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Account4 provides a standard set of role-based training courses, and also
prepares client-specific training programs. This classroom training combined
with a complete on-line help system prepares your organization to increase
its productivity using Account4® software.
Briefing
Time Reporters
This 30-minute course provides instruction to users who report time and
expenses for project, ad-hoc and administrative work. Users review why
Account4 software provides value in their organization, and how to: log
on and off; add or delete activities on their timecard; report time and
expenses; access or post to the bulletin board. This course can be accessed
via the Intranet for self-tutorial, or can be presented to a large number
of users at once, with overhead display equipment.
Briefing
Managers & Executives
This four-to-eight hour course provides instruction to users who make
or approve work or resource assignments. Users review why Account4 software
provides value to their organization, and how to: define work; search
for, authorize and assign resources to work activities; approve requests
for resource assignments; approve reported time and expenses; access and
edit invoices; view on-line reports. This course can be accessed via the
Intranet for self-tutorial, or can be presented in a class format with
up to ten students per session.
Corporate
System Administrator Training
This two-day course shows the Account4 software System Administrator
how to maintain the Account4 technical environment. The System Administrator
learns the Account4 architecture, and how to: set up new users; remove
old users; set user security and data access parameters; define or modify
the database directories or naming conventions; setup and run batch reports.
Departmental
System Administrator Training
This four-hour course shows the Account4 software System Administrator
how to: set up new users; remove old users; setup and run batch reports.
Database Training
This is a one-day course familiarizing students with the Account4 database
tables, relationships, and business rules. Course materials include a
data model and data dictionary. Students will also be provided with a
discussion on the advantages and flexibility of the Account4 database
structure.
Level One Customizations
This is a two-day course covering the basic components of the Account4
pages and scripts. Students will build add, list and update pages and
add them to an Account4 test application. Other topics include formatting,
filtering and validation rules. Prerequisites include the Briefing
Managers and Database Training courses.
MSP Portal Training
This is a two-to-four hour course devoted to the bi-directional interface
between Account4 and Microsoft Project®. The course covers transfers
to and from Microsoft Project as well as best practices for using the
Portal in a production environment .
Report Training
This two-day course teaches the Account4 software System Administrator
how to modify and create custom reports. Knowledge of Crystal Reports™
and the Account4 database schema are prerequisites, and knowledge of SQL
is helpful.
Project
and Resource Management Techniques
Account4 is able to share its two decades of knowledge and experience
in implementing work management concepts in small, medium and very large
organizations. Account4 offers beginning or refresher programs for work
and resource managers that orient the student to standard methods, techniques
and principles for improving the efficiency, productivity and effectiveness
of their organizations.
Account4 Traveler
This is a one-hour course designed to cover Account4's Off-line Time and
Expense Reporting functionality.
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