InterAction 5.6 for Data Stewards
This two-day course provides information on using InterAction for maintaining the quality of the InterAction data.
This course is also available in an onsite version.
Audience
- Data Stewards responsible for maintaining the quality of InterAction data
- InterAction implementation leaders who want to learn about how Data Stewards will use InterAction's Windows Client to manage data quality
Prerequisites
None
Duration
Two days
Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.
Course Objectives
Upon completion of the course, participants will be able to do the following:
- Explain the InterAction fundamental concepts
- Complete basic tasks using the InterAction end-user applications
- View, edit, and add contact information in the Windows Client
- Create and manage searches of InterAction data
- Explain the importance of your role in maintaining data quality
- Explain the data change management process
- Use recommended best practices to handle data change management tickets
- Use the InterAction data quality tools
- Implement the recommendations for ongoing data maintenance
- Import contact information into the InterAction database
Course Outline
- InterAction Introduction
- Fundamental concepts
- Data Steward role
- Overview of InterAction end-user applications
- Windows Client Overview
- Contact organisation
- Navigating the Windows Client
- Timesavers
- Finding contacts
- Viewing, Editing, and Adding Contact Information
- General view
- Phones and addresses
- Adding new contacts
- Activities, appointments and documents
- Reminders and notes
- Relationships
- Additional fields and classifications
- Searching InterAction Data
- Creating a search
- Editing a search
- Saving a search
- Working with Data Change Management
- Overview of Data Change Management
- Data Change Management for contact types
- Using the Data Change Management Inbox
- Handling Data Change Management tickets
- Best Practices for Handling Data Change Management Tickets
- Prioritising the DCM inbox
- Processing 'Easy' tickets
- Using activities to investigate tickets
- Using outside resources
- Handling conflicting information
- Maintaining Data Quality
- Data maintenance recommendations
- Identifying and merging duplicates
- Converting person contact to company contact
- Converting company contact to person contact
- Using association cleanup
- Cleaning up phone and address data
- Importing Contact Data
- Importing contacts
- Running association cleanup
- Promoting contacts
| Date(s) | Days | Time | Location | Version | Fee | Open Seats |
Register |
|---|---|---|---|---|---|---|---|
| Mar 23-24, 2010 | 2 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $1,400 | 12 |
Customer Registration
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| Apr 27-28, 2010 | 2 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $1,400 | 12 |
Customer Registration
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| May 25-26, 2010 | 2 | 9:00 a.m. to 4:30 p.m. | Oak Brook | 5.5/5.6 | $1,400 | 12 |
Customer Registration
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| Jun 22-23, 2010 | 2 | 9:00 a.m. to 4:30 p.m. | San Francisco | 5.5/5.6 | $1,600 | 8 |
Customer Registration
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