The Administrators Course

Duration: 2 days (08:45 – 16:30)
Cost: R7 000

Target Audience

> Learner is in a Management position, ideally, in the Advertising industry or
> Learner intends to be employed as a Chase Administrator.

Section 1

Different agency types
Traditional advertising agency structures
Workflow in the agency
Agency departments and their roles
Roles and responsibilities of users in the agency

Section 2

Introduction to the Chase system dashboard tabs
Menu buttons and document toolbars
Chase documents and forms

Section 3

Managing Clients, Supplier and Contractors
Understanding the role of Client Services
Understanding the role of Traffic (including TimeSheet users)
Understanding the role of Production
Understanding the role of Finance

Section 4

Inserting Company details
Employee (User) Setup
Templates and Translations
Business Units and Bulletins

Section 5

Access rights
Access rights restrictions
Lookup Codes

Section 6

Setting up different TaskTypes
Deliverables
Setting up different WorkTypes
Traffic Divisions and Teams

Section 7

Group Configuration:
>Security Groups
>Client WorkType Groups
>User Groups
Workflow setup
Managing Workflows
Note Templates and Notification Settings
Reminder Settings

Section 8

Export Settings
Agency Global Settings
Employee (User) Financials (CTC vs. User rates)
Currency setup and Exchange Rates

Section 9

Report Linking
Report Sizing
Document and Email Archiving
Mail Server Admin

Section 10

Understanding Chase Standard Reports
Most used reports for:
>Billings
>Payments
>Margin
>Time
>Work in Progress (WIP)
Analysers
>TimeSheets
>Forecasting
Pivot Reports

Section 11

Financial Forecasting
Wizards
>Job Revenue and Margin Declaration
>Revenue Absorption/Takeup Wizard
Moving Costs

Click here to register for this course.

For any other information:
Email – training@chasesoftware.co.za
Tel – +27 11 287 1800 or +27 11 287 1800/34

To return to the Chase Academy page, click here.