Education

Teleform System Certification

Course Duration: 5 Days
This course is intended for those professionals who will be involved in the planning, installation, administration, or ongoing use of solutions utilizing the Cardiff TeleForm system. This course is appropriate for Cardiff TeleForm end users as well as Cardiff solution providers, integrators and consultants.

This course is designed as a comprehensive hands-on experience covering all aspects and modules of the TeleForm system. During this instructor-led training experience, students will discuss and work through the entire form and document capture lifecycle - from planning and installation, to form design and deployment, through data acquisition and processing to data exporting and archival.

This course will provide everything the attendee will need to become fully proficient in all of the core aspects of a TeleForm implementation. This course also covers the cost of Cardiff’s Certified TeleForm Professional certification exam. The certification exam will be offered the afternoon of the last day of class. Those passing the exam with a score of 80% or better will earn designation as a Cardiff Certified TeleForm Professional.

After This Class
Upon completion of this course, students will be able to:

• Describe and understand the TeleForm processing flow
• Install and configure a TeleForm system 
• Confidently demonstrate and implement the form and document capture capabilities of Cardiff TeleForm
• Perform system backups, upgrades and migrations of TeleForm releases
• Analyze processing and operator performance and make system optimizations in order to improve overall throughput
• Be able to pass the Cardiff Certified TeleForm  Professional exam with a score of 80% or better

Prerequisites
To ensure students get the most value from this course, those attending should meet the following prerequisites:

• Understanding of the Windows environment (2000, XP or Server 2003)
• Working knowledge of Client/Server applications
• Experience using Windows-based applications (ex. Microsoft Office Suite)

Course Materials
All books, documentation, software, licenses and other course materials are provided.

• TeleForm Software with Demo License
• TeleForm Training Manual including step by step solutions to each of the assigned exercises

Additional promotional materials may be available depending on class location and availability.

Course Outline

Module 1 Course Overview
Module 2 Overview of the TeleForm System
Module 3 Planning a TeleForm Solution
· System Upgrades and Migrations
· TeleForm Migration Utility
Module 4 Installing your Solution
· Configuration Options for MSSQL Server
· Install the TeleForm Server
· Install the TeleForm workstations
· Configuring Automated Services
· Installing Remote Capture Stations
· Installation of Web Capture Server
Module 5 Preparing for Information Capture
· Centralized vs. Distributed capture
· Configuring Scanners
· Configuring Fax Servers
· Other Input Options
Module 6 Capturing Information
· TeleForm Scan Station
· Remote Capture Station
· Web Capture
· Data Processing
· TeleForm Reader
Module 7 Data Validation and Verification
· TeleForm Verifier
· Advanced Verifier Functions
Module 8 Document Capture
· Document Capture in TeleForm
· Document Design and Capture
· Automating Capture using Separator Sheets
· Processing Documents with Packages
Module 9 Form Processing
· Form Design
· Advanced Field and Form Attributes
· Recognition Aids & Data Validation
· Advanced Capture Zone Design
· Multi-Page Forms
· Configuring AutoExport Setups
· Finalizing a Form
· Versi forms
· Existing Forms
· Additional Form Designer Functions
Module 10 Semi-Structure Document Processing
· What are Semi-Structured Documents
· TeleForm Intelligent Classification and Extraction (ICE)
· Tools and techniques for classifying semi-structured documents
· Extracting data from semi-structured documents
Module 11 Automated Information Distribution
· Auto-Merge Publisher
· eForm Option
Module 12 System Administration
· Job Configuration
· Managing Security
· Control Center Functionality
· Reporting and Analysis
· System Optimization
Module 13 Continuing Education
· Other Courses Offered
· TeleForm Resources
Cardiff Certified TeleForm Professional Exam
· Certification Exam
o Written Exercises
o Hands-on Exercises
· Grading of Exams
· Award of Certificates

Registration Forms:Regular Form

Form For Self-Paced Classes