In addition to our scheduled webinars, Escape provides a full range of custom classes. All custom classes are available via webinar or at your office or ours, and are charged at the rate specified in your contract. These classes focus on your training needs, with an emphasis on how your users' procedures work with Escape Online 5.
Webinars can be held at any time, with any number of users. Classes at Escape Headquarters have a limit on the number of attendees. Of course, classes held at your office are limited to the capabilities of your facility.
Check out the extensive list of classes, find one that matches your needs, and then work with our System Trainer to develop a custom class just for you. To start the process, please contact Escape Customer Training.
Provides a "big picture" of Escape for managers and supervisors who do not use Escape on a daily basis, but need to have a solid understanding of its capabilities. It includes an overview of procedures, such as requisition processing, budgeting and county/state reporting. On the HR side, topics covered include how employees and positions interrelate, as well as how setup drives payroll and budget.
Introduces Escape concepts and standards, including shortcuts, terminology, navigation, tips and tricks. Also, includes how to search, manage lists and use data-entry efficiency tools are also covered. Includes Tips and Tricks. Reviews emailing reports, distributing reports, building lists, favorites, data grids, quick starts and tons and tons of Escape keys. Designed specifically for news users that will be in Escape Online every day.
AP and AR Users
Teaches how to create, submit and search for journal entries and budget transfers. Creating, saving and editing accounts is also discussed, including setting up accounts, defining account components, and creating account descriptions. Cash management, SACS reporting and report processing is also included. During the class, we help users establish procedures for balancing Escape to the county books.
Details the preparation and procedures required for closing the books for the fiscal year. Step-by-step information on requisition year-end processing, including setup of liabilities and receivables, journal entry year-end processing setup, how to close out the fiscal year and year-end reporting. An overview of purchasing, warehouse and fixed assets year-end physical inventory is presented. Also includes an overview of account roll forward, expire, and general account management.
Demonstrates the creating, saving and editing of accounts, including setting up accounts, defining account components, and creating account descriptions. Reviews expiring accounts and deleting accounts. Discusses account reports, report links, cash management, SACS reporting and report processing. Focuses on helping users establish procedures for balancing Escape Online accounts to the county books.
Fixed Asset Users
Purchasing and Warehouse Users
Covers reviewing salary schedules, calendars, pay cycles, and pay dates. Describes the roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome. Also covers excessive leave balances, end of year payroll processing, and reports relating to closing the payroll fiscal year.
Reviews the User record. Includes extensive discussion of roles for modules, activities and tasks. Covers user-based permissions for activities and forms with a detailed discussion of default user access to tabs. Also includes an overview of the department, location, and academic department permission. Provides examples of account permissions and their typical usage. Reviews the available user reports and fields for determining user access and login.
Reviews the setup of workflow for a variety of document types, including vendor requisitions, payments, journal entries and HRAs. Discusses the connection between workflow setup and user record setup, including permissions to activities, locations and accounts. Shows how to activate workflow for the different document types. Provides a guideline for the setup, testing and implementation of workflows.
Introduces HR authorization workflow setup for approvals and notifications. Covers how to setup workflow users, definitions and rules. It provides an overview of the necessary steps for implementing HRA workflows and briefly describes the relationship between employees and positions and the inner workings of HRA forms.
Checklist for training held at your office
There are a number of things that an organization can do to ensure that training at their location will be successful. To help organize this process, this checklist is arranged in a timeline, starting with the day that training is scheduled. There are also items to be done one week prior to the training, the day before training, and on training day. If you have any questions, from scheduling to preparation, please contact Terri Hammond, 1-800-288-8076 ext 126 or Email: firstname.lastname@example.org
When Training Is Scheduled
Items to complete at the time training is scheduled:
- Reserve the room.
Also reserve any special equipment that will be used (i.e. projector).
- Notify all attendees.
Notify participants of date and time, and specify any special materials they should have with them for training.
- Coordinate with trainer.
Send agenda, directions to training facility, and participant list to the trainer. The participant list should include the user's job title and experience level with Escape. If this training is hands on, make sure there are never more than two participants per workstation.
Two Weeks Prior to Training
Any time during the weeks prior to training:
- Finalize training materials.
- Produce handouts.
One Week Prior to Training
Any time during the week prior to training:
- Copy production database to the test system.
This ensures that the training will occur with recent information.
- Verify Escape User IDs.
Each participant should have a User ID, with the correct role, in the training database.
- Send agenda to attendees.
- Confirm training with trainer.
The Day Before Training
Test your training room:
- Each workstation attaches to the network.
Also, the workstation should show an ID for participants to use, if they won't be using their normal network ID.
- Workstations are ready to run Escape.
Each workstation can successfully sign into the software!
- Workstations can print.
Test to ensure that the workstations can access printer.
- Trainer workstation is ready.
Test that it has been connected to the projector, and tested in Escape software.
One hour before training, check your training room:
- Sign-in sheet and handouts are in the Training Room.
- IT Contact.
The IT contact should be available at start of day in case there are any questions or problems.
- Escape Contact.
The Escape contact should participate in all training sessions, to clarify the procedures where questions arise.