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.

More Opportunities

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

Upcoming Discover365 Training Sessions at Comply365 Headquarters:

June 3-7: System Administration / Productivity Solutions

Courses:

  • System Administration 1 (1 day)
  • Document & Communication Manager 1 (1 day)
  • Document & Communication Manager 2 (1 day)
  • Forms365 (1 day)
  • Workflow365 (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:

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

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

*Dates subject to change at Comply365 discretion.

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

June 3-7: System Administration/Productivity Solutions

Monday, June 3

System Administration 1

8:30 am – 5:00 pm

This Course is for: 

  • New Site Administrators
  • Site Administrators that 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

Thursday, June 6

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, June 4

Document & Communication Manager (DCM) 1

8:30 am – 5:00 pm

This Course is for:

  • New DCM Administrators
  • DCM Administrators that would like basic refresher and Best Practices training

Objectives

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

  • Create and edit Publications
  • Manage Groups
  • Understand and use Collections
  • Effectively Organize your DCM Library
  • Understand all basic methods of distribution

Exercises

  • Load Publication
  • Collection association
  • Library Management
  • Distribution by user subscription
  • Distribution by group subscription
  • Change Publications
  • Undo Compliance History
  • Schedule Replacement Publication

Morning Session

Navigating Comply365
Module 1 – Mobile
Module 2 – Understanding Categories
Module 3 – DCM Library Management

  • Add New Publications
  • Parent and Child Publications
  • Full-Text Search

Module 4 – Distribution Mechanisms

  • Collections Overview
  • User and Group Subscriptions

Afternoon Session

Module 5 – Groups

  • View and Edit Groups
  • Managing Group Membership
  • Managing Group Publications

Module 6 – Editing Publications

  • Remove Confirmed Publications from User’s View
  • Delete Unconfirmed Publications
  • Undo Compliance History from a Publication
  • Change Publications
  • Schedule Replacement Publication

Module 7 – 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)
  • At least one image, preferably stored on the local drive, to use as a logo
  • Multiple document files to use as Publications

Friday, June 7

Workflow365

8:30 am – 5:00 pm

This Course is for:

• New Workflow Administrators
• Workflow Administrators that would like additional or Best Practices training

Objectives

After 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
2.1 – Introduction
2.2 – Add a new Category
2.3 – Edit a Category
Module 3 – Roles
3.1 – Add a new Role
3.2 – Assigning Roles
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)

Wednesday, June 5

Document & Communication Manager (DCM) 2

8:30 am – 5:00 pm

This Course is for:

  • Existing DCM Administrators that would like deep-functionality, troubleshooting, and Best Practices training
  • DCM Admins with ADMIN: DCM Comply365 qualification (optional)

Objectives

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

  • Create, copy, and edit Linked PDF Publications
  • Understand and use Custom Attributes
  • Create, use, and update Groups managed by attributes
  • Create, use, and update Collections
  • Understand methods of attribute-based distribution
  • Utilize the Bulk Compliance functionality
  • Utilize linking and collections with Supports Embedded Linking activated
  • Troubleshoot common DCM related issues
  • Utilize the Library Audit function

Exercises

  • Create and edit Collections
  • Use a Collection that Supports Embedded Linking
  • Create Linked PDFs
  • Create Groups
  • Manage Groups by attributes
  • Distribute Publications with attributes

Morning Session

DCM Site Settings
Module 1 – Categories
Module 2 – DCM Library

  • Parent and Child Publications
  • Linked PDFs

Module 3 – Collections

  • View Collections
  • View/Edit a Parent/Child Collection Publication List
  • Supports Embedded Linking

Module 4 – Linked PDFs

Afternoon Session

Module 5 – Groups

  • View All Groups
  • Create Groups
  • Manage Group Publications
  • Edit Existing Groups
  • Deleting Groups
  • Group Membership

Module 6 – Custom Attributes

  • Groups managed by attributes
  • Publication attributes

Module 7 – Report Center
Module 8 – Site Settings
Module 9 – Standards365
Module 10 – Troubleshooting Common DCM issues

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
  • At least one image, preferably stored on the local drive, to use as a logo
  • Multiple document files to use as Publications

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.