Difference between revisions of "1 Basic Features"
From TrueERP wiki
Omer Farooq (Talk | contribs) (→Overview) |
(→Overview) |
||
| Line 46: | Line 46: | ||
1. [ ] Group Functions - Do you know why ERP groups functions/or modules within tabs and how to access them? | 1. [ ] Group Functions - Do you know why ERP groups functions/or modules within tabs and how to access them? | ||
| − | 2. [ ] | + | 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. [ ] | + | 3. [ ] Windows Top Menu - Do you know how to access all of the functions from the windows top menu? |
| − | 4. [ ] Customise | + | 4. [ ] Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab? |
| − | 5. [ ] | + | 5. [ ] Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs? |
| − | 6. [ ] | + | 6. [ ] Customisation Copy To - Do you know how copy the Main Screen customisation accross to other users? |
| − | + | 6. [ ] Express vs Details Lists - Do you know how to open both of the Product Lists - Express and Full? | |
| − | + | 7. [ ] Find a Product - Do you know how to quickly find a Product in the list using the Search Column and Search Text fields? | |
| − | + | 8. [ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? | |
| − | + | 9. [ ] Columns - Sort - Do you know how to sort columns in the list by alpha-numeric ascending or descending order? | |
| − | + | 10.[ ] Columns - Customise - Do you know how to customise your lists to display the columns you wish to view? | |
| − | + | 11.[ ] Columns - Move - Do you know how to move columns around and place them where you want? | |
| − | 12.[ ] | + | 12.[ ] Filters - Do you know how to filter in the list to show only specific details, then create a custom filter? |
| + | |||
| + | 13.[ ] Main Screen Search - Do you know how to use the Main Screen transaction search? | ||
| − | + | 14.[ ] List Speed - Do you know how and why you would use the Date Ranges in a list or report? | |
| − | + | 15.[ ] Employee Preferences - Do you know how to set the personal Preferences for each Employee? | |
| − | + | 16.[ ] Modules On/Off - Has training been given on how to turn off modules in ERP? | |
| − | + | 17.[ ] Turn on Payroll - Do you understand what happens to the employee screen, when payroll is turned off? | |
| − | + | 18.[ ] Access Help - Has the wiki Help file been explained and how to access it? | |
| − | + | 19.[ ] Help Search - Do you understand the search and the F1 functionality? | |
| − | + | 20.[ ] Telephone Message - Do you know how to create a Telephone message for an employee and how to enter to do's? | |
| − | + | 21.[ ] Employee To Do's - Do you know where how your to set your "To Do's"? | |
| − | + | ||
| − | 21.[ ] Employee To Do's - Do you know where to set | + | |
22.[ ] Teamviewer - Has teamviewer quick support been installed on your machine | 22.[ ] Teamviewer - Has teamviewer quick support been installed on your machine | ||
Revision as of 14:09, 14 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?
6. [ ] Express vs Details Lists - Do you know how to open both of the Product Lists - Express and Full?
7. [ ] Find a Product - Do you know how to quickly find a Product in the list using the Search Column and Search Text fields?
8. [ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features?
9. [ ] Columns - Sort - Do you know how to sort columns in the list by alpha-numeric ascending or descending order?
10.[ ] Columns - Customise - Do you know how to customise your lists to display the columns you wish to view?
11.[ ] Columns - Move - Do you know how to move columns around and place them where you want?
12.[ ] Filters - Do you know how to filter in the list to show only specific details, then create a custom filter?
13.[ ] Main Screen Search - Do you know how to use the Main Screen transaction search?
14.[ ] List Speed - Do you know how and why you would use the Date Ranges in a list or report?
15.[ ] Employee Preferences - Do you know how to set the personal Preferences for each Employee?
16.[ ] Modules On/Off - Has training been given on how to turn off modules in ERP?
17.[ ] Turn on Payroll - Do you understand what happens to the employee screen, when payroll is turned off?
18.[ ] Access Help - Has the wiki Help file been explained and how to access it?
19.[ ] Help Search - Do you understand the search and the F1 functionality?
20.[ ] Telephone Message - Do you know how to create a Telephone message for an employee and how to enter to do's?
21.[ ] Employee To Do's - Do you know where how your to set your "To Do's"?
22.[ ] Teamviewer - Has teamviewer quick support been installed on your machine
