In this course, the employees will get to know the structure of the Fasihi Enterprise Portal in their own portal, what My Portal is, how a Teamroom works and, as a focus, the life cycle in document management, i.e. working with the file browser.

Module 1: MyPortal (Navigation, Search, EN/DE, etc.) and (Operation) Teamroom

The most important functions in the personalized area "My Portal" are presented, in particular it is explained what the indications mean, how to customize and extend your personalized area, as well as functions provided in this central place like My Links, My Subscription, My Admin.

Using an example Teamroom, the presentation, navigation, as well as the most important functions around Teamrooms will be shown.

Module 2: Document Management System (DMS) 

An introduction to the possibilities of file storage in the portal with the file browser, the functions around the creation and editing of file storage, as well as the editing and management of documents, including the secondary functions such as versioning, creation of drafts, uploading of entire folder structures, etc. is given.

Module 3: Lifecycle Management modules in Document Management

The modules connected to document management such as validity & archiving, approval process and instruction system with the reading corner are presented with their functions.

Participants are able to use "My Portal" and to find and read the information that is important to them in the Team Room. Working in the document repositories is possible and the module functions around the document management lifecycle are mastered.

Module 1: approx. 1.0 hour (MyPortal - navigation, search, EN/DE, etc. - and operating team room)
Module 2: approx. 1.5 hour (Document Management System (DMS)
Module 3: approx. 1.0 hour (modules for lifecycle management in document management)
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Total: approx. 3.5 hours

If you would like to participate in a training that we offer as "open training" for everyone, please register directly here. The respective costs are shown separately and will be invoiced to you per module.

If you order a training for a group of several persons, you will receive a personal offer from us, in which you will get the agenda, the general conditions for the training as well as the costs for the training listed, the following prices serve as an orientation for you, for your personal offer valid are the price quotations in the offer.
Please note that all prices here are exclusive of VAT.

Module 1 - 1,0 hours | 3306,- € | MyPortal - Navigation, Search, EN/DE, etc. - and operation team room
Module 2 - 1.5 hours | 550,- € | Document Management System (DMS)
Module 3 - 1.0 hours | 330,- € | Document Management Lifecycle Management Modules

Administration costs

• Training administration, training environment, training materials and certificates are charged at 102,- € per training.
• Optional: If you would like to book a training room at Fasihi GmbH Ludwig-Reichling-Strasse 6, Ludwigshafen, 200,- € will be charged per day.
• Optional: If you need a laptop for the practical exercises during the training, you can rent a rental device for 15,- € per day.

It is possible to book only single modules instead of the complete package. The prerequisite for participants in each module is that they have the necessary prior knowledge. (see details of the training contents)

All group training courses are limited to a maximum of 6 participants, so that the needs of all participants can be met in the best possible way.

If it is necessary for you that additional persons participate in the training, this has to be agreed upon in advance, there will be additional costs per additional participant depending on the module.

Module 1 - 1,0 hours | 102,- € | MyPortal - Navigation, Search, EN/DE, etc. - and operation team room
Module 2 - 1.5 hours | 153,- € | Document Management System (DMS)
Module 3 - 1.0 hours | 102,- € | Document Management Lifecycle Management Modules

We generally recommend splitting the training into two sessions if there are more than 9 participants.

Employees need a laptop for the practical exercises. Laptops can be rented for a fee (see cost breakdown - administration costs rental laptop).

Unless otherwise agreed, the training shall be conducted at the Client's premises. The following general conditions apply:

• The selection of a suitable training room is incumbent upon the contracting party
• Internet access (LAN or WLAN) is available for the Fasihi trainer
• The room is equipped with a beamer or similar for presentation purposes

If the training course takes place on the premises of the Fasihi GmbH, additional costs will be due
(see list of costs - training room, Ludwig-Reichling-Straße 6, Ludwigshafen).

The training can be carried out in the form of a webinar; this will be agreed upon between the customer and the Fasihi Academy.

All trainings are offered in German or English.

Module 1 - MyPortal (navigation, search, EN/DE, etc.) and (operation) Teamroom
(no previous knowledge necessary)

My Portal

• General information about the portal
• My Teams / My Info / My Application
• Personalize and Customize
• MyLinks and MyAbo

Teamroom

• Documents storage location
• Functions and applications
• Reading corner

 

Module 2 - Document Management System (DMS) 
(no previous knowledge necessary)

Document Management

• Setup of a new file browser
• New objects / Drag & Drop / Direct Edit
• Upload whole files
• File Download
• Copy / Cut / Paste
• Versioning, e-mail, 
• Validity / Archiving, etc.

Practical part

• Practical exercises in the training portal

Module 3 - Lifecycle management modules in document management
(Prior knowledge: Module 2)

Release or approval process

• Process flow
• Options and special features in the respective company
• Documentation
• Instruction system

Preparation and assignment of documents

• Reading corner
• Reporting
• Questionnaire

Practical part

• Practical exercises in the training portal