Please also see this Google Doc that Outlines All of the Things Covered In This Training

Link to Google Doc here.

End-User Training Recordings:

End-User Training 1 Video (General Overview & Registrations): https://uwmadison.box.com/s/7cawk49r7di24ikddfx36b2f9ukqo35s

End-User Training 2 Video (Applications): https://uwmadison.box.com/s/1t2uxw4ni02i5g7bzsjw72mrlo50a03m

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

Admin Training 2 Video (Form Builder, Types of Fields, Visibility Conditions, Liquid Code, Emails, Letters): https://uwmadison.box.com/s/trungfbsrg24t1t3oibc0o8wt68pt9js

Admin Training 3 Video (Word Addin and Document Types): https://uwmadison.box.com/s/avbdo6vlgdyysnmn1reqc6wp3yt9n7lz

Admin Training 4 Video (Ad-hoc and Excel Reports) : https://uwmadison.box.com/s/4seltqx3n8lcnz9qy3u8ik9qqrvrc62c

Admin Training 5 Video (DocuSign and Excel Add-In): https://uwmadison.box.com/s/qe6fs8hbvtrvn865fu9uf0ydpd1rpgjk

Admin Training 6 Video (DocuSign Full Training): https://uwmadison.box.com/s/ygzb6ioewfij46l5k8a2aq0x2tmo55qp