Core User Training – Functional
Core Users are individuals across the College who learn, and perform, complex Business Processes (e.g. SWF, Student Finance), create new data (e.g. courses) and create new reports.
Training information on this page is organized by Thesis SM modules, and is separated into training around each business process.
PLEASE NOTE: This page is currently under construction – the materials shared are not necessarily finalized, some materials are shared as samples and may not directly relate to the topics where they are linked, and the overall navigation of the page may change.
Training Type |
Icon |
Definition |
Business Process Diagram |
![Business Process Diagram Icon](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
Flow chart showing the sequence of steps to get from the start to the end of a business process |
Business Process Walkthrough |
![Business Process Walkthrough Icon](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
Video presentation guiding users through the steps in a business process |
Task Guide |
![Task Guide Icon](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
Short, 1-2 page guide showing the key steps for completing a task in Thesis SM |
Training Type |
Icon |
Definition |
Video Tutorial |
![Video Tutorial Icon](https://www.algonquincollege.com/r3/files/2022/06/Instructional-Video-Icon-2.png) |
Short video demonstrating the completion of a task or process in Thesis SM |
Practice Simulation |
![Practice Simulation Icon](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
Interactive demonstration of a task or process in Thesis SM |
Practice Exercise |
![Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Simulated task or lookup in which users demonstrate their ability to complete the steps in Thesis SM |
Basic Navigation
Task |
Task Guide |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Getting Started (log in, reset password, interface basics, icons) |
![Getting Started Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Getting Started Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Getting Started Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
|
Nav 101 – Menus (module basics, search menus, utilities) |
![Nav 101 – Menus Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Nav 101 – Menus Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
|
|
Nav 101 – Person Records |
![Nav 101 – Person Records Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Nav 101 – People Records Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
|
|
Nav 101 – Context Menu |
![Nav 101 - Context Menu Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Nav 101 – Person Record/Context Menu Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
|
|
Nav 101 – Search Function |
![Nav 101 – Search Function Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Nav 101 – Search Function Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
|
|
Nav 101 – User Boards |
![Nav 101 – User Boards Task Guide](https://www.algonquincollege.com/r3/files/2022/08/Task-Icon-2.png) |
![Nav 101 – User Boards Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
|
|
Community (student personal information, personnel information)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Introduction to Business Processes |
|
![Introduction to Business Processes Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
|
|
|
Merge Matched Records |
![Manage Matched Records Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Manage Matched Records Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Merge Matched Records Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Merge Matched Records Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Merge Matched Records Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Legal Name Change |
![Legal Name Change Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Legal Name Change Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
|
|
|
Create Person |
![Create Person Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Create Person Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Create Person Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Create Person Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Create Person Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Update Person |
![Update Person Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Update Person Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Update Person Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Update Person Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Update Person Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Create Organization |
![Create Organization Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Create Organization Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Create Organization Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Create Organization Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Create Organization Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Update Organization |
![Update Organization Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Update Organization Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Update Organization Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Update Organization Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Update Organization Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Create/Update Organization Contact |
![Create/Update Organization Contact Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Create/Update Organization Contact Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Create/Update Organization Contact Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Create/Update Organization Contact Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
![Create/Update Organization Contact Practice Exercise](https://www.algonquincollege.com/r3/files/2024/02/Practice-Exercise-Logo.png) |
Change Preferred Name |
![Change Preferred Name Diagram](https://www.algonquincollege.com/r3/files/2022/08/Diagram-Icon-2.png) |
![Change Preferred Name Walkthrough](https://www.algonquincollege.com/r3/files/2022/08/Walkthrough-Icon-2.jpg) |
![Change Preferred Name Video Tutorial](https://www.algonquincollege.com/r3/files/2024/05/Instructional-Video-Icon.png) |
![Change Preferred Name Guided Simulation](https://www.algonquincollege.com/r3/files/2022/08/Practice-Icon-2.png) |
|
Academic – Curriculum (program, curriculum, course data)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Create New Course |
|
|
|
|
|
Create New Version of Program Curriculum |
|
|
|
|
|
Admissions (applications, status)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Create Admissions Record |
|
|
|
|
|
Review Applications |
|
|
|
|
|
Academic – Student (student academic records, grades, registration, holds)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Enrollment & Registration – New Student |
|
|
|
|
|
Course Grade Publishing |
|
|
|
|
|
Billing/Student Financials (tuition and fees, transactions, invoicing, refunds)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Set up Billing |
|
|
|
|
|
Invoicing |
|
|
|
|
|
Financial Aid (bursaries, awards)
Business Process |
Diagram |
Walkthrough |
Video Tutorial |
Guided Simulation |
Practice Exercise |
Award Management |
|
|
|
|
|
Financial Aid Package |
|
|
|
|
|