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:

December 3-6: System/Productivity

Courses:

  • System Administration
  • Document & Communication Manager (DCM)
  • Forms365
  • Workflow365

Agenda
Accommodations
Transportation
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.

December 3-6: System/Productivity

Monday, December 3

System Administration

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

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, December 5

Intelligent Forms

Forms365

8:30 am – 5:00 pm

This course is for:

  • New Forms365 administrators
  • Forms365 administrators who would like additional or Best Practices training

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

  • Create, copy, and edit Forms
  • Create, use, and update Data Groups
  • Create and implement Form Sequences
  • Organize your Forms Library effectively
  • Create Form Actions that trigger on submission of a Form
  • Understand Forms interactions with Workflow

Morning Session

  • Navigating Comply365
  • Forms Site Settings
  • Module 1 – Mobile Overview
  • Module 2 – Categories
  • Module 3 – Forms Library
  • Module 4 – Data Groups and Sequences
  • Module 5 – Form Actions

Afternoon Session

  • Module 6 – Form Builder
  • Module 7 – Forms & Workflow
  • Module 8 – 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 with Forms365 enabled (provided
    by Comply365)
  • At least one image, preferably stored on the local drive, to use as a logo
  • At least one image, preferably a diagram image, to use for drawing on in the Canvas Overlay

Tuesday, December 4

Distribution & Compliance

Document & Communication Manager (DCM)

8:30 am – 5:00 pm

This course is for:

  • New DCM administrators
  • DCM administrators who would like refresher and Best Practices training

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

  • Understand the product Admins produce for your mobile end users
  • Create, copy, and edit Publications
  • Create, use, and update Groups
  • Create, use, and update Collections
  • Organize your DCM Library effectively
  • Understand Custom Attributes
  • Understand all methods of distribution

Morning Session

  • Navigating Comply365
  • DCM Site Settings
  • Module 1 – Mobile Overview
  • Module 2 – Categories
  • Module 3 – DCM Library Organization
  • Module 4 – Collections
  • Module 5 – Linked PDFs

Afternoon Session

  • Module 6 – Groups
  • Module 7 – Distribution Methods
  • Module 8 – Edit Publications
  • Module 9 – Custom Attributes
  • Module 10 – 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 with DCM enabled (provided by Comply365)
  • At least one image, preferably stored on the local drive, to use as a logo
  • Multiple document files to use as Publications

Thursday, December 6

Workflow

Workflow365

8:30 am – 5:00 pm

This course is for:

  • New Workflow administrators
  • Workflow administrators who would like additional or Best Practices training

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

  • Start a Workflow Project or Change Request
  • Edit an Existing Project
  • Build Tasks to be used in Project Templates
  • Build Templates to be used in Workflow Projects
  • Assign Roles to Users
  • Assign Tasks and Due Dates

Morning Session

  • Navigating Comply365
  • Module 1 – Workflow Site Settings
  • Module 2 – Categories
    Introduction
    2.2 – Add a new Category
    2.3 – Edit a Category
  • Module 3 – Roles
    3.1 – Add a new Role
    3.2 – AssigRoles
    3.3 – Updating Roles
  • Module 4 – Tasks
    4.1 – Create a Task
    4.2 – Configure Task for use in Template (Multiple Steps)
  • Module 5 – Templates
    5.1 – Creating a Template
    5.2 – Configuring the Template
    5.3 – Add Tasks to the Template

Afternoon Session

  • Module 6 – Projects
    6.1 – Start a New Project
    6.2 – Starting a Change Request
    6.3 – Edit Task Download
    6.4 – Project Dependent Task
  • Module 7 – Transferring Tasks
  • Module 8 – Report Center
  • Module 9 – Mobile

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 Workflow365 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.

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 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.