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Training Course Catalogue 8.3

Ellipse

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Contents

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Contents

Ellipse General Stream .......................................................................................................................... 5

GE-02 - Ellipse Foundation ................................................................................................................ 6 GE-03 - Ellipse Functional System Administration ............................................................................ 7

Ellipse Finance Stream .......................................................................................................................... 8

FI-00 - Ellipse Financial Familiarisation ............................................................................................. 9 FI-01 - Ellipse Financial Accounting Tools .......................................................................................10 FI-02 - Ellipse Management Accounting ..........................................................................................11 FI-03 - Ellipse Accounts Payable .....................................................................................................12 FI-05 - Ellipse Project Control ..........................................................................................................13 FI-07 - Ellipse Fixed Assets .............................................................................................................14 FI-08 - Ellipse Plan Actual Statistics ................................................................................................15 FI-09 - Ellipse Accounts Receivable ................................................................................................16 FI-11 - Ellipse Labour Costing .........................................................................................................17 FI-12 - Ellipse Contracts Management ............................................................................................18

Ellipse Human Resources Stream ......................................................................................................19

HR-00 - Ellipse Personnel Familiarisation .......................................................................................20 HR-03 - Ellipse Position Management .............................................................................................21 HR-05 - Ellipse Training Management .............................................................................................22 HR-06 - Ellipse Recruitment Management ......................................................................................23 HR-07 - Ellipse Personnel Administration ........................................................................................24 HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment .........................................25 HR-09 - Ellipse Workers Compensation ..........................................................................................26 HR-10 - Ellipse Salary Administration ..............................................................................................27

Ellipse Payroll Stream ..........................................................................................................................28

PY-00 - Ellipse Payroll Familiarisation .............................................................................................29 PY-02 - Ellipse Time Management ..................................................................................................30 PY-05 - Ellipse Payroll Configuration ...............................................................................................31 PY-06 - Ellipse Payroll Management ...............................................................................................32 PY-08 - Ellipse Employee Self Service ............................................................................................33

Ellipse Maintenance Stream ................................................................................................................34

MN-00 - Ellipse Maintenance Familiarisation ..................................................................................35 MN-01 - Ellipse Core Asset Management .......................................................................................36 MN-02 - Ellipse Core Work Management ........................................................................................37 MN-03 - Ellipse Planning and Scheduling .......................................................................................38 MN-04 - Ellipse Customer Work Management ................................................................................39 MN-05 - Ellipse Equipment Tracing .................................................................................................40 MN-06 - Ellipse Condition Monitoring ..............................................................................................41 MN-08 - Ellipse Material Demand Management ..............................................................................42 MN-11 - Inspections, Defects, and Asset Survey Training ..............................................................43 MN-11 - Inspections, Defects, and Asset Survey ............................................................................43

Materials Stream ...................................................................................................................................44

ML-00 - Ellipse Materials Familiarisation .........................................................................................45 ML-01 - Ellipse Cataloguing .............................................................................................................46 ML-03 - Ellipse Warehouse Processes and Requisitions ................................................................47 ML-04 - Ellipse Purchasing ..............................................................................................................48 ML-06 - Ellipse Disposals Management ..........................................................................................49 ML-08 - Ellipse Forward Purchasing Agreements ...........................................................................50 ML-09 - Ellipse Repairable Item Management ................................................................................51 ML-11 - Ellipse Advanced Warehousing ..........................................................................................52 ML-12 - Ellipse Inventory Tracking ..................................................................................................53 ML-13 - Ellipse Stocktaking I ...........................................................................................................54

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ML-14 - Ellipse Stocktaking II ..........................................................................................................55 ML-18 - Ellipse Entitlements ............................................................................................................56

Ellipse Technical Stream .....................................................................................................................57

TE-01 - Ellipse Server Administration ..............................................................................................58

Work Planner ........................................................................................................................................60

WP01 - Work Planner Introduction ..................................................................................................61 WP-02 - Work Planner Estimate Scheduling ...................................................................................62

Critical Inventory Optimization ...........................................................................................................63

IO-02 - Ventyx Critical Inventory Optimization .................................................................................64


5

Ellipse General Stream


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GE-02 - Ellipse Foundation

Course ID: GE-02, Ellipse Ellipse; Stream: General

Course Description: To provide participants with an introduction to the Ellipse system, its integration, and key concepts.

To provide participants with the skills to navigate, search, and review data within Ellipse and, through practical exercises, the integration of Ellipse across business streams.

Course Length: 2 days

Intended Audience: All new Ellipse users.

Prerequisites: No prior Ellipse knowledge is required, however ERP systems experience is recommended.

Modules Included: 3001 – General

3620 – Work Orders

3870 – Position Management

3910 – Journals

3140 – Stores

3260 – Accounts Payable

3901 - Journal Holding

Objectives: On completion of this course, you will be able to:

Use the Ellipse Homepage

Add Homepage Widgets

Use the Ellipse Calendar

Use the Ellipse Diary

Use the Ellipse Data Navigator

Use Excel/Smart Excel within Ellipse

Use Notification Messages

Outcomes: Identify and use key concepts of Ellipse.

Registration: To register an expression of interest in course attendance, email [email protected].


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GE-03 - Ellipse Functional System Administration

Course ID: GE-03, Ellipse Ellipse; Stream: General

Course Description: The Ellipse Functional System Administration course focuses on the management and configuration settings of the front end of the Ellipse application (technical system administration is addressed in the Technical Training).


Intended Audience: All individuals associated with non-technical system administration, implementation or consulting.

Prerequisites: Ellipse Foundation Course. Basic understanding of client-server architecture. Familiarity with the Ellipse functional streams and basic objects.

Modules Included: 3001 - General


Identify key concepts of Functional System Administration

Describe the use of District, System and Warehouse controls and associated table files

Maintain Ellipse tables and associated table codes

Describe the role of the Functional System Administrator

Configure and maintain security profiles and menus

Administer MSO and MSQ security

Set up and review global and program files

Maintain Ellipse Position Management

Maintain sign-on profiles for employees

Maintain Ellipse devices

Manage reports

Control reference codes

Archive and restore Ellipse data from an extracted archive selection list

Outcomes: Perform Functional System Administration within Ellipse.



8

Ellipse Finance Stream


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FI-00 - Ellipse Financial Familiarisation

Course ID: FI-00, Ellipse Ellipse; Stream: Finance

Course Description:

The Ellipse Financial Familiarisation course provides participants with conceptual and working knowledge of the financial modules provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know their responsibilities, and the accounting processes.

Course Length: 1 day

Intended Audience: Those requiring a high-level understanding of the financial functionality of the Ellipse system.

Prerequisites: GE-02 - Ellipse Foundation

Modules Included: 3260 - Accounts Payable

3620 - Work Orders

3850 - Labour Costing

3920 - Chart of Accounts


Review components in the Chart of Accounts

Review costing and accounting transactions

Review supplier invoices

Describe the integration between Finance and the other Ellipse streams

Outcomes: Identify key concepts of Finance and recognise business stream integration within Ellipse.



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FI-01 - Ellipse Financial Accounting Tools


Course Description:

The Ellipse Financial Accounting Tools course provides participants with conceptual and working knowledge of Ellipse financial accounting tools. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and know the accounting processes.


Intended Audience: Those individuals responsible for maintaining a chart of accounts, analysing and reconciling accounts, or managing the financial accounting function.


FI-00 – Finance Familiarisation

Modules Included: 3901 - Journal Holding

3910 - Journals


3990 - General Ledger

Objectives: Maintain General Ledger Codes

Maintain Cost Centres and Cost Centre Segments

Maintain Expense Elements and Posting Accounts

Maintain User-defined Sub-ledgers and Colloquial Names

Maintain Account Code Access Lists

Maintain Foreign Currency Exchange Rates

Maintain Basic Journals, Standing Journals, and Tax Journals

Process External Interfaces to Ellipse

Review and Resolve Accounting Transactions

Replicate Accounts in Ellipse

Maintain Cost Reallocations and GL Commitments

Remeasure Account Balances

Maintain reallocation journals

Maintain transaction reviews

Maintain posted accounting transaction amendments

Outcomes: Use Financial Accounting Tools within Ellipse.



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FI-02 - Ellipse Management Accounting


Course Description:

Ellipse offers accountants and managers powerful tools to formulate budgets, as well as to analyse and interpret financial data. Trainees will maintain budgets and online review formats. Trainees will also maintain accounts relationships for account summarisation.


Intended Audience: Those individuals responsible for creating and maintaining operating budgets, analysing and reporting account balances, or managing the accounting function.


FI-00 - Ellipse Financial Familiarisation


Modules Included: 3901 - Journal Holding

3910 - Journals

3920 – Chart of Accounts

3960 – Management Accounting

3980 – Plan/Actual Statistics

3990 - General Ledger


Maintain budget types and assumptions

Maintain posting accounts and statistics

Maintain budget values

Understand account relationships

Perform online enquiries

Maintain multiple currencies and translate account balances

Perform month-end and year-end processing

Outcomes: Perform Management Accounting within Ellipse.



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FI-03 - Ellipse Accounts Payable

Course ID: FI-03, Ellipse 8.3; Stream: Finance

Course Description:

The Ellipse Accounts Payable course takes trainees through the full accounts payable cycle, from processing and approving invoices to processing payments.


Intended Audience: Those individuals responsible for processing invoices, managing the accounts payable function.


FI-00 - Finance Familiarisation


Modules Included: 3001 – General

3140 – Stores

3201 – Supplier Information

3210 – Purchasing


3280 – Payment Processing


Maintain Bank Accounts

Process 1099 Adjustments

Maintain Additional Taxes

Load, Review, and Modify Invoices

Process Automatic Invoices

Approve Non-Goods Invoices

Maintain and Approve Recurring Payments

Maintain Retentions

Process Accounts Payable Cheque Payments

Generate Bank Reconciliations

Outcomes: Perform accounts payable administration within Ellipse.



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FI-05 - Ellipse Project Control


Course Description:

Ellipse enables major operational and capital expenditures to be controlled independently of the normal organisational reporting hierarchy. Ellipse Projects support both engineering and accounting requirements. Actual costs, commitments, and budget amounts are automatically accumulated up the project hierarchy.


Intended Audience: Those individuals responsible for managing project costs or managing the physical work related to projects.




Modules Included: 3140 – Stores

3210 – Purchasing


3620 – Work Orders

3660 – Project Control

3680 – Fixed Assets

3850 – Labour Costing


3910 - Journals


3970 – Cost Categories


Maintain Cost Categories

Maintain Projects

Capitalise Projects

Maintain Material, Equipment and Resource Requirements

Maintain Project Cost Estimates

Maintain Joint Venture Details

Reallocate Project Costs

Review Project Details

Review Project Costs

Review Project Commitments

Outcomes: Perform Project Control within Ellipse.



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FI-07 - Ellipse Fixed Assets


Course Description:

Ellipse Fixed Assets functionality provides the tools to control a company’s fixed assets and to calculate depreciation for those assets. Trainees will maintain the fixed asset register and sub-assets. Trainees will also create financial transactions related to capitalisation, depreciation, and disposal of assets.


Intended Audience: Those individuals responsible for maintaining and reconciling fixed assets or managing the fixed asset function.




Modules Included: 3630 – Equipment History and Costing

3680 – Fixed Assets


3910 - Journals



Maintain Depreciation Rate Tables

Maintain Account Codes for Fixed Assets

Maintain Assets on the Fixed Asset Register

Maintain Sub-Asset Information

Maintain Sub-Asset Valuation Details

Manage Fixed Asset Workbench Transactions

Revalue and Impair Assets

Calculate Depreciation on Fixed Assets

Transfer and Retire Fixed Assets

Review Fixed Asset Transactions

Count Fixed Assets

Outcomes: Maintain and reconcile a fixed-assets register within Ellipse.



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FI-08 - Ellipse Plan Actual Statistics


Course Description:

The Ellipse Plan Actual Statistics module provides the tools to record and review statistical information that can be used to support General Ledger financial reporting and operational information. Trainees will maintain and review Plan Actual Statistics.


Intended Audience: Those individuals responsible for maintaining and reviewing statistical information.




Modules Included: 3980 - Plan Actual Statistics 3430 - Production Statistics


Maintain Plan Actual Statistics

Review Plan Actual Statistics

Run batches and reports related to Plan Actual Statistics

Outcomes: Trainees will be able to maintain and review Plan Actual Statistics within Ellipse and run related reports.



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FI-09 - Ellipse Accounts Receivable


Course Description: The Ellipse Accounts Receivable course takes participants through the full accounts receivable cycle, from the creation of the organisation’s customers and raising of invoices, through to the receipt and allocation of payments. Ellipse Accounts Receivable module manages the detail of money owed by an organisation’s customers.


Intended Audience: Those individuals responsible for applying payments to invoices or managing the accounts receivable function




Modules Included: 3501 - Customer Information 3560 - Accounts Receivable


Configure, Maintain and Review Customer Information

Configure Accounts Receivable

Maintain Bank Accounts and Pricing Codes

Maintain Consumption Tax

Maintain Invoices

Process Customer Credits or Corrections to Invoices

Process Periodic or Instalment Invoices

Process Cash Receipts or Refunds

Preview Customer Invoices and Revenue

Print Statements

Outcomes: Perform accounts receivable administration within Ellipse.



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FI-11 - Ellipse Labour Costing


Course Description:

Ellipse Labour Costing allows the most accurate collection of labour and labour-burden costs to be captured for projects and work orders. Trainees will:

maintain labour classifications, as well as labour and burden rates.

process labour transactions to projects and work orders for cost accumulation and analysis.


Intended Audience: Those individuals responsible for processing labour transactions, analysing project and/or work-order costs, and managing the project costing or work-order costing function.

Prerequisites: GE-02 - General Foundation


FI-05 - Project Control

Modules Included: 3620 - Work Orders

3660 - Project Control



3910 - Journals


3970 - Cost Categories


Configure Labour Costing

Maintain Labour Costing

Review Labour Costing

Outcomes: Perform labour costing for projects and work orders within Ellipse.



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FI-12 - Ellipse Contracts Management


Course Description:

The Ellipse Contracts Management module is designed to support the management and administration of works, service, and supply contracts as well as consultant engagements. Contract types from major construction to minor works and consulting engagements can be administered through the system. These contracts can be lump-sum, schedule-of-rates, or a combination of these. The module consists of online applications to record the contract details, contract items, variations, and valuations from its creation to its completion.


Intended Audience: Those individuals responsible for processing contracts and contract invoices or the contract management function.



Modules Included: 338A - Contract Administration 3380 - Tender Administration


Configure Tender Administration

Invite Tenders

Record Tenderers and Tender Replies

Evaluate and Adjust Tenders

Review Tenders

Configure Contract Administration

Maintain Contracts

Maintain Contract Variations

Maintain Contract Valuations

Outcomes: Manage contracts within Ellipse.



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Ellipse Human Resources Stream


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HR-00 - Ellipse Personnel Familiarisation

Course ID: HR-00, Ellipse Ellipse; Stream: HR/Payroll

Course Description: To provide participants with an introduction to the Ellipse modules which form the Ellipse Human Resources system.

Course Length: 1/2 day

Intended Audience: Implementation team members and new end-users responsible for management and administration of personnel records, health and safety records and processes, compensation management and supervision, and training management.


Modules Included: 3760 - Personnel Management and Administration

3870 - Position Management

3790 - Resourcing

3770 - Training Management

3795 - Performance Appraisals

3510 - Health, Safety, Social Responsibility, and Environment

3530 - Workers Compensation


State the modules that form the Ellipse Human Resources Management (HRM) system

State the purpose of each module in the Ellipse HRM system

State the types of data maintained in each HRM module

Review employee and non-employee details

Outcomes: Understanding of key concepts and components of the Ellipse Human Resources system capabilities.



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HR-03 - Ellipse Position Management


Course Description: The Ellipse Position Management course provides participants with the training to use the Ellipse Position Management module to maintain job profiles, primary reporting codes, positions, and hierarchy.


Intended Audience: Those individuals responsible for management and administration of personnel records or personnel practitioners.



Modules Included: 3870 - Position Management


Configure Position Requirements

Maintain Primary Reporting Codes

Maintain Positions

Maintain Position Hierarchies

Authorise Position Based Transactions

Review Positions

Review Position Management

Outcomes: Perform position management within Ellipse.



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HR-05 - Ellipse Training Management


Course Description: The Ellipse Training Management course provides participants with the ability to use the Ellipse Training Management module to manage training courses, sessions, training programs, employee training plans, and attendee details.


Intended Audience: Those individuals responsible for management and administration of training records.



Modules Included: 3770 - Training Management


Maintain Training Course Details

Maintain Training Session Details

Maintain Session Events

Maintain Training Programs

Create an Employee Training Plan

Use Training Employee and Manager Self-Service Applications

Maintain Training Course Attendees

Maintain Training Results

Outcomes: Manage training courses, sessions, and attendee details within Ellipse.



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HR-06 - Ellipse Recruitment Management


Course Description: The Ellipse Recruitment Management course provides participants with the training to use the Ellipse Recruitment Management module for recruitment tasks.


Intended Audience: Those individuals responsible for recruitment management and supervision.

Prerequisites: HR-00 - Ellipse Personnel Familiarisation

Modules Included: 3780 - Recruitment


Create and modify a position vacancy

Manage applicants

Match applicants to requirements and appoint preferred candidate

Outcomes: Perform recruitment tasks within Ellipse.



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HR-07 - Ellipse Personnel Administration


Course Description: The Ellipse Personnel Administration course provides participants with the training to use the Ellipse Personnel Management & Administration module for personnel management, resourcing (competencies), and performance appraisals.


Intended Audience: Those individuals responsible for management and administration of personnel records and personnel practitioners.




3820 - Payroll Management


Review and maintain employee and non-employee details

Review and maintain personnel details

Manage employee status and deployment

Maintain employee status history

Outcomes: Process and manage the Ellipse personnel database on a daily basis.



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HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment


Course Description: The Ellipse Health, Safety, Social Responsibility, and Environment course provides participants with the training to create and maintain records for any kind of related event. You can create risk ratings and perform preventative analyses, and identify immediate and basic causes for events. You can explain automatic corrective action notification messages, and maintain sign-off details.


Intended Audience: Those individuals responsible for health, safety, social responsibility, and environment management and supervision.



Modules Included: 3510 - Health and Safety

3515 - Event Budgeting and Analysis

3516 - Environment, Social, and Loss Management

3520 - Medical and Rehabilitation Management


3620 - Work Orders


Maintain Events

Maintain Loss Information

Maintain Event Investigation History Records

Maintain Medical and Test Details

Maintain Risk Details

Maintain Immediate and Basic Cause Details

Maintain Preventative Action Details

Maintain Sign-Off Information

Outcomes: Manage workplace health, safety, social responsibility, and environmental details within Ellipse.



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HR-09 - Ellipse Workers Compensation


Course Description: The Ellipse Workers Compensation course provides participants with the training to use the Ellipse Workers Compensation module to manage and administer workers compensation tasks.


Intended Audience: Those individuals responsible for workers compensation management and supervision.



Modules Included: 3530 - Workers Compensation


Configure state workers compensation controls

Configure workers compensation location codes

Configure weekly payments

Configure payment types

Configure recovery types

Configure absence authority types

Process a claim

Maintain workers compensation premium statistics

Outcomes: Manage workers compensation details within Ellipse.



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HR-10 - Ellipse Salary Administration


Course Description: The Ellipse Salary Administration course trains participants to use the Ellipse Salary Administration module to perform salary administration tasks.


Intended Audience: Those individuals responsible for management and administration of personnel records and compensation management and supervision.



Modules Included: 3785 - Salary Administration


Maintain and review employee salary packages

Maintain and review employee reimbursements

Outcomes: Perform salary administration tasks within Ellipse.



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Ellipse Payroll Stream


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PY-00 - Ellipse Payroll Familiarisation

Course ID: PY-00, Ellipse Ellipse; Stream: HR/Payroll

Course Description: The Ellipse Payroll Familiarisation course provides participants with an introduction to the Ellipse Payroll modules and how they work together to form the Ellipse Payroll system.

Course Length: 1/2 day

Intended Audience: Those individuals responsible for payroll management and administration of personnel records, employee timekeeping and rostering, payroll implementation, and remuneration/benefits management and supervision.




3880 - Absence Management

3890 - Time Management


State the modules which together form the Ellipse Payroll system

State the purpose of each module in the Ellipse Payroll system

Maintain and review payroll data in the Ellipse Payroll system

State the steps required to process an Ellipse payroll

Outcomes: Understanding of the key concepts and components of the Ellipse Payroll system capabilities.



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PY-02 - Ellipse Time Management


Course Description: The Ellipse Time Management course provides participants with the knowledge to configure and manage employee rosters and to process time and attendance transactions on a daily basis using the relevant Ellipse applications.


Intended Audience: Those individuals responsible for payroll management, supervision and administration, HR/Payroll implementation, or employee timekeeping and rostering.



Modules Included: 3801 - Payroll Configuration

3840 - Higher Duties




Configure Time Management module system controls and table files

Maintain roster work codes and create, modify, and predict roster patterns

Maintain time management controls

Maintain earnings categories, earnings codes and work codes

Maintain daily award codes

Maintain individual and group employee roster assignment

Maintain transfer payments

Maintain multiple employee timesheet transactions

Outcomes: Configure and process time and attendance transactions and review labour costing using Ellipse applications.



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PY-05 - Ellipse Payroll Configuration


Course Description: The Ellipse Payroll Configuration course provides participants with the knowledge to formulate rules and configure payroll and absences within Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, payroll implementation, Ellipse Human Resources business consulting, Human Resources administration, or timekeeping.



Modules Included: 3801 - Payroll Configuration





3895 - Retrospective Payments


Maintain earnings and deduction codes, employee awards and terms of employment rules, and employee pay rate requirements

Maintain the rules supporting service increments and experience payments, and higher duty payments

Maintain an employee’s termination rules, including those for leave payout exits, miscellaneous payment exits, and service-based redundancies

Maintain employee pay distribution, and payslip message controls, pay groups and pay run authorisations, and pay group processing schedules

Maintain oncost and leave accounting details, and transaction consolidation rules

Understand the configuration of the Absence Management module, including leave types and accruals, leave request codes, leave loading, and leave entitlements that display on payslips

Outcomes: Configure payroll and absences within Ellipse.



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PY-06 - Ellipse Payroll Management


Course Description: The Ellipse Payroll Management course provides participants with the knowledge to process and manage payroll and absences within Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, Ellipse HR business consulting, HR administration/timekeeping, or HR administration/timekeeping.



Modules Included: 3820 - Payroll Management


3280 - Payment Processing



3895 - Retrospective Payments


Create, maintain and review employee payroll details

Transfer employees between pay groups, awards, and physical locations

Process payroll previews and updates to employees pay

Use multiple methods to disburse pay

Process end of year payment summaries and year end reports

Create, maintain, and review employee’s leave details and history

Outcomes: Process and manage payroll and absences within Ellipse.



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PY-08 - Ellipse Employee Self Service


Course Description: The Ellipse Employee Self Service course provides participants with a conceptual and a working knowledge of the Self Service features provided by Ellipse. The course is designed for both Employee Self Service and Manager Self Service users so participants gain a knowledge of all available functions and are familiar with the roles and responsibilities of both groups.


Intended Audience: Employees and supervisors who manage leave, training, and benefits.








State the primary features of Employee Self Service (ESS) and Manager Self Service (MSS) systems

State the components of ESS and MSS

State the Ellipse modules used by ESS/MSS

Review and maintain your personal and pay details accessible through ESS

Review and maintain your employees details accessible through MSS

Outcomes: Review and maintain personal, position, leave, training, and payroll information.



34

Ellipse Maintenance Stream


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MN-00 - Ellipse Maintenance Familiarisation

Course ID: MN-00, Ellipse Ellipse; Stream: Maintenance

Course Description: The Ellipse Maintenance Familiarisation course provides participants with conceptual knowledge of the Ellipse Maintenance stream. This course provides trainees with high-level knowledge of Ellipse maintenance functionality.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, supervision, planning, asset management, and maintenance engineering.


Modules Included: 3130 - Application Parts Lists

3301 - Bulk Materials Management

3340 - Condition Monitoring

3401 - Operating Statistics

3430 - Production Statistics

3540 - Work Requests

3601 - Equipment Register

3605 - Nameplates

3610 - Equipment Group Identifier

3620 - Work Orders

3630 - Equipment History and Costing

3645 - Permit to Work

3650 - Equipment Tracing

3655 - Job Estimating

3660 - Project Control

3690 - Standard Jobs

3701 - Maintenance Scheduling

3715 - Material Demand Management

3720 - Work Groups

WP - Work Planner


Identify the Ellipse Maintenance modules required to complete a process

Explain the integration between Maintenance and other streams

Identify the purpose of each key Maintenance module

Outcomes: Understanding of key concepts and components of the Ellipse Maintenance system capabilities and preparation for hands-on training.



36

MN-01 - Ellipse Core Asset Management


Course Description: The Ellipse Core Asset Management course trains participants in the use of Ellipse so that they can maximise asset usage; participants are trained in monitoring asset status and performance, receiving key condition measurements, and selecting the most appropriate maintenance strategies as recommended by Ellipse.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, planning, asset management, or maintenance engineering.



Modules Included: 3130 - Application Parts Lists


3605 - Nameplates


3630 - Equipment History & Costing



Review the Equipment Register

Maintain Equipment Name Codes

Maintain Plant Number Structure

Maintain and Delete Items on the Equipment Register

Create Associated Equipment Items

Maintain Equipment Lists

Maintain Equipment Group Identifiers

Maintain Master Attributes and Attribute Values

Maintain Template Attributes

Query Attributes

Outcomes: Obtain the working knowledge and practical skills to manage assets using Ellipse.



37

MN-02 - Ellipse Core Work Management


Course Description: The Ellipse Core Work Management course provides participants with an understanding of the Ellipse Work Order module and the basic building blocks involved in the management of maintenance work system.


Intended Audience: Those individuals responsible for operating or maintaining equipment planning, asset management, maintenance engineering, work management, maintenance consulting, planning, or scheduling work.


MN-00 - Maintenance Familiarisation


Modules Included: 3610 - Equipment Group Identifier

3615 - Maintenance Strategy Support System

3620 - Work Orders


3720 - Work Groups


Review and select equipment

Raise standalone work orders

Create and maintain standard jobs

Build work order estimated costs through requirements

Create work groups and crews

Utilise maintenance strategy support data in a work order closure

Outcomes: Perform work order management in Ellipse.



38

MN-03 - Ellipse Planning and Scheduling


Course Description: This course builds on the Core Work Management course by using the building blocks of work management in the planning and configuration process required prior to scheduling work in Work Planner. The course provides participants with an understanding of the tools used to construct maintenance schedules from the many triggers in Ellipse such as calendar-based maintenance, statistic-based maintenance, and unplanned maintenance. Participants learn how to configure equipment profiles, resources, and tasks to execute scheduled maintenance.

The scheduling components of this course are covered in WP-01 Work Planner Introduction. This course should immediately precede WP-01 Work Planner Introduction, or may be run as a standalone course on establishing maintenance schedules for execution in Work Planner.


Intended Audience: Those individuals responsible for planning or scheduling work, operating or maintaining equipment, monitoring equipment performance and availability, asset management, maintenance engineering, work management or maintenance consulting.








3620 - Work Orders


3701 - Maintenance Scheduling

3720 - Work Groups


Maintain Items on the Equipment Register

Maintain Work Groups

Maintain Standard Jobs

Maintain Parent Standard Jobs

Maintain Standard Job Plans

Maintain Maintenance Schedule Tasks

Outcomes: Establish the equipment profiles, resources and tasks within Ellipse that are required for work management of planned and unplanned work using Work Planner.



39

MN-04 - Ellipse Customer Work Management


Course Description: Customer Work Management is a suite of Ellipse modules that provide the functionality needed to manage any task, from high volume simple requests such as a call centre operation, through to complex projects that extend over many years at a high cost. The Ellipse Customer Work Management course provides participants with an understanding of the capabilities of the compatible unit and estimating facilities, and the efficiency of the work packaging functions.


Intended Audience: Those individuals responsible for planning and optimising high volume tasks, building and managing projects, work management and maintenance consulting, asset management, or maintenance engineering.



MN-02 - Core Work Management

Modules Included: 3540 - Work Requests

3620 - Work Orders

3629 - Notifications

3635 - Compatible Units

3655 - Job Estimating

WP - Work Planner


Maintain locations

Maintain work requests

Maintain requestors

Maintain compatible units

Maintain job estimates

Maintain job estimates created from an existing entity

Maintain job estimate items

Maintain the status of a job estimate

Package job estimates

Outcomes: Perform customer work management within Ellipse.



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MN-05 - Ellipse Equipment Tracing


Course Description: The Ellipse Equipment Tracing module traces equipment items through their life-cycle of purchase, fitment, defitment, rebuild, and repair. In the Ellipse Equipment Tracing course, participants learn how to build equipment profiles, understand the process of fitting, defitting, and rebuilding traceable items of equipment, and review the history of these actions. Integration with the Equipment Register and Operating Statistics modules is also reviewed as the full impact of tracing equipment is explored. The Equipment History & Costing module is introduced by displaying history of equipment both in relation to Equipment Tracing and other maintenance activities.


Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management, maintenance consulting, planning, asset management, or maintenance engineering.



MN-03 - Planning and Scheduling





3620 - Work Order

3630 - Equipment History & Costing



Maintain Equipment Group Identifiers

Create Traceable Equipment

Maintain Equipment Tracing

Review Equipment Tracing

Maintain Operating Statistics

Review Equipment Information

Run Equipment Tracing Reports

Outcomes: Trace equipment life cycles within Ellipse.



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MN-06 - Ellipse Condition Monitoring

Course ID: MN-06, Ellipse 8.3; Stream: Maintenance

Course Description: The practice of condition-based monitoring and maintenance can be an invaluable tool in improving maintenance efficiency, safety and equipment use. The Ellipse Condition Monitoring course assists users in understanding Ellipse’s ability to maintain equipment condition measurements and alert personnel when pre-defined condition criteria have been met. The ability to monitor fluid expected and actual usages will also be discussed, as a piece of equipment’s performance can be directly monitored based on its usage of consumable products.


Intended Audience: Those individuals responsible for equipment life-cycle analysis, preventative maintenance programs, work management and maintenance consulting, planning, asset management, and maintenance engineering.




Modules Included: 3301 - Fluid Management

3340 - Condition Monitoring




Maintain Condition Monitoring Sets

Maintain Measurements

Maintain Life Expectancy

Maintain Alarms

Maintain Equipment Changeouts

Maintain Oil and Filters

Outcomes: Perform condition-based monitoring within Ellipse.



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MN-08 - Ellipse Material Demand Management


Course Description: Efficient material availability for work is a key performance indicator in most asset intensive industries. The Ellipse Material Demand Management course provides participants with the knowledge to use the Material Demand Management tool for the analysis of material required for planned and scheduled tasks without needing to raise requisitions. It is used for work where the future workload can be accurately planned and where past material usage is not a reliable indicator of future demand.


Intended Audience: Buyers, procurement officers, and individuals responsible for planning and scheduling work.




Modules Included: 3620 - Work Orders 3715 - Material Demand Management


Create, Maintain & Review Material Planning Groups

Maintain & Review Work Groups for a Material Planning Group

Maintain & Review Warehouses for a Material Planning Group

Delete Material Planning Groups

Create, Maintain, Review & Delete Material Planning Group Run Parameters

Generate Reports

Outcomes: Manage material demand within Ellipse.



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MN-11 - Inspections, Defects, and Asset Survey Training

MN-11 - Inspections, Defects, and Asset Survey

Course ID: MN-11, Work Planner 4.1; Stream: Work Planner

Course Description: The Inspections, Defects, and Asset Survey training course provides participants with an understanding of the Inspections and Defects (37IN) and Asset Inventory Surveys (36AS) modules.


Intended Audience: Those individuals responsible for:

structured and unstructured inspections

auditing, updating, and collecting information relating to physical assets




WP-01 - Work Planner Introduction

Modules Included: Inspections and Defects (37IN)

Asset Inventory Surveys (36AS)


Determine a templates strategy

Maintain attributes

Link attributes to entities

Manage activity scripts

Review scripted activities

Manage alarms and defects

Manage asset inventory surveys

Maintain mobile scripts

Outcomes: Perform inspections and use surveys to manage asset information within Work Planner.



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Materials Stream


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ML-00 - Ellipse Materials Familiarisation

Course ID: ML-00, Ellipse Ellipse; Stream: Materials

Course Description: The Ellipse Materials Familiarisation course provides participants with conceptual knowledge of the Ellipse Materials system.


Intended Audience: Those individuals responsible for implementation and supply-specific activities.



3101 - Catalogue

3120 - Inventory Tracking

3140 - Stores

3190 - Warehouse Management

3201 - Supplier Information

3210 - Purchasing


Identify the Ellipse Materials modules and their key purposes

Explain the integration between the Materials stream and the other Ellipse streams

Outcomes: Understanding of key concepts and components of the Ellipse Materials system capabilities and preparation for hands-on training.



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ML-01 - Ellipse Cataloguing


Course Description: The Ellipse Cataloguing Course provides participants with an understanding of the Ellipse functionality for creating, modifying and maintaining catalogue records. This module allows users to add an item of material (inventory or stock item) to a globally maintained supply catalogue and maintain the item of material.


Intended Audience: Those individuals responsible for cataloguing items or materials consulting.


ML-00 - Materials Familiarisation


3101 - Catalogue

3140 - Stores


Maintain the Catalogue and Review Catalogue Items

Maintain Catalogue Templates and Template Properties

Maintain Policies

Maintain Product Service Categories

Maintain Standard Item Names

Maintain Part Numbers and Products

Maintain Cascading Rules and Externally Managed Rules

Review Catalogue History

Review Catalogue Stock Code Information

Review Inventory Management Details

Outcomes: Perform catalogue functions within Ellipse.



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ML-03 - Ellipse Warehouse Processes and Requisitions


Course Description: The Ellipse Warehouse Processes and Requisitions course provides participants with knowledge of Ellipse functionality for processing warehouse transactions and customer transactions.


Intended Audience: Those individuals responsible for warehouse operations.




Modules Included: 3140 - Stores (Warehouse and Customer portions)


Review inventory management details

Create issue requisitions and order non-catalogued items

Requisition application parts listing in total

Substitute stock codes

Maintain pick and pack tasks

Perform immediate issues and immediate returns

Receive and hold goods in store

Maintain bins

Perform add detail tasks

Manage stock holdings and review stock movements

Inspect warehouse stock

Outcomes: Control Warehouse Processes and Requisitions in Ellipse.



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ML-04 - Ellipse Purchasing


Course Description: The Ellipse Purchasing course provides participants with the training to create and manage supplier records, work with catalogued and direct charge purchasing, receive services, and manage discrepancies.


Intended Audience: Those individuals responsible for purchasing, maintaining the supplier record, managing receipt discrepancies, materials consulting or business partners.



Modules Included: 3101 - Catalogue

3140 - Stores

3201 - Supplier Information

3210 - Purchasing

3245 - Discrepancy Reporting

3260 - Accounts Payable


Maintain Catalogued Purchasing Information

Purchase Catalogued Items

Order Non Catalogued Items

Use the Shopping Cart

Refer Items to a Buyer

Maintain Commentary, and Narrative Text

Maintain and Expedite Purchase Orders

Maintain Standard Clauses

Maintain Consumer Price Adjustments

Outcomes: Obtain the working knowledge and practical skills to manage goods and services using Ellipse.



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ML-06 - Ellipse Disposals Management


Course Description: The Ellipse Disposals Management course provides participants with an understanding of Ellipse functionality for identifying disposal candidates using multiple parameters.


Intended Audience: Those individuals responsible for purchasing, inventory control or maintaining disposal items.





3101 - Catalogue

3140 - Stores

3360 - Disposals


Maintain Disposals Lists

Maintain Survey Lists

Process Sentence Items

Create Issue Requisitions

Maintain Requisitions and Transfers

Review Disposal Information

Bulk Transfer Disposal Lists

Maintain Inter-Warehouse Transfers

Outcomes: Perform Disposal Management within Ellipse.



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ML-08 - Ellipse Forward Purchasing Agreements


Course Description: The Ellipse Forward Purchasing Agreements course provides participants with an understanding of Ellipse functionality for creating, evaluating and selecting quotations for both stock and non-stock items. Trainees will also review relevant standard reports, and run batch programs to generate FPA data.


Intended Audience: Those individuals responsible for creating and managing Forward Purchasing Agreements or purchasing from a Forward Purchasing Agreement.



ML-04 - Ellipse Purchasing


3101 - Catalogue

3140 - Stores

3210 - Purchasing

3250 - Forward Purchase Agreements


Maintain Forward Purchasing Agreement Header Information

Maintain Forward Purchasing Agreement Items

Finalise Forward Purchasing Agreements

Manage Requests for Quotation

Maintain Forward Purchasing Agreements

Review Forward Purchasing Agreements

Outcomes: Perform Forward Purchasing Agreements Management within Ellipse.



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ML-09 - Ellipse Repairable Item Management


Course Description: The Ellipse Repairable Item Management course provides participants with the training to manage Repairable Stock Items and associated Repair Agreements, tasks, purchase orders, and item life cycles.


Intended Audience: Those individuals responsible for purchasing, maintaining repairable item agreements or managing repair requests.



ML-08 - Ellipse Forward Purchasing Agreements


3101 - Catalogue

3140 - Stores

3210 - Purchasing

3390 - Repairable Item Management


Identify Repairable Items

Manage Repair Agreements

Manage Repair Requests

Purchase Catalogued Items

Maintain Purchase Orders

Receive Goods into Store

Manage Stock Holding

Review Repairable Items

Review the Catalogue

Outcomes: Manage repairable stock items and their repair agreements using Ellipse.



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ML-11 - Ellipse Advanced Warehousing


Course Description: The Ellipse Advanced Warehousing course provides participants with an understanding of Ellipse functionality for warehouse management.


Intended Audience: Those individuals responsible for Warehouse Management.






3101 - Catalogue

3140 - Stores


3210 - Purchasing


Maintain Category Information

Review Category Management

Maintain Storage Management

Consolidate Picking Slips

Maintain Batch Lot and Shelf Life

Use Stock Movement

Outcomes: Perform Supply Customer Account control in Ellipse.



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ML-12 - Ellipse Inventory Tracking


Course Description: The inventory tracking module is used to track inventory items - whether they are in storage, in transit or have been issued. The Ellipse Inventory Tracking course provides participants with an understanding of Ellipse functionality for supply customer management.


Intended Audience: Those individuals responsible for tracking inventory as part of the supply customer management system.






3140 - Stores

Objectives: Maintain Supply Customers

Review Supply Customers

Maintain Inventory Tracking

Transfer Stock between Supply Customers

Consume and Write Off Supply Customer Stock

Perform Supply Customer Stock Receipts

Review Inventory Tracking Details

Manage Stock Loans

Recall Stock

Outcomes: Manage supply customers within Ellipse.



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ML-13 - Ellipse Stocktaking I


Course Description: The Ellipse Stocktaking I course provides participants with knowledge of Ellipse functionality for organising of stocktakes, counting of stock, adjusting results, and approving adjustments.

Course Length: 1.5 days

Intended Audience: Warehouse Officers and other individuals responsible for performing stocktakes.



Modules Included: 3140 - Stores


Perform Stocktake Organising

Perform Stocktake Counting

Perform Stocktake Adjusting

Perform Stocktake Adjustment Approving

Outcomes: Perform stocktaking within Ellipse.



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ML-14 - Ellipse Stocktaking II


Course Description: The Ellipse Stocktaking II course provides participants with knowledge of Ellipse functionality for planning, scheduling completing and archiving of stocktakes.


Intended Audience: Inventory Controllers and other individuals responsible for managing stocktakes.



ML-13 - Stocktaking I

Modules Included: 3140 - Stores


Perform Stocktake Planning

Perform Stocktake Scheduling

Perform Stocktake Completing

Outcomes: Manage stocktaking within Ellipse.



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ML-18 - Ellipse Entitlements


Course Description: The Ellipse Entitlements course provides participants with an understanding of Ellipse functionality for conducting warehouse operations, including tracking inventory. The entitlements module allows users to control the issue of stock items by setting a maximum issue level to be held or used by a supply customer account, employee or inventory category.


Intended Audience: Those individuals responsible for warehouse management.


ML-00 - Ellipse Materials Familiarisation


3101 - Catalogue


3140 - Stores


3370 - Entitlements

3760 - Personnel Administration


Maintain Entitlement Item Groups

Maintain Entitlements

Apply Entitlements to Entities

Maintain Entitlement Families

Review Entitlements

Outcomes: Conduct Warehouse Operations and Inventory Tracking within Ellipse.



57

Ellipse Technical Stream


58

TE-01 - Ellipse Server Administration

Course ID: TE-01, Ellipse Ellipse; Stream: Technical

Course Description: Training IT professionals to reduce business costs.

How will this course benefit you?

While business focuses on managing costs, growth, and risk, IT is focused on implementing the enterprise asset management software to support your business operations.

This class gives IP professionals the skills to:

Maintain Ellipse instances

Compile Ellipse products as source

Configure the transaction processor, RDBMS, and batch processing

Describe the Ellipse Deployment Model

The course also provides problem determination scenarios and their potential solutions


Intended Audience: Technical consultants and systems administrators responsible for managing the Ellipse server configuration.

Prerequisites: Participants will need a technical understanding of enterprise software systems, databases and operating systems.

Modules Included: Ellipse technical and Ellipse Application Console


Ellipse deployment environment

Basic operating system configuration

Instance creation and definition

Transaction processor configuration

Database configuration

Batch processing configuration

Client interface configuration

Post installation verification process

Ellipse source configuration

Ellipse server application source administration

Instance administration

CICS and Tuxedo administration

Database administration

Batch processing administration

Ellipse server application change control

Administer the Ellipse Application Source

Demonstrate how to administer a CICS region and Ellipse instance

Configure a database, start and stop the database, and configure database network settings

Configure batch processing


59

Outcomes: Understand the Ellipse deployment model. Configure EAC and Ellipse. Create Ellipse instances. Perform basic compilation of Ellipse source.



60

Work Planner


61

WP01 - Work Planner Introduction

Course ID: WP-01

Course Description: This course provides the participants with an understanding of the function and use of the jobs and tasks applications of Work Planner, including the job linking functionality, as well as the planning, scheduling, and assigning of work, including outages and budget preparation activities.


Intended Audience: Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources.

Prerequisites: MN-01 - Ellipse Core Asset Management



Modules Included: Work Planner


Maintain jobs and tasks

Maintain job and task links

Maintain outages

Review work progress

Maintain to-do lists including using dispatch

Outcomes: Ability to plan, schedule, and assign work using Work Planner.



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WP-02 - Work Planner Estimate Scheduling

Course ID: WP-02, Work Planner 4.3; Stream: Work Planner

Course Description: This course provides the participants with an understanding of the function and use of the Estimate Scheduling application of Work Planner.


Intended Audience: Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources.




MN-04 - Ellipse Customer Work Management

WP-01 - Work Planner Introduction

Modules Included: Work Planner


Create work requests

Create job estimates

Schedule job estimates

Manage user preferences

Outcomes: Ability to maintain estimate scheduling using Work Planner.



63

Critical Inventory Optimization


64

IO-02 - Ventyx Critical Inventory Optimization

Course ID: IO-02, VCIO 6.0.2

Course Description: The IO-02 - VCIO course provides participants with knowledge of setting up, and updating VCIO. It also provides participants with knowledge of exporting VCIO to Ellipse, maintaining users, logging in, and maintaining criteria, vendors, stores, materials, and cataloguing data.


Intended Audience: Inventory Controller and other individuals with the following responsibilities:

Statistical Inventory Analysis

Improvement of Cataloguing

Vendor Score Carding

Warehouse Score Carding

Prerequisites: ML-00 - Materials Familiarisation

ML-01 - Cataloguing

ML-03 - Stores

ML-04 - Purchasing Goods and Services Management

ML-11 - Advanced Warehousing

Modules Included: VCIO


Set up and Update VCIO

Export VCIO to Ellipse

Maintain VCIO Users

Log in to VCIO

Maintain VCIO Criteria Data

Maintain VCIO Vendors Data

Maintain VCIO Stores Data

Maintain VCIO Materials Data

Maintain VCIO Cataloguing Data

Outcomes: Optimise inventory levels in Ellipse while preventing stock-outs of critical parts.


Documents

Training Course Catalogue 8 - ABB Group - Leading digital ...new.abb.com/docs/librariesprovider139/default-document-library/... · HR-05 - Ellipse Training Management ... MN-08 -