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
4
Intro to Layout Mode or
BROADCASTER
Building Lists or Forms to Letters
or BROADCASTER
inRESONANCE Strand Suggestions – 7/2016
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
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
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
Student Billing Strand: This strand is designed for those individuals who have a background in accounting
and have had some Student Billing training but want to deepen their knowledge.
Session Name
Session
1
Intro to Layout Mode
2
Student Billing Review
3
Accounting Best Practices
4
Reporting & Reconciliation
5
BillPay & Troubleshooting Account Issues
6
BROADCASTER
inRESONANCE Strand Suggestions – 7/2016