Surveyor Analyst / Admin / Apprentice Class

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Surveyor Analyst / Admin / Apprentice Class by Mind Map: Surveyor Analyst / Admin / Apprentice Class

1. Build and preview custom views and reports (this objective is HUGE, so splitting into 4 sections)

1.1. Treatment/activity

1.1.1. Basic functions (Joe)

1.1.2. Specialty charts functions (Joe)

1.1.3. Advanced functions (Tim & Morad)

1.1.4. Scaling functions (Jim)

1.2. Prerequisites

1.3. Outcomes/assessment

2. Roles & Goals

2.1. Anybody who constructs and schedules reports--dream reports

2.2. Capacity management people

2.3. Performance management people

2.4. System admins

2.5. App admins - less likely

3. Audience

3.1. Motivation

3.1.1. Meet reporting requirements

3.1.2. One tool/login instead of many

3.1.3. Automation reduces time spent on mundane tasks

3.1.4. Customize without huge time investment

3.1.5. Create customized analysis for modeling?

3.1.6. Add value without automating themselves out of a job

4. Schedule

5. Learning Objectives

5.1. Not sure where these pieces go or if they need to be covered in this training (Select the icon in the bottom-right corner of this box to view the Notes for more info.)

5.2. Relate how Surveyor works with other TQ products & data sources -JIM

5.2.1. Treatment/activity

5.2.2. Prerequisites

5.2.3. Outcomes/assessment

5.3. Map Surveyor to a data source to make data available for reporting (sample Access database for this class) - JIM

5.3.1. Treatment/activity

5.3.2. Prerequisites

5.3.3. Outcomes/assessment

5.4. Use existing views to see what end users have access to - Like Model quick-tour section, show quick & dirty use out of the box - TIM

5.4.1. Treatment/activity

5.4.2. Prerequisites

5.4.3. Outcomes/assessment

5.5. Format reports using HTML templates - JOE

5.5.1. Treatment/activity

5.5.2. Prerequisites

5.5.3. Outcomes/assessment

5.6. Share views and reports with the appropriate people - JIM

5.6.1. Treatment/activity

5.6.2. Prerequisites

5.6.3. Outcomes/assessment

6. Course Content (TTW's outline)

6.1. Architecture

6.2. Navigating the Interface

6.3. Supplied categories and views

6.4. Introduction to the View Editor

6.4.1. Functions

6.4.2. Other capabilities

6.5. Using spreadsheets as input

6.6. HTML templates -- not sure what objective this maps to

6.7. Scheduling and publishing

7. TQ Goals

7.1. Highlight the flexibility of Surveyor

7.2. Show how Surveyor integrates with other TQ products

7.3. Plug Global Services for module creation