ISW BusinessWorks Introduction to BusinessWorks

Outcomes

This course is designed to introduce existing Lotus Notes users to BusinessWorks. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to maximise their outcomes from the BusinessWorks system.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience

What should you be familiar with?

This session is recommended for experienced Lotus Notes users new to BusinessWorks

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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BusinessWorks Introduction to BusinessWorks modules Create a BusinessWorks profile Contacts Understanding Interests Understanding Relationships Understanding Organisations Understanding Contacts Create, Manage and Maintain Organisations Create, Manage and Maintain Contacts Corresponding with Contacts Using Actions to track Contacts

Opportunities Working with Opportunities Creating an opportunity Updating opportunity actions Library Creating Library Documents Manage and Maintain Library Content Share information in the library Admin Using the Admin database to manage BusinessWorks

Performance-based objectives

• Understand the BusinessWorks modules
• Create a user profile
• Understand interaction between Personal Databases and BusinessWorks
• Create, update and manage BusinessWorks Contacts
• Create, update and manage BusinessWorks Opportunities
• Create, update and manage BusinessWorks Documents