Communication and Process Automation

This self-paced course provides an introduction to the features and possibilities available with the Process Automation tool for the customers to engage and track communication with different international stakeholders.
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About the course

This online course equips you with the know-how required to automate commonly used processes in MoveON using the Process Automation tool.
Areas covered in the course include accessing Process Automation and assigning access rights, creating and configuring rule templates, adding and customising 'Event' and 'Time' based rules, optimising the usage of the rule template view, incorporating custom fields in rules, tracking rules and templates in the Process Automation Dashboards and making the most of Process Automation with help from Best Practice examples.

Course Lessons