E-LEARNING SHORT COURSES IN MICROSOFT INFOPATH
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1 E-LEARNING SHORT COURSES IN MICROSOFT INFOPATH Course Overview E-Learning provides you with the ideal cost effective way in which you can study at your own pace and in the comfort of your home or office. These are non-credit bearing courses as it was designed for the purpose of developing the skills of a person in a particular field. The certification will entail the following as this will formally recognise the learner s competence and also ensure that the learner can use this course for future Recognition of Prior (RPL) purposes: A certificate will be issued to the learner after successful completion of the course; Upon completion of all the courses in a particular category, a separate certificate will be issued combining the details of all previous course certificates; In addition, a formal letter will be issued with the details of the course, facilitator, and method of delivery, assessment and achievement in the workplace. This letter can be used for the purpose of Recognition of Prior Learning (RPL). There are approximately 800 short courses to choose from at a once off fee under the following categories: Short courses in Business; Short courses in Personal Development; Short courses in Training; Short courses in Computers; Short course in Office Management; Short courses in Public Speaking; 1
2 Short courses in Entrepreneurship and Small Business. Short Course A short course is a type of short learning programme through which a learner may or may not be awarded credits, depending on the purpose of the programme. COURSE NAME COURSE DESCRIPTION 2010 Advanced - Coding with InfoPath 2010 Advanced - Creating s Using Advanced Templates 2010 Advanced - Using InfoPath Designer with SharePoint Server Advanced - Using Rules with Your Command Tab Overview Creating a Basic Doing More with Your Publishing and Printing Your Next, participants will receive an introduction to coding events with Visual Basic in InfoPath Designer 2010; ActiveX controls, custom controls, and COM add-ins will also be covered. The final section of this course will cover how to import a form from Microsoft Word or Excel, as well as how to create an form; Students will also learn how to create a form from an XML schema or file and a database. This section will focus on using the power of SharePoint in InfoPath; Topics will include publishing forms to SharePoint, using SharePoint views, and completing forms in SharePoint; A complete discussion of creating a workflow, using data connections with workflows, and modifying forms based on workflow status is also included. The first section of this course will cover form load, validation, formatting, and action rules; The Rule Inspector will also be discussed. In this section, participants will receive a complete overview of each of the five main command tabs. Next, we will get into creating a basic form; We will start with using templates; Then, we will look at adding, modifying, and formatting tables to organize your form. This section will look at additional form tasks, including formatting text, managing controls with sections, and performing advanced tasks on controls. In this course, we will look at how to use InfoPath Filler to complete forms; Then, we will explore setting global form options, preparing a form for sharing, and printing a form. Starting Out To begin, participants will learn the basics of InfoPath: how to open and close it, how to use the interface, how to create a basic form, how to save and open forms, and how to get help. Next, participants will closely examine the ribbon interface, including 2
3 Understanding and Customizing the InfoPath Designer Interface 2010 Intermediate - Adding Objects to a 2010 Intermediate - Creating Advanced Parts 2010 Intermediate - Linking Your to Data 2010 Intermediate - Managing InfoPath Designer Files Adding Images to a Adding Objects to a Creating a from a Database Creating a Load Rule Creating Object Controls the Quick Access toolbar and how to customize the command tabs. The final lesson of this course will focus on adding non-control objects to a form; Objects covered will include pictures, Clip Art, alternative text, hyperlinks, horizontal lines, and symbols; Picture editing tools will also be covered. Next, participants will learn about various types of advanced form parts; Template parts, object controls, repeating controls, master / detail controls, and choice groups will all be covered. This section will focus on how to link a form to a data source; First, we will cover XML schemas and resource files; Next, we will cover external data types, including web services, SharePoint data, database files, and XML files; The final two lessons will cover how to modify field properties, including data binding, control types, and field management. To begin, participants will learn how to work with InfoPath forms at the file level; Topics will include using Windows Explorer within InfoPath, file management tools, form views, form options, and user roles. Images can bring a form to life or add another level of information all their own; In this module learners are show the ways to: insert local and online images, how to resize, move or delete images, and how to assign alternative text to images. Within a form there are several types of objects that can be added; It is covered in this module how to: create a hyperlink, insert a page break, insert a horizontal line, and how to insert a symbol. In InfoPath you can create a form based upon a database; Students are shown here how to: create a form from a database, add fields to a database form, query a database, and submit data. A form load rule is configured to automatically run when a form is opened; Here, students are introduced to ways that they can: create a form load rule, specify conditions, add actions, edit a form load rule, and to enable or disable a form load rule. This module takes a close look at creating object controls into a form; Students are shown how to insert an object control, how to format an object control, and how to assign actions to buttons. 3
4 Creating Template Parts Importing and Publishing s Linking to External Data Managing User Roles Modifying Field Properties Using InfoPath Designer with SharePoint Server Working with XML Templates Customizing the Interface Finishing the There are several options when it comes to template parts and this module looks at how to: create a template part, how to save a template part, how to use a template part, and how to manage template parts. InfoPath Designer can be used to import forms from both Word and Excel and add functionality to these forms; These module addresses: how to import a form from both Microsoft Word and Microsoft Excel, how to publish a form by and how to edit forms after publishing. Data are often vital to a form you are creating and this module recognizes that; This module covers how to link with external data by touching upon: how to link to a web services, how to import database files, how to import XML data, how to manage data connections. User Roles in InfoPath Designer allow designers of a form to display customized versions of a form to specific users or groups of users; This module lets students learn how to: add and edit a user role, set a user role as default, change the order of user roles, and remove a user. There are several lessons in this module that help students advance their skills with field properties; The topics covered here teach students to: bind a field to a control, change field bindings, change the control type, and how to create reference fields. SharePoint is a web application platform that is used by many businesses as an intranet portal, external website, document and file manager, collaboration space, and much more; This final module takes learners through a look at Microsoft SharePoint and its system requirements along with forms and workflows; Students will also learn how to publish an InfoPath form to a SharePoint Server. XML is one of the key components that drive the success of InfoPath; Here in these module students will learn about XML and will also learn how to: create a form from an XML schema, how to create a form from an XML file, and how to work with an XML form template. This module allows students to make the InfoPath Designer interface their own; Here they will learn how to collapse and pin the ribbon, customize the Quick Access toolbar, hide and show ribbon tabs, create custom ribbon tabs, and reset the interface. When students complete this module they will know how to create a data connection to submit data, set advanced form options, modify template properties, and use the Design Checker. Like all modern programs, InfoPath has the functionality to format text; 4
5 atting Text Inserting Controls Managing Data Publishing the The Basics Using Rules to Validate Data Validating Data Working with Tables Working with Views Your First This module guides students through various text formatting options; They will learn about changing font face, size, and colour, plus how to apply font effects and styles; The module also touches upon how to apply bullets, how to use the at Painter, and how to clear formatting from text. Controls are the primary components of InfoPath Designer forms; They can be used to enter data as well as interact with the form in a variety of different ways; In this module, students will learn how to insert standard, repeating, optional, choice, and master / detail controls; They will also learn how to use the Control Properties dialog. Data is useful if you can manage it properly and that's what students will learn here in relation to InfoPath Designer; This module looks at adding a data source, viewing data source properties, using resource files, managing fields, adding fields and groups to forms, and bind controls to existing fields. Now that their forms are complete, students are taught how to share them; This module teaches students how to preview a form, protect a form, publish a form, a form, and print a form. This module will give students the skills they need to get off on the right foot, with information on how to get started with InfoPath ; Students will learn how to sign into the program with a Microsoft account and how to create, save, and open a form. More data about data is coming students' way in this module; They will learn how to create built-in validation rules, custom validation rules, formatting rules, and action rules; The module wraps up with a look at using the Rule Inspector. Students will be taught how to validate data in this module; They will look at how to choose the data type for a control, require data entry for a control, mark a control as read-only, modify list box choices, and set default values for a control. Tables are an important and useful part of InfoPath Designer; This module will teach students the ins and outs of tables, including how to select table data; insert and delete rows and columns; change column and row width, height, and cell padding; show and hide gridlines; and customize borders and shading. Here students will learn about manipulating views; They are taught how to create a view, switch to a view, change view properties, set a view as the default, delete a view, and create a print view. This module provides a chance for students to dive right into the heart of an InfoPath form; They will learn how to choose a page layout template and theme, how to insert tables, and how to add headers and footers; We all know that spelling is important, so the module wraps up with a look at using the spell checker. 5
6 Completing a Customizing the Interface Customizing Your Office Account Exporting the atting Text, Part One atting Text, Part Two Inserting Objects Submitting the The Basics Using Advanced Controls, Part One Next up in the course is a look at completing forms; Here, students are taught to use basic controls, enable and disable AutoComplete, switch views, use Find and Replace, and check spelling. The final module of this course allows students to customize the interface to meet their needs; The module covers how to collapse and pin the ribbon, customize the Quick Access toolbar, hide and show the ribbon tabs, and create custom ribbon tabs; The module concludes with a look at resetting the interface back to the default configuration. In this module, students will learn how to change their Microsoft account photo, view their Microsoft profile, and change their Office background and theme; The module concludes with a look at customizing connected services. This module is all about exporting forms to PDF or XPS, a web page, and Excel. This module is the next step of working with text; Students are shown how to change font face, size, and colour; apply highlighting and font effects; use the at Painter; and clear formatting. Next, students will take a deeper look at formatting text; Topics include applying bullets and numbers, changing the alignment and spacing of text, adding a fill colour, and applying font styles. This module covers how to insert tables, local and online images, hyperlinks, and lines. Ways to submit forms are covered in this module; Students are shown how to start a workflow and view workflow tasks; They are also taught how to submit, , print preview, and print a form. This module introduces students to getting started with InfoPath Filler 2013 and how to sign into an Office account; Students will also learn how to open an InfoPath form and how to save it. This is where students get a feel for working with advanced controls; They are shown how to upload pictures to a form, attach files, use the date picker control, and use calculated controls. This module continues the look at controls; Students are shown how to use repeating controls, optional controls, 6
7 Using Advanced Controls, Part Two Working with Text choice controls, and master / detail controls. In this module of the course, students will learn how to work with text; Topics include cutting, copying, and pasting text; inserting symbols; using undo and redo; and dragging and dropping text. 7
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