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COURSE DETAILS |
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Title |
User Training |
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Duration (days) |
1 |
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Cost (£ per person per day) |
300 |
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Who would benefit from the course |
Users |
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Course objectives |
Provide basic hands-on knowledge and skills to a team of users from a client. The module covers all the basic module operations and functionality together with any specific customisations. |
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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 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 Letter Generation Introduction Pre-Requisites Create Workflow Category Create Bookmark Category Create a Word Template with Bookmarks 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 General Training OVERVIEW INTRODUCTION TO KNOWLEDGEWORKER® LOGIN AND THE HOME PAGE THE LIBRARY SEARCH METHODS USING AND PARTICIPATING IN WORKFLOWS Programming KnowledgeWorker Designing Workflows WHAT IS A WORKFLOW? 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 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 Scanning Introduction Scanning interface Client specific customisations
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