Training for New Users (Training Presentation)

Before getting started

Prior to this session, we recommend users be invited into FYI to complete the Beginner Tutorials.

Before getting started, please make sure you have completed the following steps to set up your computer:

1. Install the FYI Add-ins for Office and Outlook
2. Configure your OneDrive for use with FYI
3. Prepare your browser for FYI

Refer to Optimising a computer for use with FYI.

What does this session cover?

This training session is designed for new users who are beginning their journey with FYI. We recommend starting your in-house training with this session on your Go Live day or just prior.

In this 75 minute presentation we cover:

• Why FYI (a brief introduction to FYI)
• Navigating FYI for the first time
• Intro to:
  • Search and Retrieval   
  • Document Management
  • Email Management
• Additional Resources

Click here to download the training presentation (130mb)

How-to present

The presentation is in PowerPoint format and is broken-up into several modules (in accordance with the agenda above). If necessary, you can customise, add or remove slides to make it more relevant for your practice. 

To watch the presentation, simply open the PPT file and select the presentation icon in the bottom right corner (or press F5). The presentation will automatically play, with audio.

If you do not hear the audio, check your speakers and/or volume settings. 

At various spots throughout the presentation, you will be required to pause the presentation to watch a video or discuss. Links to the applicable videos are included in the presentation. 

To pause the presentation, select the 3 dot icon in the bottom left-corner whilst presenting.

To open a video link, click on the text "Click here" in the bottom left of each applicable slide. This will open the video in your internet browser. Once the video is complete, return to the presentation and continue.

You may also wish to download the presentation slides in PDF format to distribute to the team. The slides include links to relevant help articles where you can find additional information and step-by-step instructions.

Click here to download the training presentation slides in PDF format.