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Connecting People, Knowledge, Process

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Mitratech University provides end users, administrators and developers continuing education for sound practices and discipline in Collaborative Accountability for high-liability enterprise processes.

TeamConnect Document Generator / Easy Docs

This course provides students with the skills to become document template designers. Students will gain a deep understanding of Document Generator, a powerful tool that automatically generates customized letters and other documents from XML templates that are designed according to an organization's needs and requirements.

Course Name:
TeamConnect Document Generator / Easy Docs

Audience:
Developer, User, Admin

Duration:
3 Days

Format:
50% Lecture, 50% Lab

Type:
Instructor-led training

Who Should Attend:

Solution developers, business analysts, and other specialists who need to create templates for document generation, by automatically retrieving data from the system and inserting it in the document using the specified format.

Skill Level:
Intermediate

Available Locations:
Private Location, Online Course Delivery, Client Location

Skills Obtained:

After this training you should be able to:

  • Document Generator template parts and the steps involved in creating them;
  • Document Generator tags, their structure, attributes, purpose, and usage;
  • How to navigate to and retrieve the necessary information from TeamConnect.
Prerequisites:
  • Previous System Administration training;
  • Experience with HTML and XML;
  • Familiarity with the structure of objects and their attributes in TeamConnect’s Object Model, and an understanding of how these objects and attributes correspond to items in the user interface;
  • Familiarity with the differences between system fields, custom fields, sub-objects, and related objects;
  • A thorough understanding of your organization’s business logic and processes.

Course Outline:

Day 1 - Document Generator Basics

  • Document Template example
  • Create a simple Document Template
  • Write and format the Document Content
  • Understand Placeholders
  • Document Template Tags
  • Use the different Document Template Tags

Day 2 - Document Template Process Outline

  • Learn how to nest to navigate
  • Locate Object Attribute Names in the Object Model
  • Define filter screens
  • Define screens for user input
  • Prepare RFT files •Convert Document Template to XML
  • Upload and test the Document Template

Day 3 - Workshop

  • Workshop Exercises
  • Retrieve Data from Related Objects
  • Use Qualifiers to filter Sub-Objects
  • Compare Custom Fields
  • Compare Sub-Objects
  • Test if an existing Claim exists
  • Retrieve data from user-selected involved contact of the opened Claim

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