1.1: Foundations - Course Outline
Brief overview of how Weever Academy works, the course content and learning expectations.
Key Takeaways
Module 1: Foundations- 1.1 Course Outline
- 1.2 Weever Process Overview
- 1.3 Regulatory Compliance
- 1.4 Roles & User Management
Module 2: Digitizing Forms
- 2.1 Elements of your Digital Workflow
- 2.2 Form Builder Basics
- 2.3 Summary Forms
- 2.4 Simple & Recurring Checks
- 2.5 Approval Signatures
- 2.6 Numbers and Calculations
- 2.7 Overview of Every Form Builder Field
Module 3: Building Process Templates
- 3.1 Process Templates & Settings
- 3.2 The Summary Form
- 3.3 Steps & Tasks
- 3.4 Recurring Tasks
- 3.5 Task Logic
- 3.6 Adding Action Items
Module 4: Launch & Management
- 4.1 The Operator Experience
- 4.2 Manager Visibility (Live Processes, Open Tasks, Process Reports and Form Reports)
- 4.3 Audit Readiness (Audit Trails, Activity History & PDF Output)
- 4.4 Process Alerts
- 4.5 Pilot & Launch Best Practices