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Business Assistants provides both
Staff Time Matters® Training and
Time Matters® Administrative Training.
Staff Time Matters® Training
Business Assistants has provided Time Matters® training to dozens
of clients and hundreds of students. The staff training program will be designed
to cover the elements of the program that the company has chosen to implement.
The training is presented at the client site with the client’s software and
data. Training class size is controlled by such issues as size of company,
number of people who can be made available at the same time, and size of the
room used for training. Training for each staff member will consist of four four-hour sessions. Training will include:
- The opening screen
- User personalization
- Creation, change and deletion of Cases
- Creation, change and deletion of Contacts
- Creation, change and deletion of Events (calendaring)
- Creation, change and deletion of ToDos
- Triggers and Chains
- Notes and custom forms
- Outlines
- Relating Records
- Searching
- E-Mail
- Internal Messaging
- Using Monitors
- Using Journals
- Reports (using existing reports not creating)
- Envelopes and labels
- Word or WordPerfect document creation with the Formattable Clipboard
feature
- Indexed (fast) document searches
- Document management, including associating existing documents with Cases.
- Sending time and costs to Billing Matters or to a billing program (e.g., Timeslips, QuickBooks)
Time Matters® Administrative Training
The Time Matters® Administrative Training will be designed to
address the administrator’s role in managing the features the company has chosen
to implement. This training is normally a one-on-one session, and is very
personalized. The training is done on the client site, using the client’s Time
Matters software and data. Training will include:
Q&A resulting from the Staff Time Matters® Training
Setting Program Level selections
Setting User level selections
Setting Workstation level selections
Setting up Palm synchronization
Setting up Form Tabs
Creating and changing a Group
Creating Triggers and Chains
Creating new documents with the Formattable Clipboard feature
Creating new documents with the Mail Merge feature
Creating document indexes for indexed searches
Setting up E-Mail for a User
Creating reports
Updated:
08/30/06
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