eRoom 7.3 Training Courses

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eRoom 7.3 for Support Staff

Audience Help Desk or Support Staff with little or no previous eRoom experience
Format Hands-on / Instructor-Led
Length 2 days
Capacity 12
Prerequisites None

Description

For companies that are using their own Help Desk to support eRoom, this session is for you.  The goal of this workshop is to train Support staff on key eRoom features and user questions.  It covers the following features and support-related topics:

  • Creating content in an eRoom, including folders, lists, discussions, calendars, notes, polls, links, dashboards, project plans, and inboxes

  • Using databases: adding database records, creating new databases from facility templates

  • Adding and editing files and documents such as Word and Excel and applying version tracking

  • Access control: understanding, setting, and changing security settings on items

  • Notification settings: understanding and changing e-mail settings

  • How to navigate eRoom using unread items, the eRoom Monitor, and Search

  • Using and encouraging the use of online help

  • Coordinator settings and responsibilities

  • Understanding Community and Facility Settings and how they affect eRooms

  • How to handle common eRoom errors

  • Helpful resources and suggestions for setting up a Support eRoom

Note that this course does not have the eRoom Beginner course as a prerequisite because it covers many of the same topics, but from a support perspective.  To order this course for onsite delivery or for additional information please contact us.