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Training Options
AssurX offers a full range of training courses to meet your needs for successfully automating your quality processes with CATSWeb. Training can be delivered in a variety of ways:
 On-Site - An AssurX trainer will come to you. This is very effective when you want a group of people trained, and is administered on a per day basis.
CATSWeb College - You can send one or several individuals to us at our training center in the suburbs of Chicago and participate in our public training sessions. This is effective if you have one to three people that need to be trained on specific topics. Please see our class schedule for dates.
Online/Tele-Training - An AssurX trainer will train you over the phone /Internet, on an hourly basis. This is very effective for receiving training on basic CATSWeb topics.
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Administration and Configuration I
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| Description |
Intended for CATSWeb Administrators, this 3-day course provides the basic foundation for understanding how to administrate and configure CATSWeb by teaching students how to add and manage users, grant permissions, design forms, add pull-down lists, develop escalation rules, manage system properties and more.
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| Prerequisites |
- Basic Computer, E-mail, and Web Browsing Skills
- CATSWeb User Training or equivalent knowledge of the CATSWeb system
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| Topics |
- Navigate Through the CATSWeb System
- Understand CATSWeb Concepts and Features
- Use the CATSWeb Built-in Help Features
- Initiate report Issues & assign Actions and Subtasks
- Assign and Track Responsibility
- Apply Electronic Signatures
- Use the built-in CATSWeb Query Tool to Analyze and Export DataBasic User Functions
- Setup and Manage Groups, Departments, Personalities, and Employees
- Configure and Manage CATSWeb Security
- Create Custom Forms
- Add Automated Escalation Rules with E-mail Notifications
- Customize Workflow
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Administration and Configuration II
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| Description |
This 2-day course details the use of more powerful functions built into the CATSWeb product and is aimed at non-programmers in charge of putting CATSWeb's more advanced capabilities to work automating your processes.
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| Prerequisites |
- Basic Computer and Web Browsing Skills
- CATSWeb User Training or equivalent knowledge
- CATSWeb Administration and Configuration Part I
- Some very basic knowledge of the Structured Query Language is helpful
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| Topics |
- Add Custom Buttons to Forms and the Main Pages
- Manage and Configure Field-Level Security
- Customize E-Signature Routing
- Add Custom Drill-Down Functions
- Add Advanced Escalation Rules
- Develop Selected and Filtered Lists
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CATSWeb Developer Training
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| Description |
CATSWeb offers unlimited flexibility by allowing you to add custom business logic routines and connect to external information systems. This 1-day course is intended for developers in charge of configuring and programming the CATSWeb system to take advantage of the more advanced capabilities. Students with programming skills will learn how to add custom routines to validate data entry, exchange information with external systems, invoke custom routines, send out custom e-mail notifications and more.
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| Prerequisites |
- CATSWeb User Training or equivalent knowledge
- CATSWeb Administration and Configuration Parts I and II or equivalent knowledge
- Windows NT/Windows 2000 and IIS Administration Expertise
- Experienced with building, registering and testing DLLs and EXE's using Visual Basic 6
- Experienced with writing SQL Statements and creating, testing and debugging Stored Procedures in a SQL Server environment
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| Topics |
- Automatically read a series of records and use extracted or calculated information to populate form fields
- Have CATSWeb automatically update files in external systems or update CATSWeb records from external systems
- Populate a drop-down list with data from an external system in real-time
- Create real-time custom data validation routines and business logic
- Control CATSWeb record archiving (audit trail) and e-mail delivery
- Create and implement custom logic to limit which CATSWeb category forms can be linked in a parent-child manner (Issue/Action, Action/Subtask, etc.)
- Create and send custom e-mail messages in place of, or supplemental to, the standard CATSWeb e-mail notifications
- Implement dynamic role-based record and field level security
- Electronically retrieve Issues, Actions, and Subtasks
- Electronically retrieve record sets from a CATSWeb query
- Electronically retrieve field definitions from CATSWeb forms
- Know how, when, and why to use each technique
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CATSWeb API Training
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| Description |
This 1-day course details how to leverage the powerful CATSWeb Application Programming Interface and is intended for technical personnel who will be developing software that uses the CATSWeb API.
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| Prerequisites |
- CATSWeb API license
- CATSWeb User Training or equivalent knowledge
- Administration and Configuration Parts I and II or equivalent knowledge
- CATSWeb Developer Training (recommended, but not required)
- Windows NT/Windows 2000 and IIS Administration Expertise
- Experienced with building, registering, testing DLLs and EXE's using Visual Basic 6
- Experienced with the writing SQL Statements and creating, testing, and debugging stored Procedures in a SQL Server environment
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| Topics |
- Install and Configure the API on a client Workstation
- Perform API Housekeeping and Initialization Tasks
- Use the API to Add Issues, Actions and Subtasks
- Use the API to Add Notes, Attachments, Links, and Signatures
- Create Custom Data Validation Routines and Business Logic (Batch Mode)
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Design and Configuration Lab
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| Description |
Lab sessions can be scheduled to follow your training sessions and are very effective. An AssurX trainer will be dedicated to the session while your team practices using the techniques taught in the previous day's course to implement your business requirements under the guidance of an AssurX trainer.
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Customized Training
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| Description |
For a nominal fee, AssurX can work with you to customize the above training based on your needs. As an example, AssurX can train a company's user base on the specific process they have built (Process Specific User Training). Another popular example is to have AssurX package a combination of the training course that bestmeets your needs and your time constraints. (For example: 5 days of training = 1 day of user training, 2 days, of Admin 1, 1 day of Admin 2, 1 day of Lab)
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Webinar Based Training - Dashboards and Display Parts
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| Description |
This is a hands-on webinar delivered via Webex. This webinar is aimed at non-programmers in charge of putting CATSWeb’s more advanced capabilities to work. With the Administration and Configuration Part I training as a foundation, this course details the use of the powerful yet easy to use capabilities of the Dashboard and Display Parts features that allow you to customize the look and feel of CATSWeb based on business needs as well as how to create visual reporting metrics.
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Prerequisites
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- Ability to send E-mail with attachment
- Web browsing skills using multiple browser windows
- Ability to use Cut and Paste
- Successful completion of CATSWeb Administration and Configuration Part I Course
- Able to create standard public CATSWeb queries
- Basic knowledge of Structured Query Language (SQL) helpful
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Topics
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- Creating the Summary Chart, Virtual Folders, and Links and Buttons Display Parts
- Creating Dashboard Templates
- Creating, Running, Editing and Deleting Dashboards
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