Tutorials
Staff Tutorials
These self-paced tutorials enable you to get the
best out of the system and demonstrate new capabilities that you
might not be aware of. If you prefer printed documentation, please
download the 
Manual
Please turn on your speakers before viewing these presentations
Introduction to Staff Interface
General overview of the layout and functions available in the staff interface of EnterpriseWizard. (7:09) |
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Searching
Learn about the power of EnterpriseWizard's search capabilities and how to use searching to find records and attached files, control permissions, and automate your processes. (7:32) |
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Managing Views
See how to change views and create new views. (3:39) |
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Allow Popups
The staff interface uses pop-ups. This presentation illustrates how to configure your browser to allow them. (0:45) |
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Charts and Dashboards
EnterpriseWizard charts and dashboards give full insight into your operations. Built-in reports get you started quickly, and custom reports in graphical, HTML, excel, and ASCII format can be designed in under 3 minutes. (2:57) |
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Using the Inbox to Find Records
An easy way to find all the records that are assigned to you. (1:20) |
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Editing Multiple Records at a time (Mass Edit)
How to update one or more fields in multiple records at the same time. (2:09) |
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Changing your Password
How to change the password of your own account or a customer's account. (1:11) |
Admin Tutorials
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Request Your Free License
If you downloaded EnterpriseWizard one of the first things you can do is request and install your free licenses. This is not needed for the SAAS edition.(2:34) |
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Using Staff Home Pages
One of the first things you'll notice with the Spring 2009 release is the new Staff Home Page feature, one of the coolest and most useful new additions. We'll cover how to set one up. (17:16) |
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Filter Linked Records
Learn how to create complex criteria to filter linked records. (5:04) |
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Controlling the Look and Feel after the Spring 2009 Upgrade
If you just upgraded to the Spring 2009 release from an earlier version, see what GUI changes you might notice and how to use the additional options that are provided for controlling the look and feel. (8:05) |
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Auditability
Enterprisewizard makes it easy to comply with Sarbanes-Oxley and Government auditability requirements by maintaining a complete audit trail for every interaction. (4:11) |
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Leveraging Teams
Automate business processes with teams that reflect your organization’s hierarchy and customer/supplier relationships. (3:05) |
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Setting up Tables and Fields
Edit tables and fields, and walk through the process of creating a custom table. (4:52) |
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Setting up Rules
Automate repetitive actions through the creation of rules, ensuring consistency in your business processes. (4:41) |
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Setting up and Using Workflows
Ensure that alerts, validity checks, and interactions with other departments and programs occur as dictated by your business. (6:20) |
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Setting up Linked Fields
Custom table and external database linkages eliminate data duplication and automate business relationships. (4:01) |
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Creating a custom look and feel and product branding
Provide a look and feel that matches your organization’s web site or dynamically adjusts to match your customer. (12:45) |
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Providing Debug Info
How to send a debug log to our support department. (1:54) |
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Setting up data driven dependant choices
Set up choice fields whose values are driven by another table. (14:16) |
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Upgrading on Windows and Unix
Upgrade EnterpriseWizard using six mouse clicks, with full data migration and integrity checking (no sound). (1:26) |
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Changing the Tab Order of the Left Pane
How to change the order of the left hand toolbar tabs for your staff users to improve efficiency. (0:59) |
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Adding a Table to the Inbox
How to add/remove tables to the inbox to streamline staff's work. (2:30) |
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Building a Custom Application
See how to create a fully functional travel expense report application from scratch, in real time. (24:50) |
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Adding a Staff User
See how to add a new staff user. (2:17) |
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Importing Users to a Knowledgebase
How to import existing users from a spreadsheet into a knowledgebase. (3:20) |
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Managing Licenses
How to request and manage licenses. (2:58) |
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Training Overview
Introduction to EnterpriseWizard and definition of main concepts and overview of how it can be used. (28:12) |
