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Upgrade your Skills at our Intelex Training Workshop
Location: Toronto, Canada
Venue: Intelex HQ - 70 University Ave #800, Toronto, ON M5J 2M4 (between St. Andrew Station & Union Station)
Duration: 1-day or 2-day options
Date: September 9 and 10
Cost: $750 USD (a 60% discount) for 1 day or $950 USD (a 75% discount) for 2 days compared to an equivalent on-site
From developing industry-critical H&S reports to making high-impact configuration enhancements, this workshop will help you unlock your system’s full potential. You can expect:
- Expert-led sessions with one of our Training Specialists
- Hands-on practice opportunities to apply what you learn
- Collaborative activities with fellow Intelex experts at your table
Please see below for more details.
Register today!
Register Now to Secure a Spot: Only a limited # of seats are available. Please seek all necessary internal approvals prior to registering for this event. By signing up, you agree to pay the registration fee and attend the event. Registration fees are non-refundable. Intelex may cancel the training in the event of low registrations, in which case no invoices will be issued.
After registration, please look out for:
- A confirmation email
- An invoice to be paid within 30 days of receipt
Topic Overview:
- Industry-Critical Leading + Lagging Indicator Reports
- Use Data Joins, Underlying Data, and Source Reports to Unlock New Reporting Capabilities
- Dashboards that Drive User Adoption
- Impactful Enhancements to Applications
- Advanced Automation for Workflows and Notifications
- BONUS: Sneak Peek into New Intelex Features!
- & More!
Depending on which persona you align with most, you may decide to attend one or both days.
The Optimizer (Day 1 & 2)
A system administrator responsible for maintaining and optimizing their organization’s Intelex applications and reporting tools. Attendees should already be proficient in basic administration tasks, including:
- Creating new users and assigning groups
- Using Intelex applications
- Managing location structure
What Motivates Them:
- Tinkers and finds ways to unlock and maximize the system's potential
- Identifies and responds to opportunities that improve user adoption via automation, and enhancing user experiences
- Presents actionable insights to leadership to promote data-driven decision-making with confidence
How They’ll Benefit:
This workshop is tailored to empower system administrators like you. If you attend both Day 1 and 2, you’ll achieve the following:
- From Fine to Excellent: Walk away with practical (and impressive!) takeaways you can immediately implement in your Intelex site.
- Application Enhancements: Adapt your applications to pre-empt evolving organizational needs with impactful configuration updates.
- Reporting Mastery: Build impactful reports and dashboards that deliver actionable insights for leadership, driving smarter, data-informed decisions.
The Analyst (Day 1 Focus)
An EHS professional tasked with creating reports and dashboards that deliver actionable insights. Day 1 of this workshop is designed for data analysts new to reporting or looking to expand their skills (beginner to intermediate level).
What Motivates Them:
- Translating and communicating complex EHS data to diverse groups of stakeholders
- Combining data across multiple sources to tell an effective, compelling story
- Providing deeper, more valuable insights that look beyond the surface
How They’ll Benefit:
Day 1 of this workshop is designed to equip data analysts with the skills and tools they need to excel in their role. You'll achieve the following:
- Report with Confidence: Build impactful reports and dashboards that deliver actionable insights for leadership, driving smarter, data-informed decisions.
- Reach New Heights: Unlock the full power of tools like data joins, underlying data, and source reports to better visualize data and discover new insights.
Attend both days for maximum benefit, or choose your own adventure!
Day 1: Business Intelligence
Morning: Master Industry-Critical Reports & Dashboards
- Build reports and dashboards that deliver actionable insights.
- Categorize actions as Completed On-Time vs. Completed Late for better performance tracking.
- Use front-end filters to identify leading and lagging indicators for H&S across multiple locations, enabling easy slicing, dicing, and exporting of data.
- Schedule automated reports to seamlessly share key information with stakeholders.
Afternoon: Unlock New Reporting Capabilities with Advanced Tools
- Explore and apply highly requested use cases for Data Joins
- Simplify reporting for novice report builders using Underlying Data and Source Reports
- Combine Source Reports, Underlying Data, and Data Joins to create “fields” that summarize data in new ways
Day 2: Application Enhancements
Morning: User-First Application Design
- Adapt applications to comply with new business requirements.
- Master form designer and source code to improve detail/inventory views.
- Learn best practices for adding or modifying fields.
- Simplify user navigation with new menu items so users can quickly access records (in categories like Open, Completed, Cancelled, or All Records
- Provide users with guidelines that encourage your users, not frustrate them
Afternoon: Communication via Automation
- Configure notifications to ensure critical updates reach the right people at the right time and eliminate human error.
- Update workflows to meet changing business requirements and improve task routing.
- Create and update Import Templates to accelerate data entry and reduce manual input errors.
Bonus: Unlock new possibilities for Application Administrators
- Add new menus to streamline navigation and maintain field libraries
Feel free to attend just one or both days, depending on what skills you’re looking to strengthen. Check out the Who is this workshop for? section to determine which days may be relevant.
