Westbrook Technologies

Education and Training Fortis Customer Courses

The following course offerings are designed to give customers the tools they need to get the most out of the investment in their Westbrook Technologies document management solution.

Westbrook Technologies courses require basic knowledge of the Windows operating system environment, industry-related hardware and software experience and a general understanding of the concepts of scanning, imaging and content management. Some courses also require basic knowledge of Windows networking and other criteria as specified in the prerequisites listed with each course description.

Customer Courses

  • Product Knowledge
    User Education
    Customized User Education
    Fortis User Fast Track Webinars

    Support and Administration
    Qualified Fortis Administrator (QFA)
    Independant Qualified Fortis Administrator (iQFA)
    Fortis Options

    • User Education

  • The end users of a Fortis implementation are the true test of its success. However, if they aren't properly trained, they won't use the product to its full potential. Westbrook Technologies offers a comprehensive user education course to ensure that Fortis customers can quickly take advantage of the full range of Fortis capabilities. Attendees will learn various methods to bring documents into Fortis and identify and organize them for later retrieval. They will also learn how to find and manage their documents after they are in the system. They will leave class with a thorough understanding of the end-user functionality of Fortis. This class is the first two days of QFA class.
  • Length: Two days
    Cost: Please call your Partner for pricing
    Audience: Class is open to Partners and customers
    Partners: sales personnel
    Customers: end users
    Prerequisite(s): Basic Windows operating system skills
    Recommended: Understanding of document management concepts, and how Fortis will be used
    Completion: Attendance at both days of this course is required to become a certified Fortis user

    • Customized User Education

  • Customized User Education ensures that users rapidly adapt to the changes in their daily tasks and business processes resulting from the Fortis implementation. Class length and content is determined based on the needs of the user base. Customized training can be made up of several short, task-specific sessions attended by only the people performing those specific tasks. Employees might need to attend several of the sessions to cover all required tasks. Customized training can be provided via the Web.

    • Fortis User Fast Track Webinars

  • This course comprises 14 sessions, offering a comprehensive course to ensure that Fortis customers can quickly take advantage of the full range of Fortis capabilities. Designed to allow users to view only those sessions pertaining to their responsibilities, attendees will be shown various Fortis features specific to their job tasks, whether they be bringing documents into Fortis, identifying and organizing them, or retrieving them. Designed as lecture and demonstration presentations.
  • Length: 14 one-hour sessions
    Cost: Please call your Partner for pricing
    Audience: Course is open to Partners and customers
    Partners: sales personnel
    Customers: end users
    Prerequisite(s): Basic Windows operating system skills; several individual sessions require viewing of one or more previous sessions
    Recommended: Understanding of document management concepts, and how Fortis will be used
    Click here for session descriptions.

    • Qualified Fortis Administrator (QFA)

  • The course begins with two days focused on the end-user functionality of Fortis. The remainder of the time is spent learning administration and maintenance of the system, including understanding best practices for good system and database design techniques, and learning the procedure for setting up a Fortis client workstation. Class is primarily hands-on.
  • Length: Five days
    Cost: Please call your Partner for pricing
    Audience: Class is open to customers
    Advanced MIS staff, system administrators, database administrators, and support technicians
    Prerequisite(s): Basic Windows operating system skills
    Recommended: Advanced Windows operating system skills including an understanding of basic Windows networking concepts; understanding of document management concepts and how Fortis will be used
    Completion: Attendance at all five days of this course is required to become QFA certified
    Click Here for Class Outline

    • Independant Qualified Fortis Administrator (iQFA)

  • This course is intended to allow you to learn about Fortis from your home or office, at your own pace, taking as much time as you like. There are nine recorded sessions, Fortis product manuals, exercises and PowerPoint presentation available from our Web site after you register for class. The materials cover the end-user functionality of Fortis, and administration and maintenance of the system. Questions about the materials can be sent to university@westbrooktech.com and are answered by one of our experienced staff to ensure you get the most out of your learning experience.

    Length: 9 sessions
    Cost: Per session, please call your Partner for pricing
    Click Here for class login

    • Fortis Options

  • This hands-on course covers document-centric workflow design and implementation methods, along with Fortis Inflo's process mapping techniques. Fortis CDExpress is covered to allow data and documents to be copied to an off-line Fortis View Station for sharing with and distribution to non-Fortis users. Data capture tools, including Fortis Planet, Fortis Data Entry Assistance, and Fortis Update Assistance, as well as other output tools, including Fortis DocPack and Fortis Query2XLS, are also covered.
  • Length: Three days
    Cost: Please call your Partner for pricing
    Audience: Class is open to Partners and customers
    Partners: consulting and technical support personnel
    Customers: advanced MIS staff, system administrators, database administrators, and support technicians
    Prerequisite(s): Partners: Qualified Fortis Profession (QFP) certification
    Customers: Qualified Fortis Administrator (QFA) certification
    Recommended: Certified Document Imaging Architect (CDIA+)
    Completion: Attendance at all three days of this course is required to become Fortis Inflo and Options certified
    Note: Partners: successful completion of this course is required in order for a QFP to provide professional services to a customer that has purchased Fortis options