The FYI Help Centre provides a range of articles, video tutorials, pre-recorded training sessions and masterclasses for new Users and FYI Administrators.
Given all teams have unique workflows and skillsets, your FYI Champion group should view FYI’s training resources in advance of any in-house training. Taking what they know about your practice, you can then tailor a training plan to suit your needs.
Example Training Plan
It is important to develop a training plan to suit the size and structure of your practice. Here is a simple training plan that we recommend using as a starting point for your practice.
Discuss with your Client Success Manager the potential to integrate live training and Q&A sessions throughout this plan.
|3 Weeks Prior||FYI Admins||Training for New Admins|
|3 Weeks Prior||FYI Champions||Trial Checklist|
|2 Weeks Prior||FYI Champions||Beginner Tutorials|
|2 Weeks Prior||FYI Champions||Training for New Users|
|1 Week Prior||All Users||Beginner Tutorials|
|Go Live||All Users||Training for New Users [Important]|
|Go Live||All Users||On-Demand Learning Resources|
|1 Week Post||Administrators||Masterclass: Templates & Stationery|
|2 Weeks Post||FYI Champions||Masterclass: Automations|
|3 Weeks Post||FYI Champions||Masterclass: Workflow|
Before inviting the entire team into FYI, we recommend getting the FYI Champion group to complete the below trial checklist. This will help to ensure all of the fundamental elements of FYI are up and running.
Feel free to print this out and tick each item off as you successfully complete it.
|During Trial||FYI Champions||Login to FYI|
|During Trial||FYI Champions||Optimise your computer for use with FYI|
|During Trial||FYI Champions||Test the FYI App in Outlook|
|During Trial||FYI Champions||Test the FYI App in Office|
If you are unable to complete an item, contact your FYI Client Success Manager, or submit a support request.
Resources for New Users
Getting Started (Guided Tutorials)
To familiarise new users with the platform and learn how to complete a few basic tasks, we recommend the following resources:
- Navigating FYI: Navigating the FYI Dashboard, Clients, Documents, Jobs, Tasks, Automations and Knowledge.
- Learning the Essentials: Learn how to login, display and use the Drawer, use the +New button to create documents and tasks, find information in FYI, use the client workspace and more.
- Beginner Tutorials: Learn how to create your first letter in FYI, delegate a task, file your first email in Outlook and edit documents.
Refer to the sections in Getting Started
Training for New Users (Training Video)
This 90-minute training session is designed for new users who are beginning their journey with FYI. We recommend viewing this training session in-house, once users have completed the Getting Started content, but prior to your Go Live date.
Training for New Users (required for Go Live day):
- Why FYI
- Navigating FYI for the first time
- Intro to:
- Search and Retrieval
- Document Management
- Email Management
- Additional Resources
The presentation also contains some additional modules for those interested in developing their knowledge further on day one.
Refer to Training for New Users.
Additional Learning Resources
For users who prefer to jump in and learn on the fly, we have prepared a series of academy-style video tutorials. Each video is focused on a specific concept, function or feature of FYI and limited in length (2-7 minutes each).
View these on an ad-hoc basis to accelerate your learning, or identify and distribute those that are key to your practice workflows.
Refer to the sections in Learning Resources
Resources for Administrators
The following resources are useful for new Administrators and anyone you choose to appoint as an “FYI Champion” so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team. Refer to Appointing FYI Champions.
Getting Started as an FYI Admin (Training Video)
In this 40-minute training video, you will learn about:
- Practice Settings
- User Settings
- Client Settings
- Client Admin Functions
Refer to Getting Started as an FYI Admin.
Masterclasses (Recorded Webinars)
We also run regular masterclasses that are free to attend. They are a great way to keep FYI Admins and Champions up to date with new features and ensure your practice is getting optimal use from the FYI platform.
Masterclasses are recorded and shared in the resource library so that you can access them at any time.
For new admins, we recommend the following masterclasses:
- Best Practice Filing (60 minutes)
- Optimising Stationery and Templates (60 minutes)
Refer to the section Resources for Admins.
Extended Training Plan
Click here to download a checklist of training resources to help your team progress beyond beginner, to more advanced users. This resource outlines a number of key FYI features that your Champions should work toward understanding over the course of the first few months.