FORMS Basic, Advanced and System Admin
Prerequisites:
Basic:
Participants will receive an overview of the FORMS product and its basic functionality. This will be accomplished via demonstrations and hands-on exercises. The FORMS process will be covered from the physical entry of the document, how it gets processed within the FORMS environment, and an output file. The training emphasizes on familiarity of the process and the day-to-day interaction with FORMS.
Introduction to FORMS:
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Understanding the role of the five modules: Manager, Scan, Interpret, Verify, and Transfer
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Six stages to prepare for production, including:
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Understanding the key concepts of data capture, form identification, form adjustment, interpretation and validation
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Creating a form definition, transaction description, and job description
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Learning keyboard shortcuts
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Four steps in the production process:
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Scanning forms
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Interpreting forms
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Verifying forms
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Transferring data from processed forms
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Hands-on work with FORMS
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Administration in FORMS
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Learning basic administrative functions
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Understanding the need for backup routines
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Using FORMS Help system
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Getting additional help with your FORMS system
Attendees will learn basic knowledge of FORMS and how the FORMS process works.
Advanced:
In this course, students are presented with techniques that help them to go beyond the basics and use FORMS more completely and efficiently.
The course covers:
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Introduction to advanced techniques
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Interpretation tuning:
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Optimizing image source quality
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Optimizing form identification/adjustment
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Optimizing character field interpretation
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Validation tuning:
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Expressions
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Tables
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Checksums
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Demand fields
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Verification tuning
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Customizing the output data
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Customizing the job
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Managing production:
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Job automation & job lists
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Sets of forms
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Batches
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Statuses & how forms flow through the FORMS system
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Production module operation
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Working with image files
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Managing your FORMS system
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Introduction to adding your own functionality
System Administrator:
Prerequisites:
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Extensive knowledge of client/server hardware
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Microsoft Operating Systems (Server and Desktop)
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Thorough understanding of PC and networks
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Familiarity of installing applications
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Administering Microsoft SQL databases
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Understanding network structure and topology
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Back up
The advanced section of the system administrator package will encompass details needed for installation and maintenance of the system. Overall, it is the system administrators' responsibility to maintain the PC's, servers, and network, monitor possible bottleneck of the system, as well as contact ReadSoft technical support:
Topics to be covered are:
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Installation of a stand-alone system
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Installation of a network environment
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Configuration of License Manager
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Differences in databases
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Back-up strategy
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Administer the FORMS system
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Crash recovery
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Sizing the FORMS system
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Troubleshooting common error messages
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Familiarization of .ini files
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Troubleshooting techniques prior to contacting support
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How to contact support
At the end of this course attendees will be given the opportunity to perform hands-on exercises and be able to experience "real life" troubleshooting scenarios.