Training Course Catalogue 8.3
Ellipse
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Contents
Ellipse General Stream .......................................................................................................................... 5
GE-02 - Ellipse Foundation ................................................................................................................ 6 GE-03 - Ellipse Functional System Administration ............................................................................ 7
Ellipse Finance Stream .......................................................................................................................... 8
FI-00 - Ellipse Financial Familiarisation ............................................................................................. 9 FI-01 - Ellipse Financial Accounting Tools .......................................................................................10 FI-02 - Ellipse Management Accounting ..........................................................................................11 FI-03 - Ellipse Accounts Payable .....................................................................................................12 FI-05 - Ellipse Project Control ..........................................................................................................13 FI-07 - Ellipse Fixed Assets .............................................................................................................14 FI-08 - Ellipse Plan Actual Statistics ................................................................................................15 FI-09 - Ellipse Accounts Receivable ................................................................................................16 FI-11 - Ellipse Labour Costing .........................................................................................................17 FI-12 - Ellipse Contracts Management ............................................................................................18
Ellipse Human Resources Stream ......................................................................................................19
HR-00 - Ellipse Personnel Familiarisation .......................................................................................20 HR-03 - Ellipse Position Management .............................................................................................21 HR-05 - Ellipse Training Management .............................................................................................22 HR-06 - Ellipse Recruitment Management ......................................................................................23 HR-07 - Ellipse Personnel Administration ........................................................................................24 HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment .........................................25 HR-09 - Ellipse Workers Compensation ..........................................................................................26 HR-10 - Ellipse Salary Administration ..............................................................................................27
Ellipse Payroll Stream ..........................................................................................................................28
PY-00 - Ellipse Payroll Familiarisation .............................................................................................29 PY-02 - Ellipse Time Management ..................................................................................................30 PY-05 - Ellipse Payroll Configuration ...............................................................................................31 PY-06 - Ellipse Payroll Management ...............................................................................................32 PY-08 - Ellipse Employee Self Service ............................................................................................33
Ellipse Maintenance Stream ................................................................................................................34
MN-00 - Ellipse Maintenance Familiarisation ..................................................................................35 MN-01 - Ellipse Core Asset Management .......................................................................................36 MN-02 - Ellipse Core Work Management ........................................................................................37 MN-03 - Ellipse Planning and Scheduling .......................................................................................38 MN-04 - Ellipse Customer Work Management ................................................................................39 MN-05 - Ellipse Equipment Tracing .................................................................................................40 MN-06 - Ellipse Condition Monitoring ..............................................................................................41 MN-08 - Ellipse Material Demand Management ..............................................................................42 MN-11 - Inspections, Defects, and Asset Survey Training ..............................................................43 MN-11 - Inspections, Defects, and Asset Survey ............................................................................43
Materials Stream ...................................................................................................................................44
ML-00 - Ellipse Materials Familiarisation .........................................................................................45 ML-01 - Ellipse Cataloguing .............................................................................................................46 ML-03 - Ellipse Warehouse Processes and Requisitions ................................................................47 ML-04 - Ellipse Purchasing ..............................................................................................................48 ML-06 - Ellipse Disposals Management ..........................................................................................49 ML-08 - Ellipse Forward Purchasing Agreements ...........................................................................50 ML-09 - Ellipse Repairable Item Management ................................................................................51 ML-11 - Ellipse Advanced Warehousing ..........................................................................................52 ML-12 - Ellipse Inventory Tracking ..................................................................................................53 ML-13 - Ellipse Stocktaking I ...........................................................................................................54
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ML-14 - Ellipse Stocktaking II ..........................................................................................................55 ML-18 - Ellipse Entitlements ............................................................................................................56
Ellipse Technical Stream .....................................................................................................................57
TE-01 - Ellipse Server Administration ..............................................................................................58
Work Planner ........................................................................................................................................60
WP01 - Work Planner Introduction ..................................................................................................61 WP-02 - Work Planner Estimate Scheduling ...................................................................................62
Critical Inventory Optimization ...........................................................................................................63
IO-02 - Ventyx Critical Inventory Optimization .................................................................................64
Training Course Catalogue 8.3
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Ellipse General Stream
Training Course Catalogue 8.3
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GE-02 - Ellipse Foundation
Course ID: GE-02, Ellipse Ellipse; Stream: General
Course Description: To provide participants with an introduction to the Ellipse system, its integration, and key concepts.
To provide participants with the skills to navigate, search, and review data within Ellipse and, through practical exercises, the integration of Ellipse across business streams.
Course Length: 2 days
Intended Audience: All new Ellipse users.
Prerequisites: No prior Ellipse knowledge is required, however ERP systems experience is recommended.
Modules Included: 3001 – General
3620 – Work Orders
3870 – Position Management
3910 – Journals
3140 – Stores
3260 – Accounts Payable
3901 - Journal Holding
Objectives: On completion of this course, you will be able to:
Use the Ellipse Homepage
Add Homepage Widgets
Use the Ellipse Calendar
Use the Ellipse Diary
Use the Ellipse Data Navigator
Use Excel/Smart Excel within Ellipse
Use Notification Messages
Outcomes: Identify and use key concepts of Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
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GE-03 - Ellipse Functional System Administration
Course ID: GE-03, Ellipse Ellipse; Stream: General
Course Description: The Ellipse Functional System Administration course focuses on the management and configuration settings of the front end of the Ellipse application (technical system administration is addressed in the Technical Training).
Course Length: 4 days
Intended Audience: All individuals associated with non-technical system administration, implementation or consulting.
Prerequisites: Ellipse Foundation Course. Basic understanding of client-server architecture. Familiarity with the Ellipse functional streams and basic objects.
Modules Included: 3001 - General
Objectives: On completion of this course, you will be able to:
Identify key concepts of Functional System Administration
Describe the use of District, System and Warehouse controls and associated table files
Maintain Ellipse tables and associated table codes
Describe the role of the Functional System Administrator
Configure and maintain security profiles and menus
Administer MSO and MSQ security
Set up and review global and program files
Maintain Ellipse Position Management
Maintain sign-on profiles for employees
Maintain Ellipse devices
Manage reports
Control reference codes
Archive and restore Ellipse data from an extracted archive selection list
Outcomes: Perform Functional System Administration within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
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Ellipse Finance Stream
Training Course Catalogue 8.3
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FI-00 - Ellipse Financial Familiarisation
Course ID: FI-00, Ellipse Ellipse; Stream: Finance
Course Description:
The Ellipse Financial Familiarisation course provides participants with conceptual and working knowledge of the financial modules provided by Ellipse. The course is designed for both employees and supervisors, so that both groups know their responsibilities, and the accounting processes.
Course Length: 1 day
Intended Audience: Those requiring a high-level understanding of the financial functionality of the Ellipse system.
Prerequisites: GE-02 - Ellipse Foundation
Modules Included: 3260 - Accounts Payable
3620 - Work Orders
3850 - Labour Costing
3920 - Chart of Accounts
Objectives: On completion of this course, you will be able to:
Review components in the Chart of Accounts
Review costing and accounting transactions
Review supplier invoices
Describe the integration between Finance and the other Ellipse streams
Outcomes: Identify key concepts of Finance and recognise business stream integration within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-01 - Ellipse Financial Accounting Tools
Course ID: FI-01, Ellipse Ellipse; Stream: Finance
Course Description:
The Ellipse Financial Accounting Tools course provides participants with conceptual and working knowledge of Ellipse financial accounting tools. The course is designed for both employees and supervisors, so that both groups know who is responsible for what, and know the accounting processes.
Course Length: 2 days
Intended Audience: Those individuals responsible for maintaining a chart of accounts, analysing and reconciling accounts, or managing the financial accounting function.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 – Finance Familiarisation
Modules Included: 3901 - Journal Holding
3910 - Journals
3920 - Chart of Accounts
3990 - General Ledger
Objectives: Maintain General Ledger Codes
Maintain Cost Centres and Cost Centre Segments
Maintain Expense Elements and Posting Accounts
Maintain User-defined Sub-ledgers and Colloquial Names
Maintain Account Code Access Lists
Maintain Foreign Currency Exchange Rates
Maintain Basic Journals, Standing Journals, and Tax Journals
Process External Interfaces to Ellipse
Review and Resolve Accounting Transactions
Replicate Accounts in Ellipse
Maintain Cost Reallocations and GL Commitments
Remeasure Account Balances
Maintain reallocation journals
Maintain transaction reviews
Maintain posted accounting transaction amendments
Outcomes: Use Financial Accounting Tools within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-02 - Ellipse Management Accounting
Course ID: FI-02, Ellipse Ellipse; Stream: Finance
Course Description:
Ellipse offers accountants and managers powerful tools to formulate budgets, as well as to analyse and interpret financial data. Trainees will maintain budgets and online review formats. Trainees will also maintain accounts relationships for account summarisation.
Course Length: 2 days
Intended Audience: Those individuals responsible for creating and maintaining operating budgets, analysing and reporting account balances, or managing the accounting function.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Ellipse Financial Familiarisation
FI-01 - Ellipse Financial Accounting Tools
Modules Included: 3901 - Journal Holding
3910 - Journals
3920 – Chart of Accounts
3960 – Management Accounting
3980 – Plan/Actual Statistics
3990 - General Ledger
Objectives: On completion of this course, you will be able to:
Maintain budget types and assumptions
Maintain posting accounts and statistics
Maintain budget values
Understand account relationships
Perform online enquiries
Maintain multiple currencies and translate account balances
Perform month-end and year-end processing
Outcomes: Perform Management Accounting within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-03 - Ellipse Accounts Payable
Course ID: FI-03, Ellipse 8.3; Stream: Finance
Course Description:
The Ellipse Accounts Payable course takes trainees through the full accounts payable cycle, from processing and approving invoices to processing payments.
Course Length: 2 days
Intended Audience: Those individuals responsible for processing invoices, managing the accounts payable function.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
FI-01 - Ellipse Financial Accounting Tools
Modules Included: 3001 – General
3140 – Stores
3201 – Supplier Information
3210 – Purchasing
3260 – Accounts Payable
3280 – Payment Processing
Objectives: On completion of this course, you will be able to:
Maintain Bank Accounts
Process 1099 Adjustments
Maintain Additional Taxes
Load, Review, and Modify Invoices
Process Automatic Invoices
Approve Non-Goods Invoices
Maintain and Approve Recurring Payments
Maintain Retentions
Process Accounts Payable Cheque Payments
Generate Bank Reconciliations
Outcomes: Perform accounts payable administration within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
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FI-05 - Ellipse Project Control
Course ID: FI-05, Ellipse Ellipse; Stream: Finance
Course Description:
Ellipse enables major operational and capital expenditures to be controlled independently of the normal organisational reporting hierarchy. Ellipse Projects support both engineering and accounting requirements. Actual costs, commitments, and budget amounts are automatically accumulated up the project hierarchy.
Course Length: 2 days
Intended Audience: Those individuals responsible for managing project costs or managing the physical work related to projects.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
FI-02 - Ellipse Management Accounting
Modules Included: 3140 – Stores
3210 – Purchasing
3260 – Accounts Payable
3620 – Work Orders
3660 – Project Control
3680 – Fixed Assets
3850 – Labour Costing
3901 - Journal Holding
3910 - Journals
3920 – Chart of Accounts
3970 – Cost Categories
Objectives: On completion of this course, you will be able to:
Maintain Cost Categories
Maintain Projects
Capitalise Projects
Maintain Material, Equipment and Resource Requirements
Maintain Project Cost Estimates
Maintain Joint Venture Details
Reallocate Project Costs
Review Project Details
Review Project Costs
Review Project Commitments
Outcomes: Perform Project Control within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-07 - Ellipse Fixed Assets
Course ID: FI-07, Ellipse Ellipse; Stream: Finance
Course Description:
Ellipse Fixed Assets functionality provides the tools to control a company’s fixed assets and to calculate depreciation for those assets. Trainees will maintain the fixed asset register and sub-assets. Trainees will also create financial transactions related to capitalisation, depreciation, and disposal of assets.
Course Length: 2 days
Intended Audience: Those individuals responsible for maintaining and reconciling fixed assets or managing the fixed asset function.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
FI-01 - Ellipse Financial Accounting Tools
Modules Included: 3630 – Equipment History and Costing
3680 – Fixed Assets
3901 - Journal Holding
3910 - Journals
3920 – Chart of Accounts
Objectives: On completion of this course, you will be able to:
Maintain Depreciation Rate Tables
Maintain Account Codes for Fixed Assets
Maintain Assets on the Fixed Asset Register
Maintain Sub-Asset Information
Maintain Sub-Asset Valuation Details
Manage Fixed Asset Workbench Transactions
Revalue and Impair Assets
Calculate Depreciation on Fixed Assets
Transfer and Retire Fixed Assets
Review Fixed Asset Transactions
Count Fixed Assets
Outcomes: Maintain and reconcile a fixed-assets register within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-08 - Ellipse Plan Actual Statistics
Course ID: FI-08, Ellipse Ellipse; Stream: Finance
Course Description:
The Ellipse Plan Actual Statistics module provides the tools to record and review statistical information that can be used to support General Ledger financial reporting and operational information. Trainees will maintain and review Plan Actual Statistics.
Course Length: 1 day
Intended Audience: Those individuals responsible for maintaining and reviewing statistical information.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
FI-02 - Ellipse Management Accounting
Modules Included: 3980 - Plan Actual Statistics 3430 - Production Statistics
Objectives: On completion of this course, you will be able to:
Maintain Plan Actual Statistics
Review Plan Actual Statistics
Run batches and reports related to Plan Actual Statistics
Outcomes: Trainees will be able to maintain and review Plan Actual Statistics within Ellipse and run related reports.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-09 - Ellipse Accounts Receivable
Course ID: FI-09, Ellipse Ellipse; Stream: Finance
Course Description: The Ellipse Accounts Receivable course takes participants through the full accounts receivable cycle, from the creation of the organisation’s customers and raising of invoices, through to the receipt and allocation of payments. Ellipse Accounts Receivable module manages the detail of money owed by an organisation’s customers.
Course Length: 3 days
Intended Audience: Those individuals responsible for applying payments to invoices or managing the accounts receivable function
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
FI-01 - Ellipse Financial Accounting Tools
Modules Included: 3501 - Customer Information 3560 - Accounts Receivable
Objectives: On completion of this course, you will be able to:
Configure, Maintain and Review Customer Information
Configure Accounts Receivable
Maintain Bank Accounts and Pricing Codes
Maintain Consumption Tax
Maintain Invoices
Process Customer Credits or Corrections to Invoices
Process Periodic or Instalment Invoices
Process Cash Receipts or Refunds
Preview Customer Invoices and Revenue
Print Statements
Outcomes: Perform accounts receivable administration within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-11 - Ellipse Labour Costing
Course ID: FI-11, Ellipse Ellipse; Stream: Finance
Course Description:
Ellipse Labour Costing allows the most accurate collection of labour and labour-burden costs to be captured for projects and work orders. Trainees will:
maintain labour classifications, as well as labour and burden rates.
process labour transactions to projects and work orders for cost accumulation and analysis.
Course Length: 1 day
Intended Audience: Those individuals responsible for processing labour transactions, analysing project and/or work-order costs, and managing the project costing or work-order costing function.
Prerequisites: GE-02 - General Foundation
FI-00 - Finance Familiarisation
FI-05 - Project Control
Modules Included: 3620 - Work Orders
3660 - Project Control
3850 - Labour Costing
3901 - Journal Holding
3910 - Journals
3920 - Chart of Accounts
3970 - Cost Categories
Objectives: On completion of this course, you will be able to:
Configure Labour Costing
Maintain Labour Costing
Review Labour Costing
Outcomes: Perform labour costing for projects and work orders within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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FI-12 - Ellipse Contracts Management
Course ID: FI-12, Ellipse Ellipse; Stream: Finance
Course Description:
The Ellipse Contracts Management module is designed to support the management and administration of works, service, and supply contracts as well as consultant engagements. Contract types from major construction to minor works and consulting engagements can be administered through the system. These contracts can be lump-sum, schedule-of-rates, or a combination of these. The module consists of online applications to record the contract details, contract items, variations, and valuations from its creation to its completion.
Course Length: 2 days
Intended Audience: Those individuals responsible for processing contracts and contract invoices or the contract management function.
Prerequisites: GE-02 - Ellipse Foundation
FI-00 - Finance Familiarisation
Modules Included: 338A - Contract Administration 3380 - Tender Administration
Objectives: On completion of this course, you will be able to:
Configure Tender Administration
Invite Tenders
Record Tenderers and Tender Replies
Evaluate and Adjust Tenders
Review Tenders
Configure Contract Administration
Maintain Contracts
Maintain Contract Variations
Maintain Contract Valuations
Outcomes: Manage contracts within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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Ellipse Human Resources Stream
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HR-00 - Ellipse Personnel Familiarisation
Course ID: HR-00, Ellipse Ellipse; Stream: HR/Payroll
Course Description: To provide participants with an introduction to the Ellipse modules which form the Ellipse Human Resources system.
Course Length: 1/2 day
Intended Audience: Implementation team members and new end-users responsible for management and administration of personnel records, health and safety records and processes, compensation management and supervision, and training management.
Prerequisites: GE-02 - Ellipse Foundation
Modules Included: 3760 - Personnel Management and Administration
3870 - Position Management
3790 - Resourcing
3770 - Training Management
3795 - Performance Appraisals
3510 - Health, Safety, Social Responsibility, and Environment
3530 - Workers Compensation
Objectives: On completion of this course, you will be able to:
State the modules that form the Ellipse Human Resources Management (HRM) system
State the purpose of each module in the Ellipse HRM system
State the types of data maintained in each HRM module
Review employee and non-employee details
Outcomes: Understanding of key concepts and components of the Ellipse Human Resources system capabilities.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-03 - Ellipse Position Management
Course ID: HR-03, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Position Management course provides participants with the training to use the Ellipse Position Management module to maintain job profiles, primary reporting codes, positions, and hierarchy.
Course Length: 1 day
Intended Audience: Those individuals responsible for management and administration of personnel records or personnel practitioners.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3870 - Position Management
Objectives: On completion of this course, you will be able to:
Configure Position Requirements
Maintain Primary Reporting Codes
Maintain Positions
Maintain Position Hierarchies
Authorise Position Based Transactions
Review Positions
Review Position Management
Outcomes: Perform position management within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-05 - Ellipse Training Management
Course ID: HR-05, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Training Management course provides participants with the ability to use the Ellipse Training Management module to manage training courses, sessions, training programs, employee training plans, and attendee details.
Course Length: 1 day
Intended Audience: Those individuals responsible for management and administration of training records.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3770 - Training Management
Objectives: On completion of this course, you will be able to:
Maintain Training Course Details
Maintain Training Session Details
Maintain Session Events
Maintain Training Programs
Create an Employee Training Plan
Use Training Employee and Manager Self-Service Applications
Maintain Training Course Attendees
Maintain Training Results
Outcomes: Manage training courses, sessions, and attendee details within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-06 - Ellipse Recruitment Management
Course ID: HR-06, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Recruitment Management course provides participants with the training to use the Ellipse Recruitment Management module for recruitment tasks.
Course Length: 1 day
Intended Audience: Those individuals responsible for recruitment management and supervision.
Prerequisites: HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3780 - Recruitment
Objectives: On completion of this course, you will be able to:
Create and modify a position vacancy
Manage applicants
Match applicants to requirements and appoint preferred candidate
Outcomes: Perform recruitment tasks within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-07 - Ellipse Personnel Administration
Course ID: HR-07, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Personnel Administration course provides participants with the training to use the Ellipse Personnel Management & Administration module for personnel management, resourcing (competencies), and performance appraisals.
Course Length: 1 day
Intended Audience: Those individuals responsible for management and administration of personnel records and personnel practitioners.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3760 - Personnel Management and Administration
3820 - Payroll Management
Objectives: On completion of this course, you will be able to:
Review and maintain employee and non-employee details
Review and maintain personnel details
Manage employee status and deployment
Maintain employee status history
Outcomes: Process and manage the Ellipse personnel database on a daily basis.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment
Course ID: HR-08, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Health, Safety, Social Responsibility, and Environment course provides participants with the training to create and maintain records for any kind of related event. You can create risk ratings and perform preventative analyses, and identify immediate and basic causes for events. You can explain automatic corrective action notification messages, and maintain sign-off details.
Course Length: 1 day
Intended Audience: Those individuals responsible for health, safety, social responsibility, and environment management and supervision.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3510 - Health and Safety
3515 - Event Budgeting and Analysis
3516 - Environment, Social, and Loss Management
3520 - Medical and Rehabilitation Management
3770 - Training Management
3620 - Work Orders
Objectives: On completion of this course, you will be able to:
Maintain Events
Maintain Loss Information
Maintain Event Investigation History Records
Maintain Medical and Test Details
Maintain Risk Details
Maintain Immediate and Basic Cause Details
Maintain Preventative Action Details
Maintain Sign-Off Information
Outcomes: Manage workplace health, safety, social responsibility, and environmental details within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-09 - Ellipse Workers Compensation
Course ID: HR-09, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Workers Compensation course provides participants with the training to use the Ellipse Workers Compensation module to manage and administer workers compensation tasks.
Course Length: 1 day
Intended Audience: Those individuals responsible for workers compensation management and supervision.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3530 - Workers Compensation
Objectives: On completion of this course, you will be able to:
Configure state workers compensation controls
Configure workers compensation location codes
Configure weekly payments
Configure payment types
Configure recovery types
Configure absence authority types
Process a claim
Maintain workers compensation premium statistics
Outcomes: Manage workers compensation details within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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HR-10 - Ellipse Salary Administration
Course ID: HR-10, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Salary Administration course trains participants to use the Ellipse Salary Administration module to perform salary administration tasks.
Course Length: 1 day
Intended Audience: Those individuals responsible for management and administration of personnel records and compensation management and supervision.
Prerequisites: GE-00 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3785 - Salary Administration
Objectives: On completion of this course, you will be able to:
Maintain and review employee salary packages
Maintain and review employee reimbursements
Outcomes: Perform salary administration tasks within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
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Ellipse Payroll Stream
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PY-00 - Ellipse Payroll Familiarisation
Course ID: PY-00, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Payroll Familiarisation course provides participants with an introduction to the Ellipse Payroll modules and how they work together to form the Ellipse Payroll system.
Course Length: 1/2 day
Intended Audience: Those individuals responsible for payroll management and administration of personnel records, employee timekeeping and rostering, payroll implementation, and remuneration/benefits management and supervision.
Prerequisites: GE-02 - Ellipse Foundation
Modules Included: 3760 - Personnel Management and Administration
3820 - Payroll Management
3880 - Absence Management
3890 - Time Management
Objectives: On completion of this course, you will be able to:
State the modules which together form the Ellipse Payroll system
State the purpose of each module in the Ellipse Payroll system
Maintain and review payroll data in the Ellipse Payroll system
State the steps required to process an Ellipse payroll
Outcomes: Understanding of the key concepts and components of the Ellipse Payroll system capabilities.
Registration: To register an expression of interest in course attendance, email [email protected].
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PY-02 - Ellipse Time Management
Course ID: PY-02, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Time Management course provides participants with the knowledge to configure and manage employee rosters and to process time and attendance transactions on a daily basis using the relevant Ellipse applications.
Course Length: 2 days
Intended Audience: Those individuals responsible for payroll management, supervision and administration, HR/Payroll implementation, or employee timekeeping and rostering.
Prerequisites: GE-02 - Ellipse Foundation
PY-00 - Ellipse Payroll Familiarisation
Modules Included: 3801 - Payroll Configuration
3840 - Higher Duties
3850 - Labour Costing
3890 - Time Management
Objectives: On completion of this course, you will be able to:
Configure Time Management module system controls and table files
Maintain roster work codes and create, modify, and predict roster patterns
Maintain time management controls
Maintain earnings categories, earnings codes and work codes
Maintain daily award codes
Maintain individual and group employee roster assignment
Maintain transfer payments
Maintain multiple employee timesheet transactions
Outcomes: Configure and process time and attendance transactions and review labour costing using Ellipse applications.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
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PY-05 - Ellipse Payroll Configuration
Course ID: PY-05, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Payroll Configuration course provides participants with the knowledge to formulate rules and configure payroll and absences within Ellipse.
Course Length: 2 days
Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, payroll implementation, Ellipse Human Resources business consulting, Human Resources administration, or timekeeping.
Prerequisites: GE-02 - Ellipse Foundation
PY-00 - Ellipse Payroll Familiarisation
Modules Included: 3801 - Payroll Configuration
3820 - Payroll Management
3880 - Absence Management
3840 - Higher Duties
3890 - Time Management
3895 - Retrospective Payments
Objectives: On completion of this course, you will be able to:
Maintain earnings and deduction codes, employee awards and terms of employment rules, and employee pay rate requirements
Maintain the rules supporting service increments and experience payments, and higher duty payments
Maintain an employee’s termination rules, including those for leave payout exits, miscellaneous payment exits, and service-based redundancies
Maintain employee pay distribution, and payslip message controls, pay groups and pay run authorisations, and pay group processing schedules
Maintain oncost and leave accounting details, and transaction consolidation rules
Understand the configuration of the Absence Management module, including leave types and accruals, leave request codes, leave loading, and leave entitlements that display on payslips
Outcomes: Configure payroll and absences within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
32
PY-06 - Ellipse Payroll Management
Course ID: PY-06, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Payroll Management course provides participants with the knowledge to process and manage payroll and absences within Ellipse.
Course Length: 2 days
Intended Audience: Those individuals responsible for payroll administration, payroll management, payroll supervision, Ellipse HR business consulting, HR administration/timekeeping, or HR administration/timekeeping.
Prerequisites: GE-02 - Ellipse Foundation
PY-00 - Ellipse Payroll Familiarisation
Modules Included: 3820 - Payroll Management
3880 - Absence Management
3280 - Payment Processing
3890 - Time Management
3840 - Higher Duties
3895 - Retrospective Payments
Objectives: On completion of this course, you will be able to:
Create, maintain and review employee payroll details
Transfer employees between pay groups, awards, and physical locations
Process payroll previews and updates to employees pay
Use multiple methods to disburse pay
Process end of year payment summaries and year end reports
Create, maintain, and review employee’s leave details and history
Outcomes: Process and manage payroll and absences within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
33
PY-08 - Ellipse Employee Self Service
Course ID: PY-08, Ellipse Ellipse; Stream: HR/Payroll
Course Description: The Ellipse Employee Self Service course provides participants with a conceptual and a working knowledge of the Self Service features provided by Ellipse. The course is designed for both Employee Self Service and Manager Self Service users so participants gain a knowledge of all available functions and are familiar with the roles and responsibilities of both groups.
Course Length: 1 day
Intended Audience: Employees and supervisors who manage leave, training, and benefits.
Prerequisites: GE-02 - Ellipse Foundation
HR-00 - Ellipse Personnel Familiarisation
Modules Included: 3760 - Personnel Management and Administration
3770 - Training Management
3820 - Payroll Management
3880 - Absence Management
Objectives: On completion of this course, you will be able to:
State the primary features of Employee Self Service (ESS) and Manager Self Service (MSS) systems
State the components of ESS and MSS
State the Ellipse modules used by ESS/MSS
Review and maintain your personal and pay details accessible through ESS
Review and maintain your employees details accessible through MSS
Outcomes: Review and maintain personal, position, leave, training, and payroll information.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
34
Ellipse Maintenance Stream
Training Course Catalogue 8.3
35
MN-00 - Ellipse Maintenance Familiarisation
Course ID: MN-00, Ellipse Ellipse; Stream: Maintenance
Course Description: The Ellipse Maintenance Familiarisation course provides participants with conceptual knowledge of the Ellipse Maintenance stream. This course provides trainees with high-level knowledge of Ellipse maintenance functionality.
Course Length: 1 day
Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, supervision, planning, asset management, and maintenance engineering.
Prerequisites: GE-02 - Ellipse Foundation
Modules Included: 3130 - Application Parts Lists
3301 - Bulk Materials Management
3340 - Condition Monitoring
3401 - Operating Statistics
3430 - Production Statistics
3540 - Work Requests
3601 - Equipment Register
3605 - Nameplates
3610 - Equipment Group Identifier
3620 - Work Orders
3630 - Equipment History and Costing
3645 - Permit to Work
3650 - Equipment Tracing
3655 - Job Estimating
3660 - Project Control
3690 - Standard Jobs
3701 - Maintenance Scheduling
3715 - Material Demand Management
3720 - Work Groups
WP - Work Planner
Objectives: On completion of this course, you will be able to:
Identify the Ellipse Maintenance modules required to complete a process
Explain the integration between Maintenance and other streams
Identify the purpose of each key Maintenance module
Outcomes: Understanding of key concepts and components of the Ellipse Maintenance system capabilities and preparation for hands-on training.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
36
MN-01 - Ellipse Core Asset Management
Course ID: MN-01, Ellipse Ellipse; Stream: Maintenance
Course Description: The Ellipse Core Asset Management course trains participants in the use of Ellipse so that they can maximise asset usage; participants are trained in monitoring asset status and performance, receiving key condition measurements, and selecting the most appropriate maintenance strategies as recommended by Ellipse.
Course Length: 2 days
Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management and maintenance consulting, planning, asset management, or maintenance engineering.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Ellipse Maintenance Familiarisation
Modules Included: 3130 - Application Parts Lists
3601 - Equipment Register
3605 - Nameplates
3610 - Equipment Group Identifier
3630 - Equipment History & Costing
3650 - Equipment Tracing
Objectives: On completion of this course, you will be able to:
Review the Equipment Register
Maintain Equipment Name Codes
Maintain Plant Number Structure
Maintain and Delete Items on the Equipment Register
Create Associated Equipment Items
Maintain Equipment Lists
Maintain Equipment Group Identifiers
Maintain Master Attributes and Attribute Values
Maintain Template Attributes
Query Attributes
Outcomes: Obtain the working knowledge and practical skills to manage assets using Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
37
MN-02 - Ellipse Core Work Management
Course ID: MN-02, Ellipse Ellipse; Stream: Maintenance
Course Description: The Ellipse Core Work Management course provides participants with an understanding of the Ellipse Work Order module and the basic building blocks involved in the management of maintenance work system.
Course Length: 2 days
Intended Audience: Those individuals responsible for operating or maintaining equipment planning, asset management, maintenance engineering, work management, maintenance consulting, planning, or scheduling work.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-01 - Ellipse Core Asset Management
Modules Included: 3610 - Equipment Group Identifier
3615 - Maintenance Strategy Support System
3620 - Work Orders
3690 - Standard Jobs
3720 - Work Groups
Objectives: On completion of this course, you will be able to:
Review and select equipment
Raise standalone work orders
Create and maintain standard jobs
Build work order estimated costs through requirements
Create work groups and crews
Utilise maintenance strategy support data in a work order closure
Outcomes: Perform work order management in Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
38
MN-03 - Ellipse Planning and Scheduling
Course ID: MN-03, Ellipse Ellipse; Stream: Maintenance
Course Description: This course builds on the Core Work Management course by using the building blocks of work management in the planning and configuration process required prior to scheduling work in Work Planner. The course provides participants with an understanding of the tools used to construct maintenance schedules from the many triggers in Ellipse such as calendar-based maintenance, statistic-based maintenance, and unplanned maintenance. Participants learn how to configure equipment profiles, resources, and tasks to execute scheduled maintenance.
The scheduling components of this course are covered in WP-01 Work Planner Introduction. This course should immediately precede WP-01 Work Planner Introduction, or may be run as a standalone course on establishing maintenance schedules for execution in Work Planner.
Course Length: 1 day
Intended Audience: Those individuals responsible for planning or scheduling work, operating or maintaining equipment, monitoring equipment performance and availability, asset management, maintenance engineering, work management or maintenance consulting.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-01 - Ellipse Core Asset Management
MN-02 - Ellipse Core Work Management
Modules Included: 3001 - General
3401 - Operating Statistics
3601 - Equipment Register
3620 - Work Orders
3690 - Standard Jobs
3701 - Maintenance Scheduling
3720 - Work Groups
Objectives: On completion of this course, you will be able to:
Maintain Items on the Equipment Register
Maintain Work Groups
Maintain Standard Jobs
Maintain Parent Standard Jobs
Maintain Standard Job Plans
Maintain Maintenance Schedule Tasks
Outcomes: Establish the equipment profiles, resources and tasks within Ellipse that are required for work management of planned and unplanned work using Work Planner.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
39
MN-04 - Ellipse Customer Work Management
Course ID: MN-04, Ellipse Ellipse; Stream: Maintenance
Course Description: Customer Work Management is a suite of Ellipse modules that provide the functionality needed to manage any task, from high volume simple requests such as a call centre operation, through to complex projects that extend over many years at a high cost. The Ellipse Customer Work Management course provides participants with an understanding of the capabilities of the compatible unit and estimating facilities, and the efficiency of the work packaging functions.
Course Length: 1 day
Intended Audience: Those individuals responsible for planning and optimising high volume tasks, building and managing projects, work management and maintenance consulting, asset management, or maintenance engineering.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-02 - Core Work Management
Modules Included: 3540 - Work Requests
3620 - Work Orders
3629 - Notifications
3635 - Compatible Units
3655 - Job Estimating
WP - Work Planner
Objectives: On completion of this course, you will be able to:
Maintain locations
Maintain work requests
Maintain requestors
Maintain compatible units
Maintain job estimates
Maintain job estimates created from an existing entity
Maintain job estimate items
Maintain the status of a job estimate
Package job estimates
Outcomes: Perform customer work management within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
40
MN-05 - Ellipse Equipment Tracing
Course ID: MN-05, Ellipse Ellipse; Stream: Maintenance
Course Description: The Ellipse Equipment Tracing module traces equipment items through their life-cycle of purchase, fitment, defitment, rebuild, and repair. In the Ellipse Equipment Tracing course, participants learn how to build equipment profiles, understand the process of fitting, defitting, and rebuilding traceable items of equipment, and review the history of these actions. Integration with the Equipment Register and Operating Statistics modules is also reviewed as the full impact of tracing equipment is explored. The Equipment History & Costing module is introduced by displaying history of equipment both in relation to Equipment Tracing and other maintenance activities.
Course Length: 1 day
Intended Audience: Those individuals responsible for operations and maintenance of the equipment register, work management, maintenance consulting, planning, asset management, or maintenance engineering.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-03 - Planning and Scheduling
Modules Included: 3001 - General
3401 - Operating Statistics
3601 - Equipment Register
3610 - Equipment Group Identifier
3620 - Work Order
3630 - Equipment History & Costing
3650 - Equipment Tracing
Objectives: On completion of this course, you will be able to:
Maintain Equipment Group Identifiers
Create Traceable Equipment
Maintain Equipment Tracing
Review Equipment Tracing
Maintain Operating Statistics
Review Equipment Information
Run Equipment Tracing Reports
Outcomes: Trace equipment life cycles within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
41
MN-06 - Ellipse Condition Monitoring
Course ID: MN-06, Ellipse 8.3; Stream: Maintenance
Course Description: The practice of condition-based monitoring and maintenance can be an invaluable tool in improving maintenance efficiency, safety and equipment use. The Ellipse Condition Monitoring course assists users in understanding Ellipse’s ability to maintain equipment condition measurements and alert personnel when pre-defined condition criteria have been met. The ability to monitor fluid expected and actual usages will also be discussed, as a piece of equipment’s performance can be directly monitored based on its usage of consumable products.
Course Length: 1 day
Intended Audience: Those individuals responsible for equipment life-cycle analysis, preventative maintenance programs, work management and maintenance consulting, planning, asset management, and maintenance engineering.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-03 - Ellipse Planning and Scheduling
Modules Included: 3301 - Fluid Management
3340 - Condition Monitoring
3601 - Equipment Register
3650 - Equipment Tracing
Objectives: On completion of this course, you will be able to:
Maintain Condition Monitoring Sets
Maintain Measurements
Maintain Life Expectancy
Maintain Alarms
Maintain Equipment Changeouts
Maintain Oil and Filters
Outcomes: Perform condition-based monitoring within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
42
MN-08 - Ellipse Material Demand Management
Course ID: MN-08, Ellipse Ellipse; Stream: Maintenance
Course Description: Efficient material availability for work is a key performance indicator in most asset intensive industries. The Ellipse Material Demand Management course provides participants with the knowledge to use the Material Demand Management tool for the analysis of material required for planned and scheduled tasks without needing to raise requisitions. It is used for work where the future workload can be accurately planned and where past material usage is not a reliable indicator of future demand.
Course Length: 1 day
Intended Audience: Buyers, procurement officers, and individuals responsible for planning and scheduling work.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Maintenance Familiarisation
MN-02 - Ellipse Core Work Management
Modules Included: 3620 - Work Orders 3715 - Material Demand Management
Objectives: On completion of this course, you will be able to:
Create, Maintain & Review Material Planning Groups
Maintain & Review Work Groups for a Material Planning Group
Maintain & Review Warehouses for a Material Planning Group
Delete Material Planning Groups
Create, Maintain, Review & Delete Material Planning Group Run Parameters
Generate Reports
Outcomes: Manage material demand within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
43
MN-11 - Inspections, Defects, and Asset Survey Training
MN-11 - Inspections, Defects, and Asset Survey
Course ID: MN-11, Work Planner 4.1; Stream: Work Planner
Course Description: The Inspections, Defects, and Asset Survey training course provides participants with an understanding of the Inspections and Defects (37IN) and Asset Inventory Surveys (36AS) modules.
Course Length: 2 days
Intended Audience: Those individuals responsible for:
structured and unstructured inspections
auditing, updating, and collecting information relating to physical assets
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Ellipse Maintenance Familiarisation
MN-01 - Ellipse Core Asset Management
WP-01 - Work Planner Introduction
Modules Included: Inspections and Defects (37IN)
Asset Inventory Surveys (36AS)
Objectives: On completion of this course, you will be able to:
Determine a templates strategy
Maintain attributes
Link attributes to entities
Manage activity scripts
Review scripted activities
Manage alarms and defects
Manage asset inventory surveys
Maintain mobile scripts
Outcomes: Perform inspections and use surveys to manage asset information within Work Planner.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
44
Materials Stream
Training Course Catalogue 8.3
45
ML-00 - Ellipse Materials Familiarisation
Course ID: ML-00, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Materials Familiarisation course provides participants with conceptual knowledge of the Ellipse Materials system.
Course Length: 1 day
Intended Audience: Those individuals responsible for implementation and supply-specific activities.
Prerequisites: GE-02 - Ellipse Foundation
Modules Included: 3001 - General
3101 - Catalogue
3120 - Inventory Tracking
3140 - Stores
3190 - Warehouse Management
3201 - Supplier Information
3210 - Purchasing
Objectives: On completion of this course, you will be able to:
Identify the Ellipse Materials modules and their key purposes
Explain the integration between the Materials stream and the other Ellipse streams
Outcomes: Understanding of key concepts and components of the Ellipse Materials system capabilities and preparation for hands-on training.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
46
ML-01 - Ellipse Cataloguing
Course ID: ML-01, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Cataloguing Course provides participants with an understanding of the Ellipse functionality for creating, modifying and maintaining catalogue records. This module allows users to add an item of material (inventory or stock item) to a globally maintained supply catalogue and maintain the item of material.
Course Length: 2 days
Intended Audience: Those individuals responsible for cataloguing items or materials consulting.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
Modules Included: 3001 - General
3101 - Catalogue
3140 - Stores
Objectives: On completion of this course, you will be able to:
Maintain the Catalogue and Review Catalogue Items
Maintain Catalogue Templates and Template Properties
Maintain Policies
Maintain Product Service Categories
Maintain Standard Item Names
Maintain Part Numbers and Products
Maintain Cascading Rules and Externally Managed Rules
Review Catalogue History
Review Catalogue Stock Code Information
Review Inventory Management Details
Outcomes: Perform catalogue functions within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
47
ML-03 - Ellipse Warehouse Processes and Requisitions
Course ID: ML-03, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Warehouse Processes and Requisitions course provides participants with knowledge of Ellipse functionality for processing warehouse transactions and customer transactions.
Course Length: 3 days
Intended Audience: Those individuals responsible for warehouse operations.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-01 - Ellipse Cataloguing
Modules Included: 3140 - Stores (Warehouse and Customer portions)
Objectives: On completion of this course, you will be able to:
Review inventory management details
Create issue requisitions and order non-catalogued items
Requisition application parts listing in total
Substitute stock codes
Maintain pick and pack tasks
Perform immediate issues and immediate returns
Receive and hold goods in store
Maintain bins
Perform add detail tasks
Manage stock holdings and review stock movements
Inspect warehouse stock
Outcomes: Control Warehouse Processes and Requisitions in Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
48
ML-04 - Ellipse Purchasing
Course ID: ML-04, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Purchasing course provides participants with the training to create and manage supplier records, work with catalogued and direct charge purchasing, receive services, and manage discrepancies.
Course Length: 2 days
Intended Audience: Those individuals responsible for purchasing, maintaining the supplier record, managing receipt discrepancies, materials consulting or business partners.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
Modules Included: 3101 - Catalogue
3140 - Stores
3201 - Supplier Information
3210 - Purchasing
3245 - Discrepancy Reporting
3260 - Accounts Payable
Objectives: On completion of this course, you will be able to:
Maintain Catalogued Purchasing Information
Purchase Catalogued Items
Order Non Catalogued Items
Use the Shopping Cart
Refer Items to a Buyer
Maintain Commentary, and Narrative Text
Maintain and Expedite Purchase Orders
Maintain Standard Clauses
Maintain Consumer Price Adjustments
Outcomes: Obtain the working knowledge and practical skills to manage goods and services using Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
49
ML-06 - Ellipse Disposals Management
Course ID: ML-06, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Disposals Management course provides participants with an understanding of Ellipse functionality for identifying disposal candidates using multiple parameters.
Course Length: 1 day
Intended Audience: Those individuals responsible for purchasing, inventory control or maintaining disposal items.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-03 - Ellipse Warehouse Processes and Requisitions
Modules Included: 3001 - General
3101 - Catalogue
3140 - Stores
3360 - Disposals
Objectives: On completion of this course, you will be able to:
Maintain Disposals Lists
Maintain Survey Lists
Process Sentence Items
Create Issue Requisitions
Maintain Requisitions and Transfers
Review Disposal Information
Bulk Transfer Disposal Lists
Maintain Inter-Warehouse Transfers
Outcomes: Perform Disposal Management within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
50
ML-08 - Ellipse Forward Purchasing Agreements
Course ID: ML-08, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Forward Purchasing Agreements course provides participants with an understanding of Ellipse functionality for creating, evaluating and selecting quotations for both stock and non-stock items. Trainees will also review relevant standard reports, and run batch programs to generate FPA data.
Course Length: 2 days
Intended Audience: Those individuals responsible for creating and managing Forward Purchasing Agreements or purchasing from a Forward Purchasing Agreement.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-04 - Ellipse Purchasing
Modules Included: 3001 - General
3101 - Catalogue
3140 - Stores
3210 - Purchasing
3250 - Forward Purchase Agreements
Objectives: On completion of this course, you will be able to:
Maintain Forward Purchasing Agreement Header Information
Maintain Forward Purchasing Agreement Items
Finalise Forward Purchasing Agreements
Manage Requests for Quotation
Maintain Forward Purchasing Agreements
Review Forward Purchasing Agreements
Outcomes: Perform Forward Purchasing Agreements Management within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
51
ML-09 - Ellipse Repairable Item Management
Course ID: ML-09, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Repairable Item Management course provides participants with the training to manage Repairable Stock Items and associated Repair Agreements, tasks, purchase orders, and item life cycles.
Course Length: 2 days
Intended Audience: Those individuals responsible for purchasing, maintaining repairable item agreements or managing repair requests.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-08 - Ellipse Forward Purchasing Agreements
Modules Included: 3001 - General
3101 - Catalogue
3140 - Stores
3210 - Purchasing
3390 - Repairable Item Management
Objectives: On completion of this course, you will be able to:
Identify Repairable Items
Manage Repair Agreements
Manage Repair Requests
Purchase Catalogued Items
Maintain Purchase Orders
Receive Goods into Store
Manage Stock Holding
Review Repairable Items
Review the Catalogue
Outcomes: Manage repairable stock items and their repair agreements using Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
52
ML-11 - Ellipse Advanced Warehousing
Course ID: ML-11, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Advanced Warehousing course provides participants with an understanding of Ellipse functionality for warehouse management.
Course Length: 2 days
Intended Audience: Those individuals responsible for Warehouse Management.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-01 - Ellipse Cataloguing
ML-03 - Ellipse Warehouse Processes and Requisitions
Modules Included: 3001 - General
3101 - Catalogue
3140 - Stores
3190 - Warehouse Management
3210 - Purchasing
Objectives: On completion of this course, you will be able to:
Maintain Category Information
Review Category Management
Maintain Storage Management
Consolidate Picking Slips
Maintain Batch Lot and Shelf Life
Use Stock Movement
Outcomes: Perform Supply Customer Account control in Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
53
ML-12 - Ellipse Inventory Tracking
Course ID: ML-12, Ellipse Ellipse; Stream: Materials
Course Description: The inventory tracking module is used to track inventory items - whether they are in storage, in transit or have been issued. The Ellipse Inventory Tracking course provides participants with an understanding of Ellipse functionality for supply customer management.
Course Length: 1 day
Intended Audience: Those individuals responsible for tracking inventory as part of the supply customer management system.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-01 - Ellipse Cataloguing
Modules Included: 3001 - General
3120 - Inventory Tracking
3140 - Stores
Objectives: Maintain Supply Customers
Review Supply Customers
Maintain Inventory Tracking
Transfer Stock between Supply Customers
Consume and Write Off Supply Customer Stock
Perform Supply Customer Stock Receipts
Review Inventory Tracking Details
Manage Stock Loans
Recall Stock
Outcomes: Manage supply customers within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
54
ML-13 - Ellipse Stocktaking I
Course ID: ML-13, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Stocktaking I course provides participants with knowledge of Ellipse functionality for organising of stocktakes, counting of stock, adjusting results, and approving adjustments.
Course Length: 1.5 days
Intended Audience: Warehouse Officers and other individuals responsible for performing stocktakes.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
Modules Included: 3140 - Stores
Objectives: On completion of this course, you will be able to:
Perform Stocktake Organising
Perform Stocktake Counting
Perform Stocktake Adjusting
Perform Stocktake Adjustment Approving
Outcomes: Perform stocktaking within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
55
ML-14 - Ellipse Stocktaking II
Course ID: ML-14, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Stocktaking II course provides participants with knowledge of Ellipse functionality for planning, scheduling completing and archiving of stocktakes.
Course Length: 1.5 days
Intended Audience: Inventory Controllers and other individuals responsible for managing stocktakes.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Materials Familiarisation
ML-13 - Stocktaking I
Modules Included: 3140 - Stores
Objectives: On completion of this course, you will be able to:
Perform Stocktake Planning
Perform Stocktake Scheduling
Perform Stocktake Completing
Outcomes: Manage stocktaking within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
56
ML-18 - Ellipse Entitlements
Course ID: ML-18, Ellipse Ellipse; Stream: Materials
Course Description: The Ellipse Entitlements course provides participants with an understanding of Ellipse functionality for conducting warehouse operations, including tracking inventory. The entitlements module allows users to control the issue of stock items by setting a maximum issue level to be held or used by a supply customer account, employee or inventory category.
Course Length: 1.5 days
Intended Audience: Those individuals responsible for warehouse management.
Prerequisites: GE-02 - Ellipse Foundation
ML-00 - Ellipse Materials Familiarisation
Modules Included: 3001 - General
3101 - Catalogue
3120 - Inventory Tracking
3140 - Stores
3190 - Warehouse Management
3370 - Entitlements
3760 - Personnel Administration
Objectives: On completion of this course, you will be able to:
Maintain Entitlement Item Groups
Maintain Entitlements
Apply Entitlements to Entities
Maintain Entitlement Families
Review Entitlements
Outcomes: Conduct Warehouse Operations and Inventory Tracking within Ellipse.
Registration: To register an expression of interest in course attendance, email [email protected].
Training Course Catalogue 8.3
57
Ellipse Technical Stream
Training Course Catalogue 8.3
58
TE-01 - Ellipse Server Administration
Course ID: TE-01, Ellipse Ellipse; Stream: Technical
Course Description: Training IT professionals to reduce business costs.
How will this course benefit you?
While business focuses on managing costs, growth, and risk, IT is focused on implementing the enterprise asset management software to support your business operations.
This class gives IP professionals the skills to:
Maintain Ellipse instances
Compile Ellipse products as source
Configure the transaction processor, RDBMS, and batch processing
Describe the Ellipse Deployment Model
The course also provides problem determination scenarios and their potential solutions
Course Length: 5 days
Intended Audience: Technical consultants and systems administrators responsible for managing the Ellipse server configuration.
Prerequisites: Participants will need a technical understanding of enterprise software systems, databases and operating systems.
Modules Included: Ellipse technical and Ellipse Application Console
Objectives: On completion of this course, you will be able to:
Ellipse deployment environment
Basic operating system configuration
Instance creation and definition
Transaction processor configuration
Database configuration
Batch processing configuration
Client interface configuration
Post installation verification process
Ellipse source configuration
Ellipse server application source administration
Instance administration
CICS and Tuxedo administration
Database administration
Batch processing administration
Ellipse server application change control
Administer the Ellipse Application Source
Demonstrate how to administer a CICS region and Ellipse instance
Configure a database, start and stop the database, and configure database network settings
Configure batch processing
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Outcomes: Understand the Ellipse deployment model. Configure EAC and Ellipse. Create Ellipse instances. Perform basic compilation of Ellipse source.
Registration: To register an expression of interest in course attendance, email [email protected].
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Work Planner
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WP01 - Work Planner Introduction
Course ID: WP-01
Course Description: This course provides the participants with an understanding of the function and use of the jobs and tasks applications of Work Planner, including the job linking functionality, as well as the planning, scheduling, and assigning of work, including outages and budget preparation activities.
Course Length: 3 days
Intended Audience: Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources.
Prerequisites: MN-01 - Ellipse Core Asset Management
MN-02 - Ellipse Core Work Management
MN-03 - Ellipse Planning and Scheduling
Modules Included: Work Planner
Objectives: On completion of this course, you will be able to:
Maintain jobs and tasks
Maintain job and task links
Maintain outages
Review work progress
Maintain to-do lists including using dispatch
Outcomes: Ability to plan, schedule, and assign work using Work Planner.
Registration: To register an expression of interest in course attendance, email [email protected].
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WP-02 - Work Planner Estimate Scheduling
Course ID: WP-02, Work Planner 4.3; Stream: Work Planner
Course Description: This course provides the participants with an understanding of the function and use of the Estimate Scheduling application of Work Planner.
Course Length: 1 day
Intended Audience: Maintenance work planners and schedulers involved with the managing, planning, and scheduling of diverse work schedules and required resources.
Prerequisites: GE-02 - Ellipse Foundation
MN-00 - Ellipse Maintenance Familiarisation
MN-01 - Ellipse Core Asset Management
MN-04 - Ellipse Customer Work Management
WP-01 - Work Planner Introduction
Modules Included: Work Planner
Objectives: On completion of this course, you will be able to:
Create work requests
Create job estimates
Schedule job estimates
Manage user preferences
Outcomes: Ability to maintain estimate scheduling using Work Planner.
Registration: To register an expression of interest in course attendance, email [email protected].
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Critical Inventory Optimization
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IO-02 - Ventyx Critical Inventory Optimization
Course ID: IO-02, VCIO 6.0.2
Course Description: The IO-02 - VCIO course provides participants with knowledge of setting up, and updating VCIO. It also provides participants with knowledge of exporting VCIO to Ellipse, maintaining users, logging in, and maintaining criteria, vendors, stores, materials, and cataloguing data.
Course Length: 3 days
Intended Audience: Inventory Controller and other individuals with the following responsibilities:
Statistical Inventory Analysis
Improvement of Cataloguing
Vendor Score Carding
Warehouse Score Carding
Prerequisites: ML-00 - Materials Familiarisation
ML-01 - Cataloguing
ML-03 - Stores
ML-04 - Purchasing Goods and Services Management
ML-11 - Advanced Warehousing
Modules Included: VCIO
Objectives: On completion of this course, you will be able to:
Set up and Update VCIO
Export VCIO to Ellipse
Maintain VCIO Users
Log in to VCIO
Maintain VCIO Criteria Data
Maintain VCIO Vendors Data
Maintain VCIO Stores Data
Maintain VCIO Materials Data
Maintain VCIO Cataloguing Data
Outcomes: Optimise inventory levels in Ellipse while preventing stock-outs of critical parts.
Registration: To register an expression of interest in course attendance, email [email protected].