1. Nic Cracknell Training Manager and Music v4 Capita One Software Update Seminars 2014

2. Capita One National User Group 2014 Capita One Software Update Seminars 2014 Agenda What is TMMT When its coming Changes and enhancements Finance terminology Demo major features Q&A

3. Capita One National User Group 2014 Capita One Software Update Seminars 2014 What is Training Manager and Music Back office administrative systems that allows LAs and the music service to record information on people and students that attend training courses or music lessons Allows for monitoring of trainers, instruments, invoicing, messaging and reporting TM has web access to allow schools and citizens (public) to apply for courses Part of the One suite that completes the full picture of data and information on children and people that interact with the LA

4. Capita One National User Group 2014 Capita One Software Update Seminars 2014 Training Manager and Music v4 To be released in Autumn 2014 as part of the 3.55 upgrade

5. Capita One National User Group 2014 Capita One Software Update Seminars 2014 TMMT – Changes & Enhancements (1) Written in Silverlight 4.5 – which mirrors our other v4 products Removed financial year set-up and Music roll over – in line with other v4 modules, reduces the work having to set up financial years TM will benefit from some current Music functionality – you can maintain Observations, Subjects Taught, Qualifications, Training History and Checks for course leaders/music teachers Added calendar functionality for courses, course providers and venue - export to Outlook Improved e-mail communications including attachments

6. Capita One National User Group 2014 Capita One Software Update Seminars 2014 TMMT – Changes & Enhancements (2) Music will become its own Training Unit & TM users can’t see Music and vice versa * Migration of data will be minimal Allow parallel running of both versions so users can decide when they wish to cease using TM v3 within reason – however restrictions will apply New detailed finance functionality (can opt for a light touch) Created the concept of an Individual (temporary person) Introducing a wide range of discounts including schemas that will allow for greater flexibility re. charging (SLA’s) TM On-Line will form part of the portal offering

7. Capita One National User Group 2014 Capita One Software Update Seminars 2014 TMMT – Changes & Enhancements (3) SMS functionality (Fast SMS) Functionality to delete a course if set-up incorrectly Run parallel sessions at the same time to conduct conferences Book applicants onto session(s) & record corresponding attendance for each session Record multiple EPM activities. Remove current restriction of recording only 2 EPM activities Communication Log for TMMT at TU level

8. Capita One National User Group 2014 Capita One Software Update Seminars 2014 Finance Terminology: Invoice Point = Person/Base who pays or charges A/C Type = Base/EY/Employee/Gov Body/Organisation/ Person/Individual Ledger Type = Customer or Supplier or both Nominal Ledger = Default standard fee for a course(s) or Instrument Cost Centre = Training Unit For a transaction you will need an Invoice Point, Nominal Ledger and a Cost Centre 3 types of discounts: Base Type, Schema or Inv. Point Further enhancements linking applications and invoices are coming in Spring 2015 (3.56)

9. Capita One National User Group 2014 Capita One Software Update Seminars 2014

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