Westbrook Technologies

Education and Training Fortis Partner Courses

The following course offerings are designed to give Westbrook Partners the tools they need to sell, implement and support Westbrook Technologies' products and services.

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.

Partner Courses

  • Sales and Product Knowledge
    User Education
    Fortis User Fast Track Webinars

    Technical
    Qualified Fortis Professional (QFP)
    Qualified Fortis Professional Refresher (QFPR)
    Fortis Options

    • User Education

  • 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 Westbrook DOS 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
    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 Westbrook DOS 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 Professional (QFP)

  • This course begins with five half day Webinars focused on the end-user functionality of Fortis. The remainder of the time, five days in the classroom, is spent learning administration and maintenance of the system, including understanding best practices for good system and database design techniques, and comprehensive instruction for installation of servers and workstations. Class is primarily hands-on, and culminates in a practical evaluation that includes a Fortis system design exercise and a written exam, both to test comprehension of the Fortis product suite.
  • Length: Five half-day Webinars (Afternoon Only, 1:30 – 4:30) Five days in classroom
    Cost: Please call your Westbrook DOS for pricing
    Audience: Class is open to Partners
    Consulting and technical support personnel
    Prerequisite(s): Advanced Windows operating system skills and solid understanding of Windows networking concepts
    Recommended: Certified Document Imaging Architect (CDIA+) and experience in technical support or consulting
    Completion: Attendance at all Webinars and all classroom days of this course, a passing grade on the written exam and successful completion of the design project are required to become QFP certified
    Note: Successful completion of this course is required for a Partner to achieve Business Partner status and provide professional services to a customer that has purchased Fortis; an individual must successfully complete this course to be able to provide processional services to a customer that has purchased Fortis
    Click Here for class Outline

    • Qualified Fortis Professional Refresher (QFPR) eLearning

  • Updating your skills has never been easier. Westbrook’s Qualified Fortis Professional (QFP) Refresher is available in a self-paced, eLearning format. This course covers enhancements and new features added to the core Fortis product over the past two years. Each topic covered will address the business case and best practices for implementation. Time will also be spent reviewing user functions, security and files and directories.
  • Enroll in this interactive course to renew your QFP certification for the next two years. The course consists of several interactive modules. You can review the materials as often as you’d like, and complete the coursework when it’s convenient for you within the allowed 90-day period. Then take the final exam prior to the expiration of the 90 days. The exam must be completed in a single session.
  • If you don’t opt to take the refresher course, upon QFP expiration, you will not be entitled to Westbrook Software Support. You will also lose access to the Westbrook Partner Web site for software downloads and release notes for product releases and service packs. You can only reactivate your account by taking the online QFP Refresher class and passing the exam. There will be no exceptions.
  • Length: eLearning class to be completed within 90 days of credentials being issued
    Cost: Please call your Westbrook DOS for pricing
    Audience: Class is required for all active and expired QFPs in order to retain or regain QFP certification for another two years
    Prerequisite(s): A current or expired QFP certification
    Recommended: If your certification expired more than two years ago, you should attend a QFP class rather than taking the refresher course
    Completion: Exam must be completed in one session and a passing grade achieved
    Note: If you don’t pass the QFPR exam, the full QFP class must be completed to retain QFP certification

    • 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 Westbrook DOS 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