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Using and Configuring Process Designer 9.x (PD370)

Course Description Schedule Course Outline

Course Overview

Participants in this training learn the skills required to build and modify existing workflows to support business processes, use rule sets and rule types to define business rules, use the Task Planner to design and schedule planned tasks, and describe authorization roles and security areas. This course covers Process Designer for Service Manager version 9.40 Codeless mode, in which Process Designer workflows and functionality are fully implemented for the following modules: Knowledge Management, Service Desk, Incident Management, Problem Management, Change Management, Request Fulfillment, and Service Level Management.

Who should attend

System Administrators and other personnel responsible for the implementation of HP Service Manager.


To be successful in this course, you should have the following prerequisites or knowledge:

  • Familiarity with Service Manager processes and workflows
  • Familiarity with Service Manager configuration tools

Course Objectives

Upon successful completion of this course, you should be able to:

  • Describe HP Service Manager Process Designer (Process Designer) and the modules in Service Manager 9.40 Legacy and Codeless mode that use Process Designer
  • Use the following Process Designer components:
    • Workflow Designer
    • Business Rules Editor
    • Security Model
    • Task Planner
  • Work with the Help Desk (Service Desk, Incident Management, Problem Management), Change Management, Knowledge Management, and Request Fulfillment workflows

Course Content

  • Overview of the Process Designer
  • Components of the Process Designer – Workflow Designer
  • Components of the Process Designer – Business Rule Editor
  • Components of the Process Designer – Security Model
  • Components of the Process Designer – Task Planner
  • Service Desk Interaction Workflow
  • Incident Management Workflow
  • Problem Management Workflow
  • Working with Changes and Tasks
  • Working with Knowledge Documents
  • Request Fulfillment Workflow
Classroom Training

Duration 3 days

Price (excl. tax)
  • Germany: 1,665.- €
Dates and Booking
Click on town name to bookSchedule
21/08/2017 - 23/08/2017 Gelnhausen