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:

Please contact your Strategic Account Manager with questions.

Upcoming Discover365 Training Sessions at Comply365 Headquarters:

January 9-11: System/Training

Courses:

  • System Administration
  • Qualification & Records System
    • Qual365
  • Training
    • LMS Learning Manager

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.

Agenda
Accommodations
Transportation

2018 Training Schedule – Held at Comply365 Headquarters:

JANUARY 9-11
Training
• System Administration
• Qualification & Records System
• LMS Learning Manager

MAY 15-17
Productivity
• Forms365
TBD

AUGUST 7-9
Productivity
• DCM
TBD

FEBRUARY 6-8
Authoring
• DCM
• ProXML
• Workflow365

JUNE 5-7
Authoring
• DCM
• ProXML
• Workflow365

SEPTEMBER 4-6
Productivity
• Forms365
TBD

APRIL 3-5
TBD

JULY 10-12
Training
• LMS Learning Manager
• AQP Learning Manager
• Qual365

NOVEMBER 6-8
Authoring
• DCM
• ProXML
• Workflow365

DECEMBER 4-6
TBD

January 9-11: System/Training

Tuesday, January 9

System Administration

8:30 am – 4:30 pm

This course is for:

  • New site administrators
  • Site administrators who would like additional or Best Practices training
  • IT help desk/support personnel

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
  • Manage system storage space effectively
  • Understand all aspects of mobile administration
  • Navigate and effectively use system reporting tools

Morning Session

  • Comply365 Enterprise Overview – Products and Product Integrations
  • Managed Content
  • Home Page Resources
  • Core Site Settings
  • User Management
  • Alerts and System Organizations, Departments and Categories

Afternoon Session

  • Bulk Loads
  • Localization and Inter-Site Copy
  • System Storage
  • Mobile Device Administration and App Distribution Methods
  • 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)

Wednesday, January 10

Qualification & Records System

Qual365

8:30 am – 4:30 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

Thursday, January 11

Training

LMS Learning Manager

8:30 am – 4:30 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)

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.

Accommodations are not included, but we have negotiated discounted rates at two area hotels, both of which have free high-speed internet and free breakfast:

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

3 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
    • Simply select your check in and check out dates and number of rooms
    • Enter your rate code CCOM in the Rate/Corp Code box
    • Click ‘Search’
    • 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
  3. You may email dthomas@ironworkshotel.com your reservation requests and she will book your room(s) and send confirmation.

Fairfield Inn & Suites
(near restaurants and the interstate)
2784 Milwaukee Road
Beloit, WI 53511

2 booking options:

  1. Call the hotel direct at 608.365.2200 and ask for the Comply365 rate and the front desk will make your reservation(s).
  2. You can follow this link to Fairfield’s website, it will walk you through the process.

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.