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Live Webinar – March 4th 2015, 12:00-1:00 PM EST
Offered by ASPE (REP 2161) 1 Category A PDU – Free PDU
Note: Although ASPE is an REP presentations may have to be recorded as a Cat C PDU Event – Contact Traci Lester Marketing Specialist at ASPE for more information

In Andy’s November session Custom Workflow Solutions in SharePoint Server 2013 Part IV, (pduOTD description) we were building a business solution designed to implement a multilevel approval process for expense reporting.

Previously, Andy created a custom workflow using SharePoint Designer 2013.

It used the following features:

  • Creating a custom workflow with SharePoint Designer 2013.
  • List, libraries, and content types in the workflow process.
  • Workflow building blocks Step, Stages, Actions, Conditions, and Loops.
  • Assigning a Task and Starting a Task Process.
  • What an initiation form is and how workflows use initiation forms.
  • Two types of workflow data – variables and initiation parameters.
  • Retrieve data from a data source during run time.

In this webinar Andy Huneycutt will complete our real world example of the expense reporting approval process.

The features covered will include:

  • Customizing the workflow tasks list
  • Building a web page for manager reporting and key performance indicators
  • Using web parts as an out-of-the-box reporting tool
  • Implementing a Content Search Web Part
  • Best practices for working with workflow variables.

PDU Category C (PMBOK 5) documentation details:

Process Groups: Executing
Knowledge Areas: 9 – Human Resources

  • 9.1 Plan Human Resource Management
  • 9.2 Acquire Project Team
  • 9.3 Develop Project Team
  • 9.4 Manage Project Team

As a Category C “Self Directed Learning Activity” remember to document your learning experience and its relationship to project management for your “PDU Audit Trail Folder”

Click to register for Custom Workflow Solutions In SharePoint Server 2013: Expense Reporting Approval Process