New User Training Personal Trainer Chuck Havlicek Spring

New User Training Personal Trainer: Chuck Havlicek

�Spring Training Camp Meet your teammates 33 Rookies – 18 Returning Starters 7 Seasoned Veterans 7 Grizzled Veterans - 0 to 6 months 6 -18 Months 18 - 36 Months 36 + + + Months

Student Manager Overview Chuck’s Top 10 Efficiency Tips Staying in Condition Today’s Training Schedule

System Overview

ü Navigation (getting there from here) ü What do you do when you get there? ü The Main Data Screens ü Preferences (Some like it hot, some like it cold) ü FINDing Records (I KNOW it’s in there somewhere) ü Reporting – a 10, 000 foot view ü Maintenance – (quick look under the hood) System Overview

You got options: From Windows Menu: From Icon Bar in Header From Center Quick Launch Navigation t orge cuts F t ’ rt Don Sho d r boa Key

Catalog Location Fees Instructor Link Room Use UDFS Workshops UDFS Pay Attendance Grouping Codes Names Firm Zip Code UDFS Credential Interest Codes Courses Registrations Pocket Ledger Holidays General “Codes” The Holy Trinity/Main Screens

Data Screens

You’ve got Help!!! Data Screens

ding Color Co may s r e s U : NOTE T be O N Y A M or sions s i m r e p given eir own h t t i d e to ces! n e r e f e r P System Preferences

For Details: There is a full 2 part webinar In Webinar Archive Student Manager Preferences: Do it Your Way Go to SM 101 (Basics) System Preferences

The Anatomy of the “Student Manager Search” FINDing Records

Type Search Value Default Sort: Alpha x Name With this OFF, you “Google” search Click on Label to sort by that column (ascending/ descending) FINDing Records Drag and Drop Columns, or shorten column widths like Excel (temporarily) Size the whole “Search” window (to the size you prefer)

You got options: From Windows Menu: Quick Reports (Course/Names/Instructor) F-Keys (F 2, F 5, F 7, F 9) Reporting. . 10, 000 foot view

Not EVERYONE will be using this BUT, If you are the “Keeper of the Flame”, This is your friend. Help Guide and Webinar Archive have full details Maintenance. .

Chuck’s Top 10 Efficiency Tips

Slow Searching?

Speed up Name Searchs: Use 3+3 search method!

Want to look up another… name? course? Whatever? YES No need to hit Save or OK (and go back to beginning), just hit FIND. (saves your work and jumps to next lookup!)

Date Entry: Enter month and day then just hit ENTER or TAB! SM will automagically assume you meant the current year. . 2020

Don’t forget your Keyboard Shortcuts! … all you have to remember is F 1 6

If your Look Up ACTIVE course is giving you ancient courses. . DEACTIVATE Courses

If your Code Lookup is bringing up old/long gone codes. . . ? ? ? DEACTIVATE those Codes

Use the Search Reports by Keyword Trying to find a Report? ?

If you are wanting to do something in Student Manager… • Report Something • Store Something • Query Something AND YOU DON’T KNOW HOW… ASK Call/Email your Tech. We feel that 90% of the time Manager CAN DO IT!! But you just Gotta ASK. THE MOST IMPORTANT TIP: 1

Stay in Condition Use available resources from ACEware

Customer Resources

To Review:

Archived Webinar Getting the Most from your Online Reference Guide

Webinar Archives

Tech Tip, Report of the Month, Upcoming Trainings, and more! Monthly Newsletters

�Top Reports Guide �Printable Training Manuals �Student Manager Maintenance Schedule �Shortcut bars �Standard Operating Procedures Template �Information on ◦ Coding for Success ◦ Creating HTML Emails ◦ Custom Conditions ◦ And more! Guides, Manuals and Whitepapers

�Informational webinars held monthly �Software updates held quarterly Attend Training Webinars

�Download the Student Manager Demo for practice �Play in the ACEweb sandbox – visit the examples to see all ACEweb can do. Practice makes perfect. . . And protects live data!

1 -Download a Student Manager Demo 2 - Complete the exercises provided to generate a name record, a course, and take a payment 3 - Document your questions along the way. We’ll meet again in two weeks (April 15) to answer your questions and complete another training session. See you then! Homework!

�Answers to your questions from homework �Introduction to reports �What’s in a preference UNTIL then – IN addition to practicing with Student Manager – Practice social distancing and BE WELL! At our next session (you’re already signed up)