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Workbooks System Administrator Training Course

The Workbooks System Administrator Training Course is a two-day course teaching you all you need to know to set up and maintain your Workbooks System. This instructor-led, classroom-based course is delivered onsite at the Workbooks office in Reading.


Upcoming Course Dates: 

  • Tuesday 25 & Wednesday 26 June 2024
  • Tuesday 23 & Wednesday 24 July 2024

To book a place on one of our courses please contact your account manager or email

Who should attend the course?

Users who have the responsibility for setting up, configuring and maintaining your Workbooks system

Users responsible for importing Data into the system.

Users responsible for writing reports to show the key metrics for your business.

On completion you will be able to:

Set up your Users, giving them access to the areas of functionality relevant to their job role.

Create new databases with/without customised configuration and data.

Import new data and update existing records.

Configure your records to support your company’s objectives and ensure that all data important to you is captured

Customise the environment to make using Workbooks easy and ensure that all data important to you is captured.

Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects

Build simple template reports to display your key business data.

Frequently Asked Questions

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.

How much does the training course cost?

£1,050 per attendee

What do I need to bring to the training course?

When attending the course you will need to bring your laptop. However, a training manual, a notebook and a pen as well as lunch will be provided.