Edit Date: January 18, 2012

Infor ERP SyteLine

KnowledgeZone Orientation

v. 8.03

Copyright 2011 Infor

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Publication Information
Release: Infor10 ERP Business (SyteLine) 8.03
Publication Date: November 2011

Contents_________________________________________
Section 1: The SyteLine KnowledgeZone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Introduction...................................................................................................................................... 4
Key points ................................................................................................................................ 4
KnowledgeZone Learning Resources ...................................................................................... 5
Unlimited Access...................................................................................................................... 5
Using the KnowledgeZone .............................................................................................................. 6
Two methods for getting trained............................................................................................... 6
Browsing to find training........................................................................................................... 6
Setting up a quick personal training plan ................................................................................. 9
Notes about the training resources ........................................................................................ 11
For Administrators ......................................................................................................................... 13
Key points .............................................................................................................................. 13
Accessing the admin area...................................................................................................... 13
Using the features on the Site Admin page............................................................................ 14
Getting KnowledgeZone Support ..................................................................................................16
Contact Us ............................................................................................................................. 16
Expired logins and forgotten passwords ................................................................................ 16
Tips for making the most of your KnowledgeZone subscription ....................................................17

2011 Infor, Inc.

SyteLine KnowledgeZone Orientation Training Guide

Contents

SyteLine KnowledgeZone Orientation Training Guide 2011 Infor, Inc.

Section 1: The SyteLine KnowledgeZone

2011 Infor, Inc.

SyteLine KnowledgeZone Orientation Training Guide

Section 1: The SyteLine KnowledgeZone

Introduction
Key points

http:\\knowledgezone.infor.com
The KnowledgeZone provides tools to help you get in-depth training, using the methods
that fit your learning style and time constraints best. The training is provided by Infor
experts.
For those mananging training, the KnowledgeZone provides tools to help you organize and
track training for:

Project team members

Super-users

End-users

IT Support

Many companies dovetail their use of the KnowledgeZone with consultant visits so they can
maximize the value of the consultants time.
For example, they prepare for the consultants visit by learning the basics of a topic on the
KnowledgeZone, either individually or as a group. This allows them to discuss
implementation issues and explore other topics in depth with the consultant. In between
visits, they use the KnowledgeZone to review and expand their learning.
Companies also use the KnowledgeZone to offload routine questions from IT Support,
freeing up their support personnel for other tasks.

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Section 1: The SyteLine KnowledgeZone

KnowledgeZone Learning Resources

The KnowledgeZone provides you access to these resources for all versions of your
product:
1. Training guides

The guides used by Infor Consulting Services

Cover all the core SyteLine topics and modules

The curriculum for the self-study and instructor-led classes

2. Self-study classes

Available 24x7

Consist of training videos that include audio

Include the exact same presentations, demonstrations, and exercises our

instructors use in their live classes

3. Live, instructor-led classes

Delivered via a conference call (audio) and Webex meeting (video)

Led by a live instructor so you can ask questions

Include presentations, demonstrations, and hands-on exercises

Follow the curriculum found in the training guides

4. Automatic customized training plans

Outline step-by-step what each user needs to learn

Linked to learning resources (guides, self-study classes, and instructor-led

classes) so the user doesnt have to figure out and search for the class or guide
they need to learn the topic

Listed in pre-requisite order so the user doesnt have to figure out which order
to take the classes in

Include tracking so both the user and those managing the training can see how
much of the plan has been completed.

5. Administrator tools

Deactivate users

Reset passwords

Track training guide and video downloads and instructor-led class registrations

Track the creation and completion of user training plans

Unlimited Access
Because the SyteLine KnowledgeZone is a subscription-based service, this means you
can:

Download as many guides as often as you wish

Watch as many videos as many times as you want

Register for and attend as many intructor-led classes as your schedule allows

Theres never any additional cost.

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Section 1: The SyteLine KnowledgeZone

Using the KnowledgeZone

Two methods for getting trained
There are two ways to get the training you need:

Browse to find training

Set up a quick personalized training plan

If you are familiar with SyteLine and the prerequisites for each topic, use the browsing
method to find the guide or class you need. You can also use this method if you just need
a small segment of training.
If youre new to SyteLine, dont know which class will provide the training you need, or dont
know what the prerequisites are for each topic, use the quick automatic training plan
feature.

Browsing to find training

1. Go to the training resources page
To browse the training, go directly to the resource listing page by clicking on one of the
three resources buttons highlighted in the screenshot below.

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Section 1: The SyteLine KnowledgeZone

2. Filter for your product, version, and the training resources

Once youre on the resources page, you can filter for your product, version, and the
resources youre interested in. The system will save your selections for the next time you
log in.

Please note: the SyteLine KnowledgeZone only uses these resources as shown below:

Online Classes with Lab

Online Classes

Training Guides

Recorded Classes

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Section 1: The SyteLine KnowledgeZone

3. Click on the resource Title to access the training

The resource page displays all the training guides, self-study classes, and instructor-led
classes available. Click on the Title to access the resource.

Clicking on the title will take you to another page:

Training guides: youll be taken to a page that describes the guide and provides a View
button to open the document

Online Classes: youll be taken to a page that describes the class and provides a
Register button

Recorded Classes: youll be taken to a page that lists all the videos and documents for
the class. Click on the video titles to play the recordings.

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Section 1: The SyteLine KnowledgeZone

Setting up a quick personal training plan

In less than 30 seconds you can have a personal training plan and start learning.
My Training Plan is a tool to help you organize, complete, and track your training on
selected Infor products. It also allows the KnowledgeZone administrators at your site to
track your progress as well.
The training plan revolves around the responsibilities youll have in SyteLine. For example,
you might be responsible to voucher payments to vendors, send invoices to customers,
create bills of material, or record the work youve performed on a job order.
Each responsibility is made up of one or more tasks that you need to perform in SyteLine.
For example, those who are responsible for maintaining item records, will need to be able
to perform the tasks such as creating item records, assigning ABC codes, and perhaps
updating an items material status.
To create a training plan, you simply identify the things youll be responsible for and add
them to your plan. The KnowledgeZone will add any prerequisites and then generate a plan
that links you to the exact learning resources (guides and classes) you can use to learn the
tasks youll be responsible for.
To set up your training plan, youll use the links shown below.

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Section 1: The SyteLine KnowledgeZone

Step 1: Identify the things youll be responsible for

We created an Excel spreadsheet that lists all the core responsibilities you might have and
the tasks that go with them. Take some time to review that spreadsheet.
To get the spreadsheet, click on the "Instructions" link under the "Create Your Own Training
Plan" menu in the sidebar. Scroll to the bottom and download the spreadsheet to your
computer. Note that the responsibilities and tasks are grouped by business area as shown
below.

In some instances, you might not know which responsibilities you need to add to your plan.
If you dont, discuss the spreadsheet with your manager or your SyteLine project team
leader.

Step 2. Add responsibilities to your plan

Once you identify what youll be responsible for, go to the Add Responsibilities page and
click the Plus ( + ) buttons to add areas, responsibilities, or tasks to your plan. The system
will automatically add all prerequisite responsibilities.

Step 3. Remove individual tasks

Sometimes it's easiest to add whole responsibilities and areas to your plan, even if you
won't be responsible for all the tasks associated with those responsibilities or areas. If there
are any tasks in your plan you don't need to learn, go to the Remove Responsibilities page
and click the Minus ( - ) buttons to remove areas, responsibilities, or tasks from your plan.

You will not be able to remove responsibilities that are prerequisites for other
responsibilities from your plan. First remove the dependent responsibility, then
you may remove the prerequisite.

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Section 1: The SyteLine KnowledgeZone

Step 4. Start learning and tracking your progress

Once you have added the right list of responsibilities and tasks, click on the My Training
Plan button at the top of the site to see your plan and all the KnowledgeZone training
resources (classes, guides, recordings) you can use to learn each task.
Because the plan is sorted in prerequisite order, all you need to do is start with the first task
at the top and work your way down the list.

When you can perform a task comfortably, select the Task Learned checkbox for that task.
This will allow you and the KnowledgeZone administrator at your site to track your progress.

You do NOT need to use all the learning resources listed under each task -simply use those that fit your schedule and learning style.
If you already know how to perform the task, click the Task Learned checkbox
and move on to the next task in the list.

Notes about the training resources

Using the guides
Most of the documents provided on the KnowledgeZone are in Adobe Acrobat PDF format.
Feel free to download them to your computer and print them out.
If youre taking a self-paced or instructor-led class, please download the guide before class.

Using the self-paced classes

The self-paced classes follow the training guides and, therefore, include hands-on
exercises. All of the exercises are desigined for use with the Demo database (sometimes
called the bicycle or training database) that comes with SyteLine.
If you have SyteLine installed at your company, you have the Demo database. Ask your
SyteLine administrator to install the database and give you a login.

Attending the live, instructor-led classes

Like the self-paced classes, the instructor-led classes follow the training guides and,
therefore, include hands-on exercises. All of the exercises are desigined for use with the
Demo database (sometimes called the bicycle or training database) that comes with
SyteLine.

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Section 1: The SyteLine KnowledgeZone

Depending on the type of class, you may have to provide your own environment:

Classes with a type of "Online Class" require you to use an instance of the Demo
database that has been set up at your site. If you have SyteLine installed at your
company, you have the Demo database. Ask your SyteLine administrator to install the
database and give you a login BEFORE you attend class.

Classes with a type of "Online Class with Lab" provide you with an environment online.
You do not need to set up any database to take the class.

When you register for an instructor-led class, youll be sent a registration confirmation that
tells you the conference call information. When you join the conference call, youll be given
the Webex meeting information.
If you find you cannot attend a class, please notify us by clicking the Contact Us link at the
top of the site. This will help us use our instructors time efficiently.

With both types of instructor-led classes, you do not have to do the hands-on
exercises if you dont want to. Youre more than welcome to attend to simply
watch and ask questions.

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Section 1: The SyteLine KnowledgeZone

For Administrators
Key points
If you are a KnowledgeZone administrator for your company, you will be able to access the
KnowledgeZone administration area through your account. The administration area allows
you to:

View whether a user has created a training plan, what's included in that plan, and how
far that user has progressed.

Update a user's status.

View classes a user has registered for and files the user has downloaded.

Accessing the admin area

1. Click on My Account
To access the KnowledgeZone administration area, click on the My Account button at the
top of the site, login (if you haven't already), and then click the Site Admin link there.

2. Click on Site Admin link

In your account profile, a Site Admin link will appear. Click on that link to access the Admin
page where you can perform basic user admin and view user activity and training plans.

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Section 1: The SyteLine KnowledgeZone

Using the features on the Site Admin page

The Site Admin page displays all the users that have logins to the KnowledgeZone at your
site. It also provides links to allow you to edit user profiles and view the training theyve
accessed and completed.

Viewing downloads and enrollments

You can view downloads and enrollments for everyone at your site or by user. Downloads
include documents and videos. Enrollments are for instructor-led classes.
Please note: the fact that someone has downloaded a video or enrolled for a class doesnt
indicate they have learned a particular task. These links are provided to help you see
general usage of the KnowledgeZone.

Viewing site training plans

The training plans area allows you to view which users have created a training plan, how
much of it theyve completed, and whats included in that plan.

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Section 1: The SyteLine KnowledgeZone

Updating user profiles

On the User Profile you can:

Reset a users password

Change a users name and email address

Designate other users to be Web User Admins and have access to the Site Admin page

Change a users Login Status to inactive.

If you want to delete or add users, you need to contact KnowledgeZone support
at knowledgezone@infor.com.

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Section 1: The SyteLine KnowledgeZone

Getting KnowledgeZone Support

Contact Us
If you ever have a question or issue, simply click the Contact Us link at the top of the site
and submit your query.

Expired logins and forgotten passwords

If you (or anyone at your company) has forgotten your password or let your activation email
expire:
1. Go to http://knowledgezone.infor.com
2. Click on the Login link at the top
3. When you're prompted to log in, click on the "I forgot my password link" instead (your
login ID is your email address).
4. Your account will be reset and an activation email sent to you. Please note that you
have 5 days to respond to the activation email before it expires.

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Section 1: The SyteLine KnowledgeZone

Tips for making the most of your KnowledgeZone

subscription
There are a lot of ways to use the KnowledgeZone; the following activities have helped
other customers get the most out of their subscription:
1. Use the My Training Plan feature to organize and track training at your site.
2. Set up a Demo database and give everyone who needs training a login to that
database. You might need to install more than one instance of the Demo database. Do
not use your pilot databases for KnowledgeZone training.
3. Learn in the style that best suits you. If you prefer to get into the system and bang away,
get a login to the Demo database, download a guide, and watch some videos. If you
want to ask an instructor questions, register for an instructor-led class.
4. Prepare for your consultant visits by taking appropriate self-paced or instructor-led
classes BEFORE the consultant comes.
5. Take a self-paced or instructor-led class with someone else from your department or a
group. Many departments or project implementation teams attend as a group or pairs
so they can discuss issues together.
6. Use the self-paced class recordings to review specific topics or catch up on sessions
of instructor-led classes you missed.
7. Dont hesitate to contact us with questions. If your question is more appropriate for Infor
Support or our consulting group, well redirect it. But ask the question.

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SyteLine KnowledgeZone Orientation Training Guide 2011 Infor, Inc.