Developing Workflows for IntelliPen – Intermediate


Building workflows that require more complex processing and bespoke screens

Learning outcomes

  • Create or enhance workflows to cater for user input into workflow forms
  • Accessing results from calculations and applying them to the workflow
  • Apply wizards into workflows and maintain place and order when partially completed


  • Capturing data with workflow forms
  • Embedding wizards in workflows
  • (e.g.) for running calculations and changing member status
  • Accessing calculation results from a workflow
  • Automated Queue
  • Batch Jobs from Workflows
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.