools to create intelligent workflows aligned with business processes.

Prerequisites

• Completion of Fiserv DocPlus Fundamentals or DocPlus Administration

• Basic understanding of document management processes

• Familiarity with enterprise workflows and task management

Table of Contents

1. Introduction to Workflow Automation
 1.1 Overview of Workflow Concepts
 1.2 Benefits of Automating Document Processes
 1.3 Key Features of DocPlus Workflow Engine

2. Understanding Document Routing
 2.1 Routing Principles and Scenarios
 2.2 Conditional Routing and Decision Rules
 2.3 Routing Based on Roles, Departments, and Metadata

3. Designing Automated Workflows
 3.1 Workflow Mapping and Process Analysis
 3.2 Creating Workflow Templates in DocPlus
 3.3 Defining Tasks, Approvals, and Notifications

4. Workflow Configuration and Implementation
 4.1 Configuring Routing Rules and Conditions
 4.2 Assigning Tasks to Users and Groups
 4.3 Testing and Validating Workflows

5. Monitoring and Managing Workflows
 5.1 Tracking Workflow Progress and Status
 5.2 Handling Exceptions and Escalations
 5.3 Reporting on Workflow Performance

6. Integration with Document Management
 6.1 Linking Workflows to Document Libraries
 6.2 Automating Document Capture and Indexing
 6.3 Synchronizing Workflows with External Systems

7. Security and Compliance in Workflows
 7.1 Role-Based Access and Permissions for Workflow Tasks
 7.2 Audit Trails for Document Routing
 7.3 Ensuring Regulatory Compliance

8. Advanced Workflow Techniques
 8.1 Parallel and Sequential Task Management
 8.2 Using Alerts, Reminders, and Escalations
 8.3 Optimizing Workflows for Efficiency

9. Best Practices and Case Studies
 9.1 Designing Effective and Scalable Workflows
 9.2 Lessons from Real-World Implementations
 9.3 Continuous Workflow Improvement

The Workflow Automation and Document Routing in Fiserv DocPlus course empowers participants to automate document processes, streamline approvals, and optimize routing. By mastering workflow design and management, organizations can achieve higher operational efficiency, accuracy, and compliance in document handling.