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www.jobboss.com
TRAINING COURSE CATALOGClassroom Workshops, Online Training andJobBOSS Learning Pass.
TABLE OF CONTENTS
JOBBOSS TRAINING OVERVIEW 5
TRADITIONAL CLASSROOM TRAINING 6
JobBOSS Job Control Complete 2-Day Workshop 6
JobBOSS Accurate Job Costing Workshop 6
JobBOSS Scheduling Workshop 6
JobBOSS Effective Material Management Workshop 7
JOBBOSS ONLINE TRAINING 8
JobBOSS Track 1: Quote Processing 8
JobBOSS Track 2: Order Processing with Time Entry 8
JobBOSS Track 2.5: Assembly Level Job Creation 8
JobBOSS Track 3: Scheduling 9
JobBOSS Track 4: Material Management 9
JobBOSS Track 5: Shipping, Services, Transfer, Closing 9
JobBOSS Track 6: Job Costing & Reporting 10
JobBOSS Deep Dive: Scheduling 10
JobBOSS Deep Dive: Material Management 10
JobBOSS Deep Dive: Quote Processing 11
JobBOSS Deep Dive: Order Processing 11
JobBOSS Accounting – Accounting Setup 11
JobBOSS Accounting – Accounts Receivable 12
JobBOSS Accounting – Accounts Payable & General Ledger 12
JobBOSS Data Collection – Automation for the Shop Floor 12
JobBOSS Sales Order Processing – Flexibility in Order Processing 13
JobBOSS ShopBOSS Scheduling Essentials 13
Microsoft SQL Server Administration Introduction 13
REPORT WRITING 14
Crystal Reports® Introduction for JobBOSS Users 14
14
14
15
15
15
16
17
17
17
17
18
18
18
Crystal Reports® Intermediate
Crystal Reports® Advanced
Crystal Reports® Advanced Formulas
JobBOSS Reporting with Microsoft Office
KnowledgeSync with JobBOSS Beyond the Basics
Introduction to KnowledgeSync with the JobBOSS EventPak
JOBBOSS SYNERGY INTEGRATION
Synergy Enterprise Administration and User Setup
Introduction To Synergy for JobBOSS Users Defining
Workflow Requests in Synergy Enterprise Managing
Your Workflow using Synergy Enterprise Creating
and Maintaining Customer Accounts Managing the
Customer Quote Cycle
Understanding the JobBOSS CRM Dashboard & Reporting in Synergy
19
5TRAINING COURSE CATALOG
JOBBOSS TRAININGA Flexible Training Solution to Fit Every CompanyWith the majority of classes offered online, you and your staff will learn more effective and efficient ways of using your ECi Solutions product without incurring travel expenses or time out of the office. Additionally, all classes are conducted in an open communication environment, allowing you to share knowledge and gain insight from other ECi Solutions customers, and many courses utilize a virtual lab server, providing immediate hands-on experience.
Many customers still prefer the traditional method of training. While each classroom course represents up to five days of participation, classroom training remains one of the most effective vehicles for anyone seeking complete understanding of your ECi Solutions product.
Learning Pass – Maximize Your ROI Invest in your employees with this business-critical training and receive the highest return on your investment. With a Learning Pass Training Plan, you can send named license users, to online courses, any number of times, for one full year.
Benefits of JobBOSS Learning Pass including:
• Reduced reliance on internal “powerusers” to provide training
• Empowered users develop out-of-the- box thinking & create efficiencies
• Access to internet-based trainingcourses
• Zero travel expense, minimal down-time and disruption
• Simplified budgeting and planningprocess to meet training needs
• Convenience of internet-based trainingin 2 to 4 hour sessions
• Ideal for new employees or employeesin new roles
The Learning Pass Training Plan offers the most cost-efficient return on your investment with many seeing the plan pay for itself in just a few classes!
JobBOSS Americas Training:Phone: 800-777-4334
To learn more or to receive a free quote, contact your JobBOSS sales rep, or visit us on the JobBOSS customer portal at https://customers.jobboss.com/.
Continuing Professional Education JobBOSS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the:
National Registry of CPE Sponsors,150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.Web site: www.nasba.org
Learning Pass is available for:
JobBOSS®
JobBOSS Synergy Integration®
Report Writing with JobBOSS
Michigan Ladder Company
Dave Law Purchasing Manager
“The [JobBOSS] instructors are the best I’ve had in my career in business.”
6 TRAINING COURSE CATALOG
JOBBOSS JOB CONTROL COMPLETE 2-DAY WORKSHOP
OverviewJobBOSS 101. This hands-on comprehensive course introduces users to the entire core of JobBOSS Job Control modules. This course teaches the features, functions and how and when to apply them in your shop.
Who should attend this class?Those users that have been newly hired at a business currently using JobBOSS. Those users that have just installed the JobBOSS software. Those users that currently use an older version of JobBOSS and are planning to upgrade to the current version.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control On-Demand
lessons focusing on Job entry and Scheduling
Objectives:• Understand the logical flow of creating
quotes and job orders as well as basic scheduling techniques
• Understand the options that are available for allocating materials to jobs
• Complete time entries to allocate labor and machine costs to each job created
• Learn how to properly enter data for materials purchased and sent to outside service vendors
• Complete the cycle by shipping to customers and closing jobs that were created
• Understand how to analyze job data using job cost reports and how the costs were added to jobs
Delivery Method: Classroom
Duration: 14 hoursCPE Credits: 14Cost: $895/student
JOBBOSS SCHEDULING WORKSHOP
OverviewLearn how to setup JobBOSS to create capacity for scheduling and manage your schedule using ShopBOSS.
Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/ Schedulers, Shop Supervisors and Managers.
Level: Beginner/Intermediate
Pre-requisites:• Users should be comfortable with
basic JobBOSS navigation and job creation.
• Users should have attended all Job Control On Demand lessons prior to attending this workshop.
Objectives for 1st half of class:• Understand basic JobBOSS Scheduling
rules• Understand infinite scheduling• Enter and maintain shifts for
scheduling purposes• Create, update and maintain work
centers including assigning shifts to calculate resource capacity
• Learn about added features such as the Projected Delivery function and Release Date field
• Learn about the new Affects Scheduling function
• Schedule all jobs in your shop using Global Scheduling
• Review and understand key Shop Floor Reports
Objectives for 2nd half of class:• Create and understand the Parent/
Child work center relationship and functionality
• Understand finite scheduling• Set ShopBOSS preferences and options
to maximize the module for your shop• View your current workload vs.
capacity using Shop Overview• Become familiar with Work Center and
Job Zoom functions and features• Have access to key stats using the
ShopBOSS Dashboard• Create employee work assignments
from ShopBOSS so employees know what jobs to work on
Delivery Method: Classroom
Duration: 7 hoursCPE Credits: 7Cost: $495/student
JOBBOSS ACCURATE JOB COSTING WORKSHOP
OverviewThis course will teach users costing options that need to be configured as well as day to day transactions that affect costs. Users will learn how the timing of the these transactions, labor, materials and services, affect the job cost reports as well as Work In Process, Cost of Goods Sold, Inventory, Scrap and Unaccounted for Costs.
Who should attend this class?Anyone who has a responsibility for ensuring that all job costs are correctly collected and entered against jobs as well as a responsibility for correcting any missing or incorrect entries. Any users who take this course should be familiar with basic JobBOSS navigation and how to create a job in JobBOSS.
Level: Intermediate
Pre-requisites:• JobBOSS Navigation• JobBOSS Job Control System
Administration Module• JobBOSS Track’s 1 – 5 or the JobBOSS
Job Control 2 Day Workshop
Objectives:• Learn about costing options for labor
and inventory transactions• Learn how to create job transactions
as well as understand when those transactions hit each job
• Learn which reports to use for costing information as well as managing Work In Process, Cost of Goods Sold, Inventory and Scrap transactions
Delivery Method: Classroom
Duration: 7 hoursCPE Credits: 7Cost: $495/student
1: TRADITIONAL CLASSROOM TRAINING
7TRAINING COURSE CATALOG
JOBBOSS EFFECTIVE MATERIAL MANAGEMENT WORKSHOP
OverviewGot inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting.
Who should attend this class?Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers.
Level: Intermediate
Pre-requisites:• Basic understanding of the JobBOSS
core functionality and navigation
Objectives:• Create Raw Stock and Other material
master files• Understand how to classify materials• Set reorder points and quantities• Use Inventory Adjustments and
Transfers correctly• Use Material Planning to effectively
manage inventory• Purchase and Issue Inventory• Understand history reports for
purchasing and forecasting
Delivery Method: Classroom
Duration: 7 hoursCPE Credits: 7Cost: $495/student
8 TRAINING COURSE CATALOG
JOBBOSS TRACK 1: QUOTE PROCESSING
OverviewLet JobBOSS calculate the price you should be charging for your parts. Learn the basics on how to create a quick quote or a full quote from scratch. This course covers all data entry functions and reporting that is necessary for being successful with implementing quoting within your shop. This course also includes a handson lab to directly apply the information learned.
Who should attend this class?Those users responsible for generating customer quotes; Estimators, Sales Representatives and Order Entry Staff.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control System• Administration Module On-Demand
lessons
Objectives:• Understand basic Preferences needed
to start quoting• Learn how to create a quick quote to
start tracking your quotes in JobBOSS today
• Enter a full quote from scratch including routings and materials needed
• Modify quotes and quantities based on price breaks and efficiencies
• Understand key quoting reports used to support quoting
• Learn how to follow-up and maintain quotes for accurate tracking and customer communication
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS TRACK 2.5: ASSEMBLY LEVEL JOB CREATION
OverviewAccurate and timely quote and order entry is the key to maximizing your efficiency in JobBOSS®®. This hands–on training course will teach you the steps necessary to manually create assembly level quotes and jobs, as well as importing data from a CAD application directly into the database using the JobBOSS® BOM Import.
Who should attend this class?Those users responsible for entering and maintaining assembly level customer orders including Engineering, Estimators, Order Entry Staff, and Schedulers.
Level: Beginner
Pre-requisites:• JobBOSS® Navigation On-Demand
lessons• JobBOSS® Job Control System
Administration Module OnDemand Lessons
• JobBOSS® BOM Import
Objectives:• Learn how to manually create an
assembly level job Learn how to utilize the BOM Import to make job creation quick and easy Understand how to view and manage assembly level jobs once created
Delivery Method: Online
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS TRACK 2: ORDER PROCESSING WITH TIME ENTRY
OverviewAccurate order entry is the key ingredient to accurate visibility to customer open orders. In this course you will learn how to create a new job from scratch including routings and materials. This course also covers how to copy from previous jobs and/or quotes and discusses how to effectively use time and material jobs and template jobs.This course will then show how to post accurate labor and machine costs to the job to support costing and scheduling of your labor.
Who should attend this class?Those users responsible for entering and maintaining customer orders including Estimators, Order Entry Staff. Schedulers, and Shop Owners/Managers.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control System
Administration• Module On-Demand lessons
Objectives:• Understand basic Preferences needed
to start Job Entry
• Learn how to create a quick job to start tracking your orders in JobBOSS today
• Enter a full job from scratch including routings and materials needed
• Understand how ShopView and ShopStats are used to support your orders
• Discuss how to create time and material jobs
• Learn the importance of template jobs and part masters for efficient data entry for repeat part orders
• Enter time entry transactions for employees working on jobs to track costs and scheduling time
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
2: JOBBOSS ONLINE TRAINING
9TRAINING COURSE CATALOG
JOBBOSS TRACK 3: SCHEDULING
OverviewLet’s start scheduling in JobBOSS. Learn the basic settings and functionality necessary to be successful at scheduling your shop in version 11 and higher. This course also includes a hands-on lab to directly apply the information learned.
Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control System• Administration Module On Demand
Lessons
Objectives:• Understand basic JobBOSS Scheduling
rules• Learn which preferences are required
for scheduling• Enter and maintain shifts for
scheduling purposes• Create, update and maintain work
centers including assigning shifts to calculate resource capacity
• Learn about added features such as the Projected Delivery function and Release Date field
• Learn about the new Affects Scheduling function
• Schedule all jobs in your shop using Global Scheduling
• Review and understand key Shop Floor Reports
Delivery Method: Internet-based
Duration: 6 hours CPE Credits: 6 Cost: $600/student
JOBBOSS TRACK 4: MATERIAL MANAGEMENT
OverviewGot inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting.
Who should attend this class?Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control System
Administration Module On-Demand lessons
Objectives:• Create Raw Stock and Other material
master files• Understand how to classify materials• Set reorder points and quantities• Use Inventory Adjustments and
Transfers correctly• Use Material Planning to effectively
manage inventory• Purchase and Issue Inventory• Understand history reports for
purchasing and forecasting
Delivery Method: Internet-based
JOBBOSS TRACK 5: SHIPPING, SERVICES, TRANSFER, CLOSING
OverviewLast phase of your job flow includes dealing with Outside Services, shipping your parts, transferring any extras to inventory and lastly actually closing your job and reviewing reports. In this class you will cover all data entry and reporting used to support all four of those functions.
Who should attend this class?Those users responsible for shipping to outside services and/or customers, users who deal with the closing of the job including the costing of parts and transferring of finished parts to inventory.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control System
Administration Module On-Demand lessons
Objectives:• Create all documentation for Outside
Service tracking including purchase order and packlist
• Learn how to create customer packlists and understand how to track over-shipments and backorders
• Discuss the foundation and costing for transferring finished goods to inventory
• Review job costing reports to maintain your accurate data on your job
• Close your job once all transactions are posted
• Review final reporting
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
Duration: 6 hours CPE Credits: 6 Cost: $600/student
10 TRAINING COURSE CATALOG
JOBBOSS TRACK 6: JOB COSTING & REPORTING
OverviewGain control of your data and the flow of costs throughout the system. This course will help you understand costing and the content of data on the JobBOSS Financial Analysis Reports.
Who should attend this class?Those users that will be responsible for reconciling monthly Work In Process, Cost of Goods Sold and Scrap reports, such as Accountants, Controllers and Chief Financial Officers.
Level: Intermediate
Pre-requisites:• Basic understanding of the Job Control
and Accounting modules
Objectives:• Understand the flow of data
throughout the sub- reports within the Financial Analysis report
• Get a true understanding of the work in process, cost of goods sold, scrap, and transfers costing
• Understand what business decisions should be made based on the Financial Analysis reporting
Delivery Method: Internet-based
Duration: 6 hoursCPE Credits: 6Cost: $600/student
JOBBOSS DEEP DIVE: SCHEDULING
OverviewLearn how to use different features to schedule your shop that are beyond the basics.
Who should attend this class?Those users that are currently responsible for scheduling in their shop and understand the basics of JobBOSS® Scheduling. This class is good for Schedulers, Foreman, Operations Managers, Supervisors, and decision makers that will review and alter schedules in their shop.
Level: Intermediate to Advanced
Pre-requisites:• Users should be comfortable with
basic JobBOSS® Scheduling’s. Users should have attended the Track 3 course or have a general understanding of scheduling prior to attending this workshop.
Objectives:• Work Centers with a focus on capacity• How to leverage operations• Got maintenance? Be proactive and
schedule this in • What “Affects Scheduling” option can
do for you • Work Station Driver impacts on
scheduling• Global Scheduling• Key Shop Floor Reports• ShopBOSS Preference must-have’s• Parent-Child Work Center relationship• Finite scheduling: Why and why to
use this• The Firm Zone• Workload vs. Capacity using Shop
Overview• Work Center vs. Job Zoom functions
and features• Key stats using the ShopBOSS
Dashboard• Employee work assignments from
ShopBOSS
Delivery Method: Online
Duration: 6 hoursCPE Credits: 6Cost: $600/student
JOBBOSS DEEP DIVE: MATERIAL MANAGEMENT
OverviewDiscover additional features and functionalities to gain more control of your materials and planning.
Who should attend this class?Users who are currently responsible for material planning and purchasing and have an understanding of the basic JobBOSS® Material management functionalities. This class is designed for Material Planners, Buyers, Operations Managers, Foreman and Material Managers’ whose positions focus on inventory control and the purchasing of materials for jobs and to stock.
Level: intermediate
Pre-requisites:• Attendees should be familiar with
basic JobBOSS Material Management functionalities and have completed the Track 4: Material Management virtual course.
Objectives:• Use the ‘Find and Replace Utility’ to
change existing Material ID’s• Learn to re-type existing material
types• Develop new ways to use the Material
Class field• Use lead days to better plan purchasing• Review buy for stock and buy for job
materials• Track how material costs are added to
quotes and jobs• Change the average cost on a material• Price breaks• When to use Apply Current Unit Costs • Create RFQ’s and award vendors• Material Due Dates and affect
scheduling• Add material requirements to a job
from purchasing• How to use the Revision field
effectively for Purchasing Orders• More on Job Receiving• Issue Quantity field in Pick Materials• Effective transfer for excess materials
and finished goods
Delivery Method: Online
Duration: 6 hoursCPE Credits: 6Cost: $600/student
11TRAINING COURSE CATALOG
JOBBOSS DEEP DIVE: ORDER PROCESSING
OverviewLearn how to setup JobBOSS to create jobs in the most efficient way and to use the most appropriate job type.
Who should attend this class?Those users responsible for creating jobs in their shop, such as Managers and Planners.
Level: Intermediate
Pre-requisites:• Users should be comfortable with
JobBOSS® navigation and job creation. Users should have attended the Track 2 online class and all Job Control OnDemand lessons prior to attending this workshop.
Objectives:• Learn the benefits of and difference
between job types• Understand how Blanket Orders,
Release Jobs, Sales Orders and Split Jobs work
• Create Component/Assembly level jobs
• Practice how the adjusting of fields in the Routing tab affect overall job cost and total job time
• View the MRP Utility
Delivery Method: Online
Duration: 4 hoursCPE Credits: 4Cost: $400/student
JOBBOSS ACCOUNTING – ACCOUNTING SETUP
OverviewThis hands-on training will help to start the implementation of the accounting modules off on the right foot. Learn the setup requirements and processes needed for a smooth transition from your current accounting system to JobBOSS.
Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AP/AR Clerks, Accountants, Controllers and Credit Managers.
Level: Beginner
Pre-requisites:• JobBOSS Accounting and Navigation
On-Demand lessons
Objectives:• Setup of a functional chart of accounts• Enter data into customer and vendor
master files to make daily transactions easier
• Enter your beginning balances for AR, AP and GL for your go live
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS DEEP DIVE: QUOTE PROCESSING
OverviewLearn how to use additional features of JobBOSS during the Quoting process.
Who should attend this class?Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers.
Level: Intermediate
Pre-requisites:• Users should be comfortable with
basic JobBOSS navigation and quote creation. Users should also have attended Track 1 online class and all Job Control OnDemand lessons prior to attending this workshop.
Objectives:• Understand the JobBOSS® quoting
process• Understand variations that can be
made on a quote• Understand how information specific
to a quantity can affect a quote• Learn about profit vs. markup• Create component quotes• Learn about features such as the
Projected Delivery, Template Quotes and Part History
Delivery Method: Online
Duration: 4 hoursCPE Credits: 4Cost: $400/student
12 TRAINING COURSE CATALOG
JOBBOSS DATA COLLECTION – AUTOMATION FOR THE SHOP FLOOR
OverviewGain visibility into current activity on your shop floor, eliminate data entry errors, and respond to changes immediately with data collection. This course teaches the setup, features and functionality necessary to control the data on your shop floor.
Who should attend this class?Those users that will be responsible for setting up the JobBOSS Data Collection module, and those users that will be responsible for day to day data entry or training users how to use the JobBOSS Data Collection module. These users would include System Administrators, Shop Managers/ Supervisors and Office Managers.
Level: Beginner
Pre-requisites:• Basic understanding of the Job Control
modules including Employee master files, Job entry and Time entry
Objectives:• Understand how to enter and maintain
shifts including rules for each shift• Collect information faster by giving
employees permission to transactions• in Data Collection• Eliminate hard-to-read handwritten
shop cards and time tickets by entering information directly into the JobBOSS Data Collection system
• Streamline auditing, correcting and reporting of Data Collection transactions
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS ACCOUNTING –ACCOUNTS RECEIVABLE
OverviewThis hands-on training course will teach you the daily transactions necessary for using Accounts Receivable with JobBOSS. This includes customer invoicing, customer deposits, and adjustments.
Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AR Clerks, Accountants, Controllers and Credit Managers.
Level: Beginner
Pre-requisites:• JobBOSS Accounting and Navigation
On-Demand lessons
Objectives:• Enter a variety of customer invoices
including prepayments and progress payments
• Enter and understand the difference between credit memos and adjustments
• Enter customer and GL cash receipts to your bank accounts
• Post transactions and Accounts Receivable reporting
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS ACCOUNTING –ACCOUNTS PAYABLE & GENERAL LEDGER
OverviewThis hands-on training course will teach you the daily transactions necessary for using Accounts Payable and the General Ledger with JobBOSS. This includes vendor invoicing and check writing. And General Ledger journal entries, bank reconciliation and monthend closing procedures.
Who should attend this class?Those users that will be accessing the accounting modules on a daily basis, such as AP Clerks, Accountants, Controllers and Credit Managers.
Level: Beginner
Pre-requisites:• JobBOSS Accounting and Navigation
On-Demand lessons
Objectives:• Enter a variety of vendor invoices both
to be applied against jobs and without• Create computer check runs and
process manual checks• Accounts Payable Adjustments vs
processing debit memos• Posting and Reports for AP• General Ledger journal entries• Bank reconciliation• Month-end closing procedures
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
13TRAINING COURSE CATALOG
JOBBOSS SALES ORDER PROCESSING – FLEXIBILITY IN ORDER PROCESSING
OverviewEnhance your order processing for orders with multiple parts, deliveries and high repeat work. Whether orders are filled by making the part, shipping from stock or re-selling an item from another supplier, this course will show you how to control all of these options with the use of Sales Orders. You will then see how to tie these Sales Orders directly to jobs and purchase order to streamline your process.
Who should attend this class?Those users that will be using the Sales Order entry application, such as Order Entry personnel, Sales Team members and Office Managers.
Level: Beginner
Pre-requisites:• JobBOSS Navigation On-Demand
lesson
Objectives:• Create multiple jobs from one sales
order or link a sales order to an existing purchase order
• Learn how to access historical sales information while adding a new customer order
• View on-line item status information of what is on order or in production
• Enter and use up to three different pricing structures for customer orders
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
JOBBOSS SHOPBOSS SCHEDULING ESSENTIAL
OverviewShopBOSS is your key to scheduling. Learn to manage your shop schedule, change shop resources on the fly to drive a true production plan and make critical decisions using the information displayed in ShopBOSS. Have visibility into the production schedule and employee availability.This course also includes a hands-on lab for direct application of what you learn.
Who should attend this class?Those users responsible for scheduling jobs in their shop that have purchased and installed the ShopBOSS module, such as Production Planners/Schedulers, Shop Supervisors and Managers.
Level: Intermediate
Pre-requisites:• JobBOSS Navigation On-Demand
lessons• JobBOSS Job Control On-Demand
lessons focusing on Job entry and Scheduling
• Users should also have attended the• Schedule It Right training class
Objectives:• Create and understand the Parent/
Child work center relationship and functionality
• Understand finite scheduling vs. infinite scheduling
• Set ShopBOSS preferences and options to maximize the module for your shop
• View your current workload vs. capacity using Shop Overview
• Become familiar with Work Center and Job Zoom functions and features
• Have access to key stats using the ShopBOSS Dashboard
• Create employee work assignments from ShopBOSS so employees know what jobs to work on
• Review and understand key Shop Floor Reports
Delivery Method: Internet-based
MICROSOFT SQL SERVER ADMINISTRATION INTRODUCTION
OverviewThis course will teach the basic administrative processes that all users of a Microsoft SQL Server based software should know. It is not designed to provide detailed knowledge of the inner workings of the Microsoft SQL Server database engine. It is intended to introduce the attendee to the most important concepts and operations of the SQL Server with a focus on Backup and Restore.
Who should attend this class?Anyone who hasn’t had previous training on a Microsoft SQL Server and is responsible for the administration of it.
Level: Introductory
Pre-requisites:• A basic familiarity with the Windows
environment is a must. Having some knowledge of computer networking is helpful, but not necessary.
Objectives:• Learn what SQL Server is• Learn how the SQL Server stores and
organizes data• Learn how SQL Server works with user
permissions• Learn how to protect SQL databases
with Backup and Restore• Learn how to re-index your tables and
defragment the files• Conduct a few simple exercises to
gain experience with the material presented
Delivery Method: Internet-based
Duration: 2 hoursCPE Credits: 2Cost: $295/student
Duration: 6 hours CPE Credits: 6 Cost: $600/student
14 TRAINING COURSE CATALOG
CRYSTAL REPORTS INTRODUCTION FOR JOBBOSS USERS
OverviewCalling all new users to Crystal Reports. This course will introduce users to Crystal Reports formatting basics that are needed to create professional, easy-to-read reports. Learn to create simple reports using your own JobBOSS database.
Users will also learn to create a new data source connection from scratch.
Who should attend this class?Those users that would like to create new reports using JobBOSS data.
Level: Beginner
Pre-requisites:None
Objectives:• Install tools that will assist users in
learning the JobBOSS tables, fields and field types
• Link to the JobBOSS database to access information
• Define and layout a simple custom report using one table
• Create reports with specific selection criteria built into the report
• Add reports to the JobBOSS menu for easy access
Delivery Method: Internet-based
Duration: 6 hoursCPE Credits: 6Cost: $595/student
CRYSTAL REPORTS INTERMEDIATE
OverviewContinue your Crystal education using multiple tables and additional functionality to add more information to custom reports.This class will use the connection to the sample database that was created in the Intro Class.
Who should attend this class?Those users that want to create more complex reports using multiple database tables.
Level: Intermediate
Pre-requisites:• Users attending this class should
have attended the Introductionto Crystal reports class or have completed the equivalent qualifying exercise. Users that skipped the Intro class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www.businessobjects.com.
Objectives:• Create custom reports using multiple
tables• Introduce table linking options and
definitions• Add flexibility to custom reports with
formulas using existing report fields as well as fields that are not displayed on the report
• Create reports containing sub-reports (drill downs)
• Create reports with charts• Learn how to copy an existing
JobBOSS report• Learn how to modify a JobBOSS report
by adding, removing or suppressing a field
Delivery Method: Internet-based
Duration: 6 hoursCPE Credits: 6Cost: $595/student
3: REPORT WRITING
CRYSTAL REPORTS ADVANCED
OverviewTake your knowledge of the Crystal Report Writer deeper with this advanced course. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through multiple tables and additional functionality.
Who should attend this class?This class is for those needing to develop more complex Crystal reports.
Level: Advanced
Pre-requisites:• Basic understanding of Microsoft
Windows• Either successful completion of the
Crystal Intermediate class or the ability to write advanced crystal reports.
• Users that skipped the Intro & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www.businessobjects.com.
Objectives:• Format Multiple Sections• Use Running Totals• Use Prompting with Parameters• Use Sub-reporting as a workaround
solution• Create Powerful Groups• Work with Cross Tabs
Delivery Method: Internet-based
Duration: 6 hoursCPE Credits: 6Cost: $595/student
15TRAINING COURSE CATALOG
JOBBOSS REPORTING WITH MICROSOFT OFFICE
OverviewExtract information from the JobBOSS database by using Microsoft Excel, Access and Word to create queries and other documents. Users will also learn about ShopAlert Views in this class.
Who should attend this class?Those users that would like to learn how to formulate queries, basic reports, and ShopAlerts with JobBOSS data.
Level: Intermediate
Pre-requisites:• Users should understand the basics of
Microsoft Excel, Word, and Access
Objectives:• Export a JobBOSS report to Excel• Create a Macro to modify JobBOSS
Reports• Create an Excel report from scratch
with JobBOSS data• Create pivot tables and graphs with
selected data• Make mailing labels and letters with
Excel and Word• Create an Access query with JobBOSS
data• Create a ShopAlert using the Access
query
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
KNOWLEDGESYNC WITH JOBBOSS BEYOND THE BASICS
OverviewIn this intermediate level course, using the skills gained in the basics course, students will be exposed to the other methods of output that can be provided from KnowledgeSync.
Level: Intermediate
Pre-requisites:• None
Objectives:• Deliver reports using KnowledgeSync• Copy a file• Export data to .csv file• Create a WebCaster page• Practice hands-on to demonstrate
your ability to execute all of these• Additionally students will see
demonstrations of the inbound email monitoring system and configuring triggered Events.
Delivery Method: Internet-based
Duration: 2 hoursCPE Credits: 2Cost: $200/student
CRYSTAL REPORTS ADVANCED FORMULAS
OverviewTake your knowledge of the Crystal Report Writer deeper with this advanced course in the use of formulas. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through advanced formulas to present the data you want to present.
Who should attend this class?This class is for those needing to develop a better understanding of the use of Formulas within a Crystal Report.
Level: Advanced
Pre-requisites:• Basic understanding of Microsoft®
Windows• Either successful completion of the
Crystal Reports XI Advanced class or the ability to write advanced Crystal reports.
• Users that skipped the Introduction & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal Reports website at www.businessobjects.com.
Objectives:• Understand how Crystal Reports
processes data• Understand the background process
Crystal Reports uses when it creates a report
• Understand which evaluation period to apply to run a formula
• Learn how to declare variables, assign values to them and use them within a formula
• Utilize multiple statements in complex formulas
• Manipulate arrays containing multiple values
• Review conditional statements• Use multiple if then else Statements• Understand the formula evaluation
time debugger
Delivery Method: Internet-based
Duration: 4 hoursCPE Credits: 4Cost: $395/student
16 TRAINING COURSE CATALOG
INTRODUCTION TO KNOWLEDGESYNC WITH THE JOBBOSS EVENTPAK
Duration: 2 hoursCPE Credits: 2Cost: $200/student
OverviewIn this beginner level course, we will cover the various modules of KnowledgeSync and how they work and the structure and creation of queries and description events.
Level: Basic
Pre-requisites:• Own the KnowledgeSync product
Objectives:• Make modifications to the JobBOSS
provided EventPak• Learn how to create Queries and
Events of your own from scratch• Output the event created to email
Delivery Method: Internet-based
17TRAINING COURSE CATALOG
SYNERGY ENTERPRISE ADMINISTRATION AND USER SETUP
OverviewThe setup and administration with Synergy is critical for the overall use of Synergy. This course is geared towards the Synergy Administrators.Users must be administrators of the system in order create users and manage users.
Who should attend this class?Those people who will be the managers/ administrators of JobBOSS Synergy Enterprise.
Level: Beginner
Pre-requisites:• ESE should be installed on your server
so that administrators can get started immediately with entering roles and users.
Objectives:• Learn about roles and permissions in
ESE• Creating new users• Assigning roles to users• Learn how the JobBOSS to ESE
integration functions• Microsoft Office Integration and ESE• Background jobs (these are used to
manage ESE)
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
INTRODUCTION TO SYNERGY FOR JOBBOSS USERS
OverviewWhat is JobBOSS Synergy Enterprise? What can it do for me? How do I begin using it? Learn the answers to these questions and much more in this introductory session. You will walk away with a solid understanding of JobBOSS Synergy Enterprise and the skills needed to begin exploring your new environment.
Who should attend this class?All users of JobBOSS Synergy Enterprise
Level: Beginner
Pre-requisites:• Understanding of internet navigation
and basic computer use
Objectives:• Understand the concept of JobBOSS
Synergy Enterprise• Understand the JobBOSS integration
with JobBOSS Synergy Enterprise• Navigate within JobBOSS Synergy
Enterprise• Customize the JobBOSS Synergy
Enterprise environment• Search for information in JobBOSS
Synergy Enterprise• View and modify a resource card in
ESE• Follow a workflow request from
start to finish in ESE and JobBOSS
Delivery Method: Internet-based
Duration: 6 hoursCPE Credits: 6Cost: $600/student
4: JOBBOSS SYNERGY INTEGRATION
DEFINING WORKFLOW REQUESTS IN SYNERGY ENTERPRISE
OverviewBusiness processes drive all of the tasks in your company. Learn how to maximize the power of customizing your workflow requests to effectively manage your business processes.
Who should attend this class?Who should attend: ESE Administrators and those responsible for customizing processes in Synergy. Those people, in an organization who are responsible for the design and customizing of workflow requests must attend this course to understand the full capability available to automate their processes.
Level: Beginner
Pre-requisites:• Intro to JobBOSS Synergy
Enterprise• Synergy Enterprise User Admin and
Setup
Objectives:• Learn the setup and configuration of a
simple task• Learn how to modify existing requests• Creating User Defined Roles• Creating requests from scratch
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
18 TRAINING COURSE CATALOG
CREATING AND MAINTAINING CUSTOMER ACCOUNTS
OverviewUsers will learn the different ways to enter customer accounts into Synergy using an import tool that is only available with Synergy. They will also learn how Synergy and JobBOSS work together to keep existing accounts up to date. Additionally, users will also learn how to import emails and create requests to track customer communications in Synergy and JobBOSS.
Who should attend this class?Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes.
Level: Beginner
Pre-requisites:• Introduction to Synergy Enterprise for
JobBOSS Users
Managing Workflow with Synergy Enterprise**In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class**
Objectives:• Learn how to create customers
manually to Synergy and how to add them into JobBOSS
• Learn how to upload a list of customers that you obtained from a tradeshow etc.
• Learn how to use MS Outlook and the Synergy Office Integration to import emails to customer accounts
• Learn how to generate a Synergy request from Outlook to ensure that customer emails/contacts are not lost in the email shuffle.
Delivery Method: Online
Duration: 2 hoursCPE Credits: 2Cost: $200/student
MANAGING THE CUSTOMER QUOTE CYCLE
OverviewThis session will focus on the quote cycle and how you can use Synergy to ensure that customer requests are not lost in an email folder. Additionally, by using Synergy all users have access to the customer requests as well as what has been sent out to the customer. Users will learn how Synergy requests can be customized (we will not design requests in this class, but the instructor will ensure that all attendees understands what is possible with Synergy. We offer a Defining Workflow class for request design) to fit their company’s needs.
Who should attend this class?Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes.
Level: Beginner
Pre-requisites:• Introduction to Synergy Enterprise for
JobBOSS Users• n Managing Workflow with Synergy
Enterprise for JobBOSS Users
Creating and Maintaining Customer Accounts with Synergy for JobBOSS Users**In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class**
Objectives:• Review of using SOI to upload emails
to customer accounts and generate “reminders” to send out new quotes.
• Learn how to manage requests in Synergy. The focus will be a request for quote.
• Learn about the “stages” of a Synergy request and what each means.
• Review of basic searching for data and workflow management (see pre-requisites list).
Delivery Method: Online
Duration: 2 hoursCPE Credits: 2Cost: $200/student
MANAGING YOUR WORKFLOW USING SYNERGY ENTERPRISE
OverviewHow do I manage the items in my workflow? I just created a request. Where did it go? In this class you will fully understand the concepts of what requests are, how they flow, how to manage your requests in your Workflow, how to address open requests, and lastly how to search out previously created requests for further follow–up. All users will benefit from gaining the foundational understanding of Workflow which is the basis for JobBOSS Synergy Enterprise.
Who should attend this class?End users of JobBOSS Enterprise
Level: Beginner
Pre-requisites:
• Intro to JobBOSS Synergy Enterprise
Objectives:• Learn how to create a request in
JobBOSS or ESE• Accessing employee calendars and
planning• Managing you personal workflow• Finding data in ESE• Customizing your homepage in ESE
Delivery Method: Internet-based
Duration: 3 hoursCPE Credits: 3Cost: $300/student
19TRAINING COURSE CATALOG
UNDERSTANDING THE JOBBOSS CRM DASHBOARD & REPORTINGIN SYNERGY
OverviewUsers will learn how to interpret the JobBOSS CRM Dashboard in Synergy. This is a pre-defined dashboard that cannot be customized.
Who should attend this class?Anyone who is involved in the customer quote process and uses Synergy.
Level: Beginner
Pre-requisites:• Introduction to Synergy Enterprise for
JobBOSS Users• Managing Workflow with Synergy
Enterprise for JobBOSS Users
Objectives:• Understand the statistics on the CRM
Dashboard.• Understand the options to change the
statistics on the CRM Dashboard
Delivery Method: Online
Duration: 2 hoursCPE Credits: 2Cost: $200/student
JobBOSS
3600 American Blvd WBloomington, MN 55431
United States
Tel: 1-800-777-4334
Website: jobboss.com/manufacturing-services/erp-software-training
JobBOSS Shop Management Solutions serve over 7,000 shops with software and business support. Since over 30 years we provide the technology and knowledge that fuels their productivity and profits, innovation and growth. JobBOSS is a job-based system designed specifically for custom and mixed-mode manufacturers–an integrated, “quote-to-cash” solution that offers complete visibility and control of a manufacturing business.
JobBOSS is an ECi Solutions product. ECi Solutions builds business software for SMEs and their accountants. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow. JobBOSS inspires businesses to grow. Our employees love, share and support our customers’ ambition. Like them, we aim high. Like them, we aspire to lead the way. That’s how we know it’s a bumpy road to success. And that’s why we build software to help smooth it out, enabling our customers from all over the world to grow.
JobBOSS. Shop management solutions.www.jobboss.com
*All prices subject to change. This catalog represents currently available courses. JobBOSS reserves the right to alter the training curriculum and availability at any time.
© JobBOSS, 2018. All rights reserved. All trademarks mentioned herein belong to their respective owners.