This training has been designed for FYI Administrators who are configuring FYI for their practice.
You may also like to share with your FYI Champions so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.
Refer to Appointing FYI Champions.
We recommend FYI Admins & Champions undertake the live training, prior to Go Live day. This will ensure your practice is configured correctly and you have ample time to consider how your team will use FYI before they get underway!
The OnDemand training videos below are a snap-shot from live training sessions for you to refer back to when needing assistance in your initial setup of FYI.
Setting up Cabinets and Categories
Watch this video to learn how to:
- Create and maintain cabinets
- Configure the filing structure of a cabinet
- Add categories to a cabinet
- Enable knowledge cabinets
- Create and maintain categories.
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Managing Users and User Groups
Watch this video to learn how to:
- Create and maintain users
- Update user profiles
- Confirm active users
- Maintain user groups
- Assign cabinet and permission groups.
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Managing Practice Settings
Watch this video to learn how to:
- Enable your practice wide settings
- Set practice defaults for opening Outlook and Office documents
- Update task due dates
- Review and configure default settings.
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Managing Views, Job States and Tags
Watch this video to learn how to:
- Review your custom views
- Configure job states
- Review and maintain tags.
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