Peminic will be offering online training courses intended for existing
customers and new users of the Peminic applications. Courses will be given
through the internet and will cover standard WEBagent features and
functions. The purpose of the these course will be to further train
customers on the features and functions of WEBagent as well as allowing new
users of the applications to receive training from a Peminic staff.
Registration
Interested participants will need to
register for each class. There is no limit to the number of classes a person
can take. Classes will be limited to 10 attendees. Each class is filled on a
first come, first serve basis. Participants will need to register at least
five (5) business days before the scheduled date of the class. Once a
participant is registered for a class they will receive the Webex invitation
through email. Users will be expected to use the Webex invite to attend the
meeting. Included in the invite will be all training materials, dates, times
and conference call services. If you have any problems connecting to the
Meeting Center, please contact Stephanie Smith at
ssmith@peminic.com.
Frequency
Online courses will be offered weekly on
Tuesday afternoons starting at 1pm EST. Some classes will be offered more
frequently then others as based on demand.
Classes
Classes will be conducted by a Subject Matter
Exert (SME) through a Webex session and conference call. The SME will review
the course outline and training materials during the class as well as
provide real world examples for using the functionality. Participants will
be given the opportunity to ask questions through out the class. Classes
will be targeted for one hour but can run longer due to the number of
participants, questions and subject of the class.
Training Materials
Each attendee will receive training
materials that cover the designated topic. These materials will include a
copy of a MS Power Point presentation (if available), step-by-step
instructions document and the course outline/description. These materials
will be sent to registered users no later then 3 days prior to the date of
the course. Registered participants will be expected to review the materials
prior to the class. Additional copies of the training material may be
requested at any time. Training materials will be provided in electronic
format only.
Below is a list of the courses to be offered with proposed dates and times.
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User Accounts & Administration
Course Description
This class will cover in detail how
user accounts are created and administered in WEBagent applications.
Participants will cover the creation on new user accounts, editing/managing
existing user accounts and the disabling of user accounts. Participants will
learn how to reset passwords, force password resets, create/change user
types, edit/update user IDs and email addresses and change /update user
group security. The estimated length of the course is 45 mins.
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User Group Administration
Course Description
Attendees will learn how to create,
update/edit and disable User Groups in the WEBagent application.
Participants will focus on the use of primary and non-primary User Groups
and cover the use of data filters. In addition, participants will review in
detail the security and functionality features that are controlled through
user groups. These features include view/edit/delete options, searching
restrictions, report restrictions, administration options and record level
functions. The estimated length of this class is one hour.
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System Alerts
Course Description
Participants in this class will
receive an in depth review of the WEBagent System Alerts features and
functions. Attendees will review the configuration and creation of system
alerts, common uses for the multiple types of system alerts,
update/maintenance of system alerts and over all impact of alerts on your
organization.
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Advanced Searching
Course Description
One of the key benefits of a
WEBagent application is the ability to search on any field in the
application. In this course attendees will learn how to add fields for
searching, system limitations & restrictions, refining searches, search
filters, exporting search results to MS Excel and sorting search results.
The course is intended for users that have a fundamental understanding of
the application structure and have prior experience using WEBagent. Course
length is approximately one hour.
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DB Designer
Course Description
WEBagent was built to allow customer
the ability update, change and enhance applications. System Administrators
need to know how and when to make changes. During this course attendees will
review how to add fields, hide fields, add choices, hide choices, change
field size, using default values and run the TOC process. Participants will
also review in great detail when to make changes, when not to make changes
and the ramifications of making changes to a training, testing and
production applications. This training is for system administrators only.
Course length is approximately one hour.
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System Views
Course Description
System Views can be a necessary part
of an enterprise roll out of WEBagent. System Views control the security of
the administrative section of WEBagent as well as system alerts and advanced
searches. During this course attendees will cover how to create, edit and
administer the System Views in an application. Participants will review the
impact of creating new System Views or enhancing existing ones. Participants
must have previous experience with setting up and maintaining User Groups
and Users in order to attend the course.
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Email Templates
Course Description
One of the key methods of collecting
data and leveraging WEBagent’s powerful workflow capabilities is through the
use of Email Templates. During this course attendees will cover how to
create new email templates, edit/update existing email templates and review
common templates used in previous projects. Since the Workflow/Activity
section is common across all WEBagent modules this training session will not
be focused on a single application.
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Scheduled Search
Course Description
Scheduled Search enables
administrators of any Peminic application to schedule the distribution of
Advanced Search results. This course will cover the methods for creating,
configuring and administration of the Scheduled Search functionality. The
customer must have the most recent version of the Peminic application
(v.2.2.4.1) in order to use the functionality in production.
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Activity Tab
Course Description
The Activity Tab is a standard
function available for all Peminic applications. This course we review the
use of the Activity Tab in production environments along with a detailed
explanation of “best practices” for use in multiple modules. Security and
setup are detailed during this course.
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Dashboard
Course Description
One of the newest functions of the
Peminic product is the ability to graphically represent data on the Peminic
WEBagent Dashboard. During this course a detailed explanation of will be
provided for the creation of dashboard views and objects. The course will
cover the security and administration of the dashboard as well as user
access and control. The Dashboard is an add-on to the system and is not
included is the standard delivery of the Peminic applications.