Page 2 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

TABLE OF CONTENTS

Table of Contents .......................................................................................................... 2
ABOUT THIS PARTICIPANT GUIDE ............................................................................. 8

COURSE INTRODUCTION ............................................................................................ 9
Learning Objectives .................................................................................................. 9

Administrator Roles ................................................................................................ 10
Lesson 1: Customize Basic Firm Settings and Understand Navigation ................. 11
Learning Objectives ................................................................................................ 11

Introduction .............................................................................................................. 11

Administration Menu ............................................................................................... 12
General Administration Menu ................................................................................. 12
Field Customization ................................................................................................ 12

Tour 1.1 - Find Field Customization and explore functionality ................................ 13

Activity 1.2 – Edit a Personnel field and add a custom label .................................. 13
Value Lists ............................................................................................................. 14
Tour 1.3 – Locate value lists and explore functionality ........................................... 14

Activity 1.4 – Open the Primary Categories value list and remove an item ............ 14
Activity 1.5 – Open the Regions value list and disable an item .............................. 14

Check your understanding ..................................................................................... 15
Lesson 2: Configure a Personnel Record ................................................................. 16

Learning Objectives ................................................................................................ 16
Introduction .............................................................................................................. 16

Education Value List in Personnel Record ............................................................ 16
Activity 2.1 – Modify the Education value list ......................................................... 17

Check your understanding ..................................................................................... 17
Lesson 3: Utilize My Preferences............................................................................... 18

Learning Objectives ................................................................................................ 18
Introduction .............................................................................................................. 18

Password .................................................................................................................. 18
Demo 3.1 – Reset a password as a user ............................................................... 18

Opportunity Preferences ......................................................................................... 18
Activity 3.2 – Set Opportunity Preferences to Associate Self to Record ................. 19

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