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Training Courses

Mar 3, 2023 7:30:00 AM

BP Logix offers many training courses to improve your knowledge of Process Director. To see the details of each course, click on any of the course titles below.

Introduction to Process Director

This course describes the fundamental concepts behind Process Director and provides a brief demonstration of a Process Director application. 

Introduction to Intelligent Automation

This course is designed to familiarize students with the basic concepts needed to implement an IA initiative in their organization.

Core Training

This course provides the basic knowledge needed for implementers to create a simple Process Director application. 

Application Development

This course describes the process of how to develop Process Director applications and is specifically tailored for non-programmers. 

Intermediate Training

This course builds on the knowledge learned in the Core training course to develop more complex applications without the need to write code. 

Advanced Training

This course covers advanced Process Director operations.

Case Management Training

This course details the fundamentals of implementing applications that use Adaptive Case Management.

Advanced Design Concepts

This course covers the advanced principles of designing Process Director applications.

Reporting Training

This course covers how to create simple reports using Knowledge Views and more complex reports using the Advanced Reporting Component.

System Administration

This course provides system Administrators with training on every aspect of administering a Process Director installation.

Securing Process Director

This course describes the settings and best practices for administrators to enhance or customize the security of Process Director.

Permissions Methodology

This course describes how to create, maintain, and administer a permissions methodology on Process Director systems.

Accessibility and Responsiveness

This course describes the basics of implementing accessibility and responsiveness features into Process Director applications.

Using the Template Library

This course is designed to teach the basic operation of the Process Director Template Library feature.

Workspaces and Dashboards

This course is designed to teach the basic operation of Process Director Workspaces and Dashboard objects.

User Assignment

This course teaches the fundamentals of assigning Tasks to end users. 

REST Web Services

This course covers the fundamentals of REST Services, and how to use REST data in Process Director.

Meta Data

This course covers how to build and apply a metadata taxonomy to Process Director objects for sophisticated categorization and searching.

Stream Actions

This course covers how to create, schedule, and run Stream Actions to create processes from an external recordset on a manual or scheduled basis.

Form Conversions and Transformations

This course covers the methods for converting Process Director Forms and documents to PDF format, and how to insert data into PDF and Word forms.

Collaborative Document Features

The course covers the basic operations of the Collaborative Document Markup and Collaborative Document Authoring components.

Mobile Application Component

The course covers using the Mobile Application Component to enable end users to interact with Process Director from any mobile device.

Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Training Portal

Customers with learner accounts can log into the training portal to access their courses.

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Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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