Train Users for Online Viewing

Before you can implement online viewing in production, the end users who have requested reports for online viewing must receive basic training in the usage of the online facilities. The recommended way to handle this is to have a distributed approach to the training. Normally, it would be too much work for you and your team to perform the training for all end users. Ideally, you may have a training department who can conduct it for you.

We recommend that you train the super users, and then ask them to train the end users. You need to inform the users of the following:

Basic Facilities:

• How to access the online viewing environment.
• What the fields of the entry panel mean (regarding selection criteria).
• What the three user files are for.
• What the various and recommended display options are.
• How to view their reports.
• How to print their reports.
• How to restore their reports.

Advanced Facilities (optional):

• How to create rulers, that is, create different views of their reports.
• How to use the Notepad facility (tagging notes to reports and specific text).
• How to use the Remark function.
• How to update sysout attribute information (if using the SEARCH Active or Permanent facility).
• Explain the principles of reports moving from the Active to History User Report List files and the online duration of reports.

The Control-D and Control-V Online Viewing Guide provides a detailed description of all panels and options in the online environment. This guide can be used as a workbook for self-study to learn how to use the Online Viewing facility.