Kofax Education - More About Certifications

CERTIFICATIONS

Kofax Certifications

What better way to prove your skills than to get certified? A Kofax certification could be just what you need to stay ahead. Pick a certification below to find out more.

AP Agility

Certified AP Agility 2.3 Installer

Certified AP Agility 2.3 Solution Developer

AP Essentials (ReadSoft Online)

Certified ReadSoft Online 10.3 Business User

Certified ReadSoft Online Administrator

AP Essentials 10.4 Business User Certification

AP Essentials Administrator Certification Exam

Capture

Certified Capture 11 Professional Developer

Communications Manager

Certified Communications Manager Professional Developer

Certified Communications Manager 5.3 Content Creator

Insight

OD-IN-ESS-054

MarkView

Certified for MarkView Solution Administration

Certified for MarkView Server Administration

Power PDF

Certified PPDF 5.0 Administrator

Process Director

Certified for Process Director for Accounts Payable

RPA

Certified for RPA 10.4

Certified for RPA 10.4 (Japanese)

EX-RPA-JPN-104

Certified RPA 11.1 Citizen Developer

Certified RPA 11.1 Professional Developer

SignDoc

Certified SignDoc 3.1 Administrator

Certified SignDoc Standard 3.1 Implementation Engineer

TotalAgility

Certified for Kofax TotalAgility 7.7 Administration

Certified for TotalAgility 7.8 Cognitive Capture Essentials

Certified TotalAgility 7.9 Citizen Developer

Certified TotalAgility 7.7 Administrator

Certified TotalAgility 7.8 Professional Developer

Certified TotalAgility 7.8 Master Developer

Certified TotalAgility 7.10 Professional Developer

Certified TotalAgility 7.10 Advanced Professional Developer

Transformation

Certified Transformation 6.4 Professional Developer

Course Title: AP Agility 2.3 Solution Developer Certification Exam
Exam ID: APA_DEV_C#2.30
Exam P/N: KCA-TRN-CEXAMV-200
Skill Level: Intermediate

The AP Agility Solution Developer Certification Exam will assess your knowledge of the information covered in the following training components from the AP Agility Solution Developer course.

TotalAgility | Getting Started
AP Agility for Invoice Processing
AP Agility for Accounts Payable

The exam tests on the knowledge and ability to:

Invoice Processing

Understand server pre-requisites before installing AP Agility
Understand and install the various components of AP Agility including the ERP Agnostic Connector
Configure Resources and Import Settings
Access AP Agility Workspace and configure Global Settings
Configure Export options
Configure an ERP Connection, Create an Organization and associated Business Units
Run a Data Import, Test AP Agility and modify Capture Profile Settings
Configure Invoice Number Validation
Examine Online Learning
Configure Company Code Validation
Configure PO Number Validation
Understand Line Pairing, Line Pairing Correction and 3-way Matching
Understand how to handle Miscellaneous Charges
Understand Invalid Reasons and know how to add/modify them
Configure the system to handle Intercompany Invoices
Configure Units of Measure
Configure Tax settings
Consider VAT Compliancy
Understand Exception Handling functionality
Consider Upgrade scenarios and Customizations

Accounts Payable

Review AP Agility architecture and components required for the Accounts Payable Workflow
Create a GL Account Structure
Update an Organization to use a GL Account Structure and extend into to Accounts Payable workflow
Manage Resources via Business Units and Role Assignment for the various manual activities in the Accounts Payable Workflow
Configure an Approval Hierarchy
Test Account Payable workflows for:
- Non-PO Invoices
- Duplicates
- GL Coding Requirements
- Exceptions processing
- Approvals and Comment Requests
- Examine options for PO and Credit Invoices
Examine Email Invoice Approval and Email Notifications
Understand the relevant processes for Workflow Customizations and future upgrade considerations
Install Analytics for AP Agility and walk through the different dashboards, views and charts

Course Title: Insight 5.4 Essentials
Course ID: KPI-TRN-INSIGV-054
Duration: The course duration tag represents the video and reading time for all course components. Expect to spend 32 hours in the product version guided learning path(s) to complete the content, lab(s), and exam(s).
Skill Level: Introductory

Description: The focus of this course is to provide product training for the installation, configuration, and end-user operation of Kofax Insight. Attendees will be able to install, configure, and interpret analytical results of Kofax Insight. This course is intended for technical professionals who need to understand how to install Kofax Insight, configure dashboards, and interpret the results. Learning is accomplished through presentations, demonstrations, and hands-on student lab exercises.

Objectives: Upon completion of this course, students will be able to:

List the installation prerequisites and be able to install Kofax Insight and perform license activation.
Identify the product elements and components Kofax Insight and navigate within the product.
List and define terms and concepts relative to data capture and reporting using Kofax Insight.
Use Insight Studio to create projects, connect to and configure data sources, and configure metrics and records.
Use the Administration Tool to configure users and roles and set properties and permissions for accessing and using Kofax Insight.
Use the features of Dashboard Design to create new dashboards and modify existing ones.
Pass a certification exam with a score of 85% or better.

Prerequisites
To maximize the learning experience, it would be beneficial if the student had the following:

Laptop with min Win7 Pro, IIS configured min 4GB RAM, 5GB Free Space, SQL or SQL Express, .NET 4.5.2 & Silverlight
Windows administration and file management skills.
Knowledge of analytics concepts is helpful, but not required.
Understanding of pivot tables is helpful, but not required.
No programming or scripting experience is required.

Course Materials

Student Guide (includes copies of instructor slides)
Lab Guide (includes copies of student lab exercises)
Copy of Kofax Insight software
Evaluation license for the software
All course materials are provided

Course Access: 365 days from enrollment date