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Training Courses

To help you get the most from your Workbooks implementation, we offer three classroom-based training courses:

  • System Administrator Training
    A great way to learn how to configure and maintain your Workbooks system.  We recommend at least one person in your organisation attends this course.
  • Advanced System Administrator Training
    An optional but highly recommended follow-on to the System Administrator Training, providing attendees with a deeper understanding of the more advanced features, which include Advanced Customisation, Reporting, Importing and an Introduction to Processes & Automation.
  • Developer Training
    If you want to automate processes in Workbooks or integrate with third-party tools, this course is invaluable.  

Workbooks System Administrator Training Course

Duration: 2 Days

3 days if also attending the Advanced System Administrator

Cost: £850

£1250 if purchased with the Advanced System Administrator training, which can be attended on a third consecutive day or within 6 months of the 2 day System Administrator training course

Upcoming Dates

Date Location Contact Us
Thursday 13 & Friday 14 October 2016 Reading Email Us
Wednesday 9 & Thursday 10 November 2016 Reading Email Us
Wednesday 7 & Thursday 8 December 2016 Reading Email Us
TBC Reading Email Us

***  These dates precede our one-day Advanced System Administrator training.  If you would like to attend the standard and the advanced course in succession, you should check the availability for all three days before booking.

NOTE:  Dates are subject to change depending on the number of bookings received.  For up-to-date information on availability please contact training@workbooks.com.

Description

The 'Workbooks System Administrator Training' course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.

Whether you are undertaking your own implementation or working with us on a shared implementation, it's important that you understand the principles of how the product works so you can undertake the work confidently and take ownership of your database.

Course manuals will be provided.

To enquire about dates beyond those shown above please contact training@workbooks.com.

Who should attend?

This course is designed for users who have the responsibility for setting up, configuring and maintaining your Workbooks system, as well as anyone with responsibility for importing data into the system or for writing reports to show the key metrics for your business.

What will I learn?

On completion you will be able to: 

  • Set up your Users, giving them access to the areas of functionality relevant to their job role.
  • Customise the environment to make using Workbooks easy and ensure that all data important to you is captured.
  • Manage how emails are handled.
  • Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects.
  • Import records to populate your database.
  • Prepare the system so it can accept sales leads and support cases directly from your website.
  • Build reports to display your key business data.

What are the course prerequisites?

These are the 2 prerequisites for delegates:

  1. Our 'Getting Started with Workbooks' video must be watched prior to attendance to ensure the course content flows and is easily understood. Available here.
  2. Acquire a suitable logo, for use on email signatures, email, templates, and the Workbooks Desktop.  A logo with PNG file extension works best on the Workbooks Desktop, but a logo with a white background is fine for everything else. 

Do I need any special knowledge to take part?

You don't need to be a technical wizard to become a proficient System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like Microsoft Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for.

Course Outline

Course section Description To Cover
Introduction to Records

Overview of the structure of Workbooks records.

 

  1. Workbooks records structure overview
  2. Field Types
  3. Relationships
  4. Assignment of records
User Environment Setup

How to set up and manage your users.

  1. How to setup and manage your users
  2. How to add users and User Groups
  3. How to Control access to records (Capabilities)
User-level customisation

How to configure your environment and view.

  1. Creating filters
  2. Selecting relevant columns
  3. Saving Views
  4. Desktop Shortcuts and Pinning
Global Customisation How to configure the look and feel.
  1. Creating Custom Fields
  2. Customising Form Layouts
  3. User Preferences
  4. Managing Queues
Workbooks and Email How to push your emails, meetings and activities into Workbooks.
  1. Introduction to Workbooks Email Dropbox and Workbooks Outlook Connector
Templates How to create templates for bulk use.
  1. Creating HTML Templates
  2. Customising standard PDF templates for Transactions
Web Integration How to use Web2Lead and Web2Case to integrate your website with Workbooks CRM.
  1. How to integrate enquiry/contact us forms to feed data direct into Workbooks
Reporting How to pull out deep insights using Reporting.
  1. Simple list report
  2. Joining data from other records
  3. Limiting results using simple criteria
  4. Performing simple calculations
Importing How to bulk import data.
  1. Data Requirements
  2. Importing new data
 

Location of the Course & Directions

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom.

Please don't rely on your sat nav to find us as they aren't always as accurate as we'd like them to be.

Click here to see our exact location.


 

Workbooks Advanced System Administrator Training Course

Duration: 1 Day

Can also be the 3rd of 3 consecutive days if also attending the System Administrator course

Cost: £650

Or £1250 for the attendance of 3 days, which includes both System Administrator (2 days) and Advanced System Administrator (1 day) training courses.

The courses can be attended on three consecutive days, or the System Administrator course first, and the Advanced System Administrator course as a single day.

NOTE: To attend the Advanced System Administrator course you must have attended the System Administrator course within the previous 6 months, which ensures content is relevant and knowledge is current.

Upcoming Dates

Date Location Contact Us
TBC Reading Email Us
TBC Reading Email Us

The 'Workbooks Advanced System Administrator Training' course is invaluable in teaching you advanced elements of Workbooks. The course includes in-depth demonstrations of functionality and exercises for you to undertake to reinforce your knowledge.  This is an instructor-led classroom based course.

Description

Whether you are undertaking your own implementation or working with us on a shared implementation, the Advanced System Administrator course provides you with a deeper understanding of Workbooks, allowing you to undertake more in-house day-to-day maintenance of your system, such as more advanced customisation and reports.

Course manuals will be provided.

To enquire about dates beyond those shown above please contact training@workbooks.com.

Who should attend?

This course is designed for users who have the responsibility of creating detailed reports, configuring and maintaining a medium to highly customised Workbooks system, which may require the use of advanced permissions, as well as anyone with responsibility for importing updates to existing records or financial / transaction data.

What will I learn?

On completion you will be able to:

  • Set up your Users, giving them the correct access to the records and functionality relevant to their job role.
  • Customise and streamline the system for users/user groups to ensure they are presented with form layouts appropriate to their user role, ensuring they only access and capture relevant data.
  • Understand where email server settings are configured.
  • Gain a deeper understanding of the reporting functionality of Workbooks.
  • Understand what's involved in customising a PDF template.
  • Learn the ability to import transaction documents, associated line items, and how to perform imports that update existing data.
  • Gain a level of understanding of what's possible with processes and automation, often requiring bespoke development work, but always optional.

What are the course prerequisites?

There is one prerequisite:

  1. Attendance of the Workbooks System Administrator Training Course, within the previous 6 months

NOTE: The System Administrator course runs on the previous 2 days to the Advanced System Administrator course, so attendees will often be attending the Advanced System Administrator course as "Day 3" of training at Workbooks.

Do I need any special knowledge to take part?

You don't need to be a technical wizard to become a proficient System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like Microsoft Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for. In advance of the course.  

Course Outline

Course section Description To Cover
Recap of Workbooks Structure

Recap of Workbooks record structure.

 

  1. Field Types
  2. Relationships
Email Server Settings

How to set up and manage your users.

  1. Adding Users and User Groups
  2. Controlling access to records with Capabilities and Permissions
PDF Configuration

What's possible with PDF templates

  1. How to access the XSL template file
  2. What's possible with PDF templates

 

Advanced Customisation Configuring the look and feel of your database.
  1. Dynamic Picklists and Linked Items (DLIs)
  2. Form Layout Rules
  3. How to achieve "workflow"
  4. iFrames e.g. Google Maps integration
Advanced Importing Advanced Importing
  1. Overwriting / updating data
  2. Transaction Documents (such as Opportunities and Orders) and associated Line Items
Advanced Reporting Advanced Workbooks reporting
  1. Using formulae in reporting (including IF, CASE CONCAT and GROUP-CONCAT)
  2. Writing advanced reports that join records
  3. Advanced criteria
  4. Exception reporting
Processes & Automation Introduction to Processes & Automation
  1. Overview of methods for triggering a process
  2. Familiarisation with relevant screens
  3. Script Library
  4. Demonstration


Location & directions for the Course

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom

Please don't rely on your sat nav to find us as they aren't always as accurate as we'd like them to be.

Click here to see our exact location.


Workbooks Developer Training Course

Duration:  1 Days

Cost: £850

Upcoming Dates

Date Location Contact Us
TBC - Please enquire Reading Email Us
 

Description

This 1-day course is aimed at software engineers who will be developing integrations or automations using the Workbooks API. It will cover all the elements you need to understand to develop process engine scripts or to integrate third-party applications via the restful API.

To enquire about other dates please contact training@workbooks.com.

What are the pre-requisites for the course?

You need to be a software engineer proficient in a commonly-used web programming language like PHP, .NET or Java. The practical elements of the course will be delivered using PHP, although PHP experience is not essential.

We would also recommend that you are familiar with Workbooks, either as a result of attending the Workbooks System Administrator training (see above) or through hands-on usage of the system.

Course Outline

Course Section Description To Cover/Example scripts
Introduction to the Workbooks API and the Data Model How to use the API.
  1. The wire protocol
  2. Pre-existing wrappers
  3. Debug tools
  4. Metadata
The security model How to configure capabilities and permissions.
  1. Login, user credentials, API keys, session IDs
  2. Capabilities and permissions
  3. Databases and sandboxes
The process engine Creating, reading, updating and deleting (CRUD) objects.
  1. Scheduled processes
  2. Button processes
  3. Web processes
  4. Process on save
Reporting, Emails and PDF's

Understanding the reporting engine.

  1. Reporting engine & API's
  2. Generating emails and PDF's using the API
Best Practice Working with the API.
  1. Logging
  2. Performance considerations
  3. Caching and retrying
Getting help from Workbooks  
  1. Forums
 

Location of the Course & directions

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom.

Please don't rely on your sat nav to find us as they aren't always as accurate as we'd like them to be.

Click here to see our exact location.