Account Localization Course

Overview

The Accounts Localization course provides a structured exploration of how business transactions are translated into accounting entries through the configuration of Posting Document Types, Posting Rules, Entities, and Account Defaults. Participants will gain the skills to set up localization parameters that drive automated postings across Accounts Payable, Accounts Receivable, Banking, Procurement, and Sales. The course also covers commitment postings, currency revaluation, and variance handling, enabling participants to configure, validate, and troubleshoot localization effectively.

Course Objectives

• Configure Posting Document Types, Posting Rules, and Posting Logic
• Define and apply Accounting Entities with appropriate conditions
• Set up and manage Account Defaults
• Configure Debit and Credit posting logic for financial transactions
• Understand and configure commitment, actual, and other posting types
• Handle currency and variance accounting effectively

• Posting Document Types and their role in financial postings
• Account Defaults and their configuration
• Accounting Entities and entity types
• Accounts Localization setup and structure
• Posting Logic, Debit/Credit setup, and conditions
• Commitment postings, actual postings, and other posting types
• Variance handling and currency revaluation
• Overview of the posting process             

Plant Maintenance - Configuration

 Overview

This course provides a comprehensive introduction to the foundational configuration of Plant Maintenance (PM) in Feeld.ai. It is designed to help participants understand how to set up core elements such as roles, users, document types, and transaction sequences, ensuring efficient and standardized maintenance operations within the system.

Course Objectives

• Understand the end-to-end setup process for Plant Maintenance in Feeld.ai.
• Configure roles and user access specific to PM activities.
• Define and manage document types, transaction sequences, and workflows for maintenance processes.
• Set up and maintain the Document Management System (DMS) to support plant maintenance documentation.

Course Content

• Introduction to PM Configuration in Feeld.ai
  • Key concepts and system architecture
  • Core elements of PM setup
• Roles and User Configuration
  • Defining roles and authorization levels
  • Assigning users to PM-specific roles
  • Access control and security considerations
• Configuration of Document Types & Transaction Sequences
  • Creating and customizing document types
  • Setting up transaction flows for maintenance activities
• Document Management System (DMS) Integration
  • Overview of DMS in Feeld.ai
  • Linking documents to PM transactions
• Practical Exercises & Case Studies
  • Hands-on configuration scenarios
  • Real-world use cases for Plant Maintenance setup

Plant Maintenance - Basic

Overview 

This course covers Plant Maintenance (PM) in Feeld.ai, guiding users through setting up maintenance requests, planning work orders, managing tasks, and using the mobile app for execution. Participants will learn how to streamline maintenance activities, ensure equipment reliability, and support end-to-end maintenance processes.

Course Objectives

• Learn the Plant Maintenance process flow in Feeld.ai.
• Understand how to create and manage maintenance requests and work orders.
• Learn to define and manage tasks, checklists, and resource allocations.
• Get familiar with scheduling, dispatching, and tracking maintenance activities.
• Explore task execution, confirmation, and closure using the mobile app.
• Understand how to record costs, generate reports, and integrate with asset management.

Course Content

1. Introduction to Plant Maintenance in Feeld.ai
   • Overview of PM lifecycle
   • Role of PM in asset reliability and uptime
2. Creating Maintenance Requests & Work Orders
   • Logging service requests
   • Converting service requests to work orders
   • Work order structure and priorities
3. Tasks, Checklists & Resource Planning
   • Defining maintenance tasks
   • Creating and managing checklists
   • Assigning technicians, tools, and spare parts
4. Scheduling & Dispatching Work
   • Work order Task scheduling 
   • Dispatching tasks to technicians
   • Tracking progress and technician status
5. Mobile App for Execution & Confirmation
   • Executing tasks in the mobile app
   • Recording time, materials, and checklists
   • Capturing photos & notes

Plant Maintenance - Configuration

 Overview

This course provides a comprehensive introduction to the foundational configuration of Plant Maintenance (PM) in Feeld.ai. It is designed to help participants understand how to set up core elements such as roles, users, document types, and transaction sequences, ensuring efficient and standardized maintenance operations within the system.

Course Objectives

• Understand the end-to-end setup process for Plant Maintenance in Feeld.ai.
• Configure roles and user access specific to PM activities.
• Define and manage document types, transaction sequences, and workflows for maintenance processes.
• Set up and maintain the Document Management System (DMS) to support plant maintenance documentation.

Course Content

• Introduction to PM Configuration in Feeld.ai
  • Key concepts and system architecture
  • Core elements of PM setup
• Roles and User Configuration
  • Defining roles and authorization levels
  • Assigning users to PM-specific roles
  • Access control and security considerations
• Configuration of Document Types & Transaction Sequences
  • Creating and customizing document types
  • Setting up transaction flows for maintenance activities
• Document Management System (DMS) Integration
  • Overview of DMS in Feeld.ai
  • Linking documents to PM transactions
• Practical Exercises & Case Studies
  • Hands-on configuration scenarios
  • Real-world use cases for Plant Maintenance setup

Performance Management System Pre-Sales

Overview

The Performance Management System in Onfinity is designed to help organizations efficiently manage and track employee goals, milestones, and appraisals. This course provides a detailed walkthrough of how users can utilize Onfinity’s goal tracker, dashboards, My Actions section, and appraisal integration features. Through this session, learners will understand how to create, assign, review, and evaluate performance goals in alignment with organizational objectives.

The system emphasizes transparency, collaboration, and real-time progress tracking, enabling both employees and reviewers to stay connected through direct messaging and comments. Participants will gain hands-on experience navigating Onfinity’s key modules — from goal creation to final appraisal reports.

Course Objectives

• Understand the structure and functionality of the Onfinity Performance Management System.
• Navigate the dashboard to access goal trackers and performance views.
• Create and assign individual, departmental, and organizational goals with defined priorities and timelines.
• Configure and manage key results and milestones for measurable performance tracking.
• Use the My Actions section to update progress, upload documents, and communicate in real-time.
• Review and evaluate employee performance as a reviewer using the Reviewer View.
• Integrate goals with appraisal plans, including skills and competency mapping.
• Generate and interpret performance appraisal reports within Onfinity.

Course Content

• Overview of the system and dashboard navigation.
• Using Reviewee and Reviewer views to track and manage milestones.
• Viewing and filtering individual, departmental, and organizational goals.
• Steps to create, assign, and prioritize goals.
• Setting key results, measure types, and generating milestones.
• Adding comments, messaging, and sharing documents.
• Linking goals to appraisal plans and managing evaluations.
• Hands-on demonstration of the entire performance cycle.