PIER 6.0 Comprehensive Course

This course was offered between 9/09/08-9/23/08 following the PIER v6.0 upgrade.
This course is now complete.

Please contact us to plan a custom training for your organizaiton, or check back at http://training.piersystem.com for additional training opportunites.

This 2 hour 30 minute hands-on, web-based training course covers all new topics for PIER 6.0 in one session.

This course assumes that attendees have basic familiarity with PIER 5.4 or earlier versions.  The course will include a web meeting and audio conference call with a PIER Systems, Inc. instructor. You may participate from any location where you have access to the internet and a telephone. There is no fee for attending this course for PIER Systems Users.

This course is appropriate for Site Administrators and daily Users. Some Users may choose to leave the session early if the PIER Settings topics are not relevant.

Questions?

Topics Covered in the Comprehensive Course

Document Creation & Distribution in PIER 6.0

• Overview of what's new in PIER v6.0
  
• Overview of document creation workflow
• Orientation to the Documents Index
  
• Choosing the best document format for your needs
• NEW 6.0 FEATURE: The Notification Button
• Creating and formatting Default Documents using the TinyMCE Editor
  • Familiarity with the editing tools
    
  • New editing tools in PIER v6.0
    
• Using templates for faster document creation
  
• Emailing drafts to PIER Users
• Publishing documents
• Editing documents
• Document distribution - sending notifications and other documents via email and telephone

Inquiry Management in PIER 6.0

• Familiarization with the Submit Inquiry form
• Viewing and handling inquiries submitted through your external site
  
  • What to do when you receive an inquiry notification email
    
  • Adding internal notes
  • Collaboration with other PIER Users
    
  • Responding to the inquirer
• Adding inquiries manually inside PIER
• NEW 6.0 FEATURE: Using Inquiry Answers
  
• Inquiry categories
• Searching for and taking actions on Inquiries
  
• Inquiry Reporting

PIER Settings

• Overview of the Settings Tab
• New features for Inquiry Settings
  • Inquiry Form and form field settings
    
  • NEW 6.0 FEATURE: Inquiry Email Forwarding
    
  • NEW 6.0 FEATURE: Inquiry Answers
• New features for Document Settings
  • New vocabulary
  • Review of UI changes for folder, templates
  • NEW 6.0 FEATURE: Survey to Document feature
    
• New features for Contacts Settings
  • New vocabulary
  • Join Mailing List form settings
  • NEW 6.0 FEATURE: System generated Ad Hoc Contacts database
  • Upload Contacts

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