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