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*DEFINE

  • Introduction to *DEFINE
    This series explains basic navigation, authorization information, and helps new *DEFINE users get started.


  • Copy Code Schemes (4 minutes)
    A code scheme allows you to monitor transactions for your *DEFINE electronic office by assigning values to any of the six different code fields. Each office may have one formal scheme. You may create a scheme as simple or complex as your needs require.
  • Setting Up Profiles in *DEFINE (3 minutes)
    Profiles are a way to customize settings in *DEFINE. This demonstration shows how to set up profiles for desk and administrative view, as well as the Good Morning Screen.

Office Management

Payments

Reporting

  • Accounting Reporting* (34 minutes)
    How to create and download accounting reports using IF2 in *DEFINE.
  • Departmental Reporting* (49 minutes)
    How to create and print departmental reports using IF2 in *DEFINE.
  • Inquiry Views* (20 minutes)
    How to create and use inquiry views for reporting in *DEFINE.

Travel

* Note: Viewing webcasts requires the Envivio plug-in. Envivio and installation instructions are available at http://webcast_plugin.theacesbuilding.com/.

 

 


  Updated 2008 June 20
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