What

This 2 day class covers the features of the TradeSchool apprenticeship tracking software. It is a step by step walk through of data tracking, searching data and using the built-in navigation and reporting tools.

Whether new or experienced with TradeSchool, this class will give you tools to maximize the use of your TradeSchool software and increase productivity in the work place.

This 2 day class curriculum covers: Software Overview, Latest Features, Finding and Tracking data, Correspondence and Custom reports.

When

April 25th-26th, 2023
8:00AM - 4:00PM
Morning snacks, Lunch provided
Bring your own laptop
TradeSchool Demo provided

Cost

$1,499 Per Student
Students are required to bring their own laptop with FileMaker Pro 19 installed

Hotel Information

Class will be hosted at the South Texas Electrical JATC. For hotel bookings we recommend the Hilton Palacio Del Rio, but there are many options in the area.

Seats are limited - first come first serve.

Hilton Palacio Del Rio
200 South Alamo Street
San Antonio, TX 78205-3213
t: +210 270 0752 | f: 210 270 0796

Registration

Call 800-402-8773 to Register now! -or- Register by Email

Class Outline

Day 1

Overview
- TradeSchool Modules (Description and usage explanation of the 7 modules)
- New TradeSchool Features (Description and demonstration of new features recently added to the TradeSchool database)
- Introduction: TradeSchool Platform (Components of the TradeSchool platform and their specific functions: Server, Pro, Web Services, Maintenance and Support, Version History)
Navigation
- Heads up Display (Found Set and Browsing records)
- Views (Form and List)
- Portals (On Click drilling down)
- Jumping (Moving between modules to reveal related records)
- FileMaker Modes (Browse, Find, Preview, Layout)
Settings
- General Settings (Users, Training, Contractor and Reporting)
- Application (Description of application module settings)
- Apprentice (Description of apprentice module settings)
- Sales (Description of sales modules settings)
Finding Records
- Find Mode (Find mode, Quick Find, Find Matching Records)
- Multiple Fields (Logical AND)
- Searching Portals (Any ROW matching ALL columns [portal fields])
- Sorting Records (Sort Dialog, Quick Sorting)
- Saving Finds (Saving, Naming, Editing and loosing (with updates) saved finds)
- Omitting Records (Manual Omit, Finding Omitted (swapping), Omit option in Find Requests)
Advanced Finds
- Find Requests (Working with multiple find requests and their order of operation)
Advanced Find Topics
- Constraining (Constraining Found Sets)
- Extending (Extending Found Sets)
- Searching in Built-In reports (Browsing, Finding and Sorting within Built-In reports)
Applications
- Working with Applications (Creating, editing and tracking application progress. Aptitude Tests and Interviews, with Ranking.)

Day 2

Correspondence
- Letters (Templates, Merge Fields, Full Window, Preview, Posting to History, Headers)
- Emails and SMS Text (Batch Emails, SMS Text messages, Fields, Formatting, Monitoring)
Employment
- Job Assignments (Assigning contractors and notificaitons)
- Unemployment (Tracking unemployed apprentices, running unemployment report)
Advancement
- Advancements (Assignment apprentice to a new pay period)
- Notifications (Notifications with Letters and Emails)
- Auto Detect Eligibility (Eligible to Advance Formula)
- Batch Advance (Batch advance and notification for the found set)
Training
- Setup classes (Create new classes for apprentices and journeyman)
- Tracking Absences (Posting absence for the class and in the absence log)
- Tests and Grades (Working with test scores, grades and weighted averages.)
Sales
- Invoices (Creating and posting invoices)
- Returns (Tracking returned purchased items)
- Class registrations (Tracking registration through the Sales transactions)
- Balances (Tracking Credits and Outstanding balances)
Custom Reports
- Overview (Working with custom reports)
- Views (Form and list views)
- Layouts (Report design)
- Templates (Starter templates for Envelope and Labels)
- Printing (Printing and saving custom reports as PDF)
- Export (Exporting data to Excel or CSV)
Final
- Review (Review of modules and functionality. Custom reports.)

TradeSchool Inc. is devoted to the service and satisfaction of our customers. We are dedicated to solving your software problems through custom design, on-sight training or phone and email support.