Computer-Based Training (CBT) Course Catalog

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Computer-Based

Training (CBT)

Course Catalog

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This material contains confidential information that is proprietary to, and the property of, Accruent, LLC. Any unauthorized use, duplication or disclosure of this material, in whole or in part, is prohibited.

No part of this publication may be reproduced, recorded, or stored in a retrieval system or transmitted in any form or by any means whether electronic, mechanical, photographic, or otherwise without the written permission of Accruent, LLC.

The material in this manual is subject to change without notice and is provided “AS IS”.

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Table of Contents ... 3

Introduction ... 5

Program: Siterra- End User Track... 6

Courses ... 6

Siterra – End User - Unit 1: Getting Started with Siterra ... 6

Siterra – End User - Unit 2: Siterra in the Real World ... 7

Siterra – End User - Unit 3: Object Homepages ... 7

Program: Siterra- Projects Track ... 8

Courses ... 9

Siterra – Projects - Unit 1: Creating a Project ... 9

Siterra – Projects - Unit 2: Schedule Tasks ... 9

Siterra – Projects - Unit 3: Project Tools ... 9

Program: Siterra - Reports Track... 10

Courses ... 10

Siterra - Reporting (Basic) ... 10

Program: Siterra – Advanced Reports Track ... 11

Courses ... 12

Siterra – Advanced Reporting - Unit 1: Details of WebPro Reporting ... 12

Siterra – Advanced Reporting - Unit 2: Functions of WebPro Reporting ... 12

Program: Siterra - Leases Track ... 12

Courses ... 13

Siterra – Leases - Unit 1: Adding a Lease to an Object ... 13

Siterra – Leases - Unit 2: Payments... 14

Siterra – Leases - Unit 3: Lease Components ... 14

Siterra – Leases - Unit 4: Finance Manager ... 15

Program: Siterra – Advanced Leases Track ... 15

Courses ... 16

Siterra – Leases (Advanced) - Unit 1: Advanced Lease Components ... 16

Siterra – Leases (Advanced) - Unit 2: Percentage Rent Payments ... 16

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Courses ... 18

Siterra – Administrator - Unit 1: User Setup ... 18

Siterra – Administrator - Unit 2: Access Rights ... 18

Siterra – Administrator - Unit 3: Schedule Templates ... 19

Siterra – Administrator - Unit 4: Admin Customizations ... 19

Other: Online Courses ... 20

Courses ... 20

Siterra – End User (Advanced) - Unit 1: Advanced Functionality ... 20

Siterra - Projects (Advanced) - Unit 1: Project Dependencies ... 21

Siterra – Small Cell ... 21

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I

NTRODUCTION

Accruent University is now offering CBT (Computer-Based Training) for the Siterra Product Line. In this catalog, you will find a list of programs and available courses, course objectives, and audience profiles.

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Price: $125

Course Type: Program

Audience Profile: Siterra users from beginners to intermediate

The Siterra End User Track is a great way to get started with Siterra. You will learn about Siterra features such as the organization of information, ad hoc reporting, Siterra customizations, real world

applications, and Site- and Asset-specific information.

Taking the End User Final Exam will allow you to demonstrate your proficiency in the topics covered during End User Units 1-3. The exam consists of two parts: ten standard questions (multiple choice, sequencing, matching, etc.) and ten simulated scenarios. During the scenarios you will be guided to complete common activities that were covered throughout the End User track in a simulated Siterra environment and will lose points for any incorrect mouse clicks.

The track consists of the following individual courses:

 Unit 1: Getting Started with Siterra

 Unit 2: Siterra in the Real World

 Unit 3: Object Homepages

 End User - Units 1-3: Final Exam

After completing this track, you will be able to:

 Log into Siterra.

 Navigate the Siterra application.

 Generate ad hoc reports.

 Recognize the Siterra organizational structure.

 Create and manage data on Search Rings, Sites, and Assets.

 Recognize the benefits of a permissions-based application.

 Create Incidents and Events.

Courses

Siterra – End User - Unit 1: Getting Started with Siterra

Price: $49

Course Type: Online

Audience Profile: Siterra users from beginners to intermediate Languages Available: English, Spanish, Portuguese

Getting Started with Siterra is an introduction to navigating around the Siterra application. During this course, you will learn about how to troubleshoot login issues, locate data from the homepage,

customize your Siterra experience, gain insight into how user Access Rights are handled, and generate ad hoc reports, all from your homepage.

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 Log into Siterra.

 Recover your password or unlock an account.

 Navigate around the Siterra homepage.

 Browse and Search Siterra for objects.

 Set your own preferences for how you use Siterra.

 Understand how Permissions affect what you see and do.

 Create Key Performance Indicators on your homepage.

 Generate ad hoc reports from your homepage.

Other Recommended Courses: End User Unit 2: Siterra in the Real World, End User Unit 3: Object

Homepages

Siterra – End User - Unit 2: Siterra in the Real World

Price: $49

Audience Profile: Siterra users from beginners to intermediate Languages Available: English, Spanish, Portuguese

Siterra in the Real World is the second unit in the End User track. During this course you will learn about establishing the organizational hierarchy in Siterra. You will also learn about Search Ring and Site homepages and their associated libraries, all within the context of real-life scenarios.

After completing this unit, you will be able to:

 Recognize the Siterra organizational hierarchy.

 Apply a real world scenario to Siterra.

 Navigate to a Search Ring homepage.

 Create a Search Ring.

 Navigate a Site homepage.

 Locate Document and Photo Libraries on a homepage.

 Search Document and Photo Libraries.

 Upload Documents and Photos to a Search Ring.

Recommended Prerequisite: End User Unit 1: Getting Started with Siterra Other Recommended Courses: End User Unit 3: Object Homepages

Siterra – End User - Unit 3: Object Homepages

Price: $49

Audience Profile: Siterra Users from beginners to intermediate Languages Available: English, Spanish, Portuguese

Object Homepages is the third unit in the End User track. During this scenario-based course you will learn about creating Siterra Objects and how to navigate their Homepages. In particular you will learn about managing Assets, Incidents, and Events while completing software simulation tasks. Additionally you will assign Responsibilities and Contacts to help facilitate task assignments.

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 Create a Site.

 Locate information on Object Homepages.

 Assign a Responsibility.

 Add an Asset.

 Add an Incident to a Site.

 Add a new Event.

Recommended Prerequisite: End User Unit 1: Getting Started with Siterra, End User Unit 2: Siterra in

the Real World

Other Recommended Courses: Advanced End User Track

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Price: $125

Audience Profile: Project Managers and Administrators

The Siterra Projects Track provides an in-depth explanation of how to create, manage, and track Workflows and deliverables. The focus of this Track is around the general End User. Some administrative tasks are also discussed for users in Roles such as Project Managers. However, this course is a great way for external users, such as Vendors and Contractors, to get a firm understanding of how to use the Project Schedules in the Siterra Application.

The Final Exam for the Projects Track encompasses materials presented in Units 1-3. The Final Exam will allow users to complete a 20-question exam with both standard questions and simulation questions in order to gauge their understanding of the Projects portion of the Siterra Application.

 Unit 1: Creating a Project

 Unit 2: Schedule Tasks

 Unit 3: Project Tools

 Projects - Units 1-3: Final Exam

 Add Project details to an object.

 Set up Notifications for Projects.

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Courses

Siterra – Projects - Unit 1: Creating a Project

Price: $49

Audience Profile: Project Managers Languages Available: English

The first unit of the Projects Track will provide you with an interactive application simulation that allows you to create a Project, edit a Project, and understand how to created Notifications and assign

Responsibilities within a Project Schedule.

 Add a Project to an object.

 Subscribe to and receive notifications about a Project.

 Add or view responsibility assignments on a Project.

Other Recommended Courses: Projects Unit 2: Schedule Tasks, Projects Unit 3: Project Tools, Advanced

Projects Track

Siterra – Projects - Unit 2: Schedule Tasks

Price: $49

Schedule Tasks is the second unit of the Projects Track. This unit will provide the user with a more in-depth understanding of how Tasks and Sub-Tasks are managed from the Project level. This includes creating, re-ordering, and managing Tasks and Sub-Tasks, as well as using Task Groups, Logs, and Task Dependencies to further analyze the Siterra Workflow process.

 Add Tasks and Sub-Tasks.

 Create Task groups and view logs.

 Establish Task dependencies.

Recommended Prerequisite: Projects Unit 1: Creating a Project

Other Recommended Courses: Projects Unit 3: Project Tools, Advanced Projects Track

Siterra – Projects - Unit 3: Project Tools

Price: $49

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Accruent Confidential and Proprietary, Copyright 2015. 10 Project Tools make up the third and final Project Track unit. In this unit, the simulations and interactions are focused around using other tools in Siterra to manage your Project, such as a Project Tracker. In addition, the Letter Manager function will be discussed which allows users the ability to send out notices to parties involved in the Project process that may not have Siterra access. Finally, some Bulk

Operations will be reviewed, such as adjustments to Project Schedules. After completing this unit, you will be able to:

 Use Project trackers to manage progress.

 Use the letter manager to send notices to involved parties.

 Use bulk operations to bring in data.

Recommended Prerequisites: Projects Unit 1: Creating a Project, Unit 2: Schedule Tasks Other Recommended Courses: Advanced Projects Track

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Price: $59

Audience Profile: Executives, Project Managers, Administrators

In the Reporting Track, you will information dedicated to best practices when using the in-depth reporting tool in Siterra, Microstrategy. These include the best way to create granular reports, scheduling reports to run on periodic schedules, saving reports, and exporting reports.

Test your ability to navigate and perform tasks with the Siterra Reporting module by demonstrating your knowledge and completing real life scenarios in the final assessment.

The track consists of the following individual courses: • Reporting (Basic)

• Reporting (Basic): Final Exam

After completing this track, you will be able to: • Use the Microstrategy reporting tool.

• Determine how to generate granular reports. • Determine how current the reporting data is. • Navigate through the reporting tool homepage. • Set and change reporting preferences

Courses

Siterra - Reporting (Basic)

Price: $49

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Languages Available: English, Spanish, Portuguese

In the Reporting (Basic) course, you will find three sections dedicated to best practices when using the in-depth reporting tool in Siterra, Microstrategy. With Microstrategy, you will learn through interactive simulations and video demonstrations about reporting best-practices. These include the best way to create granular reports, scheduling reports to run on periodic schedules, saving reports, and exporting reports.

After completing this course, you will be able to: • Use the Microstrategy reporting tool

• Determine how to generate granular reports • Determine how current the reporting data is • Navigate through the reporting tool homepage • Set and change reporting preferences

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Price: $80

Audience Profile: Advanced Reporting Users (WebPros)

In the Advanced Reporting track you will learn more advanced features to create and manage the Business Intelligence Reporting tool. In this track you will learn how to create and manage Documents, Dashboards, and Reports.

The track consists of the following individual courses: • Unit 1: Details of WebPro Reporting

• Unit 2: Functions of WebPro Reporting After completing this track, you will be able to:

 Differentiate between Basic and WebPro Users

 Understand key terminology

 Learn about different Report types

 Create a Report

 Learn about different Dashboard types

 Create a Dashboard

 Create a Document

 Understand Advanced Reporting WebPro Functions

 Add features to and edit Reports

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Courses

Siterra – Advanced Reporting - Unit 1: Details of WebPro Reporting

Price: $49

Audience Profile: Advanced Reporting users (WebPros) Languages Available: English

In the first unit of the Advanced Reporting, you will learn the basics of Administrator or WebPro Advanced Reporting. Such basics include the differences between an Advanced and Basic Reporting User, Advanced Reporting terminology, and how-to create Reports, Dashboards, and Documents. After completing this course, you will be able to:

 Differentiate between Basic and Admin Reports Users

 Understand key terminology

 Learn about different Report types

 Create a Report

 Learn about different Dashboard types

 Create a Dashboard

 Create a Document

Other Recommended Courses: Reports Track

Siterra – Advanced Reporting - Unit 2: Functions of WebPro Reporting

Price: $49

Audience Profile: Advanced Reporting users (WebPros) Languages Available: English

In the second unit of the Advanced Reporting modules, you will learn additional functions to enhance Reports and Dashboards. Such functions include filtering and adding prompts or panes. These functions will help you provide more detailed and focused information.

After completing this course, you will be able to:

 Understand Advanced Reporting Administrator Functions

 Add features to and edit Reports

 Add features to and edit Dashboards

Other Recommended Courses: Reports Track

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Audience Profile: Meant for users in the following groups: Real Estate, Operations, Planning, Regulatory

In the Leases track, you will find information on how to manage, maintain, and track Lease information across multiple Sites. Lease information as well as Payments, Allocations, Offsets, and Escalations can also be entered. In addition, Lease components, how to locate them, and how to use them, will also be discussed. Finally, the Finance Manager section of the Lease Administration tool will be covered. The Final Exam for the Leases Track encompasses materials presented in Units 1-4. The Final Exam will allow users to complete a 20-question exam with both standard questions and simulation questions in order to gauge their understanding of the Leases portion of the Siterra Application.

The track consists of the following individual courses: • Unit 1: Adding a Lease to an Object

• Unit 2: Payments

• Unit 3: Lease Components • Unit 4: Finance Manager • Leases – Units 1-4: Final Exam

After completing this track, you will be able to: • Create a Lease

• Locate Lease components, the Payment homepage, and Payment toolbars • Create Month-to-Month Leases

• Create Escalations, Allocations, and Offsets • Manipulate Payment Lines

• Manage Parent and Sub-Leases

• Create Critical Dates, Clauses, and Insurance on a Lease

• Make Payments, create Invoices, and Approve and Export Payments

Courses

Siterra – Leases - Unit 1: Adding a Lease to an Object

Price: $49

Audience Profile: Meant for users in the following groups: Real Estate, Lease Administrators, Planning,

Regulatory

Languages Available: English

In the first unit of the Leases track, an overview of Leases in Siterra will be discussed. You will learn how to create a Lease, identify the different components of a Lease, locate information in a Lease homepage, and use the Payment toolbar.

After completing this unit, you will be able to: • Add a new Lease to a Site

• Identify the components of a Lease • Locate Lease Components

• Identify where to locate information on a Lease homepage • Use the Payment Toolbar to manipulate Lease information

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Other Recommended Courses: Leases Unit 2: Payments, Unit 3: Lease Components, and Unit 4: Finance

Manager

Siterra – Leases - Unit 2: Payments

Price: $49

Regulatory

In the second unit of the Leases program, payment details will be discussed. Topics include creating Month-to-Month (MTM) Leases, adding Payment details such as Escalations, Allocations, and Offsets, and using Payment Lines to forecast income and Payment dates.

• Edit a Lease to create a Month-to-Month Lease term • Create an Escalation on a Lease

• Create Lease Allocations • Create Lease Offsets

• Use Payment Lines to view information about a Lease

Other Recommended Courses: Leases Unit 1: Adding a Lease to an Object, Unit 3: Lease Components,

and Unit 4: Finance Manager

Siterra – Leases - Unit 3: Lease Components

Price: $49

Regulatory

In the third unit of the Leases program, components of a Lease will be discussed. Topics include creating sub-Leases, linking Sites based on the Lease information, Critical Dates, Clauses, Insurance, and Legal Parties, as well as the Responsibilities feature of Leases, which differs from previous instances of Responsibilities.

After completing this unit, you will be able to: • Create a Sub-Lease on an existing Lease • Link a Lease across multiple Sites • Create Critical Dates on a Lease • Add Legal Party information to a Lease • Create a Clause to a Lease

• Add Insurance information to a Lease • Create Responsibilities on a Lease

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Other Recommended Courses: Leases Unit 1: Adding a Lease to an Object, Unit 2: Payments, and Unit 4:

Finance Manager

Siterra – Leases - Unit 4: Finance Manager

Price: $49

Regulatory

In the fourth and final unit of the Leases program, the permissions-based functionality of Finance 6 a Sub-Lease on an existing Lease

• Make a Payment on a Lease using Finance Manager • Generate a Payment Invoice

• Approve or Reject a Payment • Void a Payment

• Export a Payment

Other Recommended Courses: Leases Unit 1: Adding a Lease to an Object, Unit 2: Payments, and Unit 3:

Lease Components

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Price: $100

Audience Profile: Meant for users in the following groups: Real Estate, Operations, Planning, Regulatory,

Advanced Leases Users

In the Advanced Leases track, you will find information on how to perform Lease functions that are only available to users who have purchased the Advanced Leases features of Siterra. Lease functions such as Straight Line Rent, TI Allowances, Expense Reconciliation, and Percentage Rent will be covered in two separate units.

The Final Exam for the Advanced Leases Track encompasses materials presented in Units 1 and 2. The Final Exam will allow users to complete a 20-question exam with both standard questions and

simulation questions in order to gauge their understanding of the Advanced Leases portion of the Siterra Application.

 Unit 1: Advanced Lease Components

 Unit 2: Percentage Rent Payment Types

 Advanced Leases - Units 1-2: Final Exam After completing this track, you will be able to:

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 Create Straight Line Rent

 Perform Expense Reconciliations

 Create TI Allowances

 Create a Percentage Rent Payment

 Create Breakpoints

 Add Sales Types

 Create Adjustments

 View Sales History

 Regenerate Percentage Rent Lines

 Process and Reconcile Payments

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Siterra – Leases (Advanced) - Unit 1: Advanced Lease Components

Price: $49

Audience Profile: Real Estate, Planning, Operations, and Regulatory Languages Available: English

In the first unit of the Advanced Leases track, Advanced Lease functions including Straight Line Rent, Expense Reconciliation, TI Allowances, and Percentage Rent will be discussed. You will learn how to create these features on an existing Lease.

 Create Straight Line Rent on a Lease

 Add an Expense Reconciliation to a Lease

 Add a TI Allowance to a Lease

 Create a Percentage Rent Payment

Other Recommended Courses: Leases Unit 1: Adding a Lease to an Object, Unit 2: Payments, Unit 3:

Lease Components, and Unit 4: Finance Manager

Siterra – Leases (Advanced) - Unit 2: Percentage Rent Payments

Price: $49

In the second unit of the Advanced Leases track, a more in depth look at Percentage Rent will allow you to review Breakpoints, Sales information, Percentage Rent Lines, and how to process and reconcile Payments on existing Leases.

 Create a Breakpoint

 Recognize various Sales Types

 Create Adjustments

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 View Percentage Rent Lines

 Process Payments

 Reconcile Payments

Other Recommended Courses: Leases Unit 1: Adding a Lease to an Object, Unit 2: Payments, Unit 3:

Lease Components, and Unit 4: Finance Manager; Advanced Leases Unit 1: Advanced Lease Components

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Price: $150

Audience Profile: Meant for users in the following groups: Siterra Administrators

In the Administration Track, you will learn how manage Administrator responsibilities. This includes setting up Users, assigning Permissions and Responsibilities, understanding Access Rights, using Schedule Templates, and creating customizations.

The Final Exam for the Administration Track encompasses materials presented in Units 1 through 4. The Final Exam will allow users to complete a 20-question exam with both standard questions and

simulation questions in order to gauge their understanding of the Administration portion of the Siterra Application.

 Unit 1: User Setup

 Unit 2: Access Rights

 Unit 3: Schedule Templates

 Unit 4: Admin Customizations

 Create users and manage user details

 Create and assign Groups and Roles

 Add and Manage Notification Subscriptions and User Profiles

 Address User Password/Account Inquiries

 Assign Permissions to an Object

 Assign and remove Responsibilities

 Add Access Rights and manage Inheritance

 Manage Hierarchies and create a Unit

 Create Schedule Templates

 Add Tasks and Sub-Tasks

 Manage Permissions on a Template

 Create and Edit Forms

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 Add Library Categories and Sections

 Create Extended Attributes and Lookup Tables

Courses

Siterra – Administrator - Unit 1: User Setup

Price: $49

Audience Profile: Siterra Administrators Languages Available: English

The first unit in the Administrator track is an introduction to creating and managing Users. During this course, you will learn how to create and manage Users, assign Groups and Roles, manage Notification Subscriptions, and address User account or password inquiries.

 Create a User

 Manage User Details

 Create Groups and Roles

 Assign Groups and Roles

 Add and Manage Notification Subscriptions

 Edit and Manage User Profiles

 Address User Password/Account Inquiries

Other Recommended Courses: Administrator Unit 2: Access Rights; Unit 3: Schedule Templates; Unit 4:

Admin Customizations

Siterra – Administrator - Unit 2: Access Rights

Price: $49

In this course, you will learn to understand and manage Access Rights. This training builds off the Administrator Unit 1 course to better understand Access Rights relationships between Groups, Roles, and Hierarchies.

After completing the course, you will be able to:

 Define Access Rights

 Recognize the relationship between Groups and Access Rights

 Add/Remove Access Rights

 Understand Responsibilities

 Assign and remove Responsibilities

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 Manage Hierarchies

 Understand Access Levels

 Create a Unit

Other Recommended Courses: End User Track; Administrator Unit 1: User Setup; Administrator Unit 3:

Schedule Templates; Administrator Unit 4: Admin Customizations

Siterra – Administrator - Unit 3: Schedule Templates

Price: $49

In this course, you will learn how to add Tasks, Milestones, Responsibility, and Forms to Schedule Templates. This training enhances what was learned initially in the Projects track as well as the Administrator Unit 1 and Unit 2 courses.

 Create a Schedule Template

 Add Tasks and Sub Tasks

 Recognize Milestones

 Manage Permissions on a Template

 Create Forms

 Use Forms as a Sub Task

 Edit Forms

Other Recommended Courses: End User Track, Projects Track; Administrator Unit 1: User Setup;

Administrator Unit 2: Access Rights; Administrator Unit 4: Admin Customizations

Siterra – Administrator - Unit 4: Admin Customizations

Price: $49

In this course, you will learn how to create and manage Library Templates in order to organize files into Categories and Sections. You will also learn how to create Extended Attributes for use on Forms. This will enhance your learning in Admin Unit 4. Lookup Tables are also covered which will enhance your learning on creating your own pulldown menus.

 Create a Library Template

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 Add Categories and Sections

 Create Extended Attributes

 Understand Lookup Tables

 Create Lookup Tables

 Add Values to a Lookup Table

Other Recommended Courses: End User Track, Projects Track; Administrator Unit 1: User Setup;

Administrator Unit 2: Access Rights; Administrator Unit 3: Schedule Templates

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Audience Profile: Siterra users from beginners to intermediate

The following courses are additional courses available that are not part of a track.

Courses

Siterra – End User (Advanced) - Unit 1: Advanced Functionality

Price: $49

In the Advanced End User course, you will learn how to set up Siterra to view the information that is important in the way you want to see it. This includes customizing Grid views and learning how Sticky Views work. You will also learn how to download Schema Files to import and export various documents into and out of Siterra, Archive unused or out-of-date objects, and manage Assets.

After completing this course, you will be able to: • Create and Modify a Custom Grid Display • Search within a Grid View

• Export Grids to Excel • Create Sticky Views

• Use Schema Files to Import and Export Data • Archive Objects

• Search for Archived Objects using the Archive Manager • Manage Assets

Other Recommended Courses: End User Unit 1: Getting Started with Siterra, End User Unit 2: Siterra in

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Siterra - Projects (Advanced) - Unit 1: Project Dependencies

Price: $49

Audience Profile: Project Managers, Planning, and Administrators Languages Available: English

In this unit, you will take an in-depth look at creating inter-project dependencies. You will learn how to add and manage template and ad-hoc dependencies. You will also utilize the Global Dependency Manager to enable/disable dependencies by region.

 Create template dependencies

 Manage Project dependencies

 Create ad-hoc dependencies

 Utilize Global Dependency Manager

Other Recommended Courses: Projects Track

Siterra – Small Cell

Price: $49

Audience Profile: Siterra Small Cell users Languages Available: English

Siterra Small Cell introduces you to the new functionality included in the Small Cell module. You will learn about the new objects Hubs and Antennas and specific features of these new objects. After completing this course you will be prepared to take full advantage of the functionality in the Small Cell module.

After completing this course, you will be able to: • Define Hubs and Antennas

• Navigate Hug and Antenna Homepages • Add Hubs and Antennas

• Upload and Download Antenna Photos • Move an Antenna

• Import/Export Hubs and Antennas

Other Recommended Courses: Projects Track

Siterra – Mobile

Price: $49

Audience Profile: All Siterra Mobile Users Languages Available: English

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Accruent Confidential and Proprietary, Copyright 2015. 22 In this unit, you will learn how to navigate and use the Siterra Mobile application. Topics covered include how to use the Mobile application to view information, search of information, upload photos, and more.

 Login to Siterra on a mobile device

 Navigate the Mobile site

 Access your To-Do List on a mobile device

 View Site info on a mobile device

 Search for Sites based on Address or Location on a mobile device

 View other objects in the system on a mobile device

 Upload pictures on a mobile device