Course commitment:
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6 Hours: Live Virtual Training (4 x 90-minute sessions)
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4.5 Hours: Self-paced learning (Pre-course material, practical exercises and final certification)
PRECOURSE MATERIAL
E-learning - 1 hr
- Introduction to the topics that will be covered in Level 1
SESSION 1 - COMMUNICATION TEMPLATES AND SYSTEM TEXT
Take full ownership of your systems message templates and system-wide terminology.
Live session - 1.5 hrs
- Config Push Lock process: Ensuring that changes are only pushed to the Live environment when they are ready.
- Email templates: Customising existing email templates.
- Placeholders: Creating reusable templates for standard text that can be inserted in email, letters and status templates.
- Application centre status messages: Learn to update Application Centre titles and messages to better align with your brand voice, process or address specific candidate FAQs.
- System Labels and Text tool: Changing terminology or text labels anywhere on the platform to suit your internal language.
Homework - 0.5 hrs
- Task: Adjust an email template, application centre status message and system text
- Task: Create a new Placeholder and add it to an email template.
SESSION 2 - FORM ESSENTIALS
Build a form using essential components like instruction labels, dropdown lists and free-text fields.
Live session - 1.5 hrs
- Lookup Lists: Mastering the creation and management of dropdown menus (Local Lookup Lists) to ensure clean, reportable data capture across your forms.
- Form Items: Learning how to build new fields (Items) from scratch—defining the right data types (e.g. Lookup, Free Text, Date) for accuracy.
- Form Sections: Group Items and Labels into modular building blocks that can be added to forms as standalone pages or embedded sections within a page.
- Form Editor: Assemble your Sections into a complete, multi-page form ready for users to complete.
Homework - 1 hrs
- Task: Build a basic Candidate Application Form from scratch, incorporating the new Items and Sections.
SESSION 3 - ADVANCED FORM EDITOR CONTROLS
Master the granular settings that improve user experience and accuracy of data collected.
Live session - 1.5 hrs
- Form Field look and feel: Fine-tune the appearance and layout of form fields, to create a more intuitive user experience.
- Field Validation: Learn to apply up to rules to fields—such as word limits or specific formats—to ensure data accuracy.
- Field Help Text: Add tooltips that provide examples or clarification when users hover over a field.
- Multi-instance Sections: Learn to create Form Sections that allow users to provide multiple entries—such as listing their previous job history or qualifications—by clicking a button to repeat an entire group of questions.
- Form Purposes: Explore the full spectrum of Oleeo form types to understand how "Purpose" determines a form's functionality and which users—such as candidates or recruiters—interact with it.
Homework - 1 hr
- Task: Create an Onboarding Form featuring a Multi-Instance section that enables recruiters to record multiple expense entries (e.g. travel, lodging, or meals) for a candidate.
SESSION 4 - FORM MANAGEMENT & ACCREDITATION
Master high-level form administration—including bulk data imports and list connectivity—to ensure system accuracy before achieving your professional accreditation.
Live session - 1.5 hrs
- Lookup List spreadsheet import: Save time by learning how to import and update large Lookup Lists (dropdown menus) directly from a spreadsheet rather than manual entry.
- Advanced Form Item settings: A deeper look into all the settings available when creating an Form Item, supported by practical use cases.
- Maintaining Maps Configuration: Learn to maintain the pre-established links between your lookup lists—such as adding a new Location to a Department map.
- Config Report: Learn how to export your system configuration into spreadsheet format to audit where specific fields are used and create a reference backup before making large-scale changes.
Assessment and certification - 1 hr
- Competency validation: Complete an online multiple-choice assessment designed to demonstrate your proficiency in Oleeo Level 1 Configuration.
- Official Accreditation: Upon passing the assessment, you will be awarded the Oleeo Academy Self-Configuration Level 1 Certificate
