IFS CROSS-FUNCTIONALS – DOCUMENT MANAGEMENT

ABOUT THIS COURSE

This is one of the courses towards gaining the IFS Certified Specialist accreditation for Consultants. It enables students to cover and prepare for all examination specification topics for the Document Management exam.

Target Audience

Those who need to be able to identify and state the essential decisions to be made, basic data to be created and processes involved in the setting up of Document Management in support of IFS Applications™.

Lessons

  1. Introduction to Document Management
  2. Document Basic Data
  3. Creation of document revisions
  4. Document revision life cycle
  5. Document Connections
  6. Document access
  7. Document templates
  8. Document packages
  9. Document transmittals
  10. Search for and use documents

Objectives

At the end of this course, the students are able to:

  • Identify and understand the purpose and scope of IFS Document Management
  • Define basic data for document management
  • Create a document revision in different ways
  • Manage a document throughout its life cycle
  • Understand the use of document connections
  • Understand the use of document access
  • Create document templates
  • Understand the use of document packages
  • Create a document transmittal
  • Search for and use documents

Prerequisites

Knowledge: Basic knowledge of Windows programs, ERP software in general and Microsoft Excel. SQL/PLUS recommended, but not required.

Courses: IFS Fundamentals

Exams: IFS Fundamentals (recommended)

hat

Track:

  • Consultants

Certification:

  • Specialist

Module:

  • IFS Fundamentals

Course ID:

CS82CFDM

Duration:

2 Days

Type of Course:

  • Workshop