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COURSE DETAILS |
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Title |
Advanced User Training |
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Duration (days) |
2 |
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Cost (£ per person per day) |
550 |
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Who would benefit from the course |
Advanced / Senior Users & Team Leads |
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Course objectives |
Similar to the User Training, but this module provides a greater depth of knowledge in respect of some of the advanced functionality. This allows Senior members or Team Leads to support a team of users. |
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Course Agenda |
Using KnowledgeWorker What is KnowledgeWorker? Logging in Changing your password The Home page A grand tour of the KnowledgeWorker system Projects Searching Administration How to add new data to a category or an attribute Adding an item to the KnowledgeWorker system Checking items in and out of KnowledgeWorker I checked out an item from KnowledgeWorker by mistake Registering an interest on a file Creating file shortcuts Content security What to do if things don’t work as expected Letter Generation Introduction Pre-Requisites Create Workflow Category Create Bookmark Category Create a Word Template with Bookmarks Map the Bookmarks Configure the Workflow Task Workflow Execution Office Integration Product Overview Publishing using Office Integration The Office Publish dialogue How to – Login / Connect How to – Publish a document in the repository How to – attach a document to a workflow How to – View / Check-out a document from the repository How to – Check-in a document previously checked out How to – Use fast checkout How to - Save a letter created by the KnowledgeWorker Generate Letter feature How to - Version a letter created by the KnowledgeWorker Generate Letter feature Searching the repository Changing the repository connection General Training OVERVIEW INTRODUCTION TO KNOWLEDGEWORKER® LOGIN AND THE HOME PAGE THE LIBRARY PROJECT COLLABORATION SEARCH METHODS USING AND PARTICIPATING IN WORKFLOWS Programming KnowledgeWorker Introduction Customisation functionality in the standard interface (including Categories & Attributes, Saved Searches and Workflows / Business Processes) Additional Components (e.g. HTMLPage.html, KWXMLUploader, Import Vault, External Search, Workflow Trigger) Workflow generation and control Architecture Rules for Customising Areas of Customisations Multilingual Support Branding Custom Forms Creating a Custom Workflow Form Custom Handlers Creating a Custom Workflow Handler Event Handlers Custom Menus Home Page Entries COM Components Debugging Designing Workflows WHAT IS A WORKFLOW? THE WORKFLOW DESIGNER BUILDING A WORKFLOW WORKFLOW PROPERTIES EXPLAINED TASK PROPERTIES EXPLAINED THE EXPRESSION BUILDER (CONDITION STEP) WORKFLOW NAME AND EMAIL CONTENT BUILDER ADDING A WORKFLOW TO KNOWLEDGEWORKER® HOW TO INITIATE A WORKFLOW HOW TO CHECK THE STATUS OF A WORKFLOW HOW TO DELEGATE A TASK HOW TO SEND A TASK FOR REVIEW System Administration Introduction The System Admin Page Managing Users and Groups Categories and Attributes Managing Objects and Permissions Workflow Management Automated Loading Package Running the ALP Execution Program Notifications ALP Execution Methodology and important Considerations CRM Introduction What is CRM? The CRM screens and different types of contacts Entering contacts Searching contacts Project Stage Gating Introduction
Outlook Integration Overview The Outlook Integration Interface Features How to – Login / Connect How to – Access and use features from within Outlook How to – Store an email in the repository How to – View items in the repository Attaching emails to a workflow Viewing and performing workflow tasks Advanced search and install Overview of ASE Components and Configurations Differences between KW search and ASE Installation and configuration of the ASE related components including the database, queries, collector and ConceptIndexer Monitoring Concept Index Configuring ASE for multiple repositories Addins Troubleshooting ASE Scanning Introduction Installing the scanning module Scanning interface Advanced scanning options Sharepoint integration Introduction Installation Using the module Client specific customisations
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