Training Materials Microsoft Word 2010

8/13/2019 Training Materials Microsoft Word 2010

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Word 2010 Expert

Sampl

CorporateTraining Materials

All of our training products are fully customizable and are perfect for one day and half day workshops.

You can easily update or insert your own content to make the training more relevant to participants.

Our material is completely customizable and is backed up by a 90 day 100% no questions asked money

back guarantee!

With our training courseware you are able to:

Add your name and logo (and remove ours).

Add your own content to make the training more relevant to your clients (i.e. using

examples and case studies from within your organization or city)

Train unlimited users within your organization.

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TABLE OF CONTENTS

Preface ..............................................................................................................................................3

What is Courseware? ................................................................................................................................ 3

How Do I Customize My Course? .............................................................................................................. 3

Materials Required ................................................................................................................................... 4

Maximizing Your Training Power .............................................................................................................. 5

Icebreakers ........................................................................................................................................6

Icebreaker: Friends Indeed........................................................................................................................ 7

Training Manual Sample ..................................................................................................................... 8

Sample Module: Managing Versions and Tracking Documents ............................................................... 9

Instructor Guide Sample ................................................................................................................... 18

Sample Module: Managing Versions and Tracking Documents ............................................................. 19

Quick Reference Sheets .................................................................................................................... 30

Certificate of Completion ................................................................................................................. 32

HTML Material ................................................................................................................................. 34

PowerPoint Sample .......................................................................................................................... 44

Full Course Table of Contents ........................................................................................................... 49


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Preface

What is Courseware?

Welcome to Corporate Training Materials, a completely new training

experience!

Our courseware packages offer you top-quality training materials that

are customizable, user-friendly, educational, and fun. We provide yourmaterials, materials for the student, PowerPoint slides, and a take-

home reference sheet for the student. You simply need to prepare and

train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any

version of Word and PowerPoint. (Most other word processing and presentation programs support

these formats, too.) This means that you can customize the content, add your logo, change the color

scheme, and easily print and e-mail training materials.

How Do I Customize My Course?

Customizing your course is easy. To edit text, just click and type as you would with any document. This is

particularly convenient if you want to add customized statistics for your region, special examples for

your participants industry, or additional information. You can, of course, also use all of your word

processors other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the

Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire

table and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However,

to make it easy, we have used styles so that you can update all the text at once.

If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.

In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will

then produce the Modify Style options window where you can set your preferred style options.


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For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would

do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by

Corporate Training Materials.

Materials Required

All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard

or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each

module before training to ensure you have any special materials required. Worksheets and handouts are

included within a separate activities folder and can be reproduced and used where indicated. If you

would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead

of having individual worksheets.


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We recommend these additional materials for all workshops:

Laptop with projector, for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper

Maximizing Your Training Power

We have just one more thing for you before you get started. Our company is built for trainers, by

trainers, so we thought we would share some of our tips with you, to help you create an engaging,

unforgettable experience for your participants.

Make it customized.By tailoring each course to your participants, you will find that your resultswill increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.o Identify whether your participants are strangers or whether they work together. Tailor

your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance itall out. (For example, some people learn by reading, while others learn by talking about

it, while still others need a hands-on approach. For more information, we suggest

Experiential Learning by David Kolb.)

Make it fun and interactive.Most people do not enjoy sitting and listening to someone else talkfor hours at a time. Make use of the tips in this book and your own experience to keep your

participants engaged. Mix up the activities to include individual work, small group work, large

group discussions, and mini-lectures.

Make it relevant.Participants are much more receptive to learning if they understand why theyare learning it and how they can apply it in their daily lives. Most importantly, they want to

know how it will benefit them and make their lives easier. Take every opportunity to tie what

you are teaching back to real life.

Keep an open mind.Many trainers find that they learn something each time they teach aworkshop. If you go into a training session with that attitude, you will find that there can be an

amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,

and make the most of it in your workshops.

And now, time for the training!


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Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an

Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the

participants. If the participants are new to each other, an icebreaker is a great way to introduce

everyone to each other. If the participants all know each other it can still help loosen up the

room and begin the training session on positive note. Below you will see one of the icebreakers

that can be utilized from the Icebreakers folder.


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Icebreaker: Friends Indeed

Purpose

Have the participants moving around and help to make introductions to each other.

MaterialsRequired

Name card for each person Markers

Preparation

Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to

shoulder. They should place their name card at their feet. Then they can take a step back. You

as the facilitator should take the place in the center of the circle.

Activity

Explain that there is one less place than people in the group, as you are in the middle and will

be participating. You will call out a statement that applies to you, and anyone to whom that

statement applies must find another place in the circle.

Examples:

Friends who have cats at home Friends who are wearing blue Friends who dont like ice cream

The odd person out must stand in the center and make a statement.

The rules:

You cannot move immediately to your left or right, or back to your place. Lets be adults: no kicking, punching, body-checking, etc.

Play a few rounds until everyone has had a chance to move around.


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Training Manual Sample

On the following pages is a sample module from our Training Manual. Each of our courses

contains twelve modules with three to five lessons per module. It is in the same format and

contains the same material as the Instructor Guide, which is then shown after the Training

Manual sample, but does not contain the Lesson Plans box which assists the trainer during

facilitation.

The Training Manual can be easily updated, edited, or customized to add your business name

and company logo or that of your clients. It provides each participant with a copy of the

material where they can follow along with the instructor.


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Sample Module: Managing Versions and Tracking Documents

Word 2010 has some great features to help you work with your documents. If you need to go back to an

earlier version, you can use the auto save feature to help you restore an earlier version. This module

explains how to configure your auto save settings so that previous versions of your documents will be

available. It also explains how to review, compare, and restore previous versions. Youll also learn how

to work with tracked comments and changes from multiple authors. First, youll learn how to combine

the changes and comments into one document. Then, you can use that compilation to review all of the

comments at one time.

One who walks in another's tracks

leaves no footprints.

Anonymous


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Merging Different Versions of a Document

To configure the auto-save settings, use the following procedure.

1. Select the Filetab from the Ribbon to display the Backstage view.2. Select Options.

3. In the Word Options dialog box, select the Savetab.4. Check the Save Auto Recover information every __ minutes box to enable the auto save

feature.

5. Enter a number of minutes in between auto saves in the box, or you can use the up and downarrows to adjust the number of minutes.

6. Select OK.The Versionslist on the Backstage view. To view the Versions, select the Filetab on the Ribbon. Make

sure that the Info tab on the Backstage view is selected.


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You can click on a version to open it as a separate file. A message appears at the top of the file that

indicates it is an AutoSaved version.

Select Compareto open a new file with changes marked between the version you selected and the

original file you have open.

Select Restoreto return the selected version to the original file you have open.


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Tracking Comments in a Combined Document

To merge comments and changes from several documents into one document, use the following

procedure.

1. The file where you want to combine you changes should be open.2. Select the Reviewtab from the Ribbon.3. Select Compare. Select Combinefrom the drop down list.

4. In the Original document area, select the name of the document where you want to combinethe changes from multiple sources. If it isnt open, select the folder to open the file.

5. Make sure that any changes in this document are marked with a name or initials by entering thedesired Label.

6. Under Reviseddocument, select the name of the document where the changes are from thedrop down list (if the file is open). Otherwise, select the folder to open the file.


8. If you need to switch the documents (you have the document with revisions as the original),select the double arrow icon.

9. Select Moreto see all of the ComparisonSettings.


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10.Check the box (es) to indicate which items to include in the comparison.11. Indicate whether you want to show changes at the Character or Word level. For example, if the

word cat is changes to cats, Word shows the entire word changed instead of just the letter s by

default.

12. Indicate whether to show the changes in the original document, the revised document, or a newdocument.

13.Select OK.14.For multiple authors, repeat steps 1-13 until you have merged all of the changes into a single

document.


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Reviewing Comments in a Combined Document

To review the comments in the combined documents, use the following procedure.

1. In the document where the comments have been combined, select theReviewtab from theRibbon.

2. Select ReviewingPane. Select ReviewingPaneVerticalto see the comments on the left side ofthe Word window. Select ReviewingPaneHorizontalto see the comments on the bottom of the

Word window.

3. The Reviewing pane color codes the comments, with the name or initials of the author on theright side of the comment/change heading. Each change or comment is marked with the type of

change requested, such as Deleted, Inserted, or Comment. You can also see the comments in

bubbles on the right side of the Word window.


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Sample Module: Review Questions

1. Where do you configure the Auto Save settings?a) On the Review tabb) Under Manage Versionsc) In the Word Options dialog boxd) None of the above

2. You cannot control how often the auto save is performed.a) Trueb) False

3. Versions are usually only shown if you have auto save enabled.a) Trueb) False

4. What can you do with a previous version of a file?5. You can recover unsaved documents if Word created an auto save version in the default

location.

a) Trueb) False

6. You can combine multiple versions of a document into one document in order to review allcomments together.

a) Trueb) True, but you can only combine 2 documents at a timec) False


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Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor

with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual

mirrors each other in terms of the content. They differ in that the Instructor Guide is

customized towards the trainer, and Training Manual is customized for the participant.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to

assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to

complete the lesson, any materials that are needed for the lesson, recommended activities, and

additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.


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Sample Module: Managing Versions and Tracking Documents

Word 2010 has some great features to help you work with your documents. If you need to go back to an

earlier version, you can use the auto save feature to help you restore an earlier version. This module

explains how to configure your auto save settings so that previous versions of your documents will be

available. It also explains how to review, compare, and restore previous versions. Youll also learn how

to work with tracked comments and changes from multiple authors. First, youll learn how to combine

the changes and comments into one document. Then, you can use that compilation to review all of the

comments at one time.

One who walks in another's tracks

leaves no footprints.

Anonymous


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6. Select OK.Show the participants the Versionslist on the Backstage view. To view the Versions, select the Filetabon the Ribbon. Make sure that the Info tab on the Backstage view is selected.

You can click on a version to open it as a separate file. A message appears at the top of the file that

indicates it is an AutoSaved version.

Select Compareto open a new file with changes marked between the version you selected and the

original file you have open.

Select Restoreto return the selected version to the original file you have open.


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Tracking Comments in a Combined Document

Estimated Time 10 minutes

Topic ObjectiveTo learn how to combine documents from multiple reviewers into a single

document, where you can track all comments in one place.

Topic Summary

If you have changes from multiple reviewers, it can be difficult to track the

various changes while trying to review multiple copies of the document.

Instead, you can combine the documents into a single document. The

documents must be combined two at a time.

Planning Recommended

Ideally, for this lesson, you will need several versions of a document each

with tracked comments from a different author. To show the process, you

can add some comments to one of the sample documents and save it

separately so that the participants can compare two separate files.

Materials Required

Word 2010 A sample document with tracked comments saved as multiple files,

such as TrackedComments1.docx and TrackedComments2.docx

Recommended Activity

Have the participants merge comments and changes from at least two

documents into one file. Have the participants review the comment and

change tracking in the combined document.

Delivery Tips

Word stores one set of formatting changes at a time. Therefore, when you

merge multiple documents, you may be prompted to decide whether you

want to keep the formatting from the original document or use the

formatting from the edited document. If you don't need to track formatting

changes, you can clear the Formatting check box in the Compare and Merge

Documents dialog box.


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Show the participants how to merge comments and changes from several documents into one

document. Use the following procedure.

1. The file where you want to combine you changes should be open.2. Select the Reviewtab from the Ribbon.3. Select Compare. Select Combinefrom the drop down list.

4. In the Original document area, select the name of the document where you want to combinethe changes from multiple sources. If it isnt open, select the folder to open the file.


6. Under Reviseddocument, select the name of the document where the changes are from thedrop down list (if the file is open). Otherwise, select the folder to open the file.


8. If you need to switch the documents (you have the document with revisions as the original),select the double arrow icon.

9. Select Moreto see all of the ComparisonSettings.


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10.Check the box (es) to indicate which items to include in the comparison.11. Indicate whether you want to show changes at the Character or Word level. For example, if the

word cat is changes to cats, Word shows the entire word changed instead of just the letter s by

default.

12. Indicate whether to show the changes in the original document, the revised document, or a newdocument.

13.Select OK.14.For multiple authors, repeat steps 1-13 until you have merged all of the changes into a single

document.


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Reviewing Comments in a Combined Document

Estimated Time 10 minutes

Topic Objective To learn how to review comments in a combined document.

Topic Summary

When you combine documents, you can review the tracked changes and see

which author requested the change. This can help you decide how to use

comments from multiple reviewers.

Materials Required

Word 2010 TrackedChangesCombined.docx or any combined document with

multiple changes (such as the one created in the previous lesson)

Recommended Activity Have the participants review the changes in the combined document.

Show the participants how to review the comments in the combined documents. Use the following

procedure.

1. In the document where the comments have been combined, select theReviewtab from theRibbon.

2. Select ReviewingPane. Select ReviewingPaneVerticalto see the comments on the left side ofthe Word window. Select ReviewingPaneHorizontalto see the comments on the bottom of the

Word window.


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Sample Module: Review Questions

1. Where do you configure the Auto Save settings?a) On the Review tabb) Under Manage Versionsc) In the Word Options dialog boxd) None of the above

2. You cannot control how often the auto save is performed.a) Trueb) False

3. Versions are usually only shown if you have auto save enabled.a) Trueb) False

4. What can you do with a previous version of a file? (Use it to make a comparison document withthe current version, or restore the previous version)

5. You can recover unsaved documents if Word created an auto save version in the defaultlocation.

a) Trueb) False

6. You can combine multiple versions of a document into one document in order to review allcomments together.

a) Trueb) True, but you can only combine 2 documents at a timec) False


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7. How many sets of formatting changes does Word store at a time?a) Only oneb) Twoc) As many as there are in the combined documentsd)

None of the above

8. When combining documents, you can switch the order of the original document and the reviseddocument in the Combine Documents dialog box.

a) Trueb) False

9. You do not have to include certain types of changes in a combined document, such asformatting, changes to tables, or fields.

a) Trueb) False


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Quick Reference Sheets

Below is an example of our Quick reference Sheets. They are used to provide the participants

with a quick way to reference the material after the course has been completed. They can be

customized by the trainer to provide the material deemed the most important. They are a way

the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant

leaves with a Quick Reference Sheet it provides a great way to promote future business.


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Managing Versions

To use the Manage Versions feature, use

the following procedure.

1. Select the Filetab from the Ribbon toopen the Backstage view.

2. Select Info, if it isnt already selected.3. The Versions area includes the most

recent versions of the document. You

can select one to return to it.

4. Or, select Manage Versions.5. Select Recover Unsaved Documents.6. The Open dialog box displays a list of

your unsaved files. Highlight the fileand select Open.

7. Make sure you save the file.

Creating a New Template

To create a template, use the following procedure.

1.

Create a new, blank document.2. Make the changes you want to have applied to future

documents based on this template, including styles, page

layouts, placeholder content, etc. You can control any

settings for the template to create consistency in future

documents based on this template.

3. Select the Filetab from the Ribbon to open the BackstageView.

4. Select SaveAs.5. Navigate to the following location in the Save As dialog box:

C:\Users\user name\AppData\Roaming\Microsoft\Templates

6. Select Word Template or Macro-Enabled Word template(dotx or dotm) from the SaveasTypedrop down list.

7. Select Save.

Customizing Page Numbers in Sections

1. Double-click in the footer area of the first section to open the Header & Footer Tools Design tab on the Ribbon.2. If the Link to Previousoption is active (in the Navigation group), select it to turn it off. Customized page numbersdo not work if the sections are linked.3. Enter the page number in the desired location by selecting Page Number and select the desired option from the

drop down list.

4. Select Format Page Numbersfrom the PageNumberdrop down list to open the Page Number Formatdialogbox.

5. Select the Number Formatfrom the drop down list.6. Select Start at and enter the starting page number for this section.7. Select OK.8. Make sure there is a section break at the end of the current section. Move to the next sections footer. If the

Link to Previousoption is active (in the Navigation group), select it to turn it off. You may need to unlink eachsection separately.

9. Select Format Page Numbersfrom the PageNumberdrop down list to open the Page Number Formatdialogbox for this section.

10.Choose the Numberformatand the Pagenumberingstart location for this and select OKto apply the formattingto this sections page numbering.

Word 2010 Expert

www.corporatetrainingmaterials.com Corporate Training Materials, 2012
http://www.corporatetrainingmaterials.com/http://www.corporatetrainingmaterials.com/


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Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized

for completing the course. It provides a record of their attendance and to be recognized fortheir participation in the workshop.


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[Name

]

Hasmasteredth

ecourse

Wd2E

Awardedthis_______dayof___

_______,20___

CERTIFICATEOF

COMPLET

ION

PresenterNameandTitle


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HTML Material

We also offer an HTML version of the material. We convert a Training Manual to HTML which provides a

basic way of viewing the material through your Internet browser. The material is presented with a Table

of Content along the left so you can navigate between modules and lessons. There is also a set ofnavigation buttons along the top where you can just click though the material page by page.

The HTML material can be hosted and accessed on a local computer. It is also possible to provide

remote access through the Internet, a LAN, or even your company'sIntranet. HTML provides the ability

to offer a self-paced or off site version of the course.

The link below will provide you the opportunity to view and navigate through the HTML format the

same way a participant would experience it.

www.corporatetrainingmaterials.com/HTML_Sample/Word_2010_Expert/index.html
http://www.corporatetrainingmaterials.com/HTML_Sample/Word_2010_Expert/index.htmlhttp://www.corporatetrainingmaterials.com/HTML_Sample/Word_2010_Expert/index.htmlhttp://www.corporatetrainingmaterials.com/HTML_Sample/Word_2010_Expert/index.html


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Full Course Table of Contents

Preface ..............................................................................................................................................5

What is Courseware? ................................................................................................................................ 5

How Do I Customize My Course? .............................................................................................................. 5

Materials Required ................................................................................................................................... 7

Maximizing Your Training Power .............................................................................................................. 7

Module One: Getting Started ............................................................................................................. 9

Housekeeping Items.................................................................................................................................. 9

The Parking Lot ....................................................................................................................................... 10

Workshop Objectives .............................................................................................................................. 10

Pre-Assignment Review .......................................................................................................................... 11

Action Plans and Evaluations .................................................................................................................. 11

Module Two: Working with Document Information and Word Customization ................................... 12

Understanding Document Information .................................................................................................. 12

Password Protecting a Document .......................................................................................................... 17

Checking for Issues.................................................................................................................................. 18

Managing Versions ................................................................................................................................. 22

Customizing Word Options ..................................................................................................................... 23

Module Two: Review Questions .............................................................................................................. 28

Module Three: Working with Reusable Content ................................................................................ 29

Saving Selection as Autotext ................................................................................................................... 29

Inserting a Quick Part ............................................................................................................................. 31

Creating Customized Building Blocks ...................................................................................................... 32

Editing a Building Block .......................................................................................................................... 33

Module Three: Review Questions ........................................................................................................... 37

Module Four: Working with Templates ............................................................................................. 38


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About Templates ..................................................................................................................................... 38

Modifying an Existing Template ............................................................................................................. 39

Creating a New Template ....................................................................................................................... 40

Applying a Template to an Existing Document ....................................................................................... 41

Managing Templates .............................................................................................................................. 44

Module Four: Review Questions ............................................................................................................. 48

Module Five: Working with Sections and Linked Content .................................................................. 49

Using Sections ......................................................................................................................................... 49

Customizing Page Numbers in Sections .................................................................................................. 51

Using Multiple Page Formats in a Document ......................................................................................... 53

Using Different Headers and Footers in a Document ............................................................................. 56

Linking and Breaking Links for Text Boxes .............................................................................................. 57

Module Five: Review Questions .............................................................................................................. 60

Module Six: Managing Versions and Tracking Documents ................................................................. 61

Merging Different Versions of a Document ............................................................................................ 61

Tracking Comments in a Combined Document ....................................................................................... 64

Reviewing Comments in a Combined Document .................................................................................... 66

Module Six: Review Questions ................................................................................................................ 68

Module Seven: Using Cross References ............................................................................................. 70

Types of Cross References ....................................................................................................................... 70

Inserting a Bookmark .............................................................................................................................. 71

Inserting a Cross Reference .................................................................................................................... 72

Updating a Cross Reference .................................................................................................................... 74

Formatting Cross References Using Fields .............................................................................................. 76

Module Seven: Review Questions ........................................................................................................... 80

Module Eight: Working with Mail Merges ......................................................................................... 81


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Creating a Mail Merge ............................................................................................................................ 81

Sending Personalized Email Messages to Multiple Recipients ............................................................... 88

About Other Data Sources for Mail Merge ............................................................................................. 92

Creating Labels ....................................................................................................................................... 94

About Envelope and Label Forms ........................................................................................................... 99

Module Eight: Review Questions .......................................................................................................... 101

Module Nine: Working with Master Documents ............................................................................. 102

Creating a Master Document ............................................................................................................... 102

Creating Subdocuments ........................................................................................................................ 103

Inserting a Subdocument ...................................................................................................................... 105

Expanding and Collapsing Subdocuments ............................................................................................ 107

Unlinking a Subdocument ..................................................................................................................... 109

Merging and Splitting Subdocuments .................................................................................................. 110

Locking a Master Document ................................................................................................................. 111

Module Nine: Review Questions ........................................................................................................... 113

Module Ten: Working with Macros ................................................................................................. 114

Recording a Macro................................................................................................................................ 114

Running a Macro .................................................................................................................................. 116

Applying Macro Security ....................................................................................................................... 117

Assigning a Macro to a Command Button or Shortcut Key .................................................................. 119

Module Ten: Review Questions ............................................................................................................ 124

Module Eleven: Working with Forms .............................................................................................. 125

Creating a Form .................................................................................................................................... 125

Using Form Controls ............................................................................................................................. 126

Locking and Unlocking a Form .............................................................................................................. 128

Adding and Removing Fields................................................................................................................. 129


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Linking a Form to a Database ............................................................................................................... 131

Module Eleven: Review Questions ........................................................................................................ 134

Module Twelve: Wrapping Up ........................................................................................................ 135

Words from the Wise ............................................................................................................................ 135

Review of the Parking Lot ..................................................................................................................... 136

Lessons Learned .................................................................................................................................... 136

Completion of Action Plans and Evaluations ........................................................................................ 137