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=Current Courses and Training Services Overview=
[[SmartSimple]] is committed to providing high quality training to all its customers and partners.
* All training is instructor-led and provides a mix of both lectures and hands-on exercises.
* Each participant has access to a computer and a training copy of [[SmartSimple]] during the course.
* Courses are primarily designed for a technical audience responsible for system administration within an organisation. For end-[[User|user]] training, please review the section at the end of this article.
=Courses Offered=
The following diagram outlines the current [[SmartSimple]] training courses.
[[Image:Training.gif]]
* [[SmartSimple System Administration Guide|System Administration]] course is a prerequisite to all other courses.
* [[Application]] courses address on-demand [[Applications|applications]] that are standard within [[SmartSimple]].
* The [[Universal Tracking Application]] course covers the creation of custom tracking [[Applications|applications]].
* Advance Topic courses address specific global technical needs.
* HTML based courses address integration of [[SmartSimple]] with [[External|external]] web pages and [[Portal|portal]] creation.
=Individual Course Outlines=
==System Administration==
===Course Overview===
The [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course provides you with a basic knowledge on implementing the [[SmartSimple]] database and using its management tools. Throughout the course you will practice what you’re learning in multiple scenarios and lab exercises. Upon completion of this training, you will be able to:
* Configure and use the [[SmartSimple]] database and management tools.
* Manage and troubleshoot [[SmartSimple]] and administer security.
* Create and manage [[User|user]] accounts.
* Establish [[User|user]] profiles and profile specific [[Custom Fields|custom fields]].
* Enable [[SmartSimple]] [[Applications|applications]].
* Import [[User|user]] and contact data.
* Implement Internet contact [[Sign-Up Pages|signup pages]].
===Prerequisites===
You should have the following:
* Familiarity with databases and business [[Applications|applications]].
* Conceptual knowledge of web [[Applications|applications]] and [[Browser|browser]] functionality.
===Audience===
[[SmartSimple]] certification and product knowledge training gives participants the foundation knowledge they need to configure, support, and maintain the product in a live environment. While the prior experience required varies from course to course, this type of training is geared towards participants interested in a product introduction, including its capabilities and functionality, along with guidance from a certified instructor as they learn new skills.
This course is specifically geared towards participants with some experience in databases, business [[Applications|applications]], or network systems; although not necessarily experienced using [[SmartSimple]] products, and participants seeking a '''SmartSimple Administrator''' Certification.
This course is a foundation course for all other courses offered by [[SmartSimple]] training.
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline – System Administration===
'''Day 1'''
* Global Configuration features of [[SmartSimple]] database.
* Manage [[User|user]] and contact [[Hierarchy|hierarchies]].
* Establish [[User|users]] and [[User|user]] security.
* Work with [[Role|roles]] and permissions.
* Enable on-demand [[Applications|applications]].
'''Day 2'''
* Manage [[Custom Fields|custom fields]].
* Work with on-line folders.
* Use calendars and discussions groups.
* Manage email.
==Universal Tracking Application (UTA)==
===Course Overview===
The [[Universal Tracking Application]] workshop provides you with the configuration knowledge required to create tracking [[Applications|applications]] within the [[SmartSimple]] database. The [[Universal Tracking Application]], generally referred to as the “[[UTA]]”, provides a powerful information gathering and tracking tool available within [[SmartSimple]]. This [[Application|application]] can be used in a wide variety of ways within your organization. Upon completion of this training, you will be able to:
* Configure and use [[UTA]] [[Applications|applications]].
* Manage and troubleshoot the [[UTA]].
* Administer application security.
* Implement UTA [[Sign-Up Pages|signup pages]].
* Implement UTA Exchange Feature
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course.
===Audience===
The course is specifically geared towards [[System Administrator|system administrators]], business systems analysts, and similar technical staff wishing to create new [[Applications|applications]] within the [[SmartSimple]] database.
This course is an elective for participants wishing to certify as [[System Administrator|SmartSimple administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Creating a [[Universal Tracking Application]]
* Adding Standard and [[Custom Fields]] to Level 1
* Completing a [[Universal Tracking Application]]
* Controlling the [[Application]] Interface
* Working with Level 2 – Activities
* Working with Level 3 – Sub-Activities
* Relating Contacts to the [[Universal Tracking Application]]
* Working with Security Features
* Creating a Shadow Application
* Integrating Email with the [[UTA]]
* Using the Data Exchange Features
* Configuring a Receiving [[Instance]]
==Sales Tracking (STA)==
===Course Overview===
The [[SmartSimple]] [[Sales Tracking]] course provides you with the knowledge required to configure this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define sales campaigns and lead templates.
* Create and manage account and contact information.
* Manage opportunity templates.
* Administer application security.
* Import sales-related data.
* Implement lead and contact [[Sign-Up Pages|signup pages]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, practical knowledge of one or more sales processes is required.
===Audience===
The course is specifically geared towards sales administrators, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] [[Sales Tracking]] [[Application|application]] within their organisation.
This course is an elective for participants wishing to certify as [[System Administrator|SmartSimple administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand sales concepts underpinning the [[Application|application]].
* Create and manage campaigns and leads.
* Configure account and contact fields.
* Create and manage opportunity templates.
* Track and manage sales activities.
* Add calculated fields.
* Integrate [[User|user]] emails.
==Referral Management==
===Course Overview===
The [[SmartSimple]] Referral Management course provides you with the knowledge required to configure this application to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define referral and assessments templates.
* Create and manage contact profiles.
* Associate specific contact types with specific assessments types.
* Administer [[Application|application]] security.
* Implement simple [[Portal|portals]] for [[External|external]] partners and staff.
* Implement referral [[Sign-Up Pages|signup pages]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need a practical knowledge of referral management work processes and a good understanding of medical terminology.
===Audience===
The course is specifically geared towards administrators, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] Referral tracking [[Application|application]] within their organisation.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the referral and assessment concepts underpinning the application.
* Create and manage referral and assessment templates.
* Configure evaluator and adjuster profiles.
* Track and manage referral and assessment activities.
* Create adjuster and evaluator portals.
* Control [[Application|application]] security.
==Applicant Tracking (ATS)==
===Course Overview===
The [[SmartSimple]] [[Applicant Tracking]] course provides you with the knowledge required to configure this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Configure and manage applicant profiles and folders.
* Define applicant registration web pages and applicant career sites.
* Create job requisition templates and Internet accessible job listings.
* Install and configure the SmartResume MS-Word Plug-in.
* Troubleshoot the [[Application|application]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, knowledge of recruiting gained through practical experience is required.
===Audience===
The course is specifically geared towards recruiting support technical staff, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] [[Applicant Tracking]] [[Application|application]] within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the job, applicant, and hiring process constructs underpinning the [[Application|application]].
* Create and manage applicant folders.
* Define applicant profiles.
* Create the hiring process(s).
* Administer [[Application|application]] security.
* Build applicant web registration pages and career sites.
* Search applicants and job assignments.
'''Day 2'''
* Create and manage competency profiles.
* Define job requisition templates.
* Create web-enabled job pages.
* Install and troubleshoot the '''SmartResume''' plug-in.
* Manage bulk applicant email and bulk email templates.
==Job/Project Costing==
===Course Overview===
The [[SmartSimple]] Project/Job Costing course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define the job costing/project Management concepts underpinning the [[Application|application]].
* Create and manage project resources.
* Construct estimates and budgets.
* Manage live projects and update project information.
* Integrate the Time Tracking [[Application|application]] with the job costing [[Application|application]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of project and/or job costing gained through practical experience is required.
===Audience===
The course is specifically geared towards Project Managers, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] Project/Job Costing application within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the project management constructs underpinning the [[Application|application]].
* Create and manage resources.
* Administer [[Application|application]] security.
* Define a project estimate.
* Create a project budget.
'''Day 2'''
* Configure and manage the Time Tracking [[Application|application]].
* Troubleshoot the [[Application|application]].
==Email Broadcasting==
===Course Overview===
The [[SmartSimple]] Email broadcast course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Construct email broadcast message bodies in plain text and basic HTML.
* Use the Email tracking functions.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of HTML is helpful to fully utilize this [[Application|application]].
===Audience===
The course is specifically geared towards Marketing Managers and Business Systems Analysts, and other technical staff wishing to deploy email broadcasting as a market outreach within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': One half day.
'''Length of Days''': 9:00 – 12:30 or 1:00 to 4:30 as scheduled.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create and manage filters to extract contacts from the [[SmartSimple]] database.
* Construct email broadcast message bodies in plain text and basic HTML.
* Use the Email tracking functions.
* Create and manage subscribe/unsubscribe functionality for e-bulletins and newsletters.
==Web Forms==
===Course Overview===
The [[SmartSimple]] [[Web Form|Web Forms]] course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Construct a variety of different types of Web Forms for surveys, assessments, quick polls, and event registration.
* Manage and export form results.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of HTML is helpful to fully utilize this [[Application|application]].
===Audience===
The course is specifically geared towards marketing managers, event management managers, business systems analysts, and technical staff wishing to deploy the [[Web Form|Web Forms]] [[Application|application]] as an information gathering or registration tool within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create and manage [[Web Form|Web Forms]].
* Use different question types within a [[Web Form|web form]].
* Create scored assessments.
* Use page and question logic.
* Administer [[Application|application]] security.
* Manage form results.
==Reports & Dashboards==
===Course Overview===
The [[SmartSimple]] Reports & Dashboard's course provides you with the knowledge required to create and manage reports for any aspect of the [[SmartSimple]] database and associated [[Applications|applications]]. Upon completion of this training, you will be able to:
* Construct reports that select, aggregate and export any type of [[SmartSimple]] Information.
* Define chart driven dashboards to provide high level data reporting.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of database concepts and experience with some other database driven reporting tool such as MS-Access or Crystal reports.
===Audience===
The course is specifically geared towards database administrators, business systems analysts, and technical staff that need to create custom reports for use within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Understand the [[SmartSimple]] database model.
* Create select type reports.
* Set report criteria.
* Create aggregate reports.
* Control report security
* Create export specification.
* Run reports from desktop [[Applications|applications]].
* Troubleshoot reports.
* Create charts from reports.
* Group charts into dashboards.
==SmartSimple Workflows==
===Course Overview===
The [[SmartSimple]] [[Workflow|Workflows]] course provides you with the knowledge required to create and manage [[Workflow|workflows]] for all aspects of the [[SmartSimple]] database and associated [[Applications|applications]]. Upon completion of this training, you will be able to:
* Create [[Workflow|workflows]] that can be attached to any [[Entity|entity]] within the system.
* Build [[Workflow|workflow]] logic to control how a [[Workflow|workflow]] should be processed by [[SmartSimple]].
* Troubleshoot [[Workflow|workflows]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of database concepts.
===Audience===
The course is specifically geared towards database administrators, business systems analysts, and other technical staff that need to create custom reports within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Understand '''Action Objects''' and '''Action Lists'''.
* Create and manage simple [[Workflow|workflows]].
* Use '''tasks''' and '''connectors'''.
* Create '''branching logic''' and '''time triggers'''.
* Use [[Workflow|workflows]] with the [[Universal Tracking Application]] ([[UTA]]).
* Troubleshoot [[Workflow|workflows]].
==Advanced Administration Topics – Workshop==
===Course Overview===
The '''SmartSimple Advanced Administration Topics''' course provides a working [[SmartSimple]] [[System Administrator|administrator]] with additional knowledge to take advantage of the more advanced features of the database and [[Applications|applications]]. Upon completion of this training, you will be able to:
* Create scheduled, automated data uploads from other systems into [[SmartSimple]].
* Catch up with new [[SmartSimple]] features.
This workshop is designed to provide working administrators with an opportunity to review and discuss future usage plans with [[SmartSimple]] personnel.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have administrated an [[Instance|instance]] of [[SmartSimple]] for at least three months.
===Audience===
The course is only available to current [[SmartSimple]] database administrators who wish to learn in more depth about the database and advanced features.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Use the [[Autoloader]] feature.
* Create System Backups.
* Basic [[Portal]] building.
* Update Standalone copies of [[SmartSimple]].
* Troubleshoot problems.
==Install & Troubleshooting==
===Course Overview===
The [[SmartSimple]] Install & Troubleshooting course provides the [[SmartSimple]] [[System Administrator|administrator]] with a system engineering background, and with the knowledge required to install a copy of the [[SmartSimple]] database on a server. Upon completion of this training, you will be able to:
* Define and configure the operating environment required to install a copy of [[SmartSimple]].
* Troubleshoot an installed copy of [[SmartSimple]].
* Use the [[SmartSimple]] SysAdmin Interface to update a copy of [[SmartSimple]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course.
In addition, you will need to have an excellent practical knowledge of Linux, Apache, MySQL and TCP/IP, and experience with some configuring hardware and software in a web server environment.
===Audience===
The course is specifically geared towards system engineers and technical support staff that need to install and manage copies of [[SmartSimple]].
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Prepare the Server.
* Install the OS and other components.
* Configure the [[SmartSimple]] [[Application]] and Database.
* Troubleshoot a newly installed copy of [[SmartSimple]].
* Apply updates to an operational copy.
* Performance tune the server.
==HTML Programming with SmartSimple==
===Course Overview===
The [[SmartSimple]] HTML Programming course provides an administrator with HTML skills and with the knowledge to apply rich HTML formatting on all external aspects of the system. Upon completion of this training, you will be able to:
* Know which pages can be externally exposed and apply HTML formatting to those pages.
* Embed the [[SmartSimple]] login within your existing website.
* Create and manage HTML Web Forms and email templates.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of HTML programming and web page creation. You should be proficient with at least one tool such as Dream Weaver to create web pages.
===Audience===
[[SmartSimple]] [[System Administrator|Administrators]] with expertise in web design, or web developers who need to create and manage professionally formatted web pages connected to the [[SmartSimple]] database.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create a custom login page and handle redirection.
* Create lead and contact [[Sign-Up Pages|sign-up pages]].
* Create template signup pages in the [[Sales Tracking]] and the [[Universal Tracking Application]].
* Create job and career sites in the [[Applicant Tracking]] System.
* Apply simple and advanced formatting within the [[Web Form|Web forms]] [[Application|application]].
* Create email broadcast templates.
* Create [[Web Page View Field]]s.
==Portal Programming with SmartSimple==
===Course Overview===
The [[SmartSimple]] [[Portal]] Programming course provides an administrator with the knowledge to create custom [[User|user]] [[Portal|portals]] using the [[Portal]] design feature. Upon completion of this training, you will be able to:
* Replace a standard [[Portal|portal]] with a custom [[Portal|portal]].
* Create custom [[SmartSimple]] [[Application|application]] navigation for specific groups of [[User|users]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have an in-depth knowledge of HTML programming and web page creation. You should be proficient with tools such as Dream Weaver to create web pages.
===Audience===
[[SmartSimple]] [[System Administrators|Administrators]] with strong expertise in web design or web developers/web programming who need to create and manage alternative interfaces to the [[SmartSimple]] database.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Review of basic interface functionality.
* Create new interfaces with the [[Portal]] builder.
* Troubleshoot custom interfaces.
==End User training==
All [[SmartSimple]] courses are designed for a technical audience.
If you require curriculum to meet specific end [[User|user]] needs, current material can be modified by our staff to meet your needs.
There are a number of customization options available for end [[User|user]]training:
* '''Mixed Application Workbooks''' - Contain features for more than one product such as [[Applicant Tracking]] and [[Sales Tracking]] placement agency [[User|users]].
* '''Technical and Non-Technical Workbooks'''- Contain customer specific modules to create hybrid workbooks that cover [[Internal|internal]] procedural issues and the associated software features.
* '''Special Features Workbooks''' - Contain limited number of modules for shorter sessions or just in time self-paced needs.
==Additional Training Details==
===Pricing and Location===
* Training is provided at our Toronto training centre, or at client location (provided client can supply computers – one per participant).
* Participant cost is $395 per training day. Private on-site group training is available for $1,000 per day for up to 10 participants.
* Payment must be received in advance of attendance and can be made by credit card using the [[SmartSimple]] website.
===Booking and Confirmation===
* Courses can be booked using the [[SmartSimple]] website or over the phone.
* Confirmations are sent by e-mail or fax.
* You must attend the entire course to receive a [[SmartSimple]] Course Completion Certificate.
===Cancellation – Instructor Led Training===
The cancellation policy is as follows:
* Cancellation notice of 3 (three) days is required to cancel a course without penalty.
* Cancellation notice of less than 3 (three) days will result in 50% of the course cost.
* Cancellation notice within 24 hours prior to the start of the course or non-attendance is 100% of the course cost.
* A credit note will be issued for a cancelled paid course.
===Cancellation – On-Site Group Training ===
* Cancellation notice of 10 (ten) days is required to cancel a private course or classroom rental without penalty.
* Cancellation of less than 10 (ten) days will result in a 100% of the private training or classroom rental cost.
===Substitution Students===
* Substitutions of enrolled students in scheduled classes are permitted prior to the class start on the first day.
===SmartSimple Obligations===
* Our choice of instructor for any course is subject to change.
* Please note that we reserve the right to cancel, postpone, or reschedule a course at our sole discretion, however, if any available substitute dates are not suitable to you, you shall receive a full refund.
[[Category:System Management]]
[[SmartSimple]] is committed to providing high quality training to all its customers and partners.
* All training is instructor-led and provides a mix of both lectures and hands-on exercises.
* Each participant has access to a computer and a training copy of [[SmartSimple]] during the course.
* Courses are primarily designed for a technical audience responsible for system administration within an organisation. For end-[[User|user]] training, please review the section at the end of this article.
=Courses Offered=
The following diagram outlines the current [[SmartSimple]] training courses.
[[Image:Training.gif]]
* [[SmartSimple System Administration Guide|System Administration]] course is a prerequisite to all other courses.
* [[Application]] courses address on-demand [[Applications|applications]] that are standard within [[SmartSimple]].
* The [[Universal Tracking Application]] course covers the creation of custom tracking [[Applications|applications]].
* Advance Topic courses address specific global technical needs.
* HTML based courses address integration of [[SmartSimple]] with [[External|external]] web pages and [[Portal|portal]] creation.
=Individual Course Outlines=
==System Administration==
===Course Overview===
The [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course provides you with a basic knowledge on implementing the [[SmartSimple]] database and using its management tools. Throughout the course you will practice what you’re learning in multiple scenarios and lab exercises. Upon completion of this training, you will be able to:
* Configure and use the [[SmartSimple]] database and management tools.
* Manage and troubleshoot [[SmartSimple]] and administer security.
* Create and manage [[User|user]] accounts.
* Establish [[User|user]] profiles and profile specific [[Custom Fields|custom fields]].
* Enable [[SmartSimple]] [[Applications|applications]].
* Import [[User|user]] and contact data.
* Implement Internet contact [[Sign-Up Pages|signup pages]].
===Prerequisites===
You should have the following:
* Familiarity with databases and business [[Applications|applications]].
* Conceptual knowledge of web [[Applications|applications]] and [[Browser|browser]] functionality.
===Audience===
[[SmartSimple]] certification and product knowledge training gives participants the foundation knowledge they need to configure, support, and maintain the product in a live environment. While the prior experience required varies from course to course, this type of training is geared towards participants interested in a product introduction, including its capabilities and functionality, along with guidance from a certified instructor as they learn new skills.
This course is specifically geared towards participants with some experience in databases, business [[Applications|applications]], or network systems; although not necessarily experienced using [[SmartSimple]] products, and participants seeking a '''SmartSimple Administrator''' Certification.
This course is a foundation course for all other courses offered by [[SmartSimple]] training.
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline – System Administration===
'''Day 1'''
* Global Configuration features of [[SmartSimple]] database.
* Manage [[User|user]] and contact [[Hierarchy|hierarchies]].
* Establish [[User|users]] and [[User|user]] security.
* Work with [[Role|roles]] and permissions.
* Enable on-demand [[Applications|applications]].
'''Day 2'''
* Manage [[Custom Fields|custom fields]].
* Work with on-line folders.
* Use calendars and discussions groups.
* Manage email.
==Universal Tracking Application (UTA)==
===Course Overview===
The [[Universal Tracking Application]] workshop provides you with the configuration knowledge required to create tracking [[Applications|applications]] within the [[SmartSimple]] database. The [[Universal Tracking Application]], generally referred to as the “[[UTA]]”, provides a powerful information gathering and tracking tool available within [[SmartSimple]]. This [[Application|application]] can be used in a wide variety of ways within your organization. Upon completion of this training, you will be able to:
* Configure and use [[UTA]] [[Applications|applications]].
* Manage and troubleshoot the [[UTA]].
* Administer application security.
* Implement UTA [[Sign-Up Pages|signup pages]].
* Implement UTA Exchange Feature
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course.
===Audience===
The course is specifically geared towards [[System Administrator|system administrators]], business systems analysts, and similar technical staff wishing to create new [[Applications|applications]] within the [[SmartSimple]] database.
This course is an elective for participants wishing to certify as [[System Administrator|SmartSimple administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Creating a [[Universal Tracking Application]]
* Adding Standard and [[Custom Fields]] to Level 1
* Completing a [[Universal Tracking Application]]
* Controlling the [[Application]] Interface
* Working with Level 2 – Activities
* Working with Level 3 – Sub-Activities
* Relating Contacts to the [[Universal Tracking Application]]
* Working with Security Features
* Creating a Shadow Application
* Integrating Email with the [[UTA]]
* Using the Data Exchange Features
* Configuring a Receiving [[Instance]]
==Sales Tracking (STA)==
===Course Overview===
The [[SmartSimple]] [[Sales Tracking]] course provides you with the knowledge required to configure this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define sales campaigns and lead templates.
* Create and manage account and contact information.
* Manage opportunity templates.
* Administer application security.
* Import sales-related data.
* Implement lead and contact [[Sign-Up Pages|signup pages]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, practical knowledge of one or more sales processes is required.
===Audience===
The course is specifically geared towards sales administrators, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] [[Sales Tracking]] [[Application|application]] within their organisation.
This course is an elective for participants wishing to certify as [[System Administrator|SmartSimple administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand sales concepts underpinning the [[Application|application]].
* Create and manage campaigns and leads.
* Configure account and contact fields.
* Create and manage opportunity templates.
* Track and manage sales activities.
* Add calculated fields.
* Integrate [[User|user]] emails.
==Referral Management==
===Course Overview===
The [[SmartSimple]] Referral Management course provides you with the knowledge required to configure this application to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define referral and assessments templates.
* Create and manage contact profiles.
* Associate specific contact types with specific assessments types.
* Administer [[Application|application]] security.
* Implement simple [[Portal|portals]] for [[External|external]] partners and staff.
* Implement referral [[Sign-Up Pages|signup pages]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need a practical knowledge of referral management work processes and a good understanding of medical terminology.
===Audience===
The course is specifically geared towards administrators, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] Referral tracking [[Application|application]] within their organisation.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the referral and assessment concepts underpinning the application.
* Create and manage referral and assessment templates.
* Configure evaluator and adjuster profiles.
* Track and manage referral and assessment activities.
* Create adjuster and evaluator portals.
* Control [[Application|application]] security.
==Applicant Tracking (ATS)==
===Course Overview===
The [[SmartSimple]] [[Applicant Tracking]] course provides you with the knowledge required to configure this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Configure and manage applicant profiles and folders.
* Define applicant registration web pages and applicant career sites.
* Create job requisition templates and Internet accessible job listings.
* Install and configure the SmartResume MS-Word Plug-in.
* Troubleshoot the [[Application|application]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, knowledge of recruiting gained through practical experience is required.
===Audience===
The course is specifically geared towards recruiting support technical staff, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] [[Applicant Tracking]] [[Application|application]] within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the job, applicant, and hiring process constructs underpinning the [[Application|application]].
* Create and manage applicant folders.
* Define applicant profiles.
* Create the hiring process(s).
* Administer [[Application|application]] security.
* Build applicant web registration pages and career sites.
* Search applicants and job assignments.
'''Day 2'''
* Create and manage competency profiles.
* Define job requisition templates.
* Create web-enabled job pages.
* Install and troubleshoot the '''SmartResume''' plug-in.
* Manage bulk applicant email and bulk email templates.
==Job/Project Costing==
===Course Overview===
The [[SmartSimple]] Project/Job Costing course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Define the job costing/project Management concepts underpinning the [[Application|application]].
* Create and manage project resources.
* Construct estimates and budgets.
* Manage live projects and update project information.
* Integrate the Time Tracking [[Application|application]] with the job costing [[Application|application]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of project and/or job costing gained through practical experience is required.
===Audience===
The course is specifically geared towards Project Managers, business systems analysts, and other technical staff wishing to deploy the [[SmartSimple]] Project/Job Costing application within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 2
'''Length of Days''': 9:00 – 4:30 daily, including second day.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
'''Day 1'''
* Understand the project management constructs underpinning the [[Application|application]].
* Create and manage resources.
* Administer [[Application|application]] security.
* Define a project estimate.
* Create a project budget.
'''Day 2'''
* Configure and manage the Time Tracking [[Application|application]].
* Troubleshoot the [[Application|application]].
==Email Broadcasting==
===Course Overview===
The [[SmartSimple]] Email broadcast course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Construct email broadcast message bodies in plain text and basic HTML.
* Use the Email tracking functions.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of HTML is helpful to fully utilize this [[Application|application]].
===Audience===
The course is specifically geared towards Marketing Managers and Business Systems Analysts, and other technical staff wishing to deploy email broadcasting as a market outreach within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': One half day.
'''Length of Days''': 9:00 – 12:30 or 1:00 to 4:30 as scheduled.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create and manage filters to extract contacts from the [[SmartSimple]] database.
* Construct email broadcast message bodies in plain text and basic HTML.
* Use the Email tracking functions.
* Create and manage subscribe/unsubscribe functionality for e-bulletins and newsletters.
==Web Forms==
===Course Overview===
The [[SmartSimple]] [[Web Form|Web Forms]] course provides you with the knowledge required to configure and manage this [[Application|application]] to meet specific organizational needs. Upon completion of this training, you will be able to:
* Construct a variety of different types of Web Forms for surveys, assessments, quick polls, and event registration.
* Manage and export form results.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, a good knowledge of HTML is helpful to fully utilize this [[Application|application]].
===Audience===
The course is specifically geared towards marketing managers, event management managers, business systems analysts, and technical staff wishing to deploy the [[Web Form|Web Forms]] [[Application|application]] as an information gathering or registration tool within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create and manage [[Web Form|Web Forms]].
* Use different question types within a [[Web Form|web form]].
* Create scored assessments.
* Use page and question logic.
* Administer [[Application|application]] security.
* Manage form results.
==Reports & Dashboards==
===Course Overview===
The [[SmartSimple]] Reports & Dashboard's course provides you with the knowledge required to create and manage reports for any aspect of the [[SmartSimple]] database and associated [[Applications|applications]]. Upon completion of this training, you will be able to:
* Construct reports that select, aggregate and export any type of [[SmartSimple]] Information.
* Define chart driven dashboards to provide high level data reporting.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of database concepts and experience with some other database driven reporting tool such as MS-Access or Crystal reports.
===Audience===
The course is specifically geared towards database administrators, business systems analysts, and technical staff that need to create custom reports for use within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Understand the [[SmartSimple]] database model.
* Create select type reports.
* Set report criteria.
* Create aggregate reports.
* Control report security
* Create export specification.
* Run reports from desktop [[Applications|applications]].
* Troubleshoot reports.
* Create charts from reports.
* Group charts into dashboards.
==SmartSimple Workflows==
===Course Overview===
The [[SmartSimple]] [[Workflow|Workflows]] course provides you with the knowledge required to create and manage [[Workflow|workflows]] for all aspects of the [[SmartSimple]] database and associated [[Applications|applications]]. Upon completion of this training, you will be able to:
* Create [[Workflow|workflows]] that can be attached to any [[Entity|entity]] within the system.
* Build [[Workflow|workflow]] logic to control how a [[Workflow|workflow]] should be processed by [[SmartSimple]].
* Troubleshoot [[Workflow|workflows]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of database concepts.
===Audience===
The course is specifically geared towards database administrators, business systems analysts, and other technical staff that need to create custom reports within their organisations.
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Understand '''Action Objects''' and '''Action Lists'''.
* Create and manage simple [[Workflow|workflows]].
* Use '''tasks''' and '''connectors'''.
* Create '''branching logic''' and '''time triggers'''.
* Use [[Workflow|workflows]] with the [[Universal Tracking Application]] ([[UTA]]).
* Troubleshoot [[Workflow|workflows]].
==Advanced Administration Topics – Workshop==
===Course Overview===
The '''SmartSimple Advanced Administration Topics''' course provides a working [[SmartSimple]] [[System Administrator|administrator]] with additional knowledge to take advantage of the more advanced features of the database and [[Applications|applications]]. Upon completion of this training, you will be able to:
* Create scheduled, automated data uploads from other systems into [[SmartSimple]].
* Catch up with new [[SmartSimple]] features.
This workshop is designed to provide working administrators with an opportunity to review and discuss future usage plans with [[SmartSimple]] personnel.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have administrated an [[Instance|instance]] of [[SmartSimple]] for at least three months.
===Audience===
The course is only available to current [[SmartSimple]] database administrators who wish to learn in more depth about the database and advanced features.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Use the [[Autoloader]] feature.
* Create System Backups.
* Basic [[Portal]] building.
* Update Standalone copies of [[SmartSimple]].
* Troubleshoot problems.
==Install & Troubleshooting==
===Course Overview===
The [[SmartSimple]] Install & Troubleshooting course provides the [[SmartSimple]] [[System Administrator|administrator]] with a system engineering background, and with the knowledge required to install a copy of the [[SmartSimple]] database on a server. Upon completion of this training, you will be able to:
* Define and configure the operating environment required to install a copy of [[SmartSimple]].
* Troubleshoot an installed copy of [[SmartSimple]].
* Use the [[SmartSimple]] SysAdmin Interface to update a copy of [[SmartSimple]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course.
In addition, you will need to have an excellent practical knowledge of Linux, Apache, MySQL and TCP/IP, and experience with some configuring hardware and software in a web server environment.
===Audience===
The course is specifically geared towards system engineers and technical support staff that need to install and manage copies of [[SmartSimple]].
This course is an elective for participants wishing to certify as [[SmartSimple]] [[System Administrator|administrators]].
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Prepare the Server.
* Install the OS and other components.
* Configure the [[SmartSimple]] [[Application]] and Database.
* Troubleshoot a newly installed copy of [[SmartSimple]].
* Apply updates to an operational copy.
* Performance tune the server.
==HTML Programming with SmartSimple==
===Course Overview===
The [[SmartSimple]] HTML Programming course provides an administrator with HTML skills and with the knowledge to apply rich HTML formatting on all external aspects of the system. Upon completion of this training, you will be able to:
* Know which pages can be externally exposed and apply HTML formatting to those pages.
* Embed the [[SmartSimple]] login within your existing website.
* Create and manage HTML Web Forms and email templates.
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have a practical knowledge of HTML programming and web page creation. You should be proficient with at least one tool such as Dream Weaver to create web pages.
===Audience===
[[SmartSimple]] [[System Administrator|Administrators]] with expertise in web design, or web developers who need to create and manage professionally formatted web pages connected to the [[SmartSimple]] database.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Create a custom login page and handle redirection.
* Create lead and contact [[Sign-Up Pages|sign-up pages]].
* Create template signup pages in the [[Sales Tracking]] and the [[Universal Tracking Application]].
* Create job and career sites in the [[Applicant Tracking]] System.
* Apply simple and advanced formatting within the [[Web Form|Web forms]] [[Application|application]].
* Create email broadcast templates.
* Create [[Web Page View Field]]s.
==Portal Programming with SmartSimple==
===Course Overview===
The [[SmartSimple]] [[Portal]] Programming course provides an administrator with the knowledge to create custom [[User|user]] [[Portal|portals]] using the [[Portal]] design feature. Upon completion of this training, you will be able to:
* Replace a standard [[Portal|portal]] with a custom [[Portal|portal]].
* Create custom [[SmartSimple]] [[Application|application]] navigation for specific groups of [[User|users]].
===Prerequisites===
You must have attended the [[SmartSimple]] [[SmartSimple System Administration Guide|System Administration]] course in order to register for this course. In addition, you will need to have an in-depth knowledge of HTML programming and web page creation. You should be proficient with tools such as Dream Weaver to create web pages.
===Audience===
[[SmartSimple]] [[System Administrators|Administrators]] with strong expertise in web design or web developers/web programming who need to create and manage alternative interfaces to the [[SmartSimple]] database.
===Course Details===
'''Number of Days''': 1
'''Length of Days''': 9:00 – 4:30.
'''Lecture/Lab''': All certification and product knowledge courses include both lectures and hands-on sessions.
===Course Outline===
* Review of basic interface functionality.
* Create new interfaces with the [[Portal]] builder.
* Troubleshoot custom interfaces.
==End User training==
All [[SmartSimple]] courses are designed for a technical audience.
If you require curriculum to meet specific end [[User|user]] needs, current material can be modified by our staff to meet your needs.
There are a number of customization options available for end [[User|user]]training:
* '''Mixed Application Workbooks''' - Contain features for more than one product such as [[Applicant Tracking]] and [[Sales Tracking]] placement agency [[User|users]].
* '''Technical and Non-Technical Workbooks'''- Contain customer specific modules to create hybrid workbooks that cover [[Internal|internal]] procedural issues and the associated software features.
* '''Special Features Workbooks''' - Contain limited number of modules for shorter sessions or just in time self-paced needs.
==Additional Training Details==
===Pricing and Location===
* Training is provided at our Toronto training centre, or at client location (provided client can supply computers – one per participant).
* Participant cost is $395 per training day. Private on-site group training is available for $1,000 per day for up to 10 participants.
* Payment must be received in advance of attendance and can be made by credit card using the [[SmartSimple]] website.
===Booking and Confirmation===
* Courses can be booked using the [[SmartSimple]] website or over the phone.
* Confirmations are sent by e-mail or fax.
* You must attend the entire course to receive a [[SmartSimple]] Course Completion Certificate.
===Cancellation – Instructor Led Training===
The cancellation policy is as follows:
* Cancellation notice of 3 (three) days is required to cancel a course without penalty.
* Cancellation notice of less than 3 (three) days will result in 50% of the course cost.
* Cancellation notice within 24 hours prior to the start of the course or non-attendance is 100% of the course cost.
* A credit note will be issued for a cancelled paid course.
===Cancellation – On-Site Group Training ===
* Cancellation notice of 10 (ten) days is required to cancel a private course or classroom rental without penalty.
* Cancellation of less than 10 (ten) days will result in a 100% of the private training or classroom rental cost.
===Substitution Students===
* Substitutions of enrolled students in scheduled classes are permitted prior to the class start on the first day.
===SmartSimple Obligations===
* Our choice of instructor for any course is subject to change.
* Please note that we reserve the right to cancel, postpone, or reschedule a course at our sole discretion, however, if any available substitute dates are not suitable to you, you shall receive a full refund.
[[Category:System Management]]
