Course overview

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OU admin course (OEA)

eGeKo is the most modern case management solution. It is primarily operated via a web browser and is so user-friendly and simple that even occasional users can handle it.

This course provides you with comprehensive training in eGeKo. The first part of the course covers everything you need to know to use eGeKo, including managing cases and dossiers, holding meetings, managing pending matters and all-round training on how eGeKo works. The second part focuses on administrative activities: You will learn how to adapt eGeKo to the wishes and needs of your organization, including managing users, setting up an access authorization concept, creating document, e-mail and meeting templates, and mapping technical processes.

Course objective

After the course you will know all the important functions of eGeKo. You will be able to use eGeKo in your daily case and adapt eGeKo to your own needs.

Prerequisites

Basic knowledge of Windows or Mac and Office programs.

Course content

Topics incl. content in the eGeKo wiki

Part 1: Application

1. My user profile
2. Cockpit
3. Cases and dossiers
4. File manager
5. Meetings, agenda items, minutes
6. Meeting cockpit
7. Search, list views, column search, sorting
8. Messages
9. Tasks
10. Edit workflows
11. Recycle bin

Part 2: Administration

1. OU profile and user profiles
2. Roles and processing types
3. Input field configuration
4. Document templates and e-mail templates
5. Meeting types, agenda item types, meeting templates, agenda item templates
6. File plan configuration
7. Defining workflows
8. Feedbacks

Course duration

2 x 4h (morning and afternoon)

Course location

Either at ATEGRA in Zurich, at your premises or remotely.

Price

CHF 800 per person

Refresher course

Have you already attended this course and would like to refresh your knowledge? We also offer all courses as refresher courses. The same topics are covered in half the time and the refresher course costs only half as much as the original course. If you would like a refresher course, please make a note of this when you register for the course.

Course dates

Select one of the dates given. Alternatively, you can contact us for further date suggestions.