Courses 1c electronic document management. Courses and exams

And development technologies:,,. Training is possible in 2 versions: with the installation of the program and in the cloud, without installing anything on your PC.

Course audience

Clerks, secretaries, managers, employees of organizations using electronic document management, programmers and 1C consultants who want to independently study and gain practical experience in the 1C: Document management program 8.

Course program

When working with the course, you will acquire practical skills in working with the electronic document management system - 1C: Document management 8 PROF, in the course of completing assignments in the following sections of the course:

1. Filling in the organization information

Creating users in the system

Filling in general settings. Customization account to handle user notifications

Filling in the enterprise structure

2. Working with normative and reference information

Setting up document numbering

Creation of document types (internal, inbound, outbound)

Setting up document links by type

3. Nomenclature of cases

Filling out the sections of the nomenclature of cases according to the structure of the enterprise. Create case headers

4. Working with files

Create file folders. Setting access rights to file folders

Creating and editing a file. Versioning

Configuring autocomplete files

5. Preparing to work with documents

Creation of folders of internal documents. Setting up access rights

Entering information about a correspondent

Creating templates for autocomplete documents

6. Working with documents and business processes

Creation and registration of an internal document. Creation of additional details

Registering an incoming document

Working with an outgoing document

Creating and configuring document links

Launching and processing tasks of the processes: Familiarization, Coordination, Approval, Execution

Using internal correspondence within the business process

7. Autostart business processes

Setting up autorun of a business process by document type

Processing tasks of the Review process automatically launched in the system when registering a document

8. Document transmission journal

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 a case according to the storage time of the case nomenclature

How is the course

To successfully complete the course assignments, you must:

Carefully read the wording of the assignment;

Present the solution to the problem by creating objects (reference books, documents, etc.) right in the program;

Refer to the help system ("Hint" button on the Console form) for recommendations and additional knowledge, correct the solution taking into account the recommendations (if necessary).

To proceed to the next task, you must pass the check of the correctness of the current task.

The training program is equipped with System automatic check decisions... For this, the Internet connection with the educational Service and the data of your information base are used. Those. it is impossible to complete the task and move on to the next one without solving the current one.

A detailed description of the order of the task execution and instructions for solving the task are displayed in the tooltip window.

Guaranteed 100% money back if the student has not completed the first 10 assignments.

Certificate

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Duration: 2 days

"1C: Document flow 2.1" is a universal system of document flow automation, process accounting and working together... The program provides 13 large functional blocks and more than 1000 interfaces. The efficiency 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.site/doc8/

On this course we are with you:

    we will study all the application possibilities of the program; we will learn how to use them effectively in everyday work; we will master the techniques of fast work.

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

Duration: 2 days

The project for the implementation of electronic document management includes the technical part (the actual implementation of the program) and the preparatory part, the main task of which is to organize the company's document flow, to prepare the processes of working with documents for automation. To successfully complete the preparatory stage, you need to have a strong command of the subject area of ​​document management. Specialists in the implementation of electronic document management do not always have this knowledge. So training course contains the basics of document management to the extent that will provide a level of knowledge sufficient to participate in implementation projects. Organization and management of document flow is considered taking into account the use of a series of ready-made methodological products developed by 1C. The course is NOT designed to familiarize yourself with the functionality of the 1C: Document Management program.

Purpose of the course: prepare specialist consultants on document circulation for projects of implementation of the "1C: Document Management" program.

Objectives of the course:

To train students in the methodology for carrying out preparatory work for the successful implementation of the "1C: Document Management" program. Upon completion of training, the student will be able to

    evaluate the effectiveness of existing office 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 the activities of the office work

    to apply in practice the ready-made document management procedures developed by 1C.

The listener will gain practical skills:

    automation of work with certain types of documents

The training course for the practice of using 1C Document Management PROF in the interactive learning mode allows you to gain knowledge and practical experience in office work in a popular program.

Detailed description of the studied topics

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.
- Setting up an account to handle user notifications.
- Filling in the structure of the enterprise.

2. Working with normative and reference information

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

3. Nomenclature of cases

Filling out the sections of the nomenclature of cases according to the structure of the enterprise.
- Create case headers.

4. Working with files

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

5. Preparation for working with documents

Creation of folders of internal documents.
- Setting up access rights.
- Entering information about the correspondent.
- Creation of templates for autocomplete 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 an outgoing document.
- Creation and configuration of document links.
- Launching and processing tasks of processes: familiarization, coordination, approval, execution.
- The use of internal correspondence in the framework of the business process.

7. Autostart business processes

Setting up the autorun of a business process by type of document.
- Handling process tasks Consideration for document registration.

8. Transfer 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 past years.
- Registration and transfer of the case to the archive.
- Destruction of the case according to the storage time of the case nomenclature.

The program is certified by 1C and can be used for both self-study opportunities 1C: Document flow 8 PROF, and for the organization of the educational process at enterprises, in professional retraining centers, CSO, ATC, etc.

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

Get started

Select the 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 warning about a danger, allow the file to run);
- follow the instructions of the installer.



Important! The program requires an Internet connection.

3. Run the tutorial and select the infobase

Launch the training program via the "Training Site" shortcut on your desktop;
- in the list information bases select "Educational workflow";
- start "1C: Enterprise", select a user and click "OK".



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

Description

Features of the program:

Training in office management and problem solving directly in the 1C program;
- checking decisions 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.

Unique opportunity- only with us you can take an extended course, lasting 24 ac. hours:

  • 16 ac. hours- basic certified course within the framework of the Certified Training Centers (CSO) project;
  • 8 ac. hours extended workshop in the program on the topics of the course,
  • 9 ac. hours as a gift!

Take training if

  • You are a partner or a user interested in acquiring practical skills in working with the "1C: Document Management" program;
  • want to be trained by a practicing implementer :
    • a specialist with experience in implementing "1C: Document Management" since 2009;
    • the head of a franchisee company specializing in the implementation of the 1C: Document management program;
    • author and presenter of courses "Possibilities of 1C: Document Flow", "Technologies for Implementation of 1C: Document Flow", "Setting and Administration of 1C: Document Flow".

On the course listeners:

  • They will study all the application possibilities of the program;
  • Learn to use them effectively in everyday work;
  • Master the techniques of fast work.

Goals:

  • Show functionality applied solution for commercial enterprises;
  • To teach how to effectively use the capabilities of the program in daily work;
  • Teach techniques of fast work with "1C: Document Flow"
  • To systematize knowledge about the main normative legal acts that regulate the document flow in the organization;
  • Provide a general idea of ​​setting up and administering the program.

Students will perform a cross-cutting example of collaboration between employees and managers using the mechanisms and functions of the 1C: Document Management program. When performing tasks as part of an end-to-end example, the features of the effective use of the functionality of the program are considered.

The cost of a full-time day course includes:

  • 3 days from 10:00 to 17:00
  • methodological materials
  • lunches, coffee breaks
  • one free trial of "1C: Professional" testing under the "1C: Document Flow" program

The cost of online broadcasting includes:

  • online broadcast of the intramural course in webinar mode, 3 days from 10:00 to 17:00 Moscow time
  • methodical manual in printed form (sent in advance by Russian post)
  • certificate of the company "1C" (16 academic hours) and certificate of the 1C-Training Center No. 3 (8 academic hours)

Learning formats

Full-time daytime

Who is this format for:For those who can take on-the-job training and prefer classic full-time training.

Online streaming

What is this format:Online broadcasting is training in the form of an online webinar, which is rapidly gaining popularity in our country. Instead of special video tutorials, you get a live lecture broadcast over the Internet. Thus, the maximum naturalness of the presentation of the material is achieved, similar to the usual full-time education - but the problem of the need for a personal presence in the training center disappears. The only difference from face-to-face training is the lack of direct interaction with the audience and the teacher.

Who is this format for:For those who find it easier and more convenient to perceive the broadcast of a traditional lecture than educational video tutorials. For people who want to get a sense of personal presence in the training center, being anywhere in the world.

Course program

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

  • Legend
  • Cross-Cutting Example Objectives
  • Cross-Cutting Example Characters

2. Processing of incoming documents

  • Incoming document card
  • Using the built-in email client
  • Adding attachments to emails
  • Creating a new correspondent card
  • Numerators
  • Registering 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: Review, Execution, Coordination, Approval, Registration, Familiarization, Assignment
  • Resolutions in documents
  • Forwarding incoming documents

3. Event management

  • List of participants
  • The program of the event
  • Event protocol
  • Activity operations
  • Meeting room booking
  • Event reports

4. Accounting for projects

  • Project card
  • Project plan
  • Execution of project tasks
  • Labor accounting
  • Project reports

5. Contract management

  • Life cycle of the contract
  • Creating a draft contract from a template
  • Coordination, approval, execution of the contract
  • Renewal, closure of the contract

6. Support for paper workflow

  • Nomenclature of cases
  • Cases, volumes
  • Transfer of cases to the archive
  • Destruction of cases
  • Transfer log
  • Control of transferred documents

7. Working with internal documents

  • Internal documents
  • Availability of fields of internal documents depending on the state
  • Internal document folders, creating a hierarchy of internal documents
  • Internal document templates
  • Printing and inserting a registration stamp
  • Sets of documents
  • Automatic filling of participants working group document
  • Access rights for folders of internal documents

8. Forum - a collective platform for discussion

  • Forum Sections
  • List of topics and messages
  • Forum Reply Notifications

9. Working with the calendar, time tracking

  • Calendar view, customization
  • Calendar entry, item based entry
  • Reminder, repeating events
  • Calendar print
  • Employee daily report
  • Timing and reflection of the performance of work on tasks
  • Time Waste Report

10. Work with outgoing documents

  • Outgoing documents
  • Chating history
  • Outbound templates

11. Relationships between documents

  • Link types
  • Setting up and installing links
  • Link structure report
  • Numbering by linked document

12. Processing citizens' appeals

  • Features of accounting for citizens' appeals
  • Analysis of work with Citizens' Appeals
  • Activation of the accounting mechanism by category categories
  • Displaying and configuring categories
  • Setting categories
  • Automatic data categorization rules

14. Processes and tasks

  • Working with processes
  • Workflow business process hierarchy
  • Use of time in the timing of business workflow processes
  • Personal and role-based task addressing
  • Email notification to performers
  • Acceptance of tasks for execution
  • System of tasks. Monitoring the execution of tasks
  • Redirecting tasks
  • Stopping or interrupting business workflow processes
  • Periodic business workflow processes
  • Workflow business process templates
  • Conditions for routing workflow business processes
  • Additional details of processes and tasks
  • Solving problems of completing tasks
  • Rescheduling tasks
  • Access rights for business processes and tasks

15. Working with reports

  • Formation of reports
  • Configuring reports
  • Distribution of reports

16. Search for documents and files

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

17. Accounting for absence of employees

  • Creating an absence record
  • Absence notification

18. Mobile 1C: Document flow

  • Customization
  • Usage on iOs and Android

19. Possibilities of joint use of the program 1C: Document flow and other typical configurations of 1C. Short review opportunities

20. Brief overview of installing and configuring the software product

  • Work 1C: Document flow 8 through a browser and a thin client
  • Setting up and working in the "Taxi" interface
  • Order initial setup software product
  • Setting up the reference data
  • Accounting by organizations
  • Types of documents
  • Numerators
  • Practical work: To study the functionality of the "Taxi" interface

21. Extended workshop

Read the entire program