Super User/Admin Training Course

CLASS 1

Super User Training Part 1

Column Customization

  • Width
  • Order
  • Alternate Labels
  • System Defaults

Search Settings

  • Global search
  • Item & related searching

Calendar

  • User colors
  • Save custom filters

Advanced Searches & Queries

  • How to create a query
  • And/or statements
  • Private vs. public
  • Data/User queries
  • Setting default queries
  • Duplicate using “Save as”
  • Query naming conventions – best practices

Dashboards

  • Tile customizations
  • Displaying records
  • System settings

CLASS 2

Super User Training Part 2

Navigation Bar

  • Rules it respects
  • Customizing with system settings

Form Designer

  • Customizing forms
  • Creating multiple forms
  • Setting a default form template
  • Switching a template

CLASS 3

Admin Tool Basics Part 1

Managing Users

  • License counts
  • Creating users
  • Activating & deactivating users
  • Resetting passwords

Mod & Delete Log

  • Examples

Item Manager

  • New menu
  • Creating a new item
  • Properties
  • Editing existing fields
  • Creating new fields
  • Deleting fields
  • Auto-naming records
  • Deletion tracking

Creating/Customizing Fields

  • Creating a new field
  • Different field types
  • Customizing drop down values
  • The basics of creating formulas for # fields
  • Tracking changes
  • Required fields

CLASS 4

Admin Tool Basics Part 2

Data Views

  • Enabling connected fields
  • Using enabled field
  • Adding a linked item

Copy Map

  • Source/target
  • Copying data
  • Workflows
  • Copy to functions
  • Hidden fields
  • Examples of using generate bills