Please also see this Google Doc that Outlines All of the Things Covered In This Training
End-User Training Recordings:
End-User Training 1 Video (General Overview & Registrations): https://uwmadison.box.com/s/7cawk49r7di24ikddfx36b2f9ukqo35s
...
Overview of what to look for (with time stamps) in the End-User Training Videos:
General Overview & Registrations (1 hour)
- Terminology: card, model, form, record
- Card functions 4:23
- How to search (card search, global search, filters) 14:40
- Dashboards 23:45
- How to process registrations 29:10
- New org and new contact
- Existing org new contact
- Create user outside of registration process
- Create org outside of registration process
- Grantee View 40:00
Applications (2 hrs)
- Pre-Award (1 hr)
- How to move an application through the workflow and promote a request to a grant
- How to assign a reviewer and check on the status of reviews 18:30
- Differences for PERC workflow 32:40
- Post-Award (1 hr)
- How to add a funding source 29:00
- How to schedule and approve reports 35:40
Admin Training Recordings:
Admin Training 1 Video(Admin Panel Overview, User Form, Organization Form, Registration Form, Change Field Label, Add a Field/Delete a Field, Updating registration links on the landing page, Card Configurations): https://uwmadison.box.com/s/z60pc924ygjcjc33ktwfo7m1snx2y514
...