James presented this entry-level ShareDo Configurator training over six days, in two-hour sessions starting on July 29, 2024.

Objectives of the course

• Discuss the core principles of ShareDo
• Provide an overview of some of the key functionality
• Equip the trainees with the skills to create a new work type and undertake some simple configuration, including data capture forms and a simple workflow.

The agendas for each day are as follows:

Session 1

This is the first of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Introduction to ShareDo and Modeller Tools
00:03:11 - Introduction to ShareDo
00:06:15 - Introduction to ShareDo Interface
00:09:21 - Using Notifications and Time Recording in ShareDo
00:12:24 - Understanding the Help Menu and Navigation
00:15:29 - Searching for Cases in ShareDo
00:18:46 - Creating List Views for Instruction Tracking
00:21:49 - Overview of Instruction Phases and Work Types
00:25:14 - Creating a New Instruction
00:32:15 - The fact-finding phase and creating an instruction
00:35:46 - Reviewing Potential Conflicts and Duplications
00:39:01 - System Design and Phase Model
00:42:21 - Creating a Matter & Adding Tasks
00:46:00 - Navigating the Matter Dashboard
00:49:16 - Presentation of Property Information and Key Dates
00:52:36 - Working Through Workflow Tasks
00:55:49 - Document Creation and Workflow
00:59:10 - Chronology and Custom Events
01:02:27 - List Views and Task Breakdown
01:09:19 - Adding Property Details
01:12:42 - Updating User Account
01:16:30 - Introduction to the Process
01:20:08 - Transition to Convert to Matter
01:23:21 - Troubleshooting and Refreshing the Widget
01:26:38 - Capturing Details and Creating Widgets
01:29:50 - Incomplete Work and Key Dates
01:40:28 - Conclusion of the Session

Session 2

This is the second of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Creating a New Work Type in ShareDo
00:03:00 - Modeller and configuration of work types
00:05:49 - Phases and Phase Plans
00:08:36 - Creating and Configuring Work Types
00:11:37 - Exploring Work Types
00:14:32 - Configuring the Structure of the System
00:17:18 - Hierarchy and Participant Roles in Matter Configuration
00:20:12 - Creating a Derived Type of Sale
00:23:11 - Icon
00:25:48 - Commencing Work
00:28:45 - Configuring Subtypes and Option Sets
00:31:33 - Assigning Work to a Statement of Work in Contract Management
00:34:16 - Statement of Work and Work Types
00:36:52 - Registering Names in the List
00:40:26 - Creating Relationships between Work Types
00:43:20 - Creating the Service Portfolio
00:49:12 - Creating the Instruction Structure
00:52:15 - Creating an Instruction Type
00:54:58 - Creating a new work type and managing phase plans in ShareDo
00:57:46 - Phase Plans and Phase Transitions
01:00:16 - Phases and Phase Guards
01:02:55 - Phase Plans and Copying
01:05:47 - Reviewing the Main Functions
01:08:44 - Tracking Time Spent in Phases
01:11:39 - Transitioning between phases
01:14:16 - Introduction to Phases and Transitions
01:17:12 - Modifying the Workflow
01:20:11 - Applying PES Layout:02 - Questions about matter phases and transitions
01:25:48 - Wrapping up for the Day

Session 3

This is the third of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Introduction to the Training Program
00:02:38 - Filling in the work tab
00:07:04 - Creating a Draft Instruction
00:10:00 - Setting Up Matters and Matter Types
00:13:49 - Moving from Phase to Phase using Milestones
00:16:20 - Operational Data Store (ODS)
00:19:02 - Assigning Participants and Roles
00:21:45 - Creating a New Buyer
00:24:34 - Creating Participant Roles
00:27:24 - Creating a new role in the system
00:30:04 - Adding a new role to the system
00:32:53 - Creating the Property Maintenance Person role
00:35:17 - Creating a Property Maintenance Role
00:37:52 - Capturing Correspondence Address
00:40:33 - Role Assignment and Management
00:42:59 - Setting the Behavior of the Counterparty Role
00:45:54 - Modifying behaviour and roles in the application
00:48:48 - Investigating EMT Brown's Connections
00:51:32 - Assigning Roles on a Case
00:54:22 - Q&A and Break
00:56:51 - Creating and Updating Key Dates
00:59:23 - Top Tips for Key Dates in Work Types
01:02:03 - Key Dates and Matter Instructions
01:04:46 - Creating Derived Types of Ministry of Justice Key Dates
01:07:25 - Creating a Derived Type of Real Estate Key
01:10:50 - Adding a New Category and Capturing Key Dates
01:13:24 - Setting Up Key Dates in a Form
01:15:55 - Setting Rules and Deadlines
01:18:38 - Moving and Editing Sections
01:21:49 - Filling in Key Dates
01:24:45 - Wrap Up

Session  4

This is the fourth of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Data Capture Forms and Aspects
00:03:36 - Working with Training Matter in Modeller
00:07:04 - Configuring the Main Section
00:10:26 - Customizable Warning Messages
00:14:00 - Configuring Display Rules
00:17:57 - Configuration and Categories
00:21:49 - Using Form Builder for Custom Data Capture
00:25:12 - Designing a New Form
00:28:46 - Introduction to the Form Editor
00:32:30 - Working with Fields and Sections
00:35:56 - Adding a Date Field
00:39:23 - Adding a Tool Tip and Field Attributes
00:42:53 - Debugging Form Builder
00:46:40 - Adding a Second Field
00:50:20 - Adding a Third Field and a Toggle
00:54:10 - Customizing Field Attributes
00:57:39 - Default Value Setting
01:01:32 - Text Validation and Placeholder Formatting
01:04:57 - Coffee Break and Questions
01:08:37 - Creating a Custom Form in Form Builder
01:12:08 - Adjusting the Display Order
01:15:45 - Adding Labels and Other Field Types
01:18:57 - Explanation of ODS entity picker and participant picker
01:22:32 - CSS Styling and Color Formatting
01:26:06 - Using Display Rules to Hide Options
01:29:34 - Setting Options with Option Set
01:33:22 - Setting the Display Order and Option Set Name
01:36:56 - Selecting and Updating Form Controls
01:40:37 - Using navbars and form Builders
01:44:37 - Form Builder and Workflow Triggers
01:48:07 - Replacing the Field ID

Session 5

This is the fifth of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Recap and Introduction to Data Composer
00:03:28 - Using Data Tags for Document Tagging
00:06:50 - Building a hierarchical structure in a case management system
00:09:48 - Overview of Data Composer
00:12:50 - Different Views and Configurations of Workbenches
00:15:56 - Changing the portal design and layout
00:19:03 - Business Rules and Templates
00:22:16 - Customizing the Portal View
00:25:34 - Editing the Design Page
00:29:05 - Adding an information message widget to the page
00:32:05 - Customizing Participants Widget
00:35:30 - Widget Configuration: Property Maintenance Person
00:39:10 - Property inspection date
00:42:40 - Creating a Key Facts Widget with Key Dates
00:45:59 - Adding Custom Data to a Table
00:49:31 - Adding the Property Maintenance Person Role to the Participant
00:53:20 - Introduction to Portal Designer and Widgets
00:56:55 - Creating a New Page for Kitchen sink
01:00:50 - Break Time
01:04:25 - List Views and Their Usage
01:07:48 - Creating a List of Telephone Calls
01:11:20 - Customizing Work Items
01:14:47 - Setting Up Telephone Call List
01:18:27 - Filtering and organizing tasks
01:22:25 - Training Matters and Work Types
01:26:08 - Filtering Matters by Phase
01:29:55 - Creating a Global Portal
01:34:12 - Adding and Customizing Columns
01:37:21 - Adding a new column to the list view
01:41:00 - Formatting and Managing List Views
01:44:50 - Cloning List Views

Session 6

This is the last of six sessions presented by James for hands-on configurator training.

Chapters

00:00:00 - Introduction and Recap
00:03:18 - Automating Processes with Visual Workflows
00:06:40 - Creating a Sales Training Workflow
00:10:06 - Introduction to the Canvas and Toolbox
00:13:24 - Workflow Automation with JavaScript
00:16:25 - Adding a New Workflow Step
00:19:27 - Workflow Variables: Work Item and Matter ID
00:22:36 - Understanding Variables and Triggers
00:25:45 - Triggering Workflows Based on Events
00:29:11 - Workflow Configuration and Mapping
00:32:53 - Adding and Reviewing Tasks
00:36:18 - Testing the Progression of Phases
00:39:28 - Allocating Ownership for Tasks
00:42:41 - Running Allocation Rules on Work Items
00:45:54 - Creating on the Fly
00:49:31 - Tracking Workflow Progress
00:52:44 - Troubleshooting Pause States
00:55:59 - Progress Milestone Transition
01:00:00 - Changing Workflow Phases and Error Messages
01:02:27 - Create Task Properties
01:06:00 - Creating a Call to Action Button
01:09:11 - Completing tasks and reviewing matters
01:12:59 - Adding the Completion Date
01:16:28 - Tracking Completion Dates
01:20:30 - Completion Date
01:24:31 - Variable Text Completion
01:29:25 - Splitting Workflow Paths
01:33:37 - Completing a Plan
01:36:49 - Automating Document Creation and Storage
01:39:55 - Managing Workflow Versions
01:43:19 - End of Training Sessions