Vision Alert v6


Duration: 1 Day - scheduled on demand


Prerequisite: Knowledge of SunSystems, Vision Executive, Word and XL.


Who should attend: Users responsible for the reporting processes within an organisation who will also be using Vision Alert to automate frequently run activities.


What you will learn: At the completion of this training session participants will be competent to:

  • Define workbook alerts
  • List and explain the components of Vision Alert
  • List and explain the types of alerts
  • Understand the alert manager functions
  • Create tasks and processes
  • Conditionally process activities in a Vision workbook
  • Test tasks
  • Create an XL workbook alert
  • Create and edit schedule tasks


Course Content - Vision Alert v6+ for SunSystems


Introduction and Overview

  • Vision Alert Overview
  • Implementation Options
  • Using Vision Alert

Creating Alerts

  • Overview of Creating Vision Alerts

Using Alerts

  • Vision Alert Definitions
  • Process Types
  • Using the Toolbar
  • How to Add a Task
  • How to Add a Process
  • Viewing Workbook Alerts

Conditionally Processing Alerts

  • How to Apply Conditional Process Alerts

Scheduling Tasks

  • How to Schedule a Task

Exporting & Importing Tasks

  • Overview of Exporting & Importing Tasks

Displaying Tasks

  • How to create a sortable list

Additional Alert Features

  • Vision Executive Alerts
  • Vision XL Alerts
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