Developing Workflows for IntelliPen – Beginner


Foundational skills for constructing IntelliCase workflows

Learning outcomes

  • Build out simple workflows using various types of executable
  • Incorporate checking, authorizing and diary features to workflows
  • Extend understanding to include ability to export, condition and clone workflows


  • Creating and editing processes
  • Including activities, tasks, transitions, fields, and SLAs
  • Structuring workflows to
  • Display standard IntelliPen data screens
  • Request information via check boxes
  • Make decisions
  • Allow checking and authorizing
  • Produce reports and communications
  • Use of the diary
  • Versioning, cloning, importing, and exporting
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.