Coreworx is highly invested in the successful implementation of its products to ensure maximum end-user satisfaction and productivity. Coreworx training consultants can provide a wide array of tactical services including: training needs assessments, training project planning and training delivery. Beyond implementation, Coreworx can help you make long-term education plans to maximize your investment in project information control.

Whether you are looking for technical training for system administrators, functional training for team members and end-users or even "train-the-trainer" sessions, Coreworx has a program that targets your specific audience needs. Every organization is unique so classes can be tailored to accurately reflect your business policies and procedures and fit within your corporate processes.

Our instructors provide classroom training to allow for hands-on practice and offer consultation around business practices. Classes can be delivered onsite at your location, at Coreworx and even online.

To schedule onsite training or to gather information on education topics, email us at info@coreworxinc.com or contact your Coreworx Account Executive or Project Manager.

Administrator Course:

Coreworx’ Oncore Administrator Training is a 2-day course for users who will be administering Oncore for their company and/or training and supporting their users on how to use the Oncore product. All areas of Oncore will be reviewed in a hands-on environment. A typical agenda includes a detailed demonstration of the product’s capabilities; learning how to enter and modify timesheets; how to enter and maintain information on the LEME resources, Work Breakdown Structures, rates, subcontractors and other data stored within Oncore; learning how to conduct and administer the approvals process; how to create batches and run reports; and how implement and support the security infrastructure. It is recommended that each client have at least 2 users who have received this training. This course is typically conducted on test or sandbox environment that replicates the configuration used on the client’s production environment and, as much as possible, references the client’s own terminology, requirements and business processes.

Approvals/Running Reports Course:

Coreworx’ Oncore Approvals/Reports Training is a 2-hour course for users who will be approving timesheet data in Oncore for their company or need to run reports and retrieve data from Oncore. A typical agenda includes learning how to login to Oncore and finding timesheet data assigned to them for approval; learning how the Oncore approvals process works; how they will be notified of outstanding approvals; and how to develop filters and run reports for their business. It is recommended that each user who will be approving timesheet data in Oncore or running their own reports receive this training, including users from external organizations. This course can often be conducted on the client’s production environment or a test or sandbox environment that replicates the configuration used on the client’s production environment using real data; and, as much as possible, reference the client’s own terminology, requirements and business processes. As an alternative, users who have received the Oncore Administrator training course can often also deliver this course.

Coreworx Administration/Configuration

This session begins with an overview of the Coreworx system in order to provide system administrators with an understanding of each module and how they fit together.  We go through the administrative functions in the Coreworx system such as creating the Coreworx tree view structure.  Once the tree structure is created, we look at how to set up system security.  Next we look at the notifications, reporting and audit functionality, and then later enabling a project for workflow and also enabling eForms.  This will provide participants with the skills to build their own projects and start them on their way to creating a global template allowing them to quickly set up new projects as necessary. Next we look at configuration of the Coreworx Document Management System (DMS).  Participants will learn how to set up a new archive with attributes configured to suit any project.  They learn how to create users with appropriate rights and set up security at different levels.  Once participants learn how to configure the DMS as such, they learn how to link Coreworx to the Coreworx DMS system.   This course involves discussion and consulting advice from past and current projects.  Prior to taking the Coreworx Administartion/Configuration course, participants should attend the Coreworx Basics and Document Controller courses.
Duration: 7 days

Coreworx Basics

Users will be introduced to the Coreworx framework and shown the many standard features that incorporate a fully functional system.  Users will know how to navigate within the Coreworx solution allowing them to fully collaborate with other users.  They will be able to find information in the standard Coreworx structure including working with documents in the document folders.  Once they are familiar with the main Coreworx system, users will expand their knowledge with the power incorporated by Coreworx DMS.  They will broaden their knowledge to documents in the Coreworx Document Management System (DMS) system where they will be able to work with document profiles and the files contained therein.  Participants learn how to search for documents in the Coreworx DMS and how to view and redline files anywhere in the system.  Now familiar with documents in the Coreworx DMS, users are taught how to share these documents with other users in the system using Coreworx Workflow.  
Course duration:  1 day

Data Entry Course:

Coreworx’ Oncore Data Entry Training is a half-day course for users who will be entering timesheet data into Oncore for their company. A typical agenda includes learning how to enter and modify timesheets; learning how to deal with transactions rejected in the Oncore approvals process; how to reconcile their timesheets to the work that’s occurred in the field to ensure the data has been entered accurately; and how to run reports for their business. It is recommended that each user who will be entering timesheet data into Oncore receive this training, including users from subcontractor organizations. This course can often be conducted on the client’s production environment or a test or sandbox environment that replicates the configuration used on the client’s production environment using real data and, as much as possible, reference the client’s own terminology, requirements and business processes. As an alternative, users who have received the Oncore Administrator training course can often also deliver this course.

Document Controller

Already familiar with the main Coreworx system, document profiles and how to work with them, document controllers learn how to transmit documents in and out of the system.  This includes processing Allocation Requests, Inbound Transmittals and Outbound Transmittals.  Often this involves discussion about the business rules configured for these processes.  Coreworx workflow is reviewed in addition to an in depth look at how to manage/track workflow processes and the transmittals and workflow interact.  Before attending the Document Controller course, participants should have attended the Coreworx Basics course.
Course duration: 1 day

eForms Design

The Coreowrx eForms Design course is an in-depth course to teach participants how to design and create electronic forms for users to fill in and capture information to be stored in the Coreworx system.  This involves tightly integrating the eForms to Coreworx Workflow processes, Coreworx projects and Coreworx DMS.  Working with Coreworx eForms involves learning how to work with the third party application Microsoft InfoPath.  This course requires a high technical  skill set and an in depth understanding of Coreworx configuration as well as the Coreworx database structure. Participants should have previously completed the Coreworx Basics, Coreworx Document Controller and Coreworx Administration/Configuration courses.  It is highly recommended that participants have spent some time administering, configuring and supporting the Coreworx product prior to attending this course.
Duration: 5 days

Interface Management – Administrator Training

This administration course is designed to enable participants to deploy and configure a new Coreworx Interface Management project and make any changes to the project through its life cycle.  Participants will create their own Interface Management project within our training system and enable it for use.  They will add contracting parties and apply the appropriate roles to the people working at each contracting party.  They will also learn how to set applicable confidentiality rules for these contracting parties and set which parties are visible to other parties.  We look at the document archives used to store the Interface Agreements, Action Items and Change Requests.  Next we import and deploy the applicable eForms and Workflows to the project.  Customizations to the Workflow Inbox and form logos are explored at the end of the session.  This course is designed for the people in your organization who will be configuring the Coreworx Interface Management solution and setting up new Interface Management projects within Coreworx.
Duration: 1 day

Interface Manager – User Training

This course exposes participants to Interface Agreements, Action Items and Change Requests in the Coreworx Interface Management solution.  We start with an overview of the Coreworx Interface Management solution and then explore the work processes included with the software.  Participants will walk through Interface Agreements to see how comments and responses are formally captured for each request.  Next we look at the less formal Action Items and how they are tracked and captured in the system.  As Interface Agreements progress through their life cycle, changes may be necessary so we walk through the process for a Change Request as it is brought to a resolution.   Participants will also become familiar with how to search for Interface Agreements and Action Items, and how to track progress and process reports. This course is designed for the people in your organization who will are involved in Interface Management.  Anyone who will participate in Interface Agreements, Action Items or Change Requests should attend.
Duration: 1 day

Project Controls

Project Controls training introduces participants to tools to structure, monitor and control the execution of project deliverables.  Participants will learn how Work Breakdown Structures, Scopes and Packages are set up, how schedule information is imported to Coreworx and exported to external parties, and how milestones are monitored.  The numerous reporting tools available in this solution are reviewed to show users how to interpret the data captured with this module.  We recommend that participants attend the Coreworx Basics course prior to this course.
Duration: 2 days

Report Development Course:

Coreworx’ Oncore Report Development Training is a 2-day course for users who will be developing their own reports within Oncore for their company. A typical agenda includes learning the Oncore report data model; how to query the Oncore report engine for transactions; using Oncore report formulas; commonly used fields and guidelines for developing reports pleasing to a reader. It is recommended that each user who will be developing their own reports in Oncore take this course. It is further recommended that the user initially go through the Oncore Administrator Training to understand how Oncore works as a system prior to taking this course. Having knowledge of other reporting or data warehouse solutions would be an asset to those wishing to take this course. This course can often be conducted on the client’s production environment or a test or sandbox environment that replicates the configuration used on the client’s production environment using real data; and, as much as possible, reference the client’s own terminology, requirements and business processes.

Super-User

Having previously attended the Coreworx Basics and Document Controller courses, this session is intended to help those who will fill the role of Super-User in your organization.  This might involve the people providing first-line support to your end-users and those conducting training for end-users in your organization.  A review of the functionality that was acquired in the Coreworx Basics and Document Controller courses is followed by interactive discussion about how to prepare for end-user training and what kind of questions to expect in post-production support of the Coreworx solution.  Topics would include adding users and setting them up with appropriate access, sample hands-on exercises and best practices.  Participants are also introduced to some of the administrative functions of the system such as adding nodes to the project tree, adding values to pick lists, creating extended searches, etc.  Course content may vary depending on your organization’s use of the Coreworx system and your needs.
Course duration: 2 days

Transmittals Design

The Transmittals Design course is an in-depth course on how to design and configure Inbound Transmittals, Outbound Transmittals and Allocation Requests.  This involves setting up the spreadsheets that users fill in listing documents sent in our out on a transmittal, creating the import routine to import data from the spreadsheet and associated files, configuration settings used to define the business rules for each of these processes.  This course requires a high technical  skill set and an in depth understanding of Coreworx configuration as well as the Coreworx database structure. Participants should have previously completed the Coreworx Basics, Coreworx Document Controller and Coreworx Administration/Configuration courses.  It is highly recommended that participants have spent some time administering, configuring and supporting the Coreworx product prior to attending this course.
Duration: 5 days

Workflow Design

The Coreworx Workflow Design course is an in-depth course to teach participants how to use the design tool to create workflow processes for use in the Coreworx system.  This involves learning how to work with the third party application Skelta and how to integrate these work processes with a Coreworx project and Coreworx DMS systems. This course requires a high technical skill set and an in depth understanding of Coreworx configuration as well as the Coreworx database structure.  Participants should have previously completed the Coreworx Basics, Coreworx Document Controller and Coreworx Administration/Configuration courses.  It is highly recommended that participants have spent some time administering, configuring and supporting the Coreworx product prior to attending this course.
Duration: 5 days