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(more sessions to be announced)


Advanced Site Settings

A proper site configuration is essential for using PowerDMS. This course will explore the meaning of some the advanced settings for agency PowerDMS sites. This course will cover topics such as site agreements, non-administrative messaging, and alerts. Participants will also learn the importance of customizing document settings so users do not have access to the original file and archived versions documents. This course assumes users understand basic site configuration settings found within the Administrative Menu.

Key Learning Objectives:

  1. Customize a site agreement

  2. Understand non-administrator message settings

  3. Understand document settings (i.e., download, show document links from history)

  4. How to create different types of alerts

  5. How to limit the computers that access your PowerDMS site


Advanced Tests

PowerDMS tests are a powerful tool for ensuring policy knowledge, course effectiveness, and overall job knowledge. This course teaches participants how to ensure appropriate users can create tests and run reports on tests. Topics include the importance in test naming conventions, test question banks, and test settings. Participants who attend this course should have a basic understanding of PowerDMS security definitions, how to create tests, and how to add questions to the test.

Key Learning Objectives:

  1. How to set up groups to create and report on tests

  2. How to organize tests

  3. How to use the test question bank for random question selection

  4. Understand test settings and how to manage the test based on those settings

  5. How to report on test results


Advanced Workflows

Proper mechanisms for tracking training requests and associated fees is important to agencies. PowerDMS advanced workflows is a powerful tool for customers. This course will teach participants how to create advanced workflows as well as demonstrate how to use these workflows from an end user and administrative user perspective. This course assumes participants are familiar with group, course, and certificate creation.

Key Learning Objectives:

  1. How to create an advanced workflow

  2. How advanced workflows look for end users

  3. How advanced workflows look for approvers


Manage External Trainings with PowerDMS

Managing employee training records can be a daunting task. PowerDMS provides agencies with a mechanism to maintain training records in a single location. This course will teach participants how to use advanced workflows as a “permission routing slip” for courses offered outside PowerDMS to include associated fees. Participant will learn about the convenience of creating certificates to track external trainings as well as how to use PowerDMS courses to create external trainings, when desired. This course assumes participants are familiar with how to add entries to code tables, how to use advanced workflows, how to create certificates, and how to link certificates to courses.

Key Learning Objectives:

  1. How to create ad hoc training requests

  2. How to manage external trainings using certificates only

  3. How to manage external trainings using courses


Manage Multiple Assessments at Once

Often agencies must manage multiple assessments at once. Sometimes these assessments use the same manual, but frequently these assessments span multiple manuals. This course demonstrates how to quickly copy tasks and attachments to multiple assessments that use the same manual as well as how to use other PowerDMS tools to manage attachments in a single location when they span multiple manuals. This course assumes participants are familiar with how to create assessments, make assignments, and the difference in assessment roles.

Key Learning Objectives:

  1. How to navigate quickly between open assessments using the same manual

  2. How to copy tasks to open assessments using the same manual

  3. How to copy attachments using the same manual

  4. How to report on the progress of the assessments quickly

  5. How to use PowerDMS folders to manage attachments that span different standards manuals.


Basic Document Workflows

Document workflows can help you with your policy review and update process. This session will outline why you should consider using workflows, and will help differentiate between the different types of document workflows available.

Key Learning Objectives:

  1. What are workflows?

  2. Define the difference between review and approval workflows

  3. Set up workflow templates

  4. Set review cycles


Basics of Using PowerDMS for Accreditation

Beginning your accreditation process can be overwhelming. This course takes us back to basics to show you how to build a successful assessment from the ground up.

Key Learning Objectives:

  1. How to request membership to your Standards Manual Community

  2. How to create an assessment

  3. Locating Best Practices

  4. Navigating your assessment

  5. Adding users to participate in the assessment


Basics of User Management

There are many ways to manage users in PowerDMS. This course will discuss the basics of PowerDMS Sync (.csv and Active Directory) as well as linking groups to job titles, etc.

Key Learning Objectives:

  1. How to create users manually

  2. Define PowerSync

  3. Understand the basic differences between .csv sync and AD sync

  4. Importance of groups

  5. How to link job titles to groups


PowerDMS 101

PowerDMS can be very overwhelming for new site admins. This class will take us back to the very basics.

Key Learning Objectives:

  1. What is a site key and why is it important?

  2. Home page navigation

  3. How to find license consumption information

  4. Basic PowerDMS terminology

  5. Administration menu settings overview


Understanding Assessment Roles

Using PowerDMS for accreditation can be a big time saver, and it allows you to collaborate with others to collect documents and proofs. This class will outline how roles can be used to complete assessments.

Key Learning Objectives:

  1. Understanding the different roles within the assessment

  2. Understand how roles can be assigned to specific parts of the assessment

  3. Using roles to manage assessment attachments

  4. Moving attachments from one role to another


Using PowerDMS Certificates: More Than a Piece of Paper

PowerDMS Certificates are a rich and misunderstood tool that can be utilized to assign, track, and remind users of upcoming training. This course will give a general overview of basic certificates.

Key Learning Objectives:

  1. What is a certificate?

  2. Ways certificates can be used

  3. Creating certificates

  4. Customizing certificate images