"Fortis User Fast Track" Webinars

Why Fortis User Fast Track?

Getting users trained is paramount if a customer is going to be able to take full advantage of their investment in Fortis. While a two-day User Education class is available, it isn't always appropriate for users to learn everything about Fortis' vast feature set. That fact was the impetus for creating Fortis User Fast Track. In just a few targeted, one-hour sessions, users can learn what they need to know to take on the new tasks introduced to their jobs when Fortis was implemented within their organization or to adapt to a new position that utilized a well-established Fortis implementation.

Each Web-based session is designed to last no more than one hour. These are not hands-on classes; all information is presented with product demonstration and, if appropriate, a PowerPoint presentation or notes pages. Each session allows for a question and answer period to ensure the audience understands the features they've seen.

Fortis User Fast Track sessions are "public", open to all customers, so may be attended by users from different customers working in different industries. For this reason, rather than using a copy of a customer's database or using an industry-specific database, the Fortis Demo software will be used throughout the sessions, focusing on the Westbrook University sample database included in the Fortis Demo software. As with most product training, each session is intended to teach concepts and features; users may need follow-up training to help them understand where the concepts fit within their specific Fortis implementation.

By purchasing a Fortis User Fast Track session, a customer may choose to have a single person attend the session, watching on their own computer and listening on their own phone. This is an ideal solution for a new hire or someone changing positions within an organization. However, the customer may opt to show the session via projector with the audio portion on speaker phone, and invite as many people as can fit into a conference room. This is an ideal solution for a new Fortis implementation when there are many users to be trained. The access to each session is the customer's to use in any way that best suits their current needs.

Session Descriptions

1. Overview
A prerequisite for all other sessions. Session 1 introduces the audience to the concepts and terminology of Fortis to ensure everyone understands vocabulary, navigation, page types, document control, helpful Preferences, Station types, license usage, and other basics that are used throughout the remaining sessions.

2. Capture 1
Scan to In Basket. Session 2 covers every aspect of the process of scanning documents into Fortis In Baskets. This includes configuring Fortis to work with the local scanner, setting Fortis Preferences to get the best results, and understanding all settings in the Fortis Scan dialog box, ensuring users are comfortable and confident with any scan project. Attendees must first understand the basics of Fortis by attending Session 1.

3. Capture 2
Import to In Basket. Session 3 covers every aspect of manually selecting and importing existing electronic documents into FortisBlue In Baskets. This includes navigating to find the source documents and understanding all settings in the Fortis Import dialog box, ensuring users can efficiently and effectively take on any importing task. Attendees must first understand the basics of Fortis by attending Session 1.

4. Capture 3
Additional Capture Methods. Session 4 shows the audience how each of the additional capture methods works and under what circumstances they might be an appropriate alternative to scan and import. While scanning and importing are primary capture methods, at times other capture features can be more effective. The additional capture methods covered include Drag-and-Drop to an In Basket, Print-To-MAG, and Fortis Office to an In Basket (Send To and Drag-and-Drop). Attendees must first understand the basics of Fortis by attending Session 1.

5. Index 1
In Basket to Database, Manual Data Entry. Session 5 teaches the audience how to get documents from the temporary storage of an In Basket to the organized storage of a database. Part of that process is to provide the documents' identifying information via manual data entry. Users see how the use of a Manual Template can help with data entry when the document is a form filled out by hand. The concept of System Fields, system-populated fields, is also discussed. Attendees must first understand the basics of Fortis by attending Session 1..

6. Index 2
In Basket to Database, Automatic Data Entry. Session 6 teaches the audience how to get documents from the temporary storage of an In Basket to the organized storage of a database. Part of that process is to provide the documents' identifying information via automatic data capture tools. These tools include OCR and BCR Templates, Batch Index, and Set Data. The concept of Pick Lists, drop-down lists of valid data from which to select, is also discussed. Attendees must first understand the basics of Fortis by attending Session 1.

7. Index 3
Additional Indexing Tools and Features. Session 7 presents tools and features for populating index fields not already seen in the Session 5: Index 1 and Session 6: Index 2. These additional tools and features include Copy to Field, Retain Data After Save, Copy Index Data, and Fortis Office: Customizing Desktop Shortcuts. Appropriate usage of each item is also discussed. Attendees must first understand the basics of Fortis by attending Session 1.

8. Capture & Index 1
Capture to a Database. Session 8 discusses the process of capturing documents directly to a database, bypassing In Baskets. Part of that process is to provide the documents' identifying information using Templates, Set Data, Fortis Office, MS Office Properties, and File Name Properties. Users see how each of these items can fit into the Capture to Database process. Attendees must first understand the basics of Fortis by attending Session 1, the capture process by attending Session 2 or Session 3, and the index process by attending Session 5.

9. Capture & Index 2
Creating Templates and Scripts. Session 9 looks at creating Templates (used in earlier session) to automate the data entry process, and Scripts to automate the capture and index processes. Attendees must first understand the basic of Fortis by attending Session 1, the capture process by attending Session 2 or Session 3, and the indexing processes with automatic data entry by attending Session 6.

10. Capture & Index 3
Capture and Index with Scripts. Session 10 instructs users how to run pre-defined Scripts to accomplish their capture and/or index tasks. Attendees must first understand the basic of Fortis by attending Session 1, the capture process by attending Session 2 or Session 3, and the indexing processes with automatic data entry by attending Session 6.

11. Queries 1
Create and Run Index Field Queries and Browses. Session 11 helps users understand their options for retrieving Fortis documents, including creating, saving, and running Index Field Queries (saved searches) and Index Field Browses (ad hoc searches), as well as accessing documents from a Query Result. Also shown are helpful Preferences, how to adjust the layout of the Query Result, and using Date Math to create Queries that search based on dates relative to "today". Attendees must first understand the basics of Fortis by attending Session 1.

12. Queries 2
Create and Run Full Text Queries and Browses. Session 12 helps users understand how to retrieve documents based on document content, including creating, saving, and running Full Text Queries (saved searches) and Full Text Browses (ad hoc searches), as well as accessing documents from a Query Result. Also shown are helpful Preferences and search tokens uses can include in their search value to add immense flexibility to their Full Text searches. Attendees must first understand the basics of Fortis by attending Session 1 and Queries and Browses by attending Session 11.

13. Edit
Edit Data and/or Documents. Session 13 illustrates for users how Fortis data and documents can be modified. Features include Global Replace, Annotations, Burst, Launch, Insert/Replace Page, Full Page OCR, and Image Enhance. Attendees must first understand the basics of Fortis by attending Session 1 and how to retrieve the documents to be modified by attending Session 11.

14. Output
Sharing Data and Documents. Session 14 addresses various ways in which Fortis Documents can be shared with others. These output methods include print data, print documents, export data, export documents, email documents, and the Forward and Launch Copy features. Attendees must first understand the basics of Fortis by attending Session 1 and how to retrieve the documents to be shared by attending Session 11.

Session Schedule Summary for a Week 

Each session is offered twice: once in the morning and once in the afternoon. A customer may elect to attend some morning sessions and some afternoon session; there is no restriction that all sessions must be morning or all sessions must be afternoon. Below is a summary of how each Fortis User Fast Track training week is scheduled.