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Bryant Consulting Group, LLC Sample Portfolio Training Manuals & Quick Fact Reference Sheets

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Bryant Consulting Group, LLC Sample Portfolio

Training Manuals & Quick Fact Reference Sheets

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MS Outlook Office 2003 Quick Tips

Quick Tips Working with Contacts Creating Contact Information 1. On the Navigation Pane, click the Contacts icon. 2. On the Standard toolbar, click the New Contact button. 3. Fill-in the contact information. 4. Click the Save and Close button. Export a contact to a vCard file 1. On the Navigation Pane, click the Contacts icon. 2. Double-click the contact entry to export. 3. On the File menu, click Export to vCard file. 4. In the Save in box, navigate to the desired folder to export the file to. 5. In the File name box, type a file name for the export file. 6. Click the Save button. Export Contacts to another program 1. On the Navigation Pane, click the Contacts icon. 2. On the File menu, click Import and Export. 3. Select Export to a file and click Next. 4. Choose a file type to create and click Next. 5. Select the desired Outlook folder to export and click Next. 6. Click the Browse button and navigate to the desired folder to export the file to. 7. In the File name box, type a file name for the export file. 8. Click OK. 9. Click Next. 10. Click the Map Custom Fields button to select/deselect fields to export. Click OK after

custom fields are mapped. 11. Click Finish. Link Items to a Contact 1. Open the desired item (appointment, journal entry, note, etc.) to link. 2. In the bottom left corner, click the Contacts button. 3. In the Items list, click the contact to link, and click OK. 4. Click the Save and Close button.

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Microsoft Windows XP

©2004 Bryant Consulting Group, LLC

9

The Start Menu

The start menu allows you to begin working with all of the programs installed on your computer. It also is your link to perform most of the possible tasks on Windows XP. You open the Start menu by clicking the Start button found at the lower left corner of the screen. You can customize your start screen to have the programs that you use most frequently pinned at the top, left-hand side of the start menu. This process, new to Windows XP, is called Pinning. The Start menu also has a set of links to the last six programs you started below the first horizontal line on the left side of the menu. On the right side of the Start menu there are links to the locations where you most likely will store your files, a link to a directory of other computers on your network, and links to various other tools that you may find useful when working at your computer. The XP start menu is different from the start menu of previous Windows versions. You can configure your computer to use the classic start menu, instead of the newer version if you prefer using it.

Sample Windows XP Start Menu Sample Windows XP Classic Start

Menu

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Microsoft Windows XP

©2004 Bryant Consulting Group, LLC

10

Practice Exercise

1. Click the Start button to display the Start menu. 2. Right-click the Start menu, and click Properties on the shortcut menu. 3. Click Customize.

The Taskbar and Start Menu Properties dialog box opens. 4. Click the Start Menu tab, if necessary.

Taskbar and Start Menu Properties dialog box

5. Select the Start menu option, if necessary. 6. Click OK.

The Taskbar and Start Menu Properties dialog box closes.

Practice Exercise

1. Click the Start button to display the Start menu.

The Start menu displays. 2. Navigate to the designated program from the Start menu. 3. Right-click on the program name, and select Pin to Start menu on the shortcut menu.

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Microsoft SharePoint End User Training

Creating a Network Place to your SharePoint Site

1. Double-click My Computer.2. Click on My Network Places.3. In the right frame, double-click on Add Network Place.

You will see a Network Wizard dialog box.4. Click Next.5. Select Choose Another Network Location.6. Type in the URL of your SharePoint site or subsite.7. Type in your User name and Password.8. Select the Remember My Password box and click Next.9. Type a Name for your site and click Next.10. Select the box to open the site and click on Finish to

complete setup. You now have a shortcut to your SharePoint site in your Network Places folder.

Create a Contact or Event in SharePoint

1. From the Home page, click on Events.2. Click on New Item to create an event.3. Complete the new item form with an event titled "Team

Meeting" and then click Save and Close.

Add a contact or event from a SharePoint listto Outlook

1. In the events list, click the hyperlink for the Team Meeting event. This will take you to the event information window.

2. Click the Export Event link.

3. When the File Download dialog appears, click Open to open the .vcf (vCard) or .ics (iCalendar) file that you created.

4. Click Save and Close to add the resulting appointment to your Outlook calendar.

Linking Events and Contacts to Outlook

1. In the Events window, select Link to Outlook.

2. Select Yes.

You will now see the SharePoint folder listed in your Outlook folder list.

Adding a Single Document to a Library

1. Go to your SharePoint site.2. On the top link bar, click Documents and Lists. On the

Documents and Lists page, click the Document Library that you wish to work in.

3. Click Upload Document.

4. On the Upload Document page, click Browse to the folderwith the documents you need.

5. Click the file you wish to upload and then click Open.

6. Click Save and Close.7. The Microsoft Office file appears in the document library.

The Status property is set to the default.

Uploading Multiple Documents

1. In the document library, click the Document Workspace that you previously created.

2. Click Upload Document.3. On the Upload Document page, click Upload Multiple

Files. 4. Go the folder where you have your files. 5. Select the files you want to upload by selecting the check

box next to each file.

6. Click Save and Close. 7. When prompted to confirm that you want to upload the

files, click Yes.

Open a File for Editing

1. Go to the SharePoint site. On the top link bar, click Documents and Lists. On the Documents and Lists page, click on the appropriate Document Library.

2. In the document library, point to the file to display a down arrow.

3. Click the down arrow to reveal a menu, and then click Editin Microsoft Office Word.

4. Office Word 2003 opens, displaying the file. The Shared Workspace pane also opens.

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Send a Meeting Request and Create a MeetingWorkspace

1. In the Calendar view in Outlook, create a new meeting request by selecting New> Meeting Request.

2. In the To box, add the names of the people you want to invite or add a distribution list name. The names of these invitees will automatically display in the Attendees list in the workspace after you send the request.

3. In the Subject box, type the title of the meeting. This titlewill automatically display at the top of the workspace andis used as the site name in the workspace address.

4. Specify the date, time, and location of the meeting. This information will automatically display under the title in theworkspace.

5. Select Meeting Workspace. 6. In the Meeting Workspace task pane, click Change

settings.1. In step 1 in the task pane, select a location for your work

space. 2. In step 2 in the task pane, select Create a new work

space, and then select a template language and type. These settings become your default settings for future workspaces you create.

7. After completing the settings, click OK to return to the first task pane.

8. Click Create. 9. To open your browser and view the workspace, click Go

to workspace in the task pane. Alternatively, you can click the link that was added to the body of the meeting request. You can add information or customize the workspace now or at a later time.

10. To complete the meeting request, switch back to Microsoft Outlook by selecting the Outlook title bar at the bottom of your window.

11. To send the meeting request and invite others to the meeting and workspace, click Send.

12. To save the meeting request but not send it, on the Filemenu, click Save. No attendee information will be sent tothe workspace, but other meeting details (subject, title, date, time, and location) will be sent.

Create a Document Workspace by Send a Shared Attachment

1. In Microsoft Office Outlook 2003, start a new e-mail message.

2. In the To box, type the e-mail addresses of those whom you want to be members of the Document Workspace site. Note: Recipients on the To and Cc lines are automaticallygiven permission to contribute to the site. Recipients on the Bcc line are not granted automatic access to the site and need to request permission.

3. In the Subject box, type a subject for your message. 4. On the Insert menu, click File.5. Click the document you want to insert, and then click

Insert.6. If the Attachment Options task pane is not visible, click

the Attachment Options button to display the task pane. 7. In the Attachment Options task pane, click Shared

attachments, and in the Create Document Workspace at box, click or type the Web address (URL) of a MicrosoftWindows SharePoint Services Web site where the Document Workspace site will be located.

8. Type a message in addition to the boilerplate, if desired, and then click Send.

Using the Create Button in the Shared Workspace

1. Open the document in Word, Excel, PowerPoint, or Visio. 2. On the Tools menu, click Shared Workspace.

The Shared Workspace task pane opens.3. In the Shared Workspace task pane, click or type the Web

address (URL) of a Microsoft Windows SharePoint Services Web site where the Document Workspace will belocated.

4. Click Create. 5. On the Members tab of the Shared Workspace task

pane, click 6. Type the user names or e-mail addresses for the

members you want to invite to the Document Workspace, separated by semicolons.

7. If you want members to have permissions other than those of the Contributor site group, select a different site group.

8. Click Next to select members.9. Click on Finish to confirm member selection.10. Select the box to send an e-mail invitation and click OK.

Create a Private Document Workspace for a Documentthat is already Published in a Document Library

1. In the document library on the SharePoint site, open the document you want to use.

2. In the Shared Workspace task pane, click the Documents tab

3. Click the arrow next to the name of the active document, and then click Create Document Workspace.

4. Click Yes.5. Select members and send invitations as in the previous

section. 6. Before you close the document, click the Documents tab,

click the arrow next to the name of the active document, and then click Save Updatable Copy.

7. In the Save As dialog box, choose a location on your localhard drive or server for the updatable copy, and then click Save, without changing the name of the file.

Create a Document Workspace from a Document Library

1. In a Web browser, navigate to the site where the desired document library is located.

2. Point and click the name of the document, click the Edit arrow that appears, and then click Create Document Workspace.

3. Follow the steps in the previous sections to invite members and personalize this workspace.

Create a Document Workspace from the SharePointLinks Bar

1. Go to a SharePoint web site where you have permission to create Document Workspaces.

2. On the top link bar, click Create. 3. On the Create page, scroll down to Web Pages and click

Sites and Workspaces. 4. Type a title, description, and Web address (URL), and

click a permission setting; then click Create. 5. On the Template Selection page, click Document

Workspace in the Template box, and then click OK.

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Module 2: It’s About RELATIONSHIPS

Page 27

You have exhausted all of the leads provided to you by Company XYZ without reaching your individual sales goal. What are some ways that you could generate new leads on your own?

PRACTICE EXERCISE

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Module 1: It’s About ME

Page 16

Module 1 Make it work

Now that you understand the power of ME and Company XYZ’s target market, develop your own sales strategy that will include the following elements:

What are YOUR sales goals? Identify the hotels in your region that YOU will target What is YOUR strategy

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Module 1: It’s About ME

Page 14

Identifying the Pains What are the pains of the hospitality industry? What are their concerns, worries, challenges?

quotable

If you can’t identify with and

understand the clients’ feelings or

difficulties, neither of you will be

happy with the sales process.

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Bryant Consulting Group, LLC Sample Portfolio

PowerPoint Training Aids

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AgendaIn This Module We Will :•Identify What is Rational ClearCase.•Identify the Intended Purpose at the USPTO.•Review the Documentation and Help Guide.•Review the USPTO ClearCase Environment.

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Module 10Working with Dynamic Views

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Installation

Overview of installation planAmount of time Locations affected Installation staff

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High Speed Internet Access (HSIA)Internet connection faster than 512 kilobytes per second (512Kbps)Download speed of 6MbpsUpload speeds of 768Kbps

Compare with dialup of 52Kbps

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CONNECTION STEPSCONNECTION STEPS

Shut off the ComputerShut off the Computer

Plug the Ethernet Cord into the Ethernet Port or AdaptorPlug the Ethernet Cord into the Ethernet Port or Adaptor

Turn on the ComputerTurn on the Computer

Click on the BrowserClick on the Browser

Follow Directions on the ScreenFollow Directions on the Screen

Insert Ethernet Card and Connect Adaptor (if necessary)Insert Ethernet Card and Connect Adaptor (if necessary)

Connection Steps

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CAT5CAT5 is the 5thgeneration of standard Ethernet(network) cabling.

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Wide band of frequencies that transmit information over a common wire

Allows for simultaneous transmission of data

What is Broadband?

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Broadband Router

Specialized computers that send your data and those of every other user speeding to their destinations along thousands of pathways. Combines the features of a traditional network switch, a firewall, and a DHCP server. Joins networks together.

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Bandwidth

The data rate supported by a network connection, expressed in terms of bits per second. Represents the capacity of the connection. The greater the capacity, the more likely that greater performance will follow.

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Wireless Access PointsA WAP is the location in a building where a

wireless router is located.