Document Management

Lesson Plan - September 16, 2021

At the end of the Document Management lesson, the customer and targeted users will be able to save documents in maestro*, search for them, sort and make them available to the appropriate users, share them with clients if needed, and, finally, use variables to merge data in Word and/or Excel documents.

 

Unit DOC01 - Preliminary Analysis

Date: 

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Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs and requirements for document management in maestro*, as well as perform the necessary configurations.

PREREQUISITES

  • Security.
  • Outlook Add-in
  • Analysis
  • Configurations
    • Define Groups
    • Define Document Categories
    • Outlook Add-in
    • Security Management
  • Discussion on the current and future process of managing documents (strengths and weaknesses);
  • Set up of the required configurations for the implementation;
  • Decision-making.

HOMEWORK

  • Reflect on the discussions.

15 min
  • Training document DOC01

Pilot

Unit DOC02 - Document Management 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will be able to perform various types of operations linked to the saving, sharing, and use of documents in maestro*.

  • Document Management
  • Merging of variables in Word and/or Excel documents
  • Collection Follow-up
  • Events Calendar
  • Document Inquiry
  • Documents Import
  • Mailing Configuration
  • Different types of documents;
  • Using keywords;
  • Search tags;
  • Including documents in massive mailings or not;
  • Assigning a document to a user;
  • Demonstration of a fusion with a Word document;
  • Transfer of an Outlook document to maestro* (Add-in);
  • Creating documents to follow-up on collections;
  • Using the Events Calendar;
  • Document search (document inquiry);
  • Using the mailing configurations to save documents.

2h

Pilot

Users

Unit DOC03 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will have carried out the tests and verifications which allow to use the Document Management option, in maestro*, in accordance with the company's needs.

  • Tests of security access to the different document categories
  • Tests linked to variable mergers
  • Creation and import of documents
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction Validations.

HOMEWORK

  • Complete Integrated Tests.

0.5h

 

Pilot

Users

 

Unit DOC04 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer will have shown the necessary knowledge and skills to manage documents in maestro*.
  • Review of past notions and homeworks
  • User training according to the established process during the analysis
  • Finalization of the creation of document categories and their configurations
  • Finalization of the application of security settings for document category access
  • Validate learnings;
  • Review of the security settings applied;
  • Preparation of the next training lessons.

 

Aquired competencies Form - AP

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