Aims:
The objective of this course is to introduce users to the Vitalware vital records management system.
Format:
A two day workshop; each attendee has exclusive access to a PC running the Vitalware client, an appropriate browser and other relevant desktop applications. Each attendee has access to a complete Vitalware system, including extensive sample data.
Prerequisites:
None
Course Outline:
This course is intended for newcomers to Vitalware and will provide trainees with the knowledge, skills and confidence to start using Vitalware.
In this course trainees will learn how to:
- Access Vitalware
- Use Vitalware's extensive Help system to find answers to many of your Vitalware questions
- Search for records
- Display records and navigate from one record to another
- Add and edit records
- Link records
- Group and sort records
- Copy data in fields, tabs or entire records to add to another record
- Run reports
The Courseware Table of Contents includes:
- Section 1 - About this course
- Section 2 - Welcome
- About KE Software
- So what is Vitalware?
- Section 3 - Accessing Vitalware and finding your way around
- How to log in to Vitalware
- The Command Centre
- How to open, move and close modules
- The module window
- Lookup Lists
- Section 4 - The Vitalware Help
- Finding Help when you need it
- How to use the Vitalware Help
- The What's this button
- Field Level Help
- Section 5 - Searching, browsing and displaying
- The most frequently used search commands
- A basic search
- Displaying and browsing the results of your search
- Additional basic search exercises
- Boolean operators
- How to perform an Additional Search
- Text searches
- Pattern matching and the wildcard search
- Range Searches
- Proximity Searching
- How to search attached documents
- Some other Vitalware search functions
- Default values: search
- List Views
- Additional Exercises
- Section 6 - How to delete and discard records
- Current and selected records
- Section 7 - How to add, save, edit and link records
- Default values: new record
- How to add a record and how to save it
- How to edit a record
- How to attach records to each other
- Section 8 - How to sort and group
- Sorting Records
- Grouping Records
- Section 9 - The Ditto utility
- How to use the Ditto utility
- How to add a Ditto record to the Ditto box permanently
- Section 10 - Reports
- How to run a report
- How to create a report in Microsoft Excel (without the need for visual basic code!)
For further information and bookings, email: