Creatio Analyst, Creatio Developer
Guided learning

Creatio administration and configuration

August 1-12, 2022 | 10:00 am utc-4
Next available dates: September 5-16
$700  |  8 sessions | 16 hours
About course

Who should take this course

This guided learning course is intended for implementation consultants, CRM coordinators, business analysts and other users that are familiar with any Creatio product at end-user level and are looking to learn more about its customization capabilities.

What to expect

The participants will take part in a variety of learning courses on all topics listed below. Additionally, they will be able to apply their knowledge by completing practical assignments with the help of our trainer.

Prework

We recommend to prepare for the training with these free e-learning courses.

Platform basics

Lessons and topics

DAY 1
PACKAGES & WIZARDS
Packages: Using packages to transfer configured functionality to other environments
1 hour
Section wizard: Using the section wizard to create and edit sections.
1 hour
DAY 2
DETAIL WIZARD & BUSINESS RULES
Business rules: Setting up business rules
1 hour
Detail wizard: Using the detail wizard to create and edit details.
1 hour
DAY 3
FILTERS & ANALYTICS
Setting up columns in section lists
40 minutes
Filters & Dynamic folders
40 minutes
Analytics: setting up dashboards
40 minutes
DAY 4
REPORTS & ACCESS PERMISSIONS
Reports: Setting up a report using the MS Word plugin.
1 hour
Managing users and the organizational structure: Creatio user administration and management.
1 hour
DAY 5
ACCESS PERMISSIONS & DYNAMIC CASES
Setting up access permissions to objects and operations: Access permissions to objects, sections and operations. Inheritance of access permissions.
1 hour
Dynamic case management (DCM): Setting up a case in a section.
1 hour
DAY 6
DYNAMIC CASES & BUSINESS PROCESSES
Dynamic case management (DCM): Setting up steps on stages.
40 minutes
Business processes: setting up a sub-process
1.3 hours
DAY 7
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours
DAY 8
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours

About trainer

Lena Smetanenko
Technical Trainer, Creatio

Professional trainer experienced in low-code application development.  Her professional background is in account management, marketing and sales.

Registration

Format: 8 sessions | 16 hours
Time:
10:00 am - 12:00 pm UTC-4
Upcoming session:
August 1-12, September 5-16
Cost: $700
Language: English
Provided by: Creatio