TYLER IMPLEMENTATION

Session Date: 05/18/2016 – 05/19/2016 / Start time: 8:30 AM End time: 4:00 PM
Product Module: System Administration / Tyler Resource:
Session Title: Workflow Approvals and Notifications Set-up Training
Required Attendees
  • Client System Administrator(s)
  • Functional Leaders
Required Classroom Setup
  • Workstation for the Tyler Consultant, with access to Munis Live and Train
  • Internet access
  • Projector or Smart Board
  • White board or flip chart with markers
  • Telephone
  • Ideally, one computer per class attendee, with access to Munis Train
Prerequisites
Tyler eLearning Resources
  • Using the Munis Ribbon
  • Overview of Workflow Business Rules v11

Session Topics
Workflow Admin – Overview
  • Workflow Settings
  • Workflow User Attributes - Reviewed during security setup
  • Workflow Business Rules (Note: Details of each business rule type will be discussed during or after each module training session)

Business Rules

  • Review all relevant business rules
  • Rules by purchasing location
  • Rules by GL segment
  • Rules by dollar amount
  • Over budget
  • Notification vs. Approval
  • Role Based Approvals
Steps – leave gaps between steps to allow for future growth.
  • For example, steps 5, 10, 15, etc. may be utilized
  • Multiple approvers at one step – will you utilize this functionality?
  • Will all approvers at each step be required to respond or is it first come first serve?
  • Copy
  • Mass Change
  • Pending Actions
  • Approval History
  • Workflow Changes Audit
  • System Department Codes
  • Pending Actions (Administration Mode)
  • Workflow Fields Groups
Alert Administration
  • Alert Business Rules
  • Alerts (Administration Mode)
  • Alerts
  • Alert Generation
System Administration Inquiry
  • Workflow Business Rules Inquiry
  • Workflow Pending Actions Inquiry
  • Workflow Approval History
  • Alert Business Rule Inquiry
  • AlertsInquiry
Workflow Web Parts for Dashboard and Centrals
  • My Workflow
  • Workflow Manager
  • Workflow Command Center (Central Program)
Workflow Parameters
  • Approval Aging
  • Workflow Rejected
  • Workflow Completed

Session Wrap-up
  • Review of day’s accomplishments, tasks assigned and any open items requiring follow-up by the Implementation Consultant or decisions pending with the client.
  • Your Implementation Consultant will use the last 15 minutes of the training session to document the day’s activities and any open issues that need follow-up on the site report.