Services: Courses on offer - TeamBinder

QA Software recommends approximately 2-3 days training for the first project on TeamBinder. Initial training days cover all the course content required to provide core project participants with the knowledge to begin using TeamBinder effectively and efficiently on your project.

QA Software arranges the following on-site training courses tailor fit to project requirements:

TB01 - General Users – Working with Mail & Documents
TB02 - Working with Controlled Documents (including using XL-Upload, Transmittals and Packages)
TB03 - Review and Approval Process for Controlled Documents
TB04 - Project Administration
TB05 - Company Administration

Course Details

TB01 - General Users – Working with Mail & Documents

This course provides a basic introduction to the TeamBinder system, covering the essentials of sending and managing mail in TeamBinder and accessing, downloading and working with controlled documents. A brief introduction to XL-Upload, QA Software's proprietary bulk upload utility for TeamBinder, is also covered.

Pre-requisites: None
Duration:> 1/2 day
Benefits


TB02 - Working with Controlled Documents (including using XL-Upload, Transmittals & Packages)

This course provides a complete overview of working with controlled documents in TeamBinder. The course begins with a management level overview of Controlled Documents including methods of distribution and access.

Topics covered include: Bulk Uploading of Documents, including using XL-Upload; Working with Transmittals, from issuing to receiving transmittals, revisions and reporting on transmittals; and Working with Packages, following the ongoing management of a Tender Package lifecycle in Teambinder, from release to award, as well as the issue, distribution and management of Standard Packages.

Pre-requisites: Completion of course TB01
Duration: Full day


TB03 - Review and Approval Process for Controlled Documents

This course works through the complete submittal, review workflow and approval process for controlled documents.

Topics covered include: Restrained and Un-restrained documents, types of reviews, reviewing documents online (redlining and commenting), releasing documents, manual activation of reviews, modifying review teams, and reporting on review workflows.

Pre-requisites: Completion of course TB01
Duration: 2 Hours


TB04 - Project Administration

This course is designed for those who will be administrating TeamBinder for a Project.

Topics covered include Project Maintenance; Project Details; Address Book; Security; Setting up Users; Work Flow for Mail and Documents; Document Attribute Libraries; Distribution Matrix; Document Approval; Document Subscriptions; Project Calendar; Broadcasts and general housekeeping tips.

Pre-requisites: Completion of course TB01 or having sent 50 items of Mail via TeamBinder and uploaded 50 documents.
Duration: 1/2 day


TB05 - Company Administration

The Company Administration course covers a basic introduction to administrating TeamBinder at a company level. Topics covered include Address Book; Security; Setting up Users; Distribution Matrix; Document Approval; Document Subscriptions, reporting and general maintenance.

Pre-requisites: Completion of course TB01 or having sent 50 items of Mail via TeamBinder and uploaded 50 documents.
Duration: 1/2 day


Course Costs

Training is provided on a Schedule of Rates.

For a current Schedule of Rates or further course information send an enquiry through to your nearest QA Software office.

To be eligible candidates must be registered TeamBinder users and applications must be submitted by the TeamBinder System Administrator(s)

For a schedule of dates and registration forms [click here]

To check if free training is available at other locations, contact your nearest QA Software office.

10% Early Bird discount – for payments received at least 14 days prior to course date.