This library of on-demand training video series is designed to help you get the most out of Collaborate. A list of training topics is found below, and additional on-demand videos are being added over time.
Also, be sure to check the Training Schedule for weekly live training opportunities, and for personalized live trainings for your organization or network, please contact us at collaborate@networkninja.com.
TABLE OF CONTENTS
- Activities
- Case Review
- Contact and Organization Management
- Custom and External Forms
- Document Queue
- Goal Plans
- Goal Plan - Administration
- Network Administration
- New User Training Series
- Notifications
- Organization Locations Functionality
- Referral Module
- Reports
- Roles and Permissions Configuration
- Sign-offs Feature
- Site Administration
Activities
This on-demand series covers all topics from setting up, managing & using the Activity Module. If you would like to utilize this feature please reach out to us to discuss turning it on for your application.
Activity Module - 6 On-Demand Videos - Total Length: 5min 30sec
Site Admin Setup & Management - 5 On-Demand Videos - Total Length: 6min 53sec
Network Admin Setup & Management - 5 On-Demand Videos - Total Length: 6min 49sec
Additional help on Activities is available via Support Center articles.
Case Review
This on-demand series covers the entire Case Review module, from initial requests to conducting a Staffing.
Case Review - 14 On-Demand Videos - Total Length: 18min
More Case Review help and info is available via:
- Support Center: Case Review - 2022 Improvements & Updates, and
- Support Center: Case Review Help Articles
Contact and Organization Management
This on-demand series covers both how to create and manage Contacts and Organizations, how to re-send expired activation links, and how to create a new User.
Contact and Organization Management - 9 On-Demand Videos - Total Length: 11min 11sec
Additional help on Contacts and Organizations is available via Support Center articles.
Custom and External Forms
This on-demand series covers how to create, edit, and delete custom forms, as well as a demonstration of how to use External forms.
Custom and External Forms - 3 On-Demand Videos - Total Length: 4min 22sec
Additional help on Custom and External Forms is available via Support Center articles.
Document Queue
This on-demand video series covers everything about the Document Queue optional module. If your Collaborate application doesn't have this feature enabled, and you're interested in using it, please submit a support request to set up a live demo.
Document Queue - 8 On-Demand Videos - Total Length: 8min 13sec
Additional help on the Document Queue is available via Support Center articles.
Goal Plans
This series will discuss how to make use of the Goal Plan feature, like adding Goal Plans to a case, managing Goal Plans, and performing Goal Plan Reviews.
Goal Plans - 7 On-Demand Videos Total Length: 8min 41sec
Additional help with Goal Plans is available via Support Center articles.
Goal Plan - Administration
This series will discuss the administrative functions of the Goal Plan feature, like creating and editing Goal Plan templates, setting up Goal Plan categories, and adding Goal Plan steps.
Goal Plan Administration - 5 On-Demand Videos Total Length: 6min 50sec
Additional help with Goal Plan Administration is available via Support Center articles.
Network Administration
This series will cover all network & application administration topics such as application configs, security monitoring & management, application catalog, roles & permissions and much more.
Network Administration Training - 12 On-Demand Videos - Total Length: 25min 55sec
Additional Network Administrator help is available via Support Center articles.
Be sure to register for our live Admin trainings in the meantime!
New User Training Series
This New User Training series will teach you all of the basics of using Collaborate, so you can hit the ground running and start entering data into Collaborate.
New User Training Series - 25 On-Demand Videos - Total Length: 39min 12sec
Additional help is available via Support Center articles.
Be sure to register for our live New User Training.
Notifications
This on-demand video covers sending Notifications (email and SMS messages) out for Assignments and Tasks. We recently made big updates to how Notifications work and where they can be sent from, and we plan to extend this functionality to more places in the future, so if you have places you'd like to send Notifications out from, please submit a support request.
Notifications - 10 On-Demand Videos - Total Length: 20min 36sec
Additional help on Activities is available via Support Center articles.
Organization Locations Functionality
This series will discuss the Organization Location functionality, how to configure it, and how to utilize it within your organization’s workflow.
Organization Locations - 7 On-Demand Videos - Total Length: 7min 27sec
Additional help on Organization Locations is available via Support Center articles.
Referral Module
This on-demand series covers how to create various referrals in Collaborate via the Referral Module.
Referral Module - Creating Referrals - 8 On-Demand Videos - Total Length: 26min 35sec
Additional help on the Referral Module is available via Support Center articles.
Reports
This comprehensive Beginner Reports Training will teach you all you need to know to get started with running existing reports, and the basics of creating dynamic reports in Collaborate.
Collaborate - Beginner Reports Training - 1 On-Demand Video - Total Length: 1hour
You can also:
- Request a one-hour reports consultation each month for one-on-one assistance,
- Purchase Collaborate Concierge hours for dedicated help, and
- Consult the Support Center for help articles covering a variety of Reports topics.
Additional Reports help is available via Support Center articles.
Roles and Permissions Configuration
This series will go over the process of configuring Role Permissions.
Roles and Permissions Configuration - 9 On-Demand Videos - Total Length: 18min 36sec
Additional help on Roles and Permissions Configuration is available via Support Center articles.
Sign-offs Feature
Collaborate’s Sign-Off Feature allows Sites to implement a supervisory sign-off process for Cases and/or Services.
Sign-Offs Feature - 6 On-Demand Videos - Total Length: 12min 50sec
Additional help on the Sign-offs Feature is available via Support Center Articles.
Site Administration
This series covers the most popular topics for Site Administrators, including how to manage Contacts, Users, Organizations and high-level Case management.
Site Administration - 14 On-Demand Videos - Total Length: 17min 30sec
Additional Site Administrator help is available via Support Center articles.