Training Overview for Software Class

 

With flexibility and power, comes complexity. This course is targeted for either an IT professional or a high-level business owner who will create and maintain working jobs on the ImageTrac. This training is geared toward analytical thinkers who understand your organization’s business rules and are not intimidated by sophisticated computer functions.

Once your SoftTrac Administrator has completed this course, he or she will be able to accomplish all of the following:

  • Understand and set the many parameters that drive the system
  • Analyze documents for scanning and apply the correct SoftTrac parameters
  • Build business rules into the setup for your jobs
  • Adjust the hardware for better paper handling

This is a one-week (5-day) course conducted in Birmingham. Whenever possible, ibml recommends that customers send two employees for SoftTrac Administrator training.

The principle objective of this course is to enhance understanding of the parameter-driven SoftTrac User Interface.  Although the student will gain exposure to the various elements necessary to build and maintain SoftTrac jobs, fluency can only be achieved through continued practice.  A primary task as an administrator is to prepare the operator to use the ImageTrac system by setting up parameters that control the ImageTrac and define SoftTrac jobs that accommodates various business requirements.

The purpose of the course is not that of company specific implementation, but to develop a working knowledge of the ImageTrac Control Program and SoftTrac user interface. Students will be expected to analyze batch examples and develop parameter files in Parameter Set-Up, and SoftTrac Jobs to run that batch. Since the Administrator's class has been prepared for the person who has knowledge of sophisticated computer functions and systems, this class includes advanced features of the ImageTrac Scanning Platform.

Note that you are asked to bring with you a small to medium sized, 50 to 100 documents, representation of work. If you are working with confidential documents, please bring documents that closely represent documents you scan. Also, bring samples of batch headers and transaction separators that are used in your batches. Our goal is to train class participants, as closly as possible, with their documents in order to make associations between the class environment and the live scanning environment. You may send these documents before your class date, if desired, to the physical address listed in the Contact Us link; send to the attention of Training Department.

Software Training Agenda:

Monday Tuesday
9:00 - 10:00am Introduction, Course and ImageTrac Overview
10:00-10:15 Break
10:30-11:30 Parameter Setup
11:30-1:00pm Lunch

(to allow time for lunch, and for students to have time to make business calls)

1:00-2:45 Parameter Setup
2:45-3:00 Break
3:15-4:30 Parameter Setup/Hands on Lab/Q&A
9:00 - 10:00am Parameter ICR setup
10:00-10:15 Break
10:30-11:30 ICR
11:30-1:00pm Lunch
1:00-2:45 ICR Lab
2:45-3:00 Break
3:15-4:30 OCBC Setup/Operator Setup/Job and Document level discussion/Q&A
Wednesday Thursday
9:00 - 10:00am 3 Modes of SoftTrac/SoftTrac Job Setup
10:00-10:15 Break
10:30-11:30 SoftTrac Job Setup
11:30-1:00pm Lunch
1:00-2:45 SoftTrac Job Lab
2:45-3:00 Break
3:15-4:30 Continuation SoftTrac Job Lab/Q&A
9:00 - 10:00am Additional SoftTrac Job Lab
10:00-10:15 Break
10:30-11:30 Custom SoftTrac Options
11:30-1:00pm Lunch
1:00-2:45 Custom SoftTrac Options/ Hands on Lab
2:45-3:00 Break
3:15-4:30 Continuation/Q&A
Friday
9:00 - 10:00am Reports/Batch Admin
10:00-10:15 Break
10:30-11:30 Review/Q&A

(Normal time when class is dismissed)

11:30-1:00pm Lunch
1:00-2:45 Extra time if needed ...
2:45-3:00 Break
3:15-4:30 Extra time if needed ...