count on us for… advanced training. agenda part 1 (9am-12pm) overview (15 min) file...
TRANSCRIPT
Count On Us for…Advanced Training
AgendaPart 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 LunchLunch: 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&AQuestions…???
Thank you! Jon Schwartz | Marc Sirianni