Training

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Course Descriptions


Using CFAWin

Using CFAWin is an interactive course ideal for beginning to intermediate CFAWin users. Learn how to add master records, generate HotLists, key data, run reports and more. Prior exposure to CFAWin is helpful but not required.


Options: Regional, Group Web-based, Custom Web-based, or On-Site*
Duration: Two days (Regional & On-site) or Seven 90-minute sessions (Web-based)

Agenda:

  • Equipment Table
  • Equipment Notes/PM Checklist
  • System Reports - Equipment
  • Vendor Table
  • Inventory Table
  • Inventory Kits
  • Physical Inventory
  • System Reports - Inventory
  • Receive Inventory Entry
  • Inventory Stock Transfer
  • Repair Order Entry
  • System Reports - Repair Transaction
  • Fuel, Fluid, Meter Entry
  • System Reports - Fuel Transaction
  • Data Table Utilities
  • System Reports - various
  • Period End Close

Register: Regional, Group Web-based, Custom Web-based, or On-Site

Participants receive:
  • Using CFAWin training reference material
  • CFAWin update
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Advanced CFAWin

Advanced CFAWin is an interactive course which focuses on advanced CFAWin functions. Learn how CFAWin can be used as a fleet management tool to track and analyze costs and trends. Learn about setting and tracking fleet goals, auditing, analysis, troubleshooting and various CFAWin modules. Attending ‘Using CFAWin’ and prior exposure to CFAWin are recommended prior to enrolling in this course.
Options: Regional, Group Web-based, Custom Web-based, or On-Site*
Duration: One day (Regional & On-site) or Four 90-minute sessions (Web-based)
Agenda:
  • Setting Fleet Maintenance Goals 
  • Tracking Progress in CFAWin 
  • Capturing Repair Data
  • Inventory Management 
  • Tracking Part Warranty 
  • Advanced Reporting 
  • Repairs To-Do
  • Tracking Component Warranty
  • Troubleshooting PMs, Reports & Usage

Register: Regional, Group Web-based, Custom Web-based, or On-Site

Participants receive:

  • Advanced CFAWin training reference material
  • CFAWin update
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Technician's Toolbox

Technician's Toolbox is an interactive course which focuses on repair-related functions and is targeted for repair technicians and repair order entry clerks. Learn how to key Repair Orders, lookup repair history, lookup equipment records and run PM HotLists. Prior exposure to CFAWin is recommended prior to enrolling in this course.

Options: Group Web-based, Custom Web-based, or On-Site*

Duration: One day (On-Site) or Four 90-minute sessions (Web-based)

Agenda:

  • PM & Repair To-Do HotList
  • Repair Order Entry
  • Equipment Repair Snapshot
  • Search Open Repair Orders
  • Lookup Equipment Records
  • Lookup Stocked Parts

Register: Group Web-based, Custom Web-based, or On-Site

Participants receive:
  • Technician's Toolbox training reference material
  • CFAWin update
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Inventory Control

Inventory Control is an interactive course which focuses on inventory-related functions and is targeted for Inventory Control personnel and Purchase Order entry clerks. Learn how to key Purchase Orders, lookup disbursement history, lookup inventory records, order and receive parts, adjust Physical Inventory and more. Prior exposure to CFAWin is recommended prior to enrolling in this course.

Options: Group Web-based, Custom Web-based, or On-Site*

Duration: One day (On-Site) or Four 90-minute sessions (Web-based)

Agenda:

  • Vendor Table
  • Inventory Table
  • Inventory Kits
  • Inventory HotList
  • Receive Inventory Entry
  • Disburse Parts to Repair Orders
  • Physical Inventory Entry
  • Stock Transfer Entry
  • Search Open Purchase Orders
  • Inventory Snapshot
  • Inventory Reports

Register: Group Web-based, Custom Web-based, or On-Site

Participants receive:
  • Inventory Control training reference material
  • CFAWin update
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CFAWin Admin

CFAWin Admin is an interactive course which focuses on administrator-related functions and is targeted for CFAWin Administrators. Learn how to setup preferences and tables, assign user access rights, utilize Data Table Utilities, run period-end close and more. Prior exposure to CFAWin is recommended prior to enrolling in this course.
Options:Group Web-based, Custom Web-based, or On-Site*

Duration: One day (On-site) or Four 90-minute sessions (Web-based)

Agenda:

  • System Setup - Preferences
  • Administering User IDs
  • System Setup - Setup Tables
  • Fuel/Fluid Rate Table
  • Data Table Utilities
  • System Reports - various
  • Auditing
  • Period End Close

Register: Group Web-based, Custom Web-based, or On-Site

Participants receive:
  • CFAWin Admin training reference material
  • CFAWin update
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Custom Report Writer

Custom Report Writer is an interactive course focusing on writing reports using Crystal Reports and integrating Crystal Reports with CFAWin. The course is targeted for personnel responsible for creating custom reports. Learn to create new, custom reports and to modify existing CFAWin reports. Prior exposure to Crystal Reports is recommended prior to enrolling in this course. Contact us to schedule Custom Report Writer training today!

Options: Custom Web-based, or On-site*

Duration: One day (On-site) or Four 90-minute sessions (Web-based)

Agenda:

  • Understand Data Tables & how Crystal Reports fits into CFAWin 
  • Create a new report for use in CFAWin
  • Using the Visual Linking Expert
  • Inserting CFAWin database fields into reports
  • Creating and using formulas in reports
  • Opening a custom report in CFAWin

Register: Custom Web-based, or On-site

Participants receive:
  • Custom Report Writer training reference material
  • CFAWin update
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Web-based Workshops

Web-based Workshops are a cost-effective alternative to our standard custom Web-based training. These scheduled topics are designed to assist with implementing CFAWin in your shop and provide in-depth training on specific topics in using CFAWin. Each Workshop is scheduled for 90 minutes. Contact us to schedule a Workshop with our professional instructors today!

Web-based Workshops currently offered include:

  • Company Preferences Setup & User ID Security
  • Entering Equipment Table Records
  • Setting Up & Troubleshooting PM Schedules
  • Setting Up & Utilizing Repairs-To-Do
  • Repair Order Entry & Editing
  • Entering Vendor, Indirect & Multi-mechanic Repairs
  • Fuel Entry & Estimated Usage
  • Tracking Component Warranty
  • Entering Vendor Table Records
  • Entering Inventory Table Records
  • Setting Up & Utilizing Inventory Kits
  • Physical Inventory & Inventory Stock Transfers
  • Purchase Order Entry & Crediting
  • Data Table Utilities & Removing Sold Equipment
  • Daily Audit Reports & Monthly Reports
  • Period End Close (Setup, File Structure, etc.)

Custom Web-based Training

Select Custom Web-based Training and customize the agenda to meet your needs! Whether you are looking to receive an overview of specific areas of concern or require in-depth training on specific sections of CFAWin, Custom Web-based Training is an excellent training alternative that can be scheduled in 1-hour increments.

* On-site training minimum is two consecutive days. One-day Advanced CFAWin & Technician's Toolbox classes must be scheduled in conjunction with other on-site training .

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