IFS CROSS-FUNCTIONALS – DOCUMENT MANAGEMENT
ABOUT THIS COURSE
This is one of the courses towards gaining the IFS Certified Specialist accreditation for Consultants. It enables students to cover and prepare for all examination specification topics for the Document Management exam.
TargetAudience
Those who need to be able to identify and state the essential decisions to be made, basic data to be created and processes involved in the setting up of Document Management in support of IFS Applications™.
- Introduction to Document Management
- Document Basic Data
- Creation of document revisions
- Document revision life cycle
- Document Connections
- Document access
- Document templates
- Document packages
- Document transmittals
- Search for and use documents
At the end of this course, the students are able to:
- Identify and understand the purpose and scope of IFS Document Management
- Define basic data for document management
- Create a document revision in different ways
- Manage a document throughout its life cycle
- Understand the use of document connections
- Understand the use of document access
- Create document templates
- Understand the use of document packages
- Create a document transmittal
- Search for and use documents
Knowledge: Basic knowledge of Windows programs, ERP software in general and Microsoft Excel. SQL/PLUS recommended, but not required.
Courses: IFS Fundamentals
Exams: IFS Fundamentals (recommended)
Inquire
IFS Academy Inquiry Text

Track:
- Consultants
Certification:
- Specialist
Module:
- IFS Fundamentals