inRESONANCE University Strands
Below are suggested sessions organized by Strand. Feel free to attend the sessions that are
appropriate to your interests and needs provided you have the prerequisite skills. This document
will help guide you in your choices. Sessions with prerequisite skills are in blue. Refer to the
document Session Descriptions online at www.inresonance.com/iru/schedule for detailed
information on each session.
PORTAL Strands: There are two offerings. If you are new to PORTAL and want to start at the
beginning, then follow the New to PORTAL strand. If you have some experience but you’d like to
better understand how PORTAL manages the admission funnel and reporting as well as increase
your ability to create advanced letters or sub-summary reports, follow the PORTAL Experienced
strand. Be sure to pay attention to prerequisites when choosing sessions from the Customizing
Your Solution strand. Sessions with prerequisites are in blue.
Session
New to PORTAL
PORTAL Experienced
1
Problem Solving I
Problem Solving I or Problem
Solving II
2
PORTAL Topics I
Intro to Layout Mode or
BROADCASTER
3
PORTAL Topics II
PORTAL Topics II
4
Intro to Layout Mode or
BROADCASTER
Building Lists or Forms to
Letters or BROADCASTER
5
PORTAL Topics III
PORTAL Topics III
6
Forms to Letters or Building
Lists
Advanced Letters or Intro to
Reporting or Automating FMP
or Forms to Letters or Building
Lists
GENERATIONS Strands: We offer two strands for GENERATIONS users. If you are new to
GENERATIONS you will want to follow the sessions for New to GENERATIONS. If you have
some experience using GENERATIONS, pick and choose what you want to focus on by
combining the GENERATIONS sessions that are relevant for you with some of the customizing
sessions. Be sure to pay attention to prerequisites when choosing sessions from the Customizing
Your Solution strand. Sessions with prerequisites are in blue.
Session
New to GENERATIONS
GENERATIONS
Experienced
1
Problem Solving I
Problem Solving II
2
GENERATIONS Topics I
Intro to Layout Mode or
BROADCASTER
3
GENERATIONS Topics II
GENERATIONS Topics II or
Problem Solving II or
inRESONANCE Strand Suggestions – 7/2016
4
Intro to Layout Mode or
BROADCASTER
Building Lists or Forms to
Letters or BROADCASTER
5
GENERATIONS Topics III
GENERATIONS Topics III or
Forms to Letters
6
Forms to Letters
Advanced Letters or Intro to
Reporting or Automating FMP
or Forms to Letters
inRESONANCE Strand Suggestions – 7/2016
KEYSTONE Strands: If you are here for KEYSTONE you may want to choose sessions based
on your role in managing KEYSTONE. If you are brand new and you want a complete overview,
take the New to KEYSTONE strand. Otherwise, pick and choose among the KEYSTONE
sessions and Customizing Your Solution sessions. Be sure to pay attention to prerequisites when
choosing courses from the Customizing Your Solution strand. Sessions with prerequisites are in
blue.
New to Keystone
Session
Keystone Experienced
1
Problem Solving I
Problem Solving I or Problem
Solving II
2
KEYSTONE Topics 1
Intro to Layout Mode or
Building Lists or
BROADCASTER
3
KEYSTONE Topics II
Keystone Topics II or Names
& Text Calculations or
Problem Solving II
4
Intro to Relational Design
Forms to Letters or Building
Lists or Intro to Reporting or
Intro to Relational Design or
BROADCASTER
5
KEYSTONE Topics III
KEYSTONE Topics III or
Forms to Letters or SFO Form
Building
6
Forms to Letters
Advanced Letters or Building
Lists or Intro to Reporting or
Forms to Letters or
Automating FMP
SANDBOX Strands: If you are using SANDBOX you will want to follow one of the Customizing Your
Solution Strands below. If you are brand new to SANDBOX, you will want to take the SANDBOX session.
If you have some experience in Layout mode, then deepen your skills by following the
Intermediate Customizing strand. Sessions with prerequisites are in blue.
Session
Beginning Level 2
Intermediate Level 2
1
SANDBOX or Intro to Layout
Mode
Problem Solving I or Problem
Solving II
2
Intro to Layout Mode
Intro to Layout Mode or
Building Lists
3
BROADCASTER
Names & Text Calcs or
Problem Solving II
B
Building Lists
Intro to Reporting or Intro RD
or BROADCASTER
inRESONANCE Strand Suggestions – 7/2016
5
Forms to Letters
Forms to Letters or
Automating FMP
6
Advanced Letters or Intro to
Reporting
Advanced Letters or Intro to
Reporting or Automating FMP
inRESONANCE Strand Suggestions – 7/2016
Customizing Your Solution (User Level 2) Strands: If you are brand new to Layout mode
(Level 2 customizing), the Beginning Customizing strand is designed to give you the basics for
extending your solution by building new letters, lists, sub-summary reports, etc. If you have some
experience in Layout mode, then deepen your skills by following the Intermediate Customizing
strand. Sessions with prerequisites are in blue.
Session
Beginning Level 2
Intermediate Level 2
1
Intro to Layout Mode
Problem Solving I or Problem
Solving II
2
Building Lists
Intro to Layout Mode or
Building Lists
3
Problem Solving II or
BROADCASTER
Names & Text Calculations or
Problem Solving II
4
Intro to Reporting
Intro to Reporting or Intro RD
or BROADCASTER
5
Forms to Letters
Forms to Letters or
Automating FMP
6
Advanced Letters or Intro to
Reporting
Advanced Letters or Intro to
Reporting or Automating FMP
inRESONANCE Strand Suggestions – 7/2016