1C: Document flow – a universal system for the automation of workflow, process accounting and collaboration. The program provides for 13 large function blocks and more than 1000 interfaces.
On the course listeners:
• Learn all the application’s application features;
• Learn how to effectively use them in daily work;
• Learn the techniques of quick work.
Objectives:
· Show the functionality of the application solution for commercial enterprises;
· To teach effective application of the program’s capabilities in daily work;
· To teach methods of quick work with “1C: Document Management”;
· To systematize knowledge about the basic normative legal acts regulating document circulation in the organization;
· Give an overview of the configuration and administration of the program.
The listeners will perform an end-to-end example of teamwork of employees and managers using the mechanisms and functions of the 1C: Document Management program. When performing tasks as part of the cross-cutting example, the features of the effective application of the functionality of the program are considered.
Duration: 16 academic hours
Summary:
1. A cross-cutting example of teamwork in a software product
• The Legend
• The end-to-end example tasks
• Actors of the cross-cutting example
2. Processing of incoming documents
• Incoming document card
• Using the built-in mail client
• Adding attachments to messages
• Creation of a new correspondent card
• Numbering
• Registration of an incoming document
• Automatic insertion of a barcode
• Manual insertion of a barcode
• Save a barcode to a file
• Adding an external barcode
• Automatic change of barcode when copying a document card
• Barcode printing
• Search by barcode
• Scanning documents
• Image recognition
• Typical processes available in the program: Examination, Execution, Reconciliation, Approval, Registration, Acquisition, Instruction
• Resolutions in documents
• Forwarding incoming documents
3. Event management
• List of participants
• Program of the event
• Protocol of the event
• Operations of the event
• Booking of meeting rooms
• Activity reports
4. Project Accounting
• Project Card
• Project plan
• Execution of project tasks
• Accounting of labor costs
• Project reports
5. Contract management
• The life cycle of the contract
• Creating a draft contract from a template
• Harmonization, approval, execution of the contract
• Renewal, termination of the contract
6. Support of paper workflow
• Nomenclature of cases
• Cases, volumes
• Transfer of files to the archive
• Destruction of cases
• Transmission Journal
• Control of documents transmitted
7. Working with internal documents
• Internal documents
• Availability of internal document fields depending on the status
• Internal document folders, creating a hierarchy of internal documents
• Templates of internal documents
• Printing and inserting a registration stamp
• Sets of documents
• Automatic completion of participants in the working group of the document
• Access rights to folders of internal documents
8. The Forum is a collective platform for discussion
• Forum Topics
• List of topics and messages
• Notification of replies to the forum
9. Work with the calendar, work time accounting
• Calendar view, setting
• Recording of the calendar, recording on the basis of the subject
• Reminder, repetition of events
• Printing a calendar
• Employee Daily Report
• Timing and reflection of the completion of work on tasks
• The “Time Spent” report
10. Working with outgoing documents
• Outgoing Documents
• Chating history
• Templates of outgoing documents
11. Links between documents
• Types of links
• Setting up and establishing links
• Structure link report
• Numbering on the linked document
12. Processing of citizens’ appeals
• Features of registration of citizens’ appeals
• Analysis of work with Citizens’ Appeals
13. Categorization of data
• Activation of the accounting mechanism by categories of categories
• Display and customize categories
• Setting Categories
• Rules for automatic categorization of data
14. Processes and tasks
• Working with processes
• Hierarchy of business processes of document circulation
• Use of time in the time frames of business processes of document circulation
• Personal and role addressing of tasks
• Notification of performers by e-mail
• Acceptance of tasks for execution
• System of tasks. Controlling the execution of tasks
• Task redirection
• Stopping or interrupting business workflow processes
• Periodical business processes of document circulation
• Templates of business processes of document circulation
• Conditions for routing business processes of workflow
• Additional requisites of processes and tasks
• Solving the problems of accomplishing tasks
• Transfer of deadlines for tasks execution
• Access rights to business processes and tasks
15. Working with reports
• Generating reports
• Configure reports
• Distribution of reports
16. Search for documents and files
• Quick search
• Search
• Saving a search pattern
• Full-text search of information
17. Accounting for staff absences
• Create an absence record
• Informing of absence
18. Mobile 1C: Document Management
• Customize
• Use on iOS and Android
19. Opportunities for sharing the 1C program: Document flow and other typical 1C configurations. Features overview
20. Overview of the installation and configuration of the software product
• Work 1C: Workflow 8 through the browser and thin client
• Setting up and working in the “Taxi” interface
• How to initialize the software product
• Configuring the NSI
• Accounting by organization
• Types of documents
• Numbering
• Practical work: To study the functionality of the “Taxi” interface
Each listener who has passed this certified course of the CSO receives a certificate of the firm “1C”.
Classes will be held according to the complete set of the group at the address: Astana, Konaeva str., 12/2, VP 27, LCD “Water – blue boulevard”
Be professionals of your business! Make a note by phone – 87172 78 54 50, 8 701 770 78 98
nurt@smarttec.kz or leave an application on the site http://smarttec.kz/ and we are obligatory to you
