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Training courses on 1C document flow. Courses and exams. Working with regulatory and reference information

And development technologies: , , . Training is possible in 2 options: with installing the program and in the cloud, without installing anything on your PC.

Course audience

Clerks, secretaries, managers, employees of organizations using electronic document management, programmers and 1C consultants who want to independently learn and gain practical experience in the 1C program: Document Management 8.

Course program

When working with the course, you will acquire practical skills in working with the electronic document management system - 1C: Document Management 8 PROF, while completing assignments in the following sections of the course:

1. Filling out organization information

Creating users in the system

Filling in general settings. Setting up an account to handle user notifications

Filling out the enterprise structure

2. Working with regulatory and reference information

Setting up document numberers

Creation of document types (internal, incoming, outgoing)

Setting up document links by type

3. Nomenclature of cases

Filling out sections of the list of cases according to the structure of the enterprise. Creating Case Headers

4. Working with files

Creating file folders. Setting access rights to file folders

Creating and editing a file. Versioning

Setting up file autofill

5. Preparing to work with documents

Creation of folders of internal documents. Setting access rights

Entering correspondent information

Creating document autofill templates

6. Working with documents and business processes

Creation and registration of an internal document. Creating additional details

Registering an incoming document

Working with an outgoing document

Creating and setting up document links

Launching and processing process tasks: Acquaintance, Approval, Approval, Execution

Using internal correspondence as part of a business process

7. Autostart of business processes

Configuring autorun of a business process by document type

Processing tasks of the Review process automatically launched in the system when registering a document

8. Document transfer log

Registration of the fact of issuance of original documents. Return of documents

9. Working with the archive. Destruction of cases

Registration of internal document of previous years

Registration and transfer of the case to the archive. Destruction of the file according to the storage periods of the file nomenclature

How the course works

To successfully complete course assignments, you must:

Carefully read the wording of the assignment;

Present a solution to a task by creating objects (reference books, documents, etc.) directly in the program;

Contact the help system (the “Hint” button on the Console form) to receive recommendations and additional knowledge, and adjust the solution taking into account the recommendations (if necessary).

To move on to the next task, you must pass a check that the current task has been completed correctly.

The training program is equipped Automatic solution verification system. For this purpose, an Internet connection to the educational Service and data from your information base are used. Those. It is impossible to complete a task and move on to the next one without solving the current one.

A detailed description of the procedure for completing the task and instructions for solving the problem are displayed in the hint window.

100% money back guarantee if the student fails the first 10 assignments.

Certificate

Unique opportunity- only with us you can take an extended course lasting 24 ac. hours:

  • 16 ak. hours- basic certified course within the framework of the Certified Training Centers (CTC) project;
  • 8 ac. hours extended workshop in the program on course topics,
  • 9 ak. hours as a gift!

Get training if

  • You are a partner or user interested in acquiring practical skills in working with the 1C: Document Flow program;
  • Would you like to be trained by a practicing implementer? :
    • specialist with experience in implementing "1C: Document Flow" since 2009;
    • head of a franchisee company specializing in the implementation of the 1C: Document Flow program;
    • author and presenter of the courses “1C Features: Document Flow”, “1C Implementation Technologies: Document Flow”, “Setup and Administration of 1C: Document Flow”.

Students on the course:

  • Learn all the application capabilities of the program;
  • Learn to use them effectively in everyday work;
  • Learn how to work quickly.

Goals:

  • Show the functionality of the application solution for commercial enterprises;
  • Teach how to effectively use the program’s capabilities in everyday work;
  • Teach techniques for quickly working with 1C: Document Flow
  • Systematize knowledge about the main regulations governing document flow in the organization;
  • Give a general idea of ​​setting up and administering the program.

Students will complete an end-to-end example of collaboration between employees and managers using the mechanisms and functions of the 1C: Document Flow program. When performing tasks as part of an end-to-end example, the features of the effective use of program functionality are considered.

The cost of a full-time day course includes:

  • 3 days from 10:00 to 17:00
  • teaching materials
  • lunches, coffee breaks
  • one free attempt to test "1C: Professional" using the "1C: Document Flow" program

The price of the online broadcast includes:

  • online broadcast of the full-time course in webinar mode, 3 days from 10:00 to 17:00 Moscow time
  • methodological manual in printed form (sent in advance by Russian Post)
  • certificate of the company "1C" (16 academic hours) and certificate of 1C-Training Center No. 3 (8 academic hours)

Training formats

Full-time daytime

Who is this format for:For those who can undergo training while away from work and prefer classic full-time training.

On-line translation

What is this format:Online broadcasting is training in the form of an online webinar, which is rapidly gaining popularity in our country. Instead of special video tutorials, you get a “live” lecture broadcast via the Internet. This ensures maximum naturalness in the presentation of the material, similar to conventional face-to-face training - but the problem of the need for personal presence in the training center disappears. The only difference from face-to-face training is the absence of direct interaction with the audience and the teacher.

Who is this format for:For those who find the broadcast of a traditional lecture easier and more convenient than video tutorials. For people who want to get the feeling of being personally present at a training center from anywhere in the world.

Course program

1. End-to-end example of collaboration in a software product

  • Legend
  • Cross-cutting example problems
  • The characters in the cross-cutting example

2. Processing of incoming documents

  • Incoming document card
  • Using the built-in email client
  • Adding attachments to emails
  • Creating a new correspondent card
  • Numberers
  • Registering an incoming document
  • Automatic barcode insertion
  • Manual barcode insertion
  • Saving a barcode to a file
  • Adding an External Barcode
  • Automatic barcode change when copying a document card
  • Barcode printing
  • Search by barcode
  • Scanning documents
  • Image recognition
  • Typical processes available in the program: Review, Execution, Approval, Approval, Registration, Familiarization, Instruction
  • Resolutions in documents
  • Forwarding incoming documents

3. Event management

  • List of participants
  • Event program
  • Event protocol
  • Event Operations
  • Booking meeting rooms
  • Event reports

4. Project accounting

  • Project card
  • Project plan
  • Execution of project tasks
  • Labor cost accounting
  • Project reports

5. Contract management

  • Contract life cycle
  • Creating a draft agreement from a template
  • Coordination, approval, execution of the contract
  • Extension, closure of contract

6. Support of paper document flow

  • Nomenclature of cases
  • Cases, volumes
  • Transferring cases to the archive
  • Destruction of cases
  • Transfer log
  • Control of transferred documents

7. Working with internal documents

  • Internal documents
  • Availability of internal document fields depending on state
  • Folders of internal documents, creating a hierarchy of internal documents
  • Templates of internal documents
  • Printing and inserting a registration stamp
  • Sets of documents
  • Automatically populate document working group members
  • Access rights for internal document folders

8. Forum - a collective platform for discussions

  • Forum sections
  • List of topics and messages
  • Notifications of responses received on the forum

9. Working with a calendar, working time tracking

  • Calendar view, settings
  • Calendar entry, item based entry
  • Reminder, repetition of events
  • Printing a calendar
  • Employee daily report
  • Timing and reflection of work completion on tasks
  • Time Spent Report

10. Working with outgoing documents

  • Outgoing documents
  • Chating history
  • Templates for outgoing documents

11. Links between documents

  • Types of links
  • Setting up and establishing connections
  • Link structure report
  • Numbering by linked document

12. Processing citizens' appeals

  • Features of recording citizens' appeals
  • Analysis of work with citizens' appeals
  • Activation of the accounting mechanism by category categories
  • Displaying and customizing categories
  • Setting categories
  • Rules for automatic data categorization

14. Processes and tasks

  • Working with Processes
  • Hierarchy of business document flow processes
  • Use of time in the timing of business document flow processes
  • Personal and role addressing of tasks
  • Notification of performers by email
  • Acceptance of tasks for execution
  • Task system. Monitoring task completion
  • Redirecting tasks
  • Stopping or interrupting business document flow processes
  • Periodic business workflow processes
  • Document flow business process templates
  • Conditions for routing business document flow processes
  • Additional details of processes and tasks
  • Solving task execution issues
  • Rescheduling tasks
  • Access rights to business processes and tasks

15. Working with reports

  • Generating reports
  • Setting up reports
  • Distribution of reports

16. Search documents and files

  • Quick search
  • Search all document logs
  • Saving a search template
  • Full text information search

17. Accounting for employee absence

  • Creating an Absence Record
  • Reporting absence

18. Mobile 1C: Document flow

  • Settings
  • Use on iOS and Android

19. Possibilities for sharing the 1C program: Document flow and other standard 1C configurations. Features at a Glance

20. Brief overview of installation and configuration of the software product

  • Work 1C: Document flow 8 via browser and thin client
  • Setting up and working in the Taxi interface
  • Procedure for initial software product setup
  • Setting up master data
  • Accounting by organization
  • Types of documents
  • Numberers
  • Practical work: Study the functionality of the "Taxi" interface

21. Advanced workshop

Read the entire program - Select a course - Microsoft Office Excel course - 16 hours Microsoft Office PowerPoint course - 18 hours Intensive seminar Technology of creating financial models in EXCEL - 8 hours Express seminar Applied budgeting for beginners - 8 hours General 1C Operator course - 26 hours 1C Operator course - 16 hours 1C course Accounting 8 ed.3.0. Practical mastery of accounting from the very beginning - 80 hours Course 1C Accounting 8 ed.3.0. Using the configuration - 32 hours Course 1C Accounting of a public institution 8 - 24 hours Course Step-by-step transition to new standards of budget accounting in 1C: Accounting of a state institution 8 - 16 hours Seminar 1C Features of VAT accounting in the 1C program: Accounting of an enterprise 8 (version 3.0) - 8 hours Seminar Calculations with accountable persons: from theory to practice in 1C:Accounting 8 - 6h Seminar Accounting for foreign employees in 1C:ZUP 8 - 8h Seminar Children in 1C:ZUP 8 - 8h Seminar VAT and income tax 2019 - 7h Seminar Salary 2019 - 7 h. Seminar Financial analysis for an accountant - 7 h. Seminar Accounting for foreign economic activity operations - 7 h. Course 1C Errors in accounting - find and neutralize! - 9h Course 1C Simple transition to VAT 20% - 5h Course 1C VAT accounting (value added tax) - 24h Course 1C Accounting 8. First steps - 10h Course 1C Salary and personnel management 8. First steps - 10h Course 1C Trade Management 8 First steps - 10 hours Course 1C:Enterprise 8 Automation of tax accounting - 24 hours Course Theory of accounting for beginners - 24 hours Course 1C Trade Management edition 11.3 - 40 hours Course 1C Trade Management 8, edition 11. In-depth study of the program's capabilities - 32 hours Course 1C Personnel Management 8 - 16 hours Course 1C Salary and Personnel Management 8 ed. 3.1 - 32h Course 1C Theory and practice of payroll calculation in 1C Enterprise 8 - 80h Course 1C Salaries and personnel of a budgetary institution - 32h Course Personnel accounting in 1C: Salary and Personnel Management 3.0 - 24h Express course Management accounting in 1C: Salary and management CORP staff - 6 hours Course 1C Retail 8. Using configuration - 20 hours Course 1C: Complex automation 8 - 40 hours Course 1C: Complex automation 8. Trading operations - 24 hours Course 1C: Complex automation 8. Regulated accounting - 32 hours Course Operational management in small businesses with using the 1C program Managing our company 8, ed.1.4 - 24h Course 1C: Document flow 8 – 16h Course 1C UPP 8. (ed. 1.3) Concept and trading functionality - 24h Course 1C UPP 8. (ed. 1.3) Planning and Budgeting - 16h Course 1C UPP 8. (rev. 1.3) Regulated accounting, Personnel, Salary - 24 hours Course 1C UPP 8. (rev. 1.3) Production accounting - 16 hours Course Concept of the 1C:ERP application solution Enterprise management 2 - 24 hours Course Management of production and repairs in the 1C:ERP application solution Enterprise management 2 - 32 hours Course Management cost accounting, financial results in the applied solution 1C:ERP Enterprise management 2 - 24 hours Course Concept of the applied solution 1C:ERP Enterprise management 2 - 24 hours Course Content manager 1C-Bitrix: Site management. Basic course - 16 hours Course 1C-Bitrix Administrator: Site Management" and "1C-Bitrix24: Corporate Portal" - 16 hours Course 1C-Bitrix Developer: Site Management" and "1C-Bitrix24: Corporate Portal" - 16 hours 1C-Bitrix Developer Course: Site Management" and "1C-Bitrix24: Corporate Portal. Level 2" - 16 hours Course 1C Enterprise. Introduction to configuration - 24 hours Course Basics of programming in the 1C:Enterprise 8.3 system - 24 hours Course Tools for integration and data exchange in the 1C Enterprise system 8 - 24 hours Course Using the query language in the 1C Enterprise system 8.3 - 24 hours Course 1C Data composition system - reporting in the "1C:Enterprise 8" system - 24h Course Administration of the 1C:Enterprise 8 system - 32h Course 1C Accounting when applying a simplified taxation system in 1C:Accounting 8 - 24h Course 1C:Enterprise 8. Solution of operational issues tasks - 16 hours Course 1C Configuration in the 1C:Enterprise system 8.3 Solving accounting problems - 24 hours Course 1C Configuration in the 1C:Enterprise system 8. Solving calculation problems - 20 hours Course Basics of graphic design in Adobe Photoshop for beginners - 16 hours Course Practical application of BIT.FINANCE in parts of the Treasury and Budgeting subsystems - 32 hours Course Practical settings of the translation mechanism IN BIT.FINANCE - 16 hours CSO course “Practice of using the 1C: Accounting 8 program at manufacturing enterprises - 16 ac. Parts CSO course Practice of using the “1C: Accounting 8” program in trade - 16 hours CSO course Practice of using the “1C: Accounting 8” program in the service sector - 16 hours Course Practical application of BIT.FINANCE in terms of IFRS and Consolidation subsystems - 24 hours Course Practical application BIT.FINANCE in terms of the Contract Management subsystem - 16 hours Course BIT.CONSTRUCTION module Contractor - 16 hours Course BIT.CONSTRUCTION.Salaries - 4 hours Course BIT.CONSTRUCTION module "Supply and warehouse" - 16 hours Course Quick start in the program "BIT. Housing and communal services 8" - 8h Course Benefits and recalculations in the BIT program. Housing and communal services 8" - 8h Course Integration of BIT. Housing and communal services and "1C: Accounting Prof" - 8h Seminar 1C: Trade Management 8 rev.11.3 for warehouse employees and operators 1C - 8h Seminar 1C: Trade Management 8 rev.11.3 for warehouse employees and operators 1C - 8h Seminar 1C: Trade Management 8 rev.11.3 for warehouse employees and operators 1C - 8h Seminar 1C Tax accounting and reflection of PBU 18/02 in the 1C: Accounting program 8 - 5h Seminar Features of VAT accounting in the 1C program Enterprise Accounting 8 ( edition 3.0) - 10 hours Seminar Advanced accounting of fixed assets in the 1C Accounting program 8 edition 3.0 - 6 hours Seminar of UPP for an accountant - 6 hours Course 1C: Salaries and personnel management. Transition from 2.5 to version 3.1 Programming school for children Educational literature on 1C Participation in the promotion, difficult to answer / another course

1. End-to-end example of collaboration in a software product

  • Legend
  • Cross-cutting example problems
  • The characters in the cross-cutting example

2. Processing of incoming documents

  • Incoming document card
  • Using the built-in email client
  • Adding attachments to emails
  • Creating a new correspondent card
  • Numberers
  • Registering an incoming document
  • Automatic barcode insertion
  • Manual barcode insertion
  • Saving a barcode to a file
  • Adding an External Barcode
  • Automatic barcode change when copying a document card
  • Barcode printing
  • Search by barcode
  • Scanning documents
  • Image recognition
  • Typical processes available in the program: Review, Execution, Approval, Approval, Registration, Familiarization, Instruction
  • Resolutions in documents
  • Forwarding incoming documents

3. Event management

  • List of participants
  • Event program
  • Event protocol
  • Event Operations
  • Booking meeting rooms
  • Event reports

4. Project accounting

  • Project card
  • Project plan
  • Execution of project tasks
  • Labor cost accounting
  • Project reports

5. Contract management

  • Contract life cycle
  • Creating a draft agreement from a template
  • Coordination, approval, execution of the contract
  • Extension, closure of contract

6. Support of paper document flow

  • Nomenclature of cases
  • Cases, volumes
  • Transferring cases to the archive
  • Destruction of cases
  • Transfer log
  • Control of transferred documents

7. Working with internal documents

  • Internal documents
  • Availability of internal document fields depending on state
  • Folders of internal documents, creating a hierarchy of internal documents
  • Templates of internal documents
  • Printing and inserting a registration stamp
  • Sets of documents
  • Automatically populate document working group members
  • Access rights for internal document folders

8. Forum – a collective platform for discussions

  • Forum sections
  • List of topics and messages
  • Notifications of responses received on the forum

9. Working with a calendar, working time tracking

  • Calendar view, settings
  • Calendar entry, item based entry
  • Reminder, repetition of events
  • Printing a calendar
  • Employee daily report
  • Timing and reflection of work completion on tasks
  • Time Spent Report

10. Working with outgoing documents

  • Outgoing documents
  • Chating history
  • Templates for outgoing documents

11. Links between documents

  • Types of links
  • Setting up and establishing connections
  • Link structure report
  • Numbering by linked document

12. Processing citizens' appeals

  • Features of recording citizens' appeals
  • Analysis of work with citizens' appeals
  • Activation of the accounting mechanism by category categories
  • Displaying and customizing categories
  • Setting categories
  • Rules for automatic data categorization

14. Processes and tasks

  • Working with Processes
  • Hierarchy of business document flow processes
  • Use of time in the timing of business document flow processes
  • Personal and role addressing of tasks
  • Notification of performers by email
  • Acceptance of tasks for execution
  • Task system. Monitoring task completion
  • Redirecting tasks
  • Stopping or interrupting business document flow processes
  • Periodic business workflow processes
  • Document flow business process templates
  • Conditions for routing business document flow processes
  • Additional details of processes and tasks
  • Solving task execution issues
  • Rescheduling tasks
  • Access rights to business processes and tasks

15. Working with reports

  • Generating reports
  • Setting up reports
  • Distribution of reports

16. Search documents and files

  • Quick search
  • Search all document logs
  • Saving a search template
  • Full text information search

17. Accounting for employee absence

  • Creating an Absence Record
  • Reporting absence

18. Mobile 1C: Document flow

  • Settings
  • Use on iOS and Android

19. Possibilities for sharing the 1C: Document Flow program and other standard 1C configurations. Features at a Glance

20. Brief overview of installation and configuration of the software product

  • Work 1C: Document flow 8 via browser and thin client
  • Setting up and working in the "Taxi" interface
  • Procedure for initial software product setup
  • Setting up master data
  • Accounting by organization
  • Types of documents
  • Numberers
  • Practical work: Study the functionality of the "Taxi" interface

1C: Document management. Automated document management

Do you need to automate office work in your organization? Do you want to learn how to work with documents correctly and effectively? Explore the possibilities of a comprehensive organization of an automated electronic document management system based on "1C: Document flow 8". We present an updated version of the popular course, which discusses the capabilities of the new edition of the program - 2.1.

The course is intended for office management specialists - secretaries, archivists, as well as managers who want to acquire skills in modern document flow management in an organization.

Today, for efficient and fast work, organizations simply need electronic document management. Enterprise document management requires a properly organized document flow system. With its help, you can maintain an electronic archive, control the movement of documents, fulfillment of orders, and much more. Electronic document management in "1C: Document Flow 8" simplifies the collaboration of employees with documents and files, increases the efficiency of the team and the organization as a whole!

After completing the course, you will study the possibilities of a comprehensive organization of an automated electronic document management system based on the 1C: Document Management (version 2.1) program. You will navigate the settings, customize the program, and classify documents. You will be able to register incoming and outgoing documents, internal files, control their movement within the organization, archive and create reports. Not a single document will be lost, and you will become an indispensable employee in the company!

The course is included in the certification exam preparation program