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Training - Self-Configuration
Tue, May 13, 2:00 PM - Fri, May 16, 4:00 PM (UTC)

Self-Configuration Level 1 Certificate - 13 to 16 May 2025

About this event

Make reservation requests online or email training@oleeo.com to discuss further.

Course Status:  Seats Available

Format:  4 x 2-hr instructor-led virtual sessions

Course Date:    13 to 16 May 2025

Session Times: 15:00 PM to 17:00 PM GMT  (10:00AM to 12:00PM EDT)

Location: Virtual Classroom (MS Teams)

Cost: £375 / $488 + VAT or 3 service pack hrs

COURSE OVERVIEW  


There are 3 levels of Self-Configuration training - the levels get progressively more advanced.

Level 1 is the start of the journey and covers changes to forms, correspondence templates and status messages.

This course follows our standard Level 1 agenda and is delivered on a Best Practice system.

This course is delivered online using Microsoft Teams.

WHO IS THIS TRAINING FOR?  


Oleeo system administrators who are new to the role or would like refresher training.

If you are not sure of your level of proficiency, you can take our assessments.

Delegates must be able to access Microsoft Teams.

By the end of this session delegates will be able to:  

  • Update existing dropdown lists (Lookup Lists) and create new lists
  • Create new fields (Items) and add them to forms
  • Adjust field and Item settings
  • Add instructions (Labels) to forms
  • Create multi-instance form sections
  • Create new form sections and pages
  • Create new forms
  • Update existing email templates
  • Create new email templates that can be sent ad-hoc
  • Creating/amending placeholders
  • Update Application Centre status messages
  • Change any text anywhere on the system

Click here to view the full agenda

ASSESSMENT AND CERTIFICATION


We use our Learning Management System to provide delegates with pre-course material, post-session exercises and a multiple-choice assessment.

All exercises are reviewed by the trainer and feedback is given. Once a delegate has successfully completed the exercises, they will be given the opportunity to complete the online multiple-choice assessment. Delegates will be presented with a certificate once they have successfully completed the assessment. 

The exercises and assessment must be completed within 2 weeks of the last live training session.

All delegates who are unsuccessful with the assessment will be given further support and the opportunity to take a resit.

Event details
Online event
Tue, May 13, 2:00 PM - Fri, May 16, 4:00 PM (UTC)