Difference between revisions of "16 Utilities"
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[[1. Documents Path]] | [[1. Documents Path]] | ||
[[2. Shared Path]] | [[2. Shared Path]] | ||
| − | [[3. | + | [[3. Manual Backup]] |
| − | [[4. | + | [[4. Automatic Backup]] |
| − | [[5. | + | [[5. Restore a Backup]] |
| − | [[6. | + | [[6. Audit Trail]] |
| − | [[7. | + | [[7. Preferences]] |
| − | [[8. Audit Trail]] | + | [[8. Purge Audit Trail]] |
| − | [[9. Purge | + | [[9. Purge Data]] |
| − | [[10. | + | [[10. Audit Lists]] |
| + | [[11. Company Information]] | ||
| + | [[12. Company Correspondence Customization]] | ||
| + | [[13. Export to Reports]] | ||
| + | [[14. Link To]] | ||
| + | [[15. Site Integration Report]] | ||
| + | [[16. Email List]] | ||
| + | [[17. SMS List]] | ||
| + | [[18. Scheduled Reports]] | ||
</menu> | </menu> | ||
| Line 26: | Line 34: | ||
Trainee to complete: Please tick | Trainee to complete: Please tick | ||
| + | |||
1. [ ] Documents Path - What does the Setup Doc's Path do? | 1. [ ] Documents Path - What does the Setup Doc's Path do? | ||
| Line 31: | Line 40: | ||
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? |
| + | |||
| + | 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 Customization - Can you customize 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? | |
Latest revision as of 09:49, 17 December 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 Customization - Can you customize 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?
