Difference between revisions of "16 Utilities"
From TrueERP wiki
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Trainee to complete: Please tick | Trainee to complete: Please tick | ||
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1. [ ] Documents Path - What does the Setup Doc's Path do? | 1. [ ] Documents Path - What does the Setup Doc's Path do? | ||
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2. [ ] Shared Path - Why should you make this a shared folder for the path? | 2. [ ] Shared Path - Why should you make this a shared folder for the path? | ||
| − | 3. [ ] Company Information - Do you understand how this feeds into the Templates? | + | 3. [ ] Manual Backup - How do you manually create a Backup? |
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| + | 4. [ ] Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back Up? | ||
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| + | 5. [ ] Restore a Backup - How do you Restore a backup? | ||
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| + | 6. [ ] Audit Trail - What are the advantages of using the Audit Trail List? | ||
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| + | 7. [ ] Preferences - Do you know how to set the Preferences for the company? | ||
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| + | 8. [ ] Purge Audit Trail - Why should the Audit Trail be purged regularly and how can you configure this automatically? | ||
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| + | 9. [ ] Purged Data - Where would you find the purged Audit Trail Folder? | ||
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| + | 10. [ ] Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons? | ||
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| + | 11. [ ] Company Information - Do you understand how this feeds into the Templates? | ||
| − | + | 12. [ ] Company Correspondence Customisation - Can you customise or set up a document template for correspondence? | |
| − | + | 13. [ ] Export to Reports - How do you use the 'Export to Report DB'? | |
| − | + | 14. [ ] Link To - Can you check the connectivity through the ERP Web API? | |
| − | + | 15. [ ] Site Integration Report - Do you understand what is tracked through this report? | |
| − | + | 16. [ ] Email List - Can you configure ERP to track emails? | |
| − | + | 17. [ ] SMS List - Do you know how to auto send SMS messages from ERP? | |
| − | + | 18. [ ] Scheduled Reports - Can you schedule reports to be emailed? | |
Revision as of 14:14, 14 November 2014
Overview
Utilities Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Documents Path - What does the Setup Doc's Path do?
2. [ ] Shared Path - Why should you make this a shared folder for the path?
3. [ ] Manual Backup - How do you manually create a Backup?
4. [ ] Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back Up?
5. [ ] Restore a Backup - How do you Restore a backup?
6. [ ] Audit Trail - What are the advantages of using the Audit Trail List?
7. [ ] Preferences - Do you know how to set the Preferences for the company?
8. [ ] Purge Audit Trail - Why should the Audit Trail be purged regularly and how can you configure this automatically?
9. [ ] Purged Data - Where would you find the purged Audit Trail Folder?
10. [ ] Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons?
11. [ ] Company Information - Do you understand how this feeds into the Templates?
12. [ ] Company Correspondence Customisation - Can you customise or set up a document template for correspondence?
13. [ ] Export to Reports - How do you use the 'Export to Report DB'?
14. [ ] Link To - Can you check the connectivity through the ERP Web API?
15. [ ] Site Integration Report - Do you understand what is tracked through this report?
16. [ ] Email List - Can you configure ERP to track emails?
17. [ ] SMS List - Do you know how to auto send SMS messages from ERP?
18. [ ] Scheduled Reports - Can you schedule reports to be emailed?
