Course Information

This one-day course is designed to consolidate the knowledge from the two-day full Administrator course and explain the key concepts and structure of the application.

Delegates will revise configuring and managing all aspects of the system.  The key users in development and finance with responsibility for Sequel should attend this course.

Pre-requisites

Those attending this course should have practical experience of using SDS Sequel.  It is not necessary to have completed the two-day administrator course, although delegates should be aware this is not a beginner’s course.

Course Objectives

By the end of the course delegates will be able to:

• Understand the structure of a project
• Understand how to configure the system
• Manage importing and exporting of information
• Understand how to link external information
• Preview and run reports
• Update and manage all aspects of a project

Agenda:

Introduction

Global Properties

• Managing projects
• Security levels
• Project ownership
• Account codes
• Interest rates

Project Explorer

• Project Summary
• Using Project Attributes
• Project Notes
• Searching Notes

Cashflow

• Account codes and how they are used in the cashflow
• Using cashflow attributes
• Cashflow navigation and editing
• Balancing the cashflow

Appraisals

• Importing appraisals
• Removing appraisals
• Updating appraisals
• Outturn NPV and loan position

Workflow

• Using dependencies
• Adding and removing tasks
• Renaming tasks and workflows
• Creating abstract timings
• Creating resources
• Advanced task properties
• Using resources
• Using abstract timings

People

• Creating categories
• Creating new organisations
• Adding contacts to organisations
• Setting organisation attributes
• Placing orders
• Sending e-mails and letters to contacts

Property

• Creating new properties
• Importing from an appraisal
• Manipulating the hierarchy
• Attributes
• Importing from Excel

QuickReports

• Overview
• Project
• Cashflow
• Appraisal
• Workflow
• People
• Property

System Reports

• Budget Variance
• Action logs

Reports

• Importing
• Filtering
• Exporting
• Saving copies with filters
• Previewing

Review

Questions and Feedback