Innovate your web input forms. This advanced Web Input Form Builder course will help you elevate your skills to the next level by effectively using component events, JavaScript and the ICE Secure Scripting Framework (SSF). We'll programmatically set component properties and navigate to web specific forms. Additionally, we'll explore integrating Encompass Developer Connect APIs and third-party APIs with custom web input forms to simplify integrations and dynamically provide enhanced usability.
Audience: Encompass Administrators, software developers
Knowledge Level: Intermediate

Field Triggers are a staple for building automation within Encompass. With all the new innovations within the ICE platform, you'll want to ensure your business rules are ready for use across all platform products, such as the Encompass web interface. We'll explore how to create Field Triggers so they are compatible across all platform products, the ways you can modify your existing business rules to provide automation across all platforms and the tools available to test them. What about Workflow Rules? Have you been hearing about them and wondering how they will impact your use of Field Triggers? We'll provide clear guidance on when to use them following ICE best practices.

Audience: Encompass Administrators, business analysts, managers, decision makers
Knowledge Level: Beginner/Intermediate

Workflow Rules drive successful workflow automation and allow you to adopt an exception-based workflow. In this course, we'll look at how you can use and configure Workflow Rules for use in both the desktop and web interface of Encompass. We’ll look at how Workflow Rules enable you to automate each piece of your workflow, such as ordering services, adding and clearing Enhanced Conditions, emailing notifications and adding and completing Workflow Tasks. Finally, we'll explore the Automation Audit feature to monitor the status of your Workflow Rules.
Audience: Encompass Administrators, business analysts, managers, decision makers
Knowledge Level: Beginner/Intermediate

Are you an Encompass administrator looking to learn about Encompass customizations, but do not know how to get started with JavaScript? This course will give you the basics to establish a working environment, understand the basics of JavaScript syntax for web customizations and integrate Encompass Developer Connect API calls within the Encompass framework.
Audience: Encompass Administrators, software developers
Knowledge Level: Beginner/Intermediate

Are you looking to automate your workflows? Workflow Tasks and Workspaces are keys to your success. Using Workflow Tasks, you can automate the creation, disposition and completion of your workflow tasks. In this course, we'll start with reviewing the differences in the tasks which are configured in the desktop version of Encompass and the Workflow Tasks configured in the web version of Encompass. Then we'll explore configuring your Workflow Tasks and Workspaces, use Workflow Rules to automate them and provide your users with the appropriate access to use them. Finally, we'll look at the ways the Task Pipeline will help your users navigate their tasks.
Audience: Encompass Administrators, business analysts, managers, decision makers
Knowledge Level: Beginner/Intermediate

Are you looking to automate your workflows? Enhanced Conditions are a key to your success. Using Enhanced Conditions, you can automatically add individual Enhanced Conditions to a loan file or add all applicable Enhanced Conditions based on your Automated Enhanced Conditions business rules. In this course, we'll first look at the differences between standard Conditions and Enhanced Conditions. We'll explore how you'll configure Enhanced Conditions based on best practices and automate them using Workflow Rules. You'll leave with an action plan to ensure a successful transition to Enhanced Conditions.
Audience: Encompass Administrators, business analysts, managers, decision makers
Knowledge Level: Beginner/Intermediate

Accelerate your workflow automation with ICE Data & Document Automation. In this course, we will integrate the administrative, management and user perspectives to identify key capabilities in the Data, Document and Analyzer toolbox that are poised to be a critical aspect of your Encompass workflow. Join us as we walk through processes that lay the groundwork for expanding the use of analyzer information to drive workflow, improve the consistency of document indexing and eFolder design and create strategies for user adoption of these changes.
Audience: Encompass Administrators, business analysts, managers, decision makers
Knowledge Level: Intermediate

Get ahead of the Encompass SDK sunset. In this course, we'll review what is changing and how you may be impacted. We'll discuss the changes needed to Encompass SDK plugins and standalone programs. We'll also explore alternative options to plugins and standalone programs. You'll leave with an action plan to help you ensure a successful transition.
Audience: Encompass Administrators, software developers
Knowledge Level: Intermediate