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Training Courses

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Register for UniPhi training course

New online training courses are now available on Zoom and are completely FREE. Training will be in maximum 2 hour sessions and may be broken down into parts. You should attend Part I before Part II, where this applies.

System Admin Part I - Project Governance & User Management

Date: Wednesday 24th November 2021 at 11am - 1pm AEDT

This session is for system administrators and will cover:

  • Creating users
  • Logging in as different users to see how access works for user levels
  • Explore User/Role matrix
  • Controlling user access to projects
  • Document access, edit and sign off
  • Authorised Roles
  • Bulk upload of contracts (copy/paste)
  • Bulk resource allocation

System Admin Part II - Project Metadata, Categories & Workflows

Date: Wednesday 1st December 2021 at 11am - 1pm AEDT

This session is for system administrators and will cover:

  • Project / Issue / Documents / Milestones / Risks
  • Issue Templates
  • Project Templates
  • Custom fields for Projects, Issues, Risks, Resources, Contracts (Variations)
  • Use cases for custom fields - RFI tracking, Benchmarking, Reporting, Onboarding

System Admin Part III - Templates

Date: Wednesday 8th December 2021 at 11am - 1pm AEDT

This session is for system administrators and will cover:

  • Template Controls
  • Rich Text Editor
  • Template Variables
  • Template Creation

Training will be hands on so you will need access to your UniPhi deployment as you will be required to do activities throughout.

If a course date is not available, please call or email us to arrange a suitable time and place for your training needs.


Find out more about the course and other sessions:

System Administration