1 - Fundamentals

Introduction to VisualVault (101-VV-FUNDAMENTALS)


Description
Welcome to the VisualVault Training Program! This introductory course is designed to familiarize you with VisualVault and its user interface. By the end of this course, you should be familiar with what VisualVault is, its five core capabilities, and how VisualVault is used to create efficient business process automation.

Learning Objectives
By the end of this course, you will be able to:

  • Discuss VisualVault's main function as a business process solution

  • Review the five core capabilities of VisualVault:

    • Intelligent Forms

    • Workflow

    • Document Library

    • Projects

    • Reporting

  • Log in to VisualVault

  • Update profile details using My Preferences

  • Open a form instance from a Form Data Dashboard

  • Fill in and submit a form

  • Complete a workflow approval task

Lessons
  1. Introduction

  2. What is VisualVault?

  3. Introducing Plaidsoft Industries

  4. Logging in to VisualVault

  5. VisualVault Home

  6. Intelligent Forms (iForms)

  7. Form Data Dashboards

  8. User Menu

  9. My Preferences

  10. Completing a Task

  11. Review
Content
  • Introduction to VisualVault
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever