The Four Core Sequenced Trainings
The training process starts with 4 training sessions that need to be completed in sequence. Once these are completed, there are other "Non Sequenced" trainings that may or may not be required.
Please watch the required videos prior to the live training session.
First Training Session - Getting Set Up
Live Training Session: 60 minutes
Intended For: System Administrators - designers optional
Areas Covered: System Preferences, Templates, User Guide
Required: Watch Training Sequence #1 Videos (there are 3)
The User Guide (1 minute 10 seconds)
System Preferences (15:37)
Item and Specification Templates (5:51)
Training Goal:
1.Understand how to access the User Guide and use the search feature
2.Understand the default settings in System Preferences
3.Understand the role of categories
4.Understand how Item and Specification templates work in the system
Click here to schedule this 1st training session.
If a training slot is not available at a time that is convenient, please ask your project manager to work with you to find a time that works for you.
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Second Training Session - Projects and Address Book
Live Training Session: 60 min
Intended For: System Administrators - designers optional
Areas Covered: Address Book and Projects
Required: Watch Training Sequence #2 Videos (there are 2)
Address Book (10 minutes 33 seconds)
Projects (15:01)
Training Goal: For users to be able to:
1.Enter contacts in the Address Book and understand the importance of how vendors are set-up in the system
2.Add projects
Click here to schedule this 2nd training session.
If a training slot is not available at a time that is convenient, please ask your project manager to work with you to find a time that works for you.
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Third Training Session - Items List View
Live Training Session: 1 hour 30 minutes
Intended For: All DesignSmart users
Areas Covered: Items List Views, Reports
Required: Watch Training Sequence #3 Videos (there are 7!)
Item Detail Overview (7 minutes 58 seconds)
Item List Views (11:08)
Working with Images (7:57)
Item Detail View - Left Panel (8:07)
Products (11:15)
Pricing (13:13)
How Reports Work (4:46)
Training Goal: For users to be able to:
1.Understand the various Item List Views
2.How to add items
3.Understand how to create reports
4.Deal with "locked" items
5.Save and Load Selections
6.Exclude Items
7.Work with Favorites
8.Be aware of available reports
Click here to schedule this 3rd training session.
If a training slot is not available at a time that is convenient, please ask your project manager to work with you to find a time that works for you.
Fourth Training Session - Item Detail View
Live Training Session: 1 hour 30 minutes
Intended For: All DesignSmart users
Areas Covered: Item Detail View and Products
Required: SAME VIDEOS AS TRAINING #3
Item Detail Overview (7 minutes 58 seconds)
Item List Views (11:08)
Working with Images (7:57)
Item Detail View - Left Panel (8:07)
Products (11:15)
Pricing (13:13)
How Reports Work (4:46)
Training Goal: For users to be able to:
1.Understand how pricing works
2.Understand the tabs on the Item Detail View
3.Understand how products work and how the differ from items
4.Add and crop images
Click here to schedule this 4th training session.
If a training slot is not available at a time that is convenient, please ask your project manager to work with you to find a time that works for you.
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