Developing Workflows for IntelliPen – Beginner


Foundational skills for constructing IntelliCase workflows.

Learning outcomes

  • Build out simple workflows using various types of executables.
  • Incorporate checking, authorising 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
  • Display standard IntelliPen data screens
  • Request information via check boxes
  • Make decisions
  • Allow checking and authorsising
  • Produce reports and communications
  • Use of the diary
  • Versioning, cloning, importing, and exporting

Course list

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