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O'Neil EXPRESS is the service from O'Neil Software that brings training record storage & Management right to every desktop in your organization via the internet. Designed, documented and recorded by our own dedicated training team, these sessions can supplement classroom training, on-site training or provide an introduction of RS-SQL for new employees, so they can learn to take advantage of its rich and robust feature set.
On-Line Presentations are PowerPoint documents designed to help you expand your knowledge of a particular topic. These are not instructor-led courses.
O'Neil EXPRESS Sessions are Instructor-led, Windows Movies accompanied by detailed, downloadable Handouts. Click on any session title to get further details on the content, duration and to view the session.
To view a course or presentation, you will require a User Forum ID and password
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Session 1 - Creating a Delivery Workorder
Understand a basic delivery workorder
The customer service role
Different types of workorders
Complete the workorder header dialog
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Session 2 - Creating a Pickup Workorder
Understand a basic pickup workflow
Select an alternate pickup address
Add unitemized pickups to workorder
Add items for itemized pickups to workorder
Review updates made to workorder after pickup validation
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Session 3 - Creating an Access/Receive Workorder
Understand a basic access workflow
Utilize service priorities
Add items to workorder by alternate code
Add items to workorder by description
Add items to workorder that are part of a ‘set’
Add received items to workorder
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Session 4 - Creating a Destruction Workorder
Understand a basic destruction workflow
Utilize the force authorization feature
Search for items to post using Query & Post
Post multiple items to a workorder at one time
Options to handle items not available for posting |
Session 5 - Creating an Other Services Workorder
Add workorder notes
View/edit customer service instructions
Add other services to workorder
Add credits to workorder |
Session 6 - Creating a PermOut Workorder
Understand a basic permout workflow
Add a new pickup/delivery address on the fly
Add charges to workorder
Add items to a delivery workorder for permout
Add items already out to a permout workorder
Post items from a list received from the customer |
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Session 7 - Creating a Complex Delivery Workorder
Understand a filefolder delivery workflow
Item Query & Post through the Item Detail grid
Add filefolders to the database on the fly
Use automatic barcode incrementing
Workorder updates from scanning ‘Reassign’ or ‘Not Found’ barcode
Explanation of workorder status boxes |
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Session 1 - Create and Reprint Invoices
Creating invoices
Reprinting invoices
Invoice Summaries |
Session 2 - Storage Charges
Choosing an Invoice Definition File
Configuring invoice margins
Prorating storage charges
Billing for cubic foot storage
Billing ahead for storage |
Session 3 - Activity & General Tips
Reviewing activity records
Determining which transaction is used
RSWIN.INI options for invoicing
Two step invoicing method
Common pitfalls when invoicing
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Session 1 - Base Transactions
Adding Base Transactions
Setting up Quantity Breaks
How they apply to workorders |
Session 2 - Account Transactions
Adding Account Transactions
Cloning Account Transactions
Adjusting the rate for multiple transactions |
Session 3 - Special Transactions
Transactions for Priority Services
Adding surcharges and taxes
Adding minimum charges |
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Session 1 - Setting Up Report Profiles
The benefits of creating report profiles
How to create a report profile
What is a Defaults report profile |
Session 2 - Using Report Profiles
Printing standard reports
Ordering web reports
Downloading web reports |
Session 3 - Customizing, Cloning & Deleting Report Profiles
Creating additional report profiles
Considerations for web report profiles
Cloning report profiles
Deleting report profiles |
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Session 1 - Barcode Lengths & Objects
The purpose of defining barcode lengths
What are object codes
How to add object codes to a sublist
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Session 2 - Actions and Activity Sets
What are action codes
How to add action codes to a sublist
What are activity sets
How to edit base activity set
How to create account activity sets
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Session 3 - Location Setup
What is a location
Adding a single location
Adding a range of locations
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Session 4 - Account Setup
Setting up an account
Setting up sublevel accounts
Configuring account billing information
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Session 1 - Quick Queries
Quick Query Editor
Benefits of Use
Creating Templates
Naming and Testing Quick Queries
Options for Accessing Quick Queries
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Session 2 - Adding Filefolders to Containers "on the fly"
How to add a filefolder and then place it onto a workorder in RS-SQL.
How to handle a file that is not found in the container.
How to take the file off the workorder and expeditiously charge the customer for the search.
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Session 3 - Backup Wizard
Importance of Backup Planning
Foundation for Backup Recovery
Installation/Configuration
Maintenance Plan
Backup Reminder
Restoring your Backup |
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Session 1
Exporting Data from RS-SQL
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Session 2
Importing Data into RS-SQL
Customer Transmittal
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Session 1 - Record Retention Updates
Records Retention has been updated to allow more options on calculating the disposition date and greater control on the selection of record series codes. |
Session 2 - Order Notification Updates
Order Notification has some great updates to help you control new web orders as they arrive. |
Session 3 - User Policy Settings
User Policy Settings allow you to have greater password control over your internal and external users. |
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PPT / 3.0MB
