Client Login Portal

REMOTE SUPPORT

Windows Operating System

  • What is O365?
  • How does it work?
  • What does it cost?
  • What do you get?
  • How is it different from Office 2019?
  • Hands-on exercises comparing Word, Excel and PowerPoint in Office 2016 vs O365

BOOK A SPOT

Microsoft Office

Office 365
  • Understanding the Personal Computer desktop
  • Locating and starting programs in the Start Menu
  • Using the mouse and keyboard proficiently
  • Using Cortana (Windows 10 only)
  • Changing some common computer settings (mouse, desktop background and screen saver, screen resolution)
  • Installing and uninstalling new software programs
  • Moving, sizing and manipulating multiple windows
  • Using the Recycle Bin
  • Using Network choices to locate files on a computer network
  • Locating and starting programs without the menu
  • Multitasking
  • Creating shortcut icons on the desktop (and tiles on the start screen)
  • File Management (disk drives, using folders, creating new folders, moving, copying,
  • deleting files)
  • Data integration (moving data between programs)
  • Using Media tools (images, song tracks and video)

BOOK A SPOT

Access
  • Database concepts
  • Examination of a sample database
  • Creating a new database
  • Creating database tables and adjusting table properties
  • Creating Access select queries
  • Creating an Access form by using a wizard
  • Creating a simple report by using the Access report wizard
BOOK A SPOT
  • Link data sets using relationships
  • Link to live external data sources
  • Create delete, make-table, update and append query types
  • Set table field properties (input mask, validation rules and text, formatting controls)
  • Perform sophisticated select queries with calculations and groups
  • Create sophisticated forms activities (tabbed pages, calculated fields, fill-in fields)
  • Create a form with an embedded sub-form
  • Create and program form control buttons
  • Create sophisticated reports (calculated fields, parameter-based reports)
  • Create reports with an embedded sub-report
BOOK A SPOT
  • Table field properties (input mask, validation rules and text, formatting controls)
  • Select queries revisited
  • Intermediate forms activities (tabbed pages, calculated fields, fill-in fields)
  • Forms with an embedded sub-form
  • Form control buttons
  • Limiting user access by modifying form controls
  • Intermediate forms activities (calculated fields, parameter-based reports)
  • Reports with an embedded sub-report
  • Creating a user interface to limit user access to database modules
  • Splitting a database into a front end and a back end
  • Add special objects such as an option group to forms
  • Add command buttons to forms
  • Automating activities using macros
  • Locate and download an application template
  • Create a menu system for a template
  • Add new pages to a menu system
  • Split a database into a front-end and a back-end for database management
  • Protect an Access database to restrict user access
  • Make a database menu system open automatically
  • Additional miscellaneous Access skills
BOOK A SPOT
Excel
  • Introduction to spreadsheet terminology and the Excel window
  • Entering text and numeric items
  • Formatting text and numeric entries
  • Creating simple formulas
  • Introduction to Excel functions
  • Using some of Excel’s productivity tools to create worksheets effortlessly
  • Introduction to Excel database tools
  • Worksheet printing concepts
  • Importing data into an Excel worksheet
BOOK A SPOT
  • Subtotals
  • Managing and linking multiple worksheets and workbooks
  • Using range names
  • Managing data using AutoFilter
  • Using relative and absolute references
  • Using additional Excel functions to manipulate numeric and text based entries
  • Using decision tools (the If function and intro to conditional formatting)
  • Using Vertical Lookup
  • Creating Excel charts
  • Displaying an Excel chart in a Microsoft Word report
  • Managing data using freeze panes, split and a watch window
  • Organizing data using sorting tools
  • Protecting a worksheet
  • Collaborating with colleagues (O365 only)
BOOK A SPOT
  • Controlling data input using Data Validation
  • Subtotal Report and Group and Outline concepts
  • Goal Seek and Solver Add-in skills
  • Autofilter revisited and Advanced Filter
  • Data Consolidation
  • Data Tables
  • Text manipulation using functions
  • Pivot Table report and the Pivot Chart
  • Macros and an introduction to Visual Basic programming
  • Advanced Conditional Formatting concepts
  • Advanced Pivot Table concepts
  • Advanced Excel charting concepts
  • Concepts of using an Excel Macro
  • Recording and running a macro
  • Editing a recorded macro
  • Using a button to control a macro
  • Creating and using a macro that runs automatically
  • Creating a macro that interacts with users
  • Creating a User Defined function using Visual Basic programming (VBA)
  • Creating macros that perform actions
  • Debugging and editing Visual Basic code
  • Locating, downloading and utilizing predefined code segments from the Web
BOOK A SPOT
Outlook
  • Overview of Outlook modules
  • Sending and receiving e-mail
  • Reply, Reply to all and Forwarding e-mail
  • Creating a draft e-mail
  • Managing Outlook folders
  • Organizing e-mail using Rules and Alerts
  • Managing Contacts
  • Creating a Distribution List
  • Using the Calendar
  • Using the Task List
  • Using the Notes feature
BOOK A SPOT
Powerpoint
  • Slide show concepts
  • Creating a slideshow using a template
  • Using Slide Designer (O365 only)
  • Modifying slide content
  • Insert, moving and deleting slides
  • Adding digital graphics and video to a slide show
  • Adding transitions and animations to a slide show
  • Running a slide show professionally
  • Creating a photo album
  • Adding a background sound to a slide show
BOOK A SPOT
  • Critiquing an existing PowerPoint presentation
  • Hiding slides, secret doors and other presentation skills
  • Animating objects for visual impact
  • Morphing and animating graphics across slides (O365 only)
  • Applying multiple design templates in the same presentation
  • Creating mini presentations that interact
  • Applying multiple transition selections in a single presentation
  • Hyperlinking to files, Web pages and other objects
  • Adding and editing audio and video clips in a presentation
  • Using PowerPoint to create print documents and posters
BOOK A SPOT
Publisher
  • Creating an information flyer
  • Creating a multi-month calendar
  • Creating a newsletter
  • Creating a catalogue
  • Creating a postcard
  • Creating an award certificate
  • You will create a total of 11 Projects in all
  • Performing a mail merge using an Excel database
BOOK A SPOT
Word
  • Exploring the Microsoft application ribbon
  • Creating, saving and opening a simple document
  • Editing a document
  • Formatting document content professionally
  • Using Find and Replace to modify a document
  • Using productivity tools (Spelling Checker, AutoCorrect, AutoText, Smart Tags)
  • Creating lists of data items
  • Printing concepts
  • Using tables to display content powerfully
  • Discovering sources for document templates
  • Using styles to format reports professionally
  • Using referencing tools (Table of Contents, Footnotes, Endnotes)
  • Using page breaks, section breaks, headers and footers and page numbering
  • Inserting graphics and other objects in a report
  • Creating and managing content in newsletter style columns
  • Performing a Mail Merge using Excel and Outlook Data
  • Creating a report for distribution in Adobe PDF format
BOOK A SPOT
  • Collaborating with colleagues (O365 only)
  • Inserting comments, editing comments, formatting comments
  • Tracking changes and Accepting or Rejecting changes
  • Comparing Documents
  • Creating an Interactive Web Page in Word
  • Creating an Interactive Form in Word
  • Working with Graphic Objects
  • Working with SmartArt
  • Master and Subdocuments
  • Creating and Managing Word Macros

Reporting

  • Report writing concepts
  • Examining possible data sources
  • Connecting to a data source
  • Creating a new report using Crystal Reports and data from an Access table
  • Modifying a Crystal report
  • Grouping and sorting report data
  • Filtering report data
  • Formatting report data
  • Saving a report in various formats
  • Adding special fields to a Crystal report
  • Enhancing report features by adding a watermark and an OLE object
  • Conditional formatting concepts
  • Displaying check boxes instead of text
  • Using tool tips to convey additional information
  • Creating charts in a Crystal Report
  • Embedding a sub-report in a Crystal Report document
  • Distributing data from a Crystal report as a PDF or as Excel data
  • Creating and refining mailing labels in Crystal Reports

Automated Accounting

  • Automated accounting concepts
  • Create a new set of accounts using the QuickBooks Interview
  • Exploring the Home window and QuickBooks modules
  • Account list activities (view, modify, print)
  • Performing General Journal transactions
  • Performing daily transactions in the sales and purchases journals
  • Producing invoices and statements
  • Receiving payments and banking
  • Paying accounts payable invoices
  • Producing financial statements and other reports
  • Exporting data from QuickBooks into Excel
  • Backing up a set of books
  • Automated accounting concepts
  • Create a new set of accounts using the Simply Accounting wizard
  • Exploring the Home window and Simply Accounting modules
  • Account list activities (view, modify, print)
  • Performing General Journal transactions
  • Performing daily transactions in the sales and purchases journals
  • Producing invoices and statements
  • Receiving payments and banking
  • Paying accounts payable invoices
  • Producing financial statements and other reports
  • Exporting data from Simply into Excel
  • Backing up a set of books

Special Interest

  • Internet concepts
  • Characteristics of Web pages and navigating through a Web site
  • Browser basics
  • Using search engines to find information efficiently
  • Capturing information and graphics from web pages to be used in reports
  • Web sites of interest to knowledge workers
  • Security and other Web-related issues
  • Google on Steroids
    • Gmail
    • Contacts
    • Calendar
    • Docs
    • Sheets
    • Forms
  • Become familiar with the requirements of the Accessibility Act as it pertains to digital content
  • Consider why we create accessible documents
  • Use colours and text formatting in accessible documents
  • Accessible hyperlink creation
  • Accessible document layout concepts
  • Using heading styles, lists, tables and columns in an accessible manner
  • Insert tables of content and text boxes correctly
  • Using images and their alternate text entries
  • Techniques for creating accessible forms
  • Using Microsoft and third-party tools to test documents for accessibility issues
  • The best of Adobe Photoshop without all the “extra” bells and whistles
  • Edit existing digital images to correct basic flaws such as “red-eye” or over/under exposure
  • Add special effects such as soft edges or blurred backgrounds to digital images
  • Use Elements to fix the cracks, watermarks and thumb prints that have damaged the original photographs
  • Assemble a new image from a collection of other images
  • Use other tools to add realism to images such as a blurred background
  • To finish the day, we utilize the pictures we have rescued or created in common software products, such as Word and Publisher, to produce professional print related documents
  • Project management using a software product
  • Define one or more projects
  • List the tasks of a project and define each task’s time requirement
  • List resources (people, machinery and materials) that are available to a project
  • Assign tasks to available resources
  • Determine the cost of each resource
  • Set milestones and deadlines
  • Track the progress of the work on the project
  • Make adjustments to the way resources are allocated
  • Produce reports
  • Export project information as an Excel file
  • The Visio window and navigating in Visio
  • Creating a basic Visio drawing
  • Using Master Shapes
  • Pan and Zoom
  • Flow Charting
  • Connecting and numbering shapes
  • Backgrounds and Borders
  • Working with links
  • Other Visio drawings
  • Converting Word and Excel documents into PDF format
  • Commenting, highlighting, bookmarks and hyperlinks, text touch-up
  • Exporting text into editable documents
  • Exporting all images from a PDF
  • Paper capture, Web site capture
  • Security features associated with PDF documents
  • Converting Word and Excel documents into PDF format
  • Commenting, highlighting, bookmarks and hyperlinks, text touch-up
  • Exporting text into editable documents
  • Exporting all images from a PDF
  • Paper capture, Web site capture
  • Security features associated with PDF documents