S Primavera Unifier: uDesigner

• Oracle Unifier uDesigner – Modular Course Structure
• SECTION I: Navigation and Interface

Module 1: Navigation and Sign-In

• Topics
• Sign In Procedures (OIM/OAM Enabled & Disabled)
• Home Page and Navigation Tabs
• Unifier’s Tab Model and Tab
• Navigation: Switch to a Location / Add a Tab / Location
• Mode Navigation and Design Workspaces
• Signing In to Unifier
• Tab and Mode Navigation
• Lesson Review
• Learning Objectives
• Sign in to Unifier in different environments
• Navigate the Unifier interface efficiently
• Understand tabs, modes, and workspaces
• SECTION II: Design and Development Concepts

Module 2: Design and Development Concepts

• Topics
• Unifier Server Types
• Design Versions
• Design and Development Cycle (Top-Down & Bottom-Up)
• Identifying Business Needs and Engaging Design Teams
• Defining Unifier Objects and Components
• Assigning Design Permissions
• Design & Development Best Practices
• Lesson Review
• Learning Objectives
• Understand the Unifier design and development lifecycle
• Define and design Unifier objects
• Apply best practices for design and permissions

Module 3: Creating Data Structures

• Topics
• Data Structures Overview
• Data Definitions and Data Elements
• Creating and Editing Basic Data Definitions
• Creating and Editing Data Elements
• Supplemental Data Examples
• Lesson Review
• Learning Objectives
• Create and manage data structures and elements
• Edit and maintain data definitions in Unifier

Module 4: Record Statuses

• Topics
• Record Status Concepts
• Record Status Assignment (Workflow & Non-Workflow)
• Creating Record Statuses
• Sorting Record Status Order
• Lesson Review
• Learning Objectives
• Define record statuses and assign them to workflows
• Maintain record status sequences and orders
• SECTION III: Shells and Forms

Module 5: Shells

• Topics
• Shell Terminology and Attribute Forms
• Shell Types and Data Structures
• Mandatory and Required Data Elements
• Form Composition and Compare Form Design
• Creating Single-Instance Generic Shells
• Adding Blocks and Data Elements to Detail Forms
• Running the Error Check
• Lesson Review
• Learning Objectives
• Create and configure shells
• Add and manage forms and data elements
• Perform error checks on shell designs

Module 6: User Attributes Form

• Topics
• User Attributes Form Concepts
• Defining User Attribute Sub-Nodes and Logs
• User Data Pickers, Auto-Population, and Filter Assignees
• Integrating Company Users and User Picker
• Lesson Review
• Learning Objectives
• Design user attribute forms and logs
• Configure auto-population and filters for users
• SECTION IV: Business Process Design

Module 7: Business Process Creation

• Topics
• Business Process (BP) Creation Methods
• Simple-Type and Single Record BP
• BP Properties (Statuses, Options, Additional Tabs)
• Notify Additional Users
• Creating Upper Forms, Blocks, and Data Elements
• Completing a Business Process
• Lesson Review
• Learning Objectives
• Create and configure simple and single-record BPs
• Design upper forms and data element blocks

Module 8: Reusing Forms

• Topics
• Ways to Reuse Forms
• Upper Form Templates and Copying Forms
• Copying BPs and Templates
• Linking, Updating, Unlinking, and Deleting Templates
• Lesson Review
• Learning Objectives
• Reuse and template forms effectively
• Maintain upper form templates and linked business processes

Module 9: Line Item-Type Business Processes

• Topics
• Non-Workflow Line Item BPs
• Workflow Line Item BPs (e.g., Meeting Minutes)
• Using Upper Forms, Detail Forms, Item Logs
• Multiple Tabs Support and Standard Log
• Workflow Diagrams
• Lesson Review
• Learning Objectives
• Create and manage line item-type BPs with and without workflow
• Design forms, logs, and multi-tab structures

Module 10: Conditional Routing

• Topics
• Conditional Routing Concepts and Limitations
• Resolving Actions and Deleting Conditions
• Adding Conditional Routing to a Workflow
• Lesson Review
• Learning Objectives
• Configure conditional routing within workflows
• Manage rules, actions, and limitations

Module 11: Formulas

• Topics
• Formula Types (Numeric, Text, Date)
• Design Considerations
• Adding Numeric, Text, and Date Calculations to Forms
• Lesson Review
• Learning Objectives
• Create formulas for calculations and data validation
• Apply formulas to forms and business processes

Module 12: Validation

• Topics
• Validation Concepts and Design Considerations
• Adding Validation to BPs
• Lesson Review
• Learning Objectives
• Implement validation rules for forms and business processes

Module 13: Auto-Publish to Document Manager

• Topics
• Auto-Publish Functionality and BP Types
• Publishing Attachments to DM
• Auto-Publish Paths and Properties
• Defining Auto-Publish for Records and Attachments
• Lesson Review
• Learning Objectives
• Configure auto-publish to DM
• Define rules for publishing attachments and records

Module 14: Workflow Actions via Email

• Topics
• Workflow Actions via Email Concepts
• Email Response Requirements and Validation
• Defining Email Notification Elements
• Lesson Review
• Learning Objectives
• Configure workflow email notifications and response settings

Module 15: Auto-Sequencing

• Topics
• Auto-Sequencing Concepts and Properties
• Configuring and Formatting Auto-Sequence Elements
• Creating Auto-Sequence Elements
• Lesson Review
• Learning Objectives
• Configure auto-sequencing for BP and data elements
• Manage sequencing properties and elements

Module 16: Consolidation

• Topics
• Consolidation Concepts and Restrictions
• Defining Consolidation in BPs
• Lesson Review
• Learning Objectives
• Implement consolidation for line item and other BPs
• Apply restrictions and best practices

Module 17: Auto-Population

• Topics
• Auto-Population Concepts and Sources
• Mapping Data Sources
• Auto-Population Restrictions
• Auto-Populate from Single-Record BPs, DM Forms, Constant Values
• Lesson Review
• Learning Objectives
• Configure auto-population for data elements and BPs
• Map sources to destinations accurately

Module 18: Linked Elements

• Topics
• Linked Elements Concepts and Restrictions
• Best Practices for Shells and BPs
• Creating Linked Elements in Shells and BPs
• Lesson Review
• Learning Objectives
• Configure linked elements to enforce relationships
• Apply best practices in shell and BP design

Module 19: Integration

• Topics
• Integration Concepts and Runtime Examples
• Building and Adding Integration to BPs
• Lesson Review
• Learning Objectives
• Implement integration between BPs and external systems
• Apply integration in runtime scenarios

Module 20: uDesigner Versioning

• Topics
• Version Concepts and Restore Options
• Restoring Previous Versions and Snapshots
• Saving and Using Snapshots
• Lesson Review
• Learning Objectives
• Manage design versions and snapshots
• Restore previous versions for design consistency

Module 21: Deploy Designs

• Topics
• Deploying BPs, Attribute Forms, and Shells
• Deploy Permissions
• Configuration Package Management
• Lesson Review
• Learning Objectives
• Deploy designs across the Unifier environment
• Manage configuration packages and permissions

Module 22: Business Process Types

• Topics
• BP Types, Sub-Types, and Classifications
• Document-Type, Cost-Type, Text-Type, RFB, and Project/Shell Creation
• Importing BPs as XML
• Lesson Review
• Learning Objectives
• Identify and configure various BP types
• Apply appropriate BP templates and import processes
• Capstone
• Case Study – Part 2: Practical application of all modules

Review of uDesigner Fundamentals: Login, Navigation, Design Cycle, Data Structures, Shells, BPs, Workflow, Integration, Versioning, Deployment