Difference between revisions of "1 Basic Features"

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Latest revision as of 23:55, 20 November 2014

Overview

Basic Features Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to Complete: Please tick

1. [ ] Group Functions - Do you know why ERP groups functions/or modules within tabs and how to access them?

2. [ ] Single to Lists - Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of existing entries?

3. [ ] Windows Top Menu - Do you know how to access all of the functions from the windows top menu?

4. [ ] Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?

5. [ ] Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?

6. [ ] Customisation Copy To - Do you know how copy the Main Screen customisation accross to other users?

7. [ ] Open a List - Do you know how to open the Product List and Express Product List

8. [ ] Express vs Details Lists - Do you know the difference between Express and Details lists and how to launch them.

9. [ ] Find a Product - Do you know how to quickly find a Product in the list using the Search Column and Search Text fields?

10. [ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features?

11. [ ] Columns - Sort - Do you know how to sort columns in the list by alpha-numeric ascending or descending order?

12.[ ] Columns - Customise - Do you know how to customise your lists to display the columns you wish to view?

13.[ ] Columns - Move - Do you know how to move columns around and place them where you want?

14.[ ] Filters - Do you know how to filter in the list to show only specific details, then create a custom filter?

15.[ ] Main Screen Search - Do you know how to use the Main Screen transaction search?

16.[ ] Global Lists - What data is in the Global list?

17.[ ] List Speed - Do you know how and why you would use the Date Ranges in a list or report?

18.[ ] Employee Preferences - Do you know how to set the personal Preferences for each Employee?

19.[ ] Modules On/Off - Has training been given on how to turn off modules in ERP?

20.[ ] Turn on Payroll - Do you understand what happens to the employee screen, when payroll is turned off?

21.[ ] Access Help - Has the wiki Help file been explained and how to access it?

22.[ ] Help Search - Do you understand the search and the F1 functionality?

23.[ ] Telephone Message - Do you know how to create a Telephone message for an employee and how to enter to do's?

24.[ ] Employee To Do's - Do you know where how your to set your "To Do's"?

25.[ ] Teamviewer - Has teamviewer quick support been installed on your machine