List of topics covered in XTRF Academy guides


Very often questions asked in the space of Q&A, as well as some articles from this Knowledge Base are described and pictured with a clip or two. Whether you are a new user of XTRF, or would like to discover more about its functionality (especially with regards to Smart Projects), you can check out the basic and advanced guides, which XTRF Academy consists of.


We decided to post a list with lesson summaries here, because searching in the Knowledge Base part of the UserEcho doesn't catch results from the XTRF Academy chapter.


Below is a list of all topics with respective URLs to XTRF Academy Guides. 


Introduction

Lesson Zero - XTRF Basics


In this lesson you will learn how to:

  • Access XTRF on the web
  • Log in to your XTRF
  • Change your password
  • Setup company SMTP email server
  • Upload your company logo
  • Set your preferred language for the interface and communication
  • Create usernames for your team
  • Review and customize System Values in general


Basic guides

Guide to Quoting


After this lesson you should be able to

  • Create a quote in XTRF
  • Choose the desired parameters
  • Create Receivables
  • Send the quote to your client
  • Find your quote
  • Convert the quote to project


Guide to Project Management


Having finished this lesson, you should be able to prepare the project so that it can be started:

  • Adjust the process
  • Add files and schedule jobs
  • Assign vendors
  • Prepare payables and instructions
  • Launch and distribute the jobs
  • Monitor the file delivery and overall progress of the project
  • Deliver the ready files to your client

Guide to Client Management


Having finished this module, you should be able to:

  • Add a client account and enter all valuable details
  • Create contact persons
  • Configure client rates for your services
  • Perform Multiple Change on the client accounts


Guide to Vendor Management


Having finished this module, you should be able to:

  • Add a Vendor account and a Contact Person
  • Manage basic characteristics of your vendors
  • Configure Competencies & Rates
  • Perform Multiple Change on your vendors


Guide to Invoicing


After this lesson you should be able to:

  • create client invoices
  • manage payments
  • adjust system configuration with regard to invoicing


Guide to Vendor Billing and Vendor Portal basics


Having studied this guide, you should be able to:

  • Adjust Expected Invoicing Dates

  • Invite your partners to Vendor Portal

  • Activate access and log in to Vendor Portal as a linguist

  • Create an invoice as if you were a vendor

  • Inspect and manage the invoice filed by the vendor


Guide to CRM module


Having followed all of the clips below you should be able to:

  • create Memos, log Calls, plan Tasks and Events
  • send mass emails to your partners
  • look up history of CRM on your partners profiles


Guide to Smart Views and Dashboard


When you finish this guide, you should be able to perform

  • copying, editing and sharing views
  • looking up filters and shaping browsing tables
  • managing your own Dashboard


Guide to Process Templates and Automations


After studying this guide, you should know how to

  • adjust Services
  • build your own Process Templates
  • enable Automations

Advanced guides

Project Management: Advanced Functionality and Techniques


Having finished this lesson, you should know how to

  • Use Manual and automated Job Offers

  • Manage and assign teams and in-house vendors to jobs

  • Change Vendor on a job

  • Share and receive instructions and updates on project progress

  • Send and automate sending of Project Confirmation and Purchase Order


Quality Assurance


Having studied this guide, you should be able to

  • complete and review Evaluation of your vendors
  • manage LISA evaluation
  • manage and send Satisfaction Survey
  • create and find Client Feedback Reports


Preparing for Data Import


This guide will introduce you to the topics of data preparation: practical advice and explanation how to enter and format the information within spreadsheets that will be uploaded into XTRF.



Vendor Recruitment and managing own profile in Vendor Portal


Having finished this guide you should be able to

  • Configure Vendor Portal with recruitment in mind
  • Know how to invite your Vendors to join
  • Review new profiles and changes they request
  • Manage the new vendors in XTRF


Introduction to Client Portal


After you finish studying this guide, you should be able to:

  • Log in as a one of your clients
  • Choose the appropriate Configuration
  • Introduce the Portal to your clients


For search only: send quote, reject quote, notification, PO, Vendor Portal, registration

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