Training 1s document flow 8 prof. Courses and exams. Instructions for installing the program on your computer

1. Cross-cutting example of collaboration in a software product

Legend
Cross-cutting objectives
Actors of a cross-cutting example

2. Processing of incoming documents

Incoming document card
Using the built-in mail client
Adding attachments to emails
Creating a new correspondent card
Numerators
Registration of an incoming document
Automatic barcode insertion
Manual barcode insertion
Saving a barcode to a file
Adding an external barcode
Automatic barcode change when copying a document card
Barcode printing
Search by barcode
Scanning Documents
Image recognition
Typical processes available in the program: Consideration, Execution, Coordination, Approval, Registration, Familiarization, Order
Resolutions in documents
Forwarding incoming documents

3. Event Management

List of participants
Event program
Event protocol
Event operations
Booking meeting rooms
Event reports

4. Accounting for projects

Project card
Project plan
Execution of design tasks
Labor Accounting
Project reports

5. Contract management

Contract life cycle
Creating a draft contract from a template
Coordination, approval, execution of the contract
Extension, termination of the contract

6. Support for paper workflow

Case nomenclature
Cases, volumes
Transferring cases to the archive
Destruction of cases
Transmission log
Control of transferred documents

7. Working with internal documents

Internal documents
Availability of internal document fields based on state
Folders of internal documents, creating a hierarchy of internal documents
Templates for internal documents
Printing and inserting a registration stamp
Document sets
Autocomplete Document Working Group Members
Access rights for internal document folders

8. Forum - a collective platform for discussions

Forum sections
List of topics and messages
Forum replies notifications

9. Work with the calendar, time tracking

Calendar view, setting
Calendar Entry, Subject Based Entry
Reminder, repetition of events
Calendar printing
Employee daily report
Timing and reflection of the execution of work on tasks
Time Spending Report

10. Work with outgoing documents

Outgoing documents
Chating history
Outgoing document templates

11. Links between documents

Relationship types
Setting up and establishing links
Relationship structure report
Numbering by linked document

12. Processing of citizens' appeals

Features of accounting for citizens' appeals
Analysis of work with Citizens' Appeals

Activation of the accounting mechanism by categories of categories
Displaying and configuring categories
Setting categories
Automatic data categorization rules

14. Processes and tasks

Working with processes
Hierarchy of workflow business processes
Use of time in the timing of workflow business processes
Personal and role-based task addressing
Notice to performers e-mail
Acceptance of tasks for execution
Task system. Task execution control
Task redirection
Stopping or interrupting workflow business processes
Periodic workflow business processes
Workflow business process templates
Conditions for routing business workflow processes
Additional details of processes and tasks
Resolving issues of task completion
Rescheduling tasks
Access rights to business processes and tasks

15. Working with reports

Report generation
Report setup
Distribution of reports

16. Search for documents and files

Quick search
Search across all document journals
Saving a search template
Full text information search

17. Accounting for the absence of employees

Create an absence record
Absence notification

18. Mobile 1C: Document management

Setting
Use on iOS and Android

19. Possibilities of sharing the program 1C: Document Management and other typical 1C configurations. Feature Overview

20. A brief overview of the installation and configuration of the software product

Work 1C: Document management 8 through a browser and a thin client
Setting up and working in the Taxi interface
The procedure for the initial setup of the software product
NSI setup
Accounting by organization
Document types
Numerators
Practical work: Explore the functionality of the "Taxi" interface

Duration: 2 days

"1C: Document Management 2.1" is a universal system for automating document management, process accounting and collaboration. The program provides 13 large functional blocks and more than 1000 interfaces. The effectiveness of your daily work and your enterprise as a whole depends on how skillfully you use this wealth. For more details, see http://www.v8.website/doc8/

In this course we are with you:

fast work

A number of course topics will be presented by the developers of the program, and you will have the opportunity to communicate directly with them.

Duration: 2 days

The project for the implementation of electronic document management includes a technical part (the actual implementation of the program) and a preparatory one, the main task of which is to organize the company's document flow, prepare the processes of working with documents for automation. Successful completion of the preparatory phase requires a strong knowledge of the subject area of document management. Specialists in the implementation of electronic document management do not always have this knowledge. Therefore, the training course contains the basics of document management to the extent that will provide a level of knowledge sufficient to participate in implementation projects. The organization and maintenance of workflow is considered taking into account the use of a series of ready-made methodological products developed by 1C. The course is NOT designed to introduce you to functionality program "1C: Document Management".

Course objective: to prepare specialist consultants on document management for implementation projects of the 1C: Document Management program.

Course objectives:

To teach students how to carry out preparatory work for the successful implementation of the 1C: Document Management program. Upon completion of the course, the student will be able to

evaluate the effectiveness of existing business processes and outline plans for their optimization;

put things in order in paper documents;

automate contractual, administrative activities, automate work with other internal documents;

organize office work

apply in practice ready-made methods for setting up workflow developed by 1C.

The student will gain practical skills:

automation of work with certain types of documents

1C: Document management. Automated document management

Do you need to automate office work in your organization? Do you want to learn how to work with documents correctly and efficiently? Explore the possibilities of a comprehensive organization of an automated electronic document management system based on "1C: Workflow 8". We present an updated version of the popular course, which discusses the possibilities of the new edition of the program - 2.1.

The course is intended for office professionals - secretaries, archivists, as well as managers who want to acquire the skills of modern document flow management in an organization.

Today, for efficient and fast work, organizations simply need electronic document management. Enterprise document management requires a properly organized document management system. With its help, you can maintain an electronic archive, control the movement of documents, the execution of instructions, and much more. Electronic document management in "1C: Document management 8" simplifies the joint work of employees with documents and files, increases the efficiency of the team and the organization as a whole!

After completing the course, you will learn the possibilities of a comprehensive organization of an automated electronic document management system based on the program "1C: Document Management (version 2.1)". You will navigate the settings, configure the program, classify documents. You will be able to register incoming and outgoing documents, internal files, control their movement within the organization, archive and create reports. Not a single document will be lost, and you will become an indispensable employee in the company!

This course is part of the certification exam preparation program.

Training course on the practice of using 1C Document management PROF in the mode interactive learning allows you to gain knowledge and practical experience in conducting office work in a popular program.

Detailed description of the topics studied

The program contains 30 tasks (version - February 2016) in the following sections:

1. Filling in the information of the organization:

Creation of users in the system.
- Filling in general settings.
- Customization account to handle user notifications.
- Filling in the structure of the enterprise.

2. Working with reference information

Document numbering setup.
- Creation of types of documents (internal, incoming, outgoing).
- Setting up document links by type.

3. Nomenclature of cases

Filling in sections of the nomenclature of cases according to the structure of the enterprise.
- Create case titles.

4. Working with files

Create file folders.
- Setting access rights to file folders.
- Create and edit a file. Versioning.
- Loading autocomplete templates from disk.
- Setting autocomplete files.

5. Preparation for working with documents

Create folders for internal documents.
- Setting access rights.
- Entering information about the correspondent.
- Creation of autocomplete templates for documents.

6. Work with documents and business processes

Creation and registration of an internal document.
- Creation of additional details.
- Registration of the incoming document.
- Work with the outgoing document.
- Creation and configuration of document links.
- Launching and processing of process tasks: familiarization, coordination, approval, execution.
- Use of internal correspondence within the business process.

7. Autostart of business processes

Configuring autorun business process by type of document.
- Handling process tasks Consideration for document registration.

8. Transmission log

Registration of the fact of issuance of original documents. Return of documents.

9. Working with the archive. Destruction of cases

Registration of an internal document of previous years.
- Registration and transfer of the case to the archive.
- Destruction of the case according to the terms of storage of the nomenclature of cases.

The program is certified by 1C and can be used both for independent study of the possibilities of 1C: Document Management 8 PROF, and for organizing the educational process at enterprises, in vocational retraining centers, CSO, AEC, etc.

The training program does not provide rights to use 1C: Document Management 8.

Get Started

Choose an option to work with the program:

Instructions for installing the program on your computer

1. Install the 1C Document Management 2.0 program on your computer:

Run the downloaded file setup.exe
(in case of a danger warning, allow the file to run);
- follow the instructions of the installation program.

Important! The program requires an Internet connection.

3. Run the tutorial and select an infobase

Launch the training program through the shortcut "Training site" on the desktop;
- in the list of infobases, select "Document management training";
- run "1C:Enterprise", select a user and click "OK".

You can also expand the methodological support of the free program,

Description

Program features:

Training in record keeping and problem solving directly in the 1C program;
- checking solutions and issuing information about errors;
- availability of personal statistics for solving practical problems;
- the ability to view the ratings of training participants;
- technical support users of the training program;
- links and access to methodological materials of the ITS reference base;
- availability of recommendations (tips) for solving practical problems;
- full access to instructions (with pictures) on the tasks of payroll and personnel records.