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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 If you haven't registered for your password, you can Register here today. If you are already registered but have forgotten your password, you can retrieve it here. |
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- Presentations
- Workorder Basics
- Invoicing
- Pricing
- Reporting
- Foundation Elements
- Quick Queries, Adding Filefolders, & Backup Wizard
- Exporting/Importing
- 3.04 Updates
PPT / 3.0MB
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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 |
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 |
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 & PostPost 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 workorderAdd 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 workflowItem 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 |
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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 |
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 |
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 |
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. |
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 |
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. |
