Embridge Training
Admin – IntellAgent for Unit4
Learn how to use the Unit4 ERP's IntellAgent facility to create your own flexible notifications and alerts supporting in-system reminder automation.
Duration: 1 Day
Level | Getting Advanced
Learn how to use the Unit4 ERP’s IntellAgent facility to create your own flexible notifications and alerts supporting in-system reminder automation.
Summary
Increasing efficiencies and productivity by removing delays in your processing is always foremost in an organisations strategy, so being able to create your own timely reminders for key tasks is essential as part of this planning.
The Unit4 ERP IntellAgent tool will enable your staff to maintain these essential reminders supporting your goals in creating a more efficient back office, with flexible alerting and notifications.
Learning outcomes
This course is designed for super users to gain an in-depth understanding of the Unit4 ERP IntellAgent module.
The objectives of the course are to help you:
- Gain a better understanding of IntellAgent to enhance your skills and knowledge as a super user
- Understand Unit4 ERP IntellAgent basic functionality
- Understand how to run enquires and create templates
Delegate pre-requisites
None – Introduction to Unit4
Who is it for?
- Application Support
- System Administrator
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Course Structure
Session 1
Overview of IntellAgent
In this session you will gain an understanding of the Unit4 ERP IntellAgent.
The areas it will explain are:
- What is IntellAgent in the Unit4 ERP system?
- How IntellAgent is integrated with Unit4 ERP
- The IntellAgent functionality
Session 2
Simple IntellAgent Set Up
In this session you will gain an understanding of the setup of the Unit4 ERP IntellAgent module.
The areas it will explain are:
- Setting up a personal Browser
- Attaching a simple IntellAgent
- Setting up the alert template
- Receiving the alert via email
Session 3
Advanced IntellAgent Setup
In this session your will be shown how to set up an advanced IntellAgent alert using Information Browsers.
The areas it will explain are:
- Browser setup
- Alert set up using IntellAgent
- IntellAgent output
Session 4
Directory Polling
In this session you will gain a good understanding of directory polling in IntellAgent by the creation of a Directory Polling alert.
Session 4
SQL and IntellAgent
In this session you will look at how to:
- Query the Unit4 ERP database to o Define an alert
- Add SQL queries
- Amendment Logging
- Run a SQL executable
- Perform Enquiries
- Understand IntellAgent Parameters
Premium Education training subscription
Part of the College of System Admin
Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.
More details about Premium Education will be coming soon. Watch this space!
In the mean time if you would like to know more email enquiries@embridgeconsulting.com
Cancellation policy
All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.
Very good course, great to be able to see demonstration first and then step by step guide from tutor on the practical side using the test environment to reinforce the steps and pitfalls involved.
Waterford City & County Council Staff Officer