Discover365

Training

We offer a series of small group training sessions, led by the Comply365 Professional Services team, designed to help you sharpen your skills and accelerate your efforts through hands-on workshops.

These courses are ideal for new Administrators or Administrators who would like additional or refresher training. All of our training objectives are presented with Comply365 best practices at their core and will include the latest feature sets. Certification will be available.

We are committed to helping you maximize the potential of your Comply365 solutions and ensuring that you deliver results on key initiatives. Don’t miss these opportunities to learn from our experts in small group settings designed to keep training personalized and increase engagement. Take advantage of special pricing to leverage your training dollars.

More Opportunities

Our goal is to help you fully leverage your solutions through our extensive training opportunities:

Upcoming Discover365 Training Sessions at Comply365 Headquarters:

February 25 – March 1: System/Training

Courses:

  • System Administration 1 (1 day)
  • System Administration 2 (1 day)
  • Qual365 (1 day)
  • LMS Learning Manager (1 day)
  • AQP Learning Manager (1 day)

Agenda
Accommodations
Cancellation Policy

The fee per course is $500 and includes lunch. Certification will be available! Tip: Check with your HR or Training departments for certification program assistance.

2019 Training Schedule – Held at Comply365 Headquarters:

FEBRUARY 25-MARCH 1
System/Training
• System 1
• System 2
• Qual365
• LMS Learning Manager
• AQP Learning Manager

JULY 29-AUGUST 2
System/Training
• System 1
• System 2
• Qual365
• AQP Learning Manager
• LMS Learning Manager

*Dates subject to change at Comply365 discretion.

JUNE 3-7
System/Productivity
• System 1
• DCM 1
• DCM 2
• Forms365
• Workflow365

DECEMBER 2-6
System/Productivity
• System 2
• DCM 1
• DCM 2
• Forms365
• Workflow365

February 25 – March 1: System/Training

Monday, February 25

System Administration 1

8:30 am – 5:00 pm

This course is for:

  • New site administrators
  • Site administrators who would like additional or Best Practices training
  • IT help desk/support personnel with responsibility for supporting Comply365

Objectives
At the conclusion of this training you will be able to:

  • Understand how to configure and control all aspects of system notifications
  • Understand and influence how users are managed, including role permissions
  • Understand, create and relate system Departments, Categories and other usergroups
  • Understand and perform system bulk loads
  • Navigate and effectively use system reporting tools

Agenda

  • Navigating Comply365
  • Comply365 Enterprise Overview
  • Managed Content
  • Home Page Resources
  • Core Site Settings
  • User Management
  • System Departments
  • Alerts
  • Bulk Loads
  • Report Center

What You’ll Need
For the lab sessions (exercises) in this training you will need:

  • A laptop, with web connectivity through Chrome, Firefox, Safari or Internet Explorer 9+
  • Mobile device/tablet is also encouraged
  • Access to a Comply365 test site (provided by Comply365)

Thursday, February 28

Training

LMS Training Manager

8:30 am – 5:00 pm

This course is for:

  • New LMS administrators
  • LMS administrators who would like additional or Best Practices training
  • LMS administrators wanting to implement non-admin roles for instructors

Objectives
At the conclusion of this training you will be able to:

  • Create, copy and edit Courses
  • Understand all Course Step Types
  • Understand all available Course distribution mechanisms
  • Understand basic Admin support for users
  • Understand LMS Reporting tools

Morning Session

  • LMS Site Settings
  • Primary functions of Departments and Categories
  • Course Creation
  • Content Types
  • Test Building

Afternoon Session

  • Mobile Considerations
  • Course Distribution Methods
  • LMS Admin Support on Courses with Completion History
  • Report Center

What You’ll Need
For the lab sessions (exercises) in this training you will need:

  • A laptop, with web connectivity through Chrome, Firefox, Safari, or Internet Explorer 9+
  • iPad with iOS 10+ is also encouraged
  • Access to a Comply365 test site with LMS enabled (provided by Comply365)

Tuesday, February 26

System Administration 2

8:30 am – 5:00 pm

This course is for:

  • New Site Administrators who have completed System Administration 1
  • Site Administrators who would like additional or Best Practices training
  • IT help desk/support personnel with responsibility for supporting Comply365

Objectives
At the conclusion of this training you will be able to:

  • Understand integration between Comply365 products
  • Manage system storage space effectively
  • Understand all aspects of mobile administration
  • Be familiar with system integration tools and functionality
  • Navigate and effectively use system reporting tools
  • Understand the Auditor Data Exposure functionality

Agenda

  • Comply365 Enterprise Overview
  • Core Site Settings
  • User Management
  • Auditor Data Exposure
  • Localization
  • System Storage
  • Mobile Administration
  • System Integration
  • My Report Center

What You’ll Need
For the lab sessions (exercises) in this training you will need:

  • A laptop, with web connectivity through Chrome, Firefox, Safari or Internet Explorer 9+
  • Mobile device/tablet is also encouraged
  • Access to a Comply365 test site (provided by Comply365)

Friday, March 1

Training

AQP Learning Manager

8:30 am – 5:00 pm

This course is for:

• New AQP Administrators
• AQP Administrators that would like additional or Best Practices training
• AQP Data Analysts that want to prevent FAA Rejection Errors once and for all

Objectives
At the conclusion of this training you will be able to:

  • Create, copy, and edit AQP Forms
  • Understand all AQP Form properties
  • Understand various methods for collecting completion records for any training event
  • Understand basic Admin support for Instructors/Evaluators
  • Understand AQP Reporting tools
  • Troubleshoot and correct FAA Errors

Morning Session

  • Navigating Comply365
  • Module 1 – AQP Site Settings
  • Module 2 – Mobile
  • Module 3 – Roles and Lookups
    • 3.1 Instructor / Evaluator User experience
    • 3.2 User Roles
    • 3.3 Lookups
    • 3.4 Standard Comments
    • 3.5 Form Header Variations by Evaluation Type
  • Module 4 – AQP Forms
    • 4.1 Form Structures and Properties
    • 4.2 Event Sets, Events, Scenarios, Pre-requisites
    • 4.3 Form Construction
    • 4.4 Effectivity and Version control
    • 4.5 Qual365 Records System Integration

Afternoon Session

  • Module 5 – Form States
    • 5.1 Saving and Resuming Forms
    • 5.2 Form Chaining
    • 5.3 Suspending
    • 5.4 Submit to QA (or not)
    • 5.5 Administrative QA
  • Module 6 – Reporting
    • 6.1 Standard Reports
    • 6.2 Evaluation Analysis
  • Module 7 – FAA Extract
    • 7.1 How is it generated?
    • 7.2 Review of FAA Data Reporting Requirements AC 120-54A
    • 7.3 Most Common FAA Rejection Errors
    • 7.4 Tracing FAA Rejection Errors
    • 7.5 Correcting FAA Rejection Errors: Break the Habit of Editing the Extract
    • 7.6 FAA Rejection Error Prevention

What You’ll Need
For the lab sessions (exercises) in this training you will need:

  • A laptop, with web connectivity through Chrome, Firefox, Safari, or Internet Explorer 9+
  • iPad with iOS10+ is also encouraged
  • Access to a Comply365 test site with AQP enabled (provided by Comply365)

Wednesday, February 27

Qualification & Records System

Qual365

8:30 am – 5:00 pm

This course is for:

  • New Qual365 administrators
  • Qual365 administrators who would like refresher and Best Practices training
  • Thought leaders looking to leverage system flexibility for tracking employees, contractors, equipment, audits or other assets over time

Objectives
At the conclusion of this training you will be able to:

  • Understand how to use Qual365 for tracking people and objects
  • Understand how users or other objects inherit trackable requirements over time
  • Understand all configuration options for requirements, including currency periods and equivalencies
  • Understand how to implement changes to qualifications over time
  • Understand and demonstrate the role of data entry
  • Understand how to view the qualification and requirements state of any user or object
  • Understand Qual365 reporting tools

Morning Session

  • Qual365 Site Settings
  • Categories and Departments
  • Roles and Lookups
  • The Core of Requirements

Afternoon Session

  • User Positions
  • Change Control Over Time with Effectivity Dates
  • User Records and Data Entry
  • Report Center

What You’ll Need
For the lab sessions (exercises) in this training you will need:

  • A laptop, with web connectivity through Chrome, Firefox, Safari, or Internet Explorer 9+
  • Access to a Comply365 test site with Qual365 enabled (provided by Comply365)
  • A sample image file and a sample document file

All training objectives are presented as modules, and Comply365 best practices are at the core of the training. These modules have been further divided into smaller topical lessons. Each objective is a block of learning that contains topical lessons, examples, instructions and hands-on work-throughs. There are exercises included to practice what is learned.

The exercises in each objective are intended to assess your comprehension of the material and to provide practice on the topics presented before moving to the next section.

Discover365 Training Cancellation Policy

  1. All purchases of Discover365 training courses are final and non-refundable.
  2. You may either reschedule, select credit toward a future class or transfer the seat to another person up to 7 calendar days prior to the start date of the course you are registered for. The credit must be used within 1 year of the original course start date.
  3. Comply365 reserves the right to cancel any course. As a courtesy to our clients, every attempt will be made to notify clients at least 7 calendar days prior to the start of the course that is cancelled.
  4. If a course is cancelled, we will contact clients by telephone and email to arrange for a training credit or provide a refund. Every effort will be made to reschedule a cancelled class or transfer enrollments to a future date.

Accommodations are not included, but we have negotiated discounted rates at area hotels. The Ironworks Hotel and Hotel Goodwin are two boutique hotels within easy walking distance on a footbridge across the river from Comply365.

Ironworks Hotel
(in the heart of downtown, just a footbridge walk across the river from Comply365)
500 Pleasant Street
Beloit, WI 53511

2 booking options:

  1. Call the hotel direct at 608.362.5500 and ask for the Comply365 rate and the front desk will make your reservation(s).
  2. You can go to Ironwork’s website and use our rate code – CCOM. Here are the instructions:
    • Log in to www.ironworkshotel.com/beloit.
    • Click “Book Room” and enter the dates of your stay
    • Click “Add Code”
    • Click “Rate Access/Corporate Code”
    • Enter “CCOM” in the Rate/Corp Code box
    • Click “Confirm Dates of Stay”
    • Available rooms will appear with your negotiated rate for Comply365
    • Select your room type
    • Enter the guest and credit card information
    • Click ‘Reserve’ and get your confirmation number

Best Western Legacy Inn & Suites
(near the interstate and short drive from downtown)
5910 Technology Drive
South Beloit, IL 61080

Call the hotel direct at 815-389-4211 and ask for the Comply365 rate and the front desk will make your reservation(s).

Hotel Goodwin
(in the heart of downtown, just a footbridge walk across the river from Comply365)
500 Public Avenue
Beloit, WI 53511

2 booking options:

  1. Call the hotel direct at 608.473.1400 and ask for the Comply365 rate and the front desk will make your reservation(s).
  2. You can go to Ironwork’s website and use our rate code – CCOM. Here are the instructions:
    • Log in to www.hotelgoodwin.com.
    • Click “Begin Your Signature Stay” and enter the dates of your stay
    • Click “Add Code”
    • Click “Rate Access/Corporate Code”
    • Enter “CCOM” in the Rate/Corp Code box
    • Click “Confirm Dates of Stay”
    • Available rooms will appear with your negotiated rate for Comply365
    • Select your room type
    • Enter the guest and credit card information
    • Click ‘Reserve’ and get your confirmation number

Coach service is available from ORD and MDW to South Beloit, IL, via Van Galder Bus.

Free parking is available in multiple lots around the building.