The FYI Help Centre provides a range of articles, video tutorials, pre-recorded training sessions and masterclasses for new Users and FYI Administrators.
It is important to develop a training plan to suit the size and structure of your practice.
Given all teams have unique workflows and skillsets, the FYI Client Success team can help tailor a training plan to suit your needs, including live training and Q&A sessions, as well as self-guided learning resources most relevant to your practice.
Here is a simple training plan that we recommend using as a starting point for your practice.
|3 Weeks Prior||FYI Admins||Getting Started as an FYI Admin|
|2 Weeks Prior||Administrators||Templates and Stationery
Templates and Signatures for Email
|2 Weeks Prior||FYI Champions|
|1 Week Prior||All Users||Beginner Tutorials|
|Go Live||All Users||
Training for New Users [Important]
|2 Weeks Post||FYI Champions||Automating your Practice Masterclass|
|3 Weeks Post||FYI Champions||Enhancing your Workflow Masterclass|
Resources for New Users
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 Home, Clients, Documents, Jobs, Tasks, Automations and Knowledge.
- Learning the Essentials: Learn how to login, display and use the Drawer, use the + button in the menu bar 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.
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 self-guided 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:
Refer to the section Learning Resources