Training Course Catalogue - ABB Group · Training Course Catalogue 7 — Ellipse Finance Stream The...

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Training Course Catalogue

Ellipse 8.9

© Copyright 2017 ABB

All Rights Reserved

Confidential and Proprietary

Friday, 1 December 2017

9AKK107045A7402A

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Contents

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Contents Ellipse Finance Stream ................................................................................................................................ 7

FI-00 - Ellipse Financial Familiarisation ................................................................................................. 8 FI-01 - Ellipse Financial Accounting Tools .............................................................................................. 9 FI-02 - Ellipse Management Accounting .............................................................................................. 10 FI-03 - Ellipse Accounts Payable.............................................................................................................. 11 FI-05 - Ellipse Project Control .................................................................................................................. 12 FI-07 - Ellipse Fixed Assets ....................................................................................................................... 13 FI-08 - Ellipse Plan Actual Statistics ...................................................................................................... 14 FI-09 - Ellipse Accounts Receivable ........................................................................................................ 15 FI-11 - Ellipse Labour Costing ................................................................................................................. 16 FI-12 - Ellipse Contracts Management ................................................................................................... 17 FI-13 - Ellipse Grants Administration .................................................................................................... 18 FI-13 - Ellipse Grants Administration .................................................................................................... 18

Ellipse General Stream .............................................................................................................................. 19

GE-02 - Ellipse Foundation ...................................................................................................................... 20

Ellipse Human Resources Stream ........................................................................................................... 21

HR-00 - Ellipse Personnel Familiarisation ............................................................................................ 22 HR-03 - Ellipse Position Management .................................................................................................. 23 HR-05 - Ellipse Training Management .................................................................................................. 24 HR-06 - Ellipse Recruitment Management .......................................................................................... 25 HR-07 - Ellipse Personnel Administration ............................................................................................ 26 HR-08 - Ellipse Health, Safety, Social Responsibility, and Environment ...................................... 27 HR-09 - Ellipse Workers Compensation ............................................................................................... 28 HR-10 - Ellipse Salary Administration ................................................................................................... 29

Ellipse Payroll Stream ............................................................................................................................... 30

PY-00 - Ellipse Payroll Familiarisation ................................................................................................... 31 PY-02 - Ellipse Time Management ......................................................................................................... 32 PY-05 - Ellipse Payroll Configuration .................................................................................................... 33 PY-06 - Ellipse Payroll Management...................................................................................................... 34 PY-08 - Ellipse Employee Self Service ................................................................................................... 35

Ellipse Maintenance Stream .................................................................................................................... 36

MN-00 - Ellipse Maintenance Familiarisation ..................................................................................... 37 MN-01 - Ellipse Core Asset Management ............................................................................................. 38 MN-02 - Ellipse Core Work Management ............................................................................................. 39 MN-03 - Ellipse Planning and Scheduling ............................................................................................. 40 MN-04 - Ellipse Customer Work Management ................................................................................... 42 MN-06 - Ellipse Condition Monitoring .................................................................................................. 43 MN-08 - Ellipse Material Demand Management................................................................................. 44

Materials Stream ....................................................................................................................................... 45

ML-00 - Ellipse Materials Familiarisation ............................................................................................ 46 ML-01 - Ellipse Cataloguing ..................................................................................................................... 47 ML-02 - Ellipse Stores Inventory Management ................................................................................... 48 ML-03 - Ellipse Warehouse Processes and Requisitions .................................................................. 49 ML-04 - Ellipse Purchasing ...................................................................................................................... 50 ML-06 - Ellipse Disposals Management ................................................................................................ 51 ML-07 - Ellipse Transport Consolidation ............................................................................................. 52

Contents

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ML-08 - Ellipse Forward Purchasing Agreements ............................................................................. 53 ML-09 - Ellipse Repairable Item Management .................................................................................... 54 ML-10 - Ellipse Global Purchasing Agreements .................................................................................. 55 ML-11 - Ellipse Advanced Warehousing ................................................................................................ 56 ML-12 - Ellipse Inventory Tracking ......................................................................................................... 57 ML-13 - Ellipse Stocktaking I ................................................................................................................... 58 ML-14 - Ellipse Stocktaking II .................................................................................................................. 59 ML-18 - Ellipse Entitlements ................................................................................................................... 60


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Ellipse Finance Stream The following courses pertain to the Ellipse Finance Stream:


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FI-00 - Ellipse Financial Familiarisation Course ID: FI-00, Ellipse 8.9; Stream: Finance

Course

Description:

The Ellipse Financial Familiarisation course provides participants with

conceptual and working knowledge of the financial modules provided by

Ellipse. The course is designed for both employees and supervisors, so that

both groups know their responsibilities, and the accounting processes.

Course Length: 1 day

Intended Audience: Those requiring a high-level understanding of the financial functionality of

the Ellipse system.

Prerequisites: GE-02 - Ellipse Foundation

Modules Included: 3260 - Accounts Payable

3620 - Work Orders

3850 - Labour Costing

3920 - Chart of Accounts

Objectives: On completion of this course, you will be able to:

Review components in the Chart of Accounts

Review costing and accounting transactions

Review supplier invoices

Describe the integration between Finance and the other Ellipse streams

Outcomes: Identify key concepts of Finance and recognise business stream integration

within Ellipse.

Registration: Email [email protected] to express interest.


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FI-01 - Ellipse Financial Accounting Tools Course ID: FI-01, Ellipse 8.9; Stream: Finance

Course

Description:

The Ellipse Financial Accounting Tools course provides participants with

conceptual and working knowledge of Ellipse financial accounting tools.

The course is designed for both employees and supervisors, so that both

groups know who is responsible for what, and know the accounting

processes.

Course Length: 2 days

Intended Audience: Those individuals responsible for maintaining a chart of accounts, analysing

and reconciling accounts, or managing the financial accounting function.


FI-00 – Finance Familiarisation

Modules Included: 3901 - Journal Holding

3910 - Journals


3990 - General Ledger

Objectives: Maintain General Ledger Codes

Maintain Cost Centres and Cost Centre Segments

Maintain Expense Elements and Posting Accounts

Maintain User-defined Sub-ledgers and Colloquial Names

Maintain Account Code Access Lists

Maintain Foreign Currency Exchange Rates

Maintain Basic Journals, Standing Journals, and Tax Journals

Process External Interfaces to Ellipse

Review and Resolve Accounting Transactions

Replicate Accounts in Ellipse

Maintain Cost Reallocations and GL Commitments

Remeasure Account Balances

Maintain reallocation journals

Maintain transaction reviews

Maintain posted accounting transaction amendments

Outcomes: Use Financial Accounting Tools within Ellipse.



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FI-02 - Ellipse Management Accounting Course ID: FI-02, Ellipse 8.9; Stream: Finance

Course Description: Ellipse offers accountants and managers powerful tools to formulate

budgets, as well as to analyse and interpret financial data. Trainees will

maintain budgets and online review formats. Trainees will also maintain

accounts relationships for account summarisation.


Intended Audience: Those individuals responsible for creating and maintaining operating

budgets, analysing and reporting account balances, or managing the

accounting function.


FI-00 - Ellipse Financial Familiarisation

FI-01 - Ellipse Financial Accounting Tools

Modules Included: 3901 - Journal Holding

3910 - Journals

3920 – Chart of Accounts

3960 – Management Accounting

3980 – Plan/Actual Statistics

3990 - General Ledger


Maintain budget types and assumptions

Maintain posting accounts and statistics

Maintain budget values

Understand account hierarchies

Perform online enquiries

Maintain multiple currencies and translate account balances

Perform month-end and year-end processing

Outcomes: Perform Management Accounting within Ellipse.



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FI-03 - Ellipse Accounts Payable Course ID: FI-03, Ellipse 8.9; Stream: Finance

Course

Description:

The Ellipse Accounts Payable course takes trainees through the full

accounts payable cycle, from processing and approving invoices to

processing payments.


Intended Audience: Those individuals responsible for processing invoices, managing the

accounts payable function.


FI-00 - Finance Familiarisation


Modules Included: 3001 – General

3140 – Stores

3201 – Supplier Information

3210 – Purchasing

3260 – Accounts Payable

3280 – Payment Processing


Maintain Bank Accounts and Statements

Maintain Additional Taxes

Process 1099 Adjustments

Load Review and Modify Invoices

Process Automatic Invoices and approve Non-Goods Invoices

Maintain and Approve Recurring Payments

Maintain Retentions

Process Accounts Payable Cheque Payments

Extract Transactions for Bank Reconciliations

Maintain Bank Reconciliations using the Workbench

Outcomes: Perform accounts payable administration within Ellipse.



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FI-05 - Ellipse Project Control Course ID: FI-05, Ellipse 8.9; Stream: Finance

Course

Description:

Ellipse enables major operational and capital expenditures to be controlled

independently of the normal organisational reporting hierarchy. Ellipse

Projects support both engineering and accounting requirements. Actual

costs, commitments, and budget amounts are automatically accumulated

up the project hierarchy.


Intended Audience: Those individuals responsible for managing project costs or managing the

physical work related to projects.



FI-02 - Ellipse Management Accounting

Modules Included: 3140 – Stores

3210 – Purchasing


3620 – Work Orders

3660 – Project Control

3680 – Fixed Assets

3850 – Labour Costing

3901 - Journal Holding

3910 - Journals


3970 – Cost Categories


Maintain Cost Categories

Maintain Projects

Capitalise Projects

Maintain Material, Equipment and Resource Requirements

Maintain Project Cost Estimates

Maintain Joint Venture Details

Reallocate Project Costs

Review Project Details

Review Project Costs

Review Project Commitments

Outcomes: Perform Project Control within Ellipse.



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FI-07 - Ellipse Fixed Assets Course ID: FI-07, Ellipse 8.9; Stream: Finance

Course

Description:

Ellipse Fixed Assets functionality provides the tools to control a company’s

fixed assets and to calculate depreciation for those assets. Trainees will

maintain the fixed asset register and sub-assets. Trainees will also create

financial transactions related to capitalisation, depreciation, and disposal

of assets.


Intended Audience: Those individuals responsible for maintaining and reconciling fixed assets

or managing the fixed asset function.




Modules Included: 3630 – Equipment History and

Costing

3680 – Fixed Assets


3910 - Journals



Maintain Depreciation Rate Tables

Maintain Account Codes for Fixed Assets

Maintain Assets on the Fixed Asset Register

Maintain Sub-Asset Information and Valuation Details

Manage Fixed Asset Workbench Transactions

Revalue and Impair Assets

Calculate Depreciation on Fixed Assets

Transfer and Retire Fixed Assets

Review Fixed Asset Transactions

Count Fixed Assets

Outcomes: Maintain and reconcile a fixed-assets register within Ellipse.



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FI-08 - Ellipse Plan Actual Statistics Course ID: FI-08, Ellipse 8.9; Stream: Finance

Course

Description:

The Ellipse Plan Actual Statistics module provides the tools to record and

review statistical information that can be used to support General Ledger

financial reporting and operational information. Trainees will maintain and

review Plan Actual Statistics.


Intended Audience: Those individuals responsible for maintaining and reviewing statistical

information.



FI-02 - Ellipse Management Accounting

Modules Included: 3980 - Plan Actual Statistics 3430 - Production Statistics


Maintain Plan Actual Statistics

Review Plan Actual Statistics

Run batches and reports related to Plan Actual Statistics

Outcomes: Trainees will be able to maintain and review Plan Actual Statistics within

Ellipse and run related reports.



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FI-09 - Ellipse Accounts Receivable Course ID: FI-09, Ellipse 8.9; Stream: Finance

Course Description: The Ellipse Accounts Receivable course takes participants through the full

accounts receivable cycle, from the creation of the organisation’s

customers and raising of invoices, through to the receipt and allocation of

payments. Ellipse Accounts Receivable module manages the detail of

money owed by an organisation’s customers.


Intended Audience: Those individuals responsible for applying payments to invoices or

managing the accounts receivable function




Modules Included: 3501 - Customer Information 3560 - Accounts Receivable


Configure, Maintain and Review Customer Information

Configure Accounts Receivable

Maintain Bank Accounts and Pricing Codes

Maintain Consumption Tax

Maintain Invoices

Process Customer Credits or Corrections to Invoices

Process Periodic or Instalment Invoices

Process Cash Receipts or Refunds

Preview Customer Invoices and Revenue

Print Statements

Outcomes: Perform accounts receivable administration within Ellipse.



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FI-11 - Ellipse Labour Costing Course ID: FI-11, Ellipse 8.9; Stream: Finance

Course

Description:

Ellipse Labour Costing allows the most accurate collection of labour and

labour-burden costs to be captured for projects and work orders. Trainees

will:

maintain labour classifications, as well as labour and burden rates.

process labour transactions to projects and work orders for cost

accumulation and analysis.


Intended Audience: Those individuals responsible for processing labour transactions, analysing

project and/or work-order costs, and managing the project costing or

work-order costing function.

Prerequisites: GE-02 - General Foundation


FI-05 - Project Control

Modules Included: 3620 - Work Orders

3660 - Project Control



3910 - Journals


3970 - Cost Categories


Configure Labour Costing

Maintain Labour Costing

Review Labour Costing

Outcomes: Perform labour costing for projects and work orders within Ellipse.



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FI-12 - Ellipse Contracts Management Course ID: FI-12, Ellipse 8.9; Stream: Finance

Course Description: The Ellipse Contracts Management module is designed to support the

management and administration of works, service, and supply contracts

as well as consultant engagements. Contract types from major

construction to minor works and consulting engagements can be

administered through the system. These contracts can be lump-sum,

schedule-of-rates, or a combination of these. The module consists of

online applications to record the contract details, contract items,

variations, and valuations from its creation to its completion.


Intended Audience: Those individuals responsible for processing contracts and contract

invoices or the contract management function.



Modules Included: 338A - Contract Administration 3380 - Tender Administration


Configure Tender Administration

Invite Tenders

Record Tenderers and Tender Replies

Evaluate and Adjust Tenders

Review Tenders

Configure Contract Administration

Maintain Contracts

Maintain Contract Variations

Maintain Contract Valuations

Outcomes: Manage contracts within Ellipse.



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FI-13 - Ellipse Grants Administration

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FI-13 - Ellipse Grants Administration Course ID: FI-13, Ellipse 8.9; Stream: Finance

Course Description: The Ellipse Grants Administration course provides participants with a

knowledge of the Ellipse grants administration functionality. This includes:

Managing of program, grants and line items

Managing the tracking and reporting of expenditure within their

organisation

Capturing of data relating to grant funding, grant expenditure and

grant expenditure reimbursement with Ellipse.


Intended Audience: For individuals responsible for maintaining grant funding, grant

expenditure and grant expenditure reimbursement, such as Grant

Administrators.



FI-05 - Project Control

Modules Included: 3940 - Grants Administration


Manage Grants Administration Programs

Manage Grants Administration Grants

Manage Grants Administration Line Items

Set Projects, Work Orders or Job Estimates as Grant Funded

Maintain the Program Funding Matrix

Maintain Default Line Items for a Project or Work Order

Process Funds Checking for Grants Administration

Extract General Ledger Transactions

Correct General Ledger Transaction Errors and Warnings

Manage Grant Administration Workbench Transactions

Claim Expenditure Reimbursement

Outcomes: Perform grant administration within Ellipse.



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Ellipse General Stream The following courses pertain to the Ellipse General Stream:


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GE-02 - Ellipse Foundation Course ID: GE-02, Ellipse 8.9; Stream: General

Course Description: To provide participants with an introduction to the Ellipse system, its

integration, and key concepts.

To provide participants with the skills to navigate, search, and review

data within Ellipse and, through practical exercises, the integration of

Ellipse across business streams.


Intended Audience: All new Ellipse users.

Prerequisites: No prior Ellipse knowledge is required, however ERP systems experience is

recommended.

Modules Included: 3001 – General

3620 – Work Orders

3870 – Position Management

3910 – Journals

3140 – Stores




Use the Ellipse Homepage

Add Homepage Widgets

Use the Ellipse Screen Interface

Use the Ellipse Calendar

Use the Ellipse Diary

Use the Ellipse Data Navigator

Use Excel/Smart Excel within Ellipse

Use Notification Messages

Outcomes: Identify and use key concepts of Ellipse.



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Ellipse Human Resources Stream The following courses pertain to the Ellipse Human Resources Stream:


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HR-00 - Ellipse Personnel Familiarisation Course ID: HR-00, Ellipse 8.9; Stream: HR/Payroll

Course Description: To provide participants with an introduction to the Ellipse modules which

form the Ellipse Human Resources system.

Course Length: 1/2 day

Intended Audience: Implementation team members and new end-users responsible for

management and administration of personnel records, health and safety

records and processes, compensation management and supervision, and

training management.


Modules Included: 3760 - Personnel Management and

Administration

3870 - Position Management

3790 - Resourcing

3770 - Training Management

3795 - Performance

Appraisals

3510 - Health, Safety, Social

Responsibility, and

Environment

3530 - Workers Compensation


State the modules that form the Ellipse Human Resources

Management (HRM) system

State the purpose of each module in the Ellipse HRM system

State the types of data maintained in each HRM module

Review employee and non-employee details

Outcomes: Understanding of key concepts and components of the Ellipse Human

Resources system capabilities.



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HR-03 - Ellipse Position Management Course ID: HR-03, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Position Management course provides participants with the

training to use the Ellipse Position Management module to maintain job

profiles, primary reporting codes, positions, and hierarchy.


Intended Audience: Those individuals responsible for management and administration of

personnel records or personnel practitioners.


HR-00 - Ellipse Personnel Familiarisation

Modules Included: 3870 - Position Management


Configure Position Resource Requirements

Maintain Primary Reporting Codes

Maintain Positions

Maintain Position Hierarchies

Authorise Position Based Transactions

Review Positions

Review Position Management

Outcomes: Perform position management within Ellipse.



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HR-05 - Ellipse Training Management Course ID: HR-05, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Training Management course provides participants with the

ability to use the Ellipse Training Management module to manage training

courses, sessions, training programs, employee training plans, and

attendee details.



training records.



Modules Included: 3770 - Training Management


Maintain Training Course Details

Maintain Training Session Details

Maintain Session Events

Maintain Training Programs

Maintain an Employee Training Plan

Use Training Self-Service Applications

Maintain Training Course Attendees

Maintain Training Results

Outcomes: Manage training courses, sessions, and attendee details within Ellipse.



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HR-06 - Ellipse Recruitment Management Course ID: HR-06, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Recruitment Management course provides participants with

the training to use the Ellipse Recruitment Management module for

recruitment tasks.


Intended Audience: Those individuals responsible for recruitment management and

supervision.

Prerequisites: HR-00 - Ellipse Personnel Familiarisation

Modules Included: 3780 - Recruitment


Maintain a position vacancy

Review recruitment

Manage applicants

Review applicant details

Match applicants

Appoint an applicant

Outcomes: Perform recruitment tasks within Ellipse.



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HR-07 - Ellipse Personnel Administration Course ID: HR-07, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Personnel Administration course provides participants with the

training to use the Ellipse Personnel Management & Administration

module for personnel management, resourcing (competencies), and

performance appraisals.



personnel records and personnel practitioners.




Administration

3820 - Payroll Management


Maintain address validation data

Maintain personnel workbench details

Maintain other personnel details

Maintain non-employee details

Maintain employee status history

Review employee and non-employee details

Outcomes: Process and manage the Ellipse personnel database on a daily basis.



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HR-08 - Ellipse Health, Safety, Social

Responsibility, and Environment Course ID: HR-08, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Health, Safety, Social Responsibility, and Environment course

provides participants with the training to create and maintain records for

any kind of related event. You can create risk ratings and perform

preventative analyses, and identify immediate and basic causes for events.

You can explain automatic corrective action notification messages, and

maintain sign-off details.


Intended Audience: Those individuals responsible for health, safety, social responsibility, and

environment management and supervision.



Modules Included: 3510 - Health and Safety

3515 - Event Budgeting and

Analysis

3516 - Environment, Social, and

Loss Management

3520 - Medical and

Rehabilitation Management


3620 - Work Orders


Maintain Events

Maintain Loss Information

Maintain Event Investigation History Records

Maintain Medical and Test Details

Maintain Risk Details

Maintain Immediate and Basic Cause Details

Maintain Preventative Action Details

Maintain Sign-Off Information

Outcomes: Manage workplace health, safety, social responsibility, and environmental

details within Ellipse.



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HR-09 - Ellipse Workers Compensation Course ID: HR-09, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Workers Compensation course provides participants with the

training to use the Ellipse Workers Compensation module to manage and

administer workers compensation tasks.


Intended Audience: Those individuals responsible for workers compensation management and

supervision.



Modules Included: 3530 - Workers Compensation


Configure state workers compensation controls

Configure workers compensation location codes

Configure weekly payments

Configure payment types

Configure recovery types

Configure absence authority types

Process a claim

Maintain workers compensation premium statistics

Outcomes: Manage workers compensation details within Ellipse.



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HR-10 - Ellipse Salary Administration Course ID: HR-10, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Salary Administration course trains participants to use the

Ellipse Salary Administration module to perform salary administration

tasks.



personnel records and compensation management and supervision.



Modules Included: 3785 - Salary Administration


Maintain employee salary packages

Maintain employee reimbursements

Outcomes: Perform salary administration tasks within Ellipse.



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Ellipse Payroll Stream The following courses pertain to the Ellipse Payroll Stream:


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PY-00 - Ellipse Payroll Familiarisation Course ID: PY-00, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Payroll Familiarisation course provides participants with an

introduction to the Ellipse Payroll modules and how they work together to

form the Ellipse Payroll system.

Course Length: 1/2 day

Intended Audience: Those individuals responsible for payroll management and administration

of personnel records, employee timekeeping and rostering, payroll

implementation, and remuneration/benefits management and

supervision.



Administration


3880 - Absence Management

3890 - Time Management


Maintain Employee Payroll data

Maintain Employee Rosters and Absences

Process Payroll

Outcomes: Understanding of the key concepts and components of the Ellipse Payroll

system capabilities.



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PY-02 - Ellipse Time Management Course ID: PY-02, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Time Management course provides participants with the

knowledge to configure and manage employee rosters and to process

time and attendance transactions on a daily basis using the relevant

Ellipse applications.


Intended Audience: Those individuals responsible for payroll management, supervision and

administration, HR/Payroll implementation, or employee timekeeping and

rostering.


PY-00 - Ellipse Payroll Familiarisation

Modules Included: 3801 - Payroll Configuration

3840 - Higher Duties




Configure Time Management module system controls and table files

Maintain roster work codes and create, modify, and predict roster

patterns

Maintain time management controls

Maintain earnings categories, earnings codes and work codes

Maintain daily award codes

Maintain individual and group employee roster assignment

Maintain transfer payments

Maintain multiple employee timesheet transactions

Outcomes: Configure and process time and attendance transactions and review

labour costing using Ellipse applications.



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PY-05 - Ellipse Payroll Configuration Course ID: PY-05, Ellipse 8.9; Stream: HR/Payroll

Course Description: The Ellipse Payroll Configuration course provides participants with the

knowledge to formulate rules and configure payroll and absences within

Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll

management, payroll supervision, payroll implementation, Ellipse Human

Resources business consulting, Human Resources administration, or

timekeeping.



Modules Included: 3801 - Payroll Configuration





3895 - Retrospective Payments


Maintain earnings and deduction codes, employee awards and terms

of employment rules, and employee pay rate requirements

Maintain the rules supporting service increments and experience

payments, and higher duty payments

Maintain an employee’s termination rules, including those for leave

payout exits, miscellaneous payment exits, and service-based

redundancies

Maintain employee pay distribution, and payslip message controls, pay

groups and pay run authorisations, and pay group processing

schedules

Maintain oncost and leave accounting details, and transaction

consolidation rules

Understand the configuration of the Absence Management module,

including leave types and accruals, leave request codes, leave loading,

and leave entitlements that display on payslips

Outcomes: Configure payroll and absences within Ellipse.



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PY-06 - Ellipse Payroll Management Course ID: PY-06, Ellipse 8.9; Stream: HR/Payroll

Course Description: To provide participants with the knowledge to process and manage payroll

and absences within Ellipse.


Intended Audience: Those individuals responsible for payroll administration, payroll

management, payroll supervision, Ellipse HR business consulting, HR

administration/timekeeping, or HR administration/timekeeping.



Modules Included: 3820 - Payroll Management


3280 - Payment Processing



3895 - Retrospective Payments


Maintain employee payroll details

Maintain payroll transactions

Maintain employee payroll transfers

Maintain employee retrospective payments

Maintain employee higher duties

Maintain employee payslip messages

Perform pre-payroll tasks

Process payroll previews and updates, and process payments

Review employee payroll details using payroll workbench

Maintain tax declaration interface and payment summaries

Outcomes: Process and manage payroll and absences within Ellipse.



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PY-08 - Ellipse Employee Self Service Course ID: PY-08, Ellipse 8.9; Stream: HR/Payroll

Course Description: To provide participants with a a working knowledge of the Ellipse Self

Service features.

To provide employees and managers with a knowledge of their available

functions and responsibilities.


Intended Audience: Employees and supervisors who manage leave, training, and benefits.



Modules Included: 3760 - Personnel Management

and Administration





Maintain Personal Information

Maintain Leave Information

Review Payroll Information

Maintain Timekeeping Information

Maintain Development and Training Information

Outcomes: Review and maintain personal, position, leave, training, and payroll

information.



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Ellipse Maintenance Stream The following courses pertain to the Ellipse Operations and Maintenance Stream:


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MN-00 - Ellipse Maintenance Familiarisation Course ID: MN-00, Ellipse 8.9; Stream: Maintenance

Course Description: The Ellipse Maintenance Familiarisation course provides participants with

conceptual knowledge of the Ellipse Maintenance stream. This course

provides trainees with high-level knowledge of Ellipse maintenance

functionality.


Intended Audience: Those individuals responsible for operations and maintenance of the

equipment register, work management and maintenance consulting,

supervision, planning, asset management, and maintenance engineering.


Modules Included: 3130 - Application Parts Lists

3301 - Bulk Materials

Management

3340 - Condition Monitoring

3401 - Operating Statistics

3430 - Production Statistics

3540 - Work Requests

3601 - Equipment Register

3605 - Nameplates

3610 - Equipment Group

Identifier

3620 - Work Orders

3630 - Equipment History and

Costing

3645 - Permit to Work

3650 - Equipment Tracing

3655 - Job Estimating

3660 - Project Control

3690 - Standard Jobs

3701 - Maintenance Scheduling

3715 - Material Demand

Management

3720 - Work Groups


Identify the Ellipse Maintenance modules required to complete a

process

Explain the integration between Maintenance and other streams

Identify the purpose of each key Maintenance module

Outcomes: Understanding of key concepts and components of the Ellipse

Maintenance system capabilities and preparation for hands-on training.



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MN-01 - Ellipse Core Asset Management Course ID: MN-01, Ellipse 8.9; Stream: Maintenance

Course Description: The Ellipse Core Asset Management course trains participants in the use of

Ellipse so that they can maximise asset usage; participants are trained in

monitoring asset status and performance, receiving key condition

measurements, and selecting the most appropriate maintenance

strategies as recommended by Ellipse.


Intended Audience: Those individuals responsible for operations and maintenance of the

equipment register, work management and maintenance consulting,

planning, asset management, or maintenance engineering.


MN-00 - Ellipse Maintenance Familiarisation

Modules Included: 3130 - Application Parts Lists


3605 - Nameplates

3610 - Equipment Group

Identifier

3630 - Equipment History &

Costing



Review the Equipment Register

Maintain Equipment Name Codes

Maintain Plant Number Structure

Maintain and Delete Items on the Equipment Register

Create Associated Equipment Items

Maintain Equipment Lists

Maintain Equipment Group Identifiers

Maintain Master Attributes and Attribute Values

Maintain Template Attributes

Query Attributes

Outcomes: Obtain the working knowledge and practical skills to manage assets using

Ellipse.



39

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MN-02 - Ellipse Core Work Management Course ID: MN-02, Ellipse 8.9; Stream: Maintenance

Course Description: The Ellipse Core Work Management course provides participants with an

understanding of the Ellipse Work Order module and the basic building

blocks involved in the management of maintenance work system.


Intended Audience: Those individuals responsible for operating or maintaining equipment

planning, asset management, maintenance engineering, work

management, maintenance consulting, planning, or scheduling work.


MN-00 - Maintenance Familiarisation

MN-01 - Ellipse Core Asset Management

Modules Included: 3610 - Equipment Group Identifier

3615 - Maintenance Strategy

Support System

3620 - Work Orders


3720 - Work Groups


Review and select equipment

Raise standalone work orders

Create and maintain standard jobs

Build work order estimated costs through requirements

Create work groups and crews

Utilise maintenance strategy support data in a work order closure

Outcomes: Perform work order management in Ellipse.



40

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MN-03 - Ellipse Planning and Scheduling Course ID: MN-03, Ellipse 8.9; Stream: Maintenance

Course Description: This course builds on the Core Work Management course by using the

building blocks of work management in the planning and configuration

process required prior to scheduling work . The course provides

participants with an understanding of the tools used to construct

maintenance schedules from the many triggers in Ellipse such as

calendar-based maintenance, statistic-based maintenance, and unplanned

maintenance. Participants learn how to configure equipment profiles,

resources, and tasks to execute scheduled maintenance.

The scheduling components on establishing maintenance schedules for

execution.


Intended Audience: Those individuals responsible for planning or scheduling work, operating

or maintaining equipment, monitoring equipment performance and

availability, asset management, maintenance engineering, work

management or maintenance consulting.



MN-01 - Ellipse Core Asset Management

MN-02 - Ellipse Core Work Management

Modules Included: 3001 - General

3401 - Operating Statistics


3620 - Work Orders


3701 - Maintenance Scheduling

3720 - Work Groups


41


Maintain Items on the Equipment Register

Maintain Work Groups

Maintain Standard Jobs and Parent Standard Jobs

Maintain Standard Job Plans

Maintain Maintenance Schedule Tasks

Maintain Work Order planned dates

State conditions of comparing job resource requirements to available

resources

State what might prevent a work order from being created from an

MST instance.

Gantt Functionality

Managing Jobs

Linking Jobs or Tasks

Managing Tasks

Reviewing Work Progress

Using Dispatch

Using To Do Lists

Outcomes: Establish the equipment profiles, resources and tasks within Ellipse that

are required for work management of planned and unplanned work.



42

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MN-04 - Ellipse Customer Work Management Course ID: MN-04, Ellipse 8.9; Stream: Maintenance

Course Description: Customer Work Management is a suite of Ellipse modules that provide the

functionality needed to manage any task, from high volume simple

requests such as a call centre operation, through to complex projects that

extend over many years at a high cost. The Ellipse Customer Work

Management course provides participants with an understanding of the

capabilities of the compatible unit and estimating facilities, and the

efficiency of the work packaging functions.


Intended Audience: Those individuals responsible for planning and optimising high volume

tasks, building and managing projects, work management and

maintenance consulting, asset management, or maintenance engineering.



MN-02 - Core Work Management

Modules Included: 3540 - Work Requests

3620 - Work Orders

3629 - Notifications

3635 - Compatible Units

3655 - Job Estimating


Maintain locations

Maintain work requests

Maintain requestors

Maintain compatible units

Maintain job estimates

Maintain job estimates created from an existing entity

Maintain job estimate items

Maintain the status of a job estimate

Package job estimates

Outcomes: Perform customer work management within Ellipse.



43

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MN-06 - Ellipse Condition Monitoring Course ID: MN-06, Ellipse 8.9; Stream: Maintenance

Course Description: The practice of condition-based monitoring and maintenance can be an

invaluable tool in improving maintenance efficiency, safety, and equipment

use. The Ellipse Condition Monitoring course assists users in

understanding Ellipse’s ability to maintain equipment condition

measurements and alert personnel when pre-defined condition criteria

have been met. The ability to monitor fluid expected and actual usages is

also discussed because a piece of equipment’s performance can be

directly monitored based on its usage of consumable products.


Intended Audience: Those individuals responsible for equipment life-cycle analysis,

preventative maintenance programs, work management and maintenance

consulting, planning, asset management, and maintenance engineering.



MN-03 - Ellipse Planning and Scheduling

Modules Included: 3301 - Bulk Material Management

3340 - Condition Monitoring




Maintain Condition Monitoring Sets

Maintain Measurements

Maintain Life Expectancy

Maintain Alarms

Maintain Equipment Changeouts

Maintain Oil and Filters

Outcomes: Perform condition-based monitoring within Ellipse.



44

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MN-08 - Ellipse Material Demand Management Course ID: MN-08, Ellipse 8.9; Stream: Maintenance

Course Description: Efficient material availability for work is a key performance indicator in

most asset intensive industries. The Ellipse Material Demand

Management course provides participants with the knowledge to use the

Material Demand Management tool for the analysis of material required

for planned and scheduled tasks without needing to raise requisitions. It

is used for work where the future workload can be accurately planned and

where past material usage is not a reliable indicator of future demand.


Intended Audience: Buyers, procurement officers, and individuals responsible for planning

and scheduling work.



MN-02 - Ellipse Core Work Management

Modules Included: 3620 - Work Orders 3715 - Material Demand

Management


Maintain material planning groups

Maintain work groups for a material planning group

Maintain material planning group run parameters

Outcomes: Manage material demand within Ellipse.



45

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Materials Stream The following courses pertain to the Ellipse Materials Stream:


46

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ML-00 - Ellipse Materials Familiarisation Course ID: ML-00, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Materials Familiarisation course provides participants with

conceptual knowledge of the Ellipse Materials system.


Intended Audience: Those individuals responsible for implementation and supply-specific

activities.



3101 - Catalogue

3120 - Inventory Tracking

3140 - Stores

3190 - Warehouse Management

3201 - Supplier Information

3210 - Purchasing


Identify the Ellipse Materials modules and their key purposes

Explain the integration between the Materials stream and the other

Ellipse streams

Outcomes: Understanding of key concepts and components of the Ellipse Materials

system capabilities and preparation for hands-on training.



47

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ML-01 - Ellipse Cataloguing Course ID: ML-01, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Cataloguing Course provides participants with an

understanding of the Ellipse functionality for creating, modifying and

maintaining catalogue records. This module allows users to add an item

of material (inventory or stock item) to a globally maintained supply

catalogue and maintain the item of material.


Intended Audience: Those individuals responsible for cataloguing items or materials

consulting.


ML-00 - Materials Familiarisation


3101 - Catalogue

3140 - Stores


Maintain the Catalogue and Review Catalogue Items

Maintain Catalogue Templates and Template Properties

Maintain Policies

Maintain Product Service Categories

Maintain Standard Item Names

Maintain Part Numbers and Products

Maintain Cascading Rules and Externally Managed Rules

Review Catalogue History

Review Catalogue Stock Code Information

Review Inventory Management Details

Outcomes: Perform catalogue functions within Ellipse.



48

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ML-02 - Ellipse Stores Inventory Management Course ID: ML-02, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Stores Inventory Management course provides participants

with knowledge of Ellipse functionality for maintaining inventory,

warehouse attributes, lead times and ROP/ROQ forecasts.


Intended Audience: Those individuals responsible for managing inventory control.


ML-00 - Ellipse Materials Familiarisation

ML-01 - Ellipse Cataloguing

Modules Included: 3101 - Cataloguing

3140 - Stores


3190 - Warehouse

Management

3210 - Purchasing

3390 - Repairable Item

Management


Load Inventory

Review Inventory Management Details

Load Initial Stock

Monitor and Manage Demand for Stock

Use Stores Algorithms

Purchase Catalogued Items

Create Issue Requisitions

Perform Immediate Issues

Transfer Stock Between Supply Customers

Manage Stock Loans

Outcomes: Manage stores inventory within Ellipse.



49

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ML-03 - Ellipse Warehouse Processes and

Requisitions Course ID: ML-03, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Warehouse Processes and Requisitions course provides

participants with knowledge of Ellipse functionality for processing

warehouse transactions and customer transactions.


Intended Audience: Those individuals responsible for warehouse operations.




Modules Included: 3140 - Stores (Warehouse and Customer portions)


Review inventory management details

Create issue requisitions and order non-catalogued items

Requisition application parts listing in total

Substitute stock codes

Maintain pick and pack tasks

Perform immediate issues and immediate returns

Receive and hold goods in store

Maintain bins

Perform add detail tasks

Manage stock holdings and review stock movements

Inspect warehouse stock

Outcomes: Control Warehouse Processes and Requisitions in Ellipse.



50

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ML-04 - Ellipse Purchasing Course ID: ML-04, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Purchasing course provides participants with the training to

create and manage supplier records, work with catalogued and direct

charge purchasing, receive services, and manage discrepancies.


Intended Audience: Those individuals responsible for purchasing, maintaining the supplier

record, managing receipt discrepancies, materials consulting or business

partners.



Modules Included: 3101 - Catalogue

3140 - Stores

3201 - Supplier Information

3210 - Purchasing

3245 - Discrepancy Reporting

3260 - Accounts Payable


Maintain Catalogued Purchasing Information


Order Non Catalogued Items

Use the Shopping Cart

Refer Items to a Buyer

Maintain Commentary, and Narrative Text

Maintain and Expedite Purchase Orders

Maintain Standard Clauses

Maintain Consumer Price Adjustments

Outcomes: Obtain the working knowledge and practical skills to manage goods and

services using Ellipse.



51

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ML-06 - Ellipse Disposals Management Course ID: ML-06, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Disposals Management course provides participants with an

understanding of Ellipse functionality for identifying disposal candidates

using multiple parameters.


Intended Audience: Those individuals responsible for purchasing, inventory control or

maintaining disposal items.



ML-03 - Ellipse Warehouse Processes and Requisitions


3101 - Catalogue

3140 - Stores

3360 - Disposals


Maintain Disposals Lists

Maintain Survey Lists

Process Sentence Items

Create Issue Requisitions

Maintain Requisitions and Transfers

Review Disposal Information

Bulk Transfer Disposal Lists

Maintain Inter-Warehouse Transfers

Outcomes: Perform Disposal Management within Ellipse.



52

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ML-07 - Ellipse Transport Consolidation Course ID: ML-07, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Transport Consolidation course provides participants with

knowledge of Ellipse functionality for operation of offsite receiving.


Intended Audience: Those individuals responsible for operating offsite receiving and

transportation.

Prerequisites: GE-02 - Ellipse Cataloguing


ML-03 - Ellipse Warehouse Processes and Requisitioning


3101 - Catalogue

3140 - Stores

3155 - Transport

Consolidation


Maintain Locations

Maintain Waybills

Maintain Transport Movements

Maintain Manifests

Maintain Trips

Receive Transported Items

Review Waybills, Containers, and Manifests

Maintain Containers

Outcomes: Perform Transport Consolidation Management within Ellipse.



53

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ML-08 - Ellipse Forward Purchasing

Agreements Course ID: ML-08, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Forward Purchasing Agreements course provides participants

with an understanding of Ellipse functionality for creating, evaluating and

selecting quotations for both stock and non-stock items. Trainees will also

review relevant standard reports, and run batch programs to generate FPA

data.


Intended Audience: Those individuals responsible for creating and managing Forward

Purchasing Agreements or purchasing from a Forward Purchasing

Agreement.



ML-04 - Ellipse Purchasing


3101 - Catalogue

3140 - Stores

3210 - Purchasing

3250 - Forward Purchase

Agreements


Maintain Forward Purchasing Agreement Header Information

Maintain Forward Purchasing Agreement Items

Finalise Forward Purchasing Agreements

Manage Requests for Quotation

Maintain Forward Purchasing Agreements

Review Forward Purchasing Agreements

Outcomes: Perform Forward Purchasing Agreements Management within Ellipse.



54

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ML-09 - Ellipse Repairable Item Management Course ID: ML-09, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Repairable Item Management course provides participants with

the training to manage Repairable Stock Items and associated Repair

Agreements, tasks, purchase orders, and item life cycles.


Intended Audience: Those individuals responsible for purchasing, maintaining repairable item

agreements or managing repair requests.



ML-08 - Ellipse Forward Purchasing Agreements


3101 - Catalogue

3140 - Stores

3210 - Purchasing

3390 - Repairable Item

Management


Identify Repairable Items

Manage Repair Agreements

Manage Repair Requests


Maintain Purchase Orders

Receive Goods into Store

Manage Stock Holding

Review Repairable Items

Review the Catalogue

Outcomes: Manage repairable stock items and their repair agreements using Ellipse.



55

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ML-10 - Ellipse Global Purchasing Agreements Course ID: ML-10, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Global Purchasing Agreements Course provides participants

with the training to prepare Global Requests for Quotes, transmit RFQs to

suppliers, enter supplier offers, evaluate offers, and create agreements

based on successful offers.


Intended Audience: Those individuals responsible for preparing Requests for Quotations,

receiving and evaluating Supplier Offers or purchasing Contract

Management.



ML-08 - Ellipse Forward Purchasing Agreements

Modules Included: 3101 - Catalogue 3255 - Global Purchasing

Agreements


Maintain Location Hierarchies

Maintain Requests for Quotations

Maintain Supplier Offers

Copy Successful Offers to Global Purchasing Agreements

Maintain Global Purchasing Agreements

Maintain Clauses

Review GPA Supplier Processes

Outcomes: Obtain the working knowledge and practical skills to create and manage

Global Purchasing Agreements using Ellipse.



56

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ML-11 - Ellipse Advanced Warehousing Course ID: ML-11, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Advanced Warehousing course provides participants with an

understanding of Ellipse functionality for warehouse management.


Intended Audience: Those individuals responsible for Warehouse Management.




ML-03 - Ellipse Warehouse Processes and Requisitions


3101 - Catalogue

3140 - Stores


3210 - Purchasing


Maintain Category Information

Review Category Management

Maintain Storage Management

Consolidate Picking Slips

Maintain Batch Lot and Shelf Life

Use Stock Movement

Outcomes: Perform Supply Customer Account control in Ellipse.



57

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ML-12 - Ellipse Inventory Tracking Course ID: ML-12, Ellipse 8.9; Stream: Materials

Course Description: The inventory tracking module is used to track inventory items - whether

they are in storage, in transit or have been issued. The Ellipse Inventory

Tracking course provides participants with an understanding of Ellipse

functionality for supply customer management.


Intended Audience: Those individuals responsible for tracking inventory as part of the supply

customer management system.






3140 - Stores

Objectives: Maintain Supply Customers

Review Supply Customers

Maintain Inventory Tracking

Transfer Stock between Supply Customers

Consume and Write Off Supply Customer Stock

Perform Supply Customer Stock Receipts

Review Inventory Tracking Details

Manage Stock Loans

Recall Stock

Outcomes: Manage supply customers within Ellipse.



58

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ML-13 - Ellipse Stocktaking I Course ID: ML-13, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Stocktaking I course provides participants with knowledge of

Ellipse functionality for organising of stocktakes, counting of stock,

adjusting results, and approving adjustments.

Course Length: 1.5 days

Intended Audience: Warehouse Officers and other individuals responsible for performing

stocktakes.



Modules Included: 3140 - Stores


Perform Stocktake Organising

Perform Stocktake Counting

Perform Stocktake Adjusting

Perform Stocktake Adjustment Approving

Outcomes: Perform stocktaking within Ellipse.



59

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ML-14 - Ellipse Stocktaking II Course ID: ML-14, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Stocktaking II course provides participants with knowledge of

Ellipse functionality for planning, scheduling completing and archiving of

stocktakes.


Intended Audience: Inventory Controllers and other individuals responsible for managing

stocktakes.



ML-13 - Stocktaking I

Modules Included: 3140 - Stores


Perform Stocktake Planning

Perform Stocktake Scheduling

Perform Stocktake Completing

Outcomes: Manage stocktaking within Ellipse.



60

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ML-18 - Ellipse Entitlements Course ID: ML-18, Ellipse 8.9; Stream: Materials

Course Description: The Ellipse Entitlements course provides participants with an

understanding of Ellipse functionality for conducting warehouse

operations, including tracking inventory. The entitlements module allows

users to control the issue of stock items by setting a maximum issue level

to be held or used by a supply customer account, employee or inventory

category.


Intended Audience: Those individuals responsible for warehouse management.


ML-00 - Ellipse Materials Familiarisation


3101 - Catalogue


3140 - Stores


3370 - Entitlements

3760 - Personnel Administration


Maintain Entitlement Item Groups

Maintain Entitlements

Apply Entitlements to Entities

Maintain Entitlement Families

Review Entitlements

Outcomes: Conduct Warehouse Operations and Inventory Tracking within Ellipse.


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