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Jadu Workflow Foundation Training
Course Overview
Aims and Objectives
Approaching this Course
An introduction to the Continuum Platform
What is Jadu Continuum
About Continuum CXM
About Continuum XFP
About Continuum CMS
About the Integrations Hub
Getting Started
Setting up CXM
Homepage overview
Video: Menus and Navigation (2:35)
Managing Users, Roles and Groups
Order of Approach
Video: Users, Roles and Groups (7:33)
Understanding Permissions
Registration
Video: Putting It All Together (6:41)
Creating Workflows
Planning your Workflow
Video: What is a Workflow? (7:39)
The Workflow Menu
Services
Fields
Creating Case Fields
Case Types
Creating case statuses
Creating case transitions
Creating case forms
External Form redirects
Creating case notifications
Creating case rules
Case Dates
Video: Creating a Workflow (13:13)
How Do I Use CXM?
Using CXM
Searching with Jadu CXM
Search options
Video: Search options (2:08)
Case Lists and Filters
Main Dashboard view
Dashboard Columns
Creating a filter
Video: Dashboards and Filters (4:05)
Individual Case Dashboards
Case dashboard view
Video: The Case Dashboard (3:50)
Creating Person Records and Cases
Creating a person record
Person Dashboard
Creating a case using CXM form
Creating a case using an XFP form
Foundation Assessment Test
CXM Foundation Assessment
CXM Practitioner Course Content
CXM Practitioner Course Content
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