Count On Us for… Advanced Training

Agenda Part 1 (9am-12pm) Overview (15 min) File Cabinet/Database work (30 min) Forms iQ (2 hour) Entry Form (30 min) 15 min Break Search Form (30 min) Modify Form (30 min) Portal (15 min) Part 2 (2pm-4:30pm) Workflow iQ (45 min) Dashboard iQ (30 min) 15 min Break Reports iQ (30 min) Q&A/Recap (30 min)

The project… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

Tasks… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

Filecabinet and Database Objects -Filecabinet -Store data/document -Multiple document types -Unique ID -Unique ID (Database Sequence) -Lookup Table -Manage the different document types

Tasks… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

FormsiQ – New Document

FormsiQ – Search

FormsiQ – Modify

Break for Lunch Lunch: 12pm-2pm

Recap first half Building File Cabinets/Lookups/Database Sequence Forms iQ What did we build? Questions?

Tasks… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

Workflow

Tasks… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

DashboardiQ

Tasks… Build a Document Management System… Store the data by doc type & attachments Interface to create new document with an attachment Interface to search through existing records Interface to modify existing records Have an approval workflow with approval interface Interactive management monitoring tool Automated weekly progress reports

ReportsiQ

Recap Forms iQ – Enhance your forms using javascript & css. Don’t be afraid to reach into the html either! Workflow iQ – Integrate formsiq and Workflow iq by implementing WFFIQ’s to make approval processes easier. Reporting – Use Reports iQ to schedule a snapshot of data to be run & delivered. Use Dashboard iQ to create an interactive look at the data. Count on us! – Count on us for questions, help, planning and design!

Q&A Questions…??? Thank you! Jon Schwartz | Marc Sirianni