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This year’s Users’ Group Conference wil be held in Edmonton from November 8 to 10, 2016. The
conference offers sessions on atrieveERP software, an opportunity to network and share expertise. |
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5:30 - 6:00 p.m.
Room: BC
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New user orientation
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6:00 - 9:00 p.m.
Rooms: North Foyer
and Saskatchewan
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Welcome Reception |
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7:30 - 8:30 a.m.
Room: MB/SK
8:30 - 9:30 a.m.
Room: MB/SK
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Breakfast & Networking
Welcome Messages
Join your conference Executive committee and SRB for opening remarks, Keynote address and welcome messages. |
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SIG 1: Track 1
9:40 - 10:40 a.m.
Room: BC/AB |
atrieveHR - What’s New
This session will provide users with an overview of the latest HR Software enhancements and changes in functionality.
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 Vicki Edel
atrieveHR |
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SIG 1: Track 2
9:40 - 10:40 a.m.
Room: Yukon
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atrievePayroll - What’s New
This session will provide users with an overview of the latest Payroll software enhancements and changes in functionality.
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 Gail Gaskell
atrievePayroll |
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SIG 1: Track 3
9:40 - 10:40 a.m
Room: MB/SK
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atrieveFinance - What's New
This session will provide users with an overview of the lastest Finance software enhancements.
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 Nicole Nelson
atrieveFinance |
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SIG 1: Track 7
9:40 - 10:40 a.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions.
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10:40 - 10:50 a.m. |
Stretch + Room Switch |
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SIG 2: Track 1
10:50 a.m - 11:50 a.m.
Room: BC/AB
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atrieveHR: Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance. |
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 Shawn Iversen
atrieveERP |
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SIG 2: Track 2
10:50 a.m - 11:50 a.m.
Room:
Yukon
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SNS: What Payroll Needs to Know
Join us to learn about how staffing notifications are processed by HR and managed by payroll |
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 Alisa Murray
atrievePayroll |
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SIG 2: Track 3
10:50 a.m - 11:50 a.m.
Room:
Turner Valley
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atrieveFinance - Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance. |
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 Les Heller
atrieveERP |
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SIG 2: Track 4
10:50 a.m - 11:50 a.m.
Room: MB/SK
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Finance Report Writing Basics
This session will cover the basic fields and functions of the finance report writer Field selection,field Characteristics definition (Display), Selection screen (date ranges, GL selection and data filtering),Saving reports (formats, run-time options, folders) as well as sorting and sub-totaling financial information. |
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 Jaclyn Page
atrieveFinance
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SIG 2: Track 5
10:50 a.m - 11:50 a.m.
Room: Leduc
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Payroll Back to Basics
Join us for this session on the basics of payroll. This session will be useful for users who are interested in having a basic understanding of how the payroll software functions, particularly those who have an impact on Payroll (HR) or are impacted by Payroll (Finance). |
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 Chris Hardie
atrievePayroll |
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SIG 2: Track 6
10:50 a.m - 11:50 a.m.
Room: Devonian
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Product Suite Overview
In this session, we will review four (4) of our modules: Occupational Health and Safety, Document Scanning and Storage, eDocs and HR Workflows. Join us for this high-level understanding of these exciting modules. |
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 Warren Kobbeltvedt
atrieveERP
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SIG 2: Track 7
10:50 a.m - 11:50 a.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions.
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12:00 - 1:20 p.m.
Room: MB/SK
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Lunch + Networking + room change |
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SIG 3: Track 1
1:20 - 2:30 p.m.
Room:
BC/AB
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Overcoming your Fear of HR Report Writer
In this session, we will go over the strategies of writing a report to the specifications you desire. Helping you understand where the Data Fields are getting the information from in Atrieve. We will create a basic report from start to finish.
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 Erin Gartley
atrieveHR |
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SIG 3: Track 2
1:20 - 2:30 p.m.
Room: Yukon
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atrievePayroll: Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance. Faciliated by Gail Gaskell with Susan Vernon via conference call.
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 Susan Vernon
via conference call
atrieveERP
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SIG 3: Track 3
1:20 - 2:30 p.m.
Room: MB/SK
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Finance Report Writer Advanced
This session will cover charting and evaluated fields and will also show users how to create a batch report that can include hyperlinks to scanned images. |
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 Sandy Micona
atrieveFinance |
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SIG 3: Track 4
1:20 - 2:30 p.m.
Room: Leduc
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Importance of Schedules
In this session, common schedule errors will be discussed and users will receive tips for entering problematic schedules.
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 Hazel Callaway atrieveHR |
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SIG 3: Track 5
1:20 - 2:30 p.m.
Room: Devonian
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Ask a User: Purchasing
Hosted by your Purchasing SIG |
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Tracy Weidman
Sunrise School Division |
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SIG 3: Track 6
1:20 - 2:30 p.m.
Room: Turner Valley
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Security Builder: What's New and Maintenance
This session will cover some of the recent security builder enhancements and focus on eliminating overrides. |
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 Renée Trudeau atrieveERP |
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SIG 3: Track 7
1:20 - 2:30 p.m.
Room: Stathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions. |
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2:30 - 2:40 p.m. |
Stretch + Room Switch |
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SIG 4: Track 1
2:40 - 4:00 p.m.
Room: BC/AB
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HR Fundamentals & Year End Process
This session will provide users, the inexperienced to the experienced, with a refresher of all the HR basics. We will also cover the year-end processes. |
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 Jennifer Bowen
atrieveHR |
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SIG 4: Track 2
2:40 - 4:00 p.m.
Room: Yukon
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Payroll Report Writer
This session will take you through the step by step process of creating hyperlinked payroll reports.
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Chris Hardie
atrievePayroll |
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SIG 4: Track 3
2:40 - 4:00 p.m.
Room: MB/SK
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Finance: Accounts Payable Process
Are you using the most up to date AP processes? Join this session to ensure you are taking advantage of all the latest AP functionality.
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 Nigen Steffen
atrieveFinance |
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SIG 4: Track 4
2:40 - 4:00 p.m.
Room: Devonian
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Replacement Costing Troubleshooting
The replacement employee interface is a complex module. This session will focus on troubleshooting common pay code and GL errors. |
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Hazel Callaway
atrieveERP
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SIG 4: Track 5
2:40 - 4:00 p.m.
Room: Turner Valley
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Workflow Automation
Elk Island Catholic Schools utilizes SRB to automate and digitize numerous business processes. At this presentation, Ryan Stierman, Secretary Treasurer will share EICS' journey and many of the business processes that have become paperless and more efficient.
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 Ryan Stierman
Elk Island Catholic Schools |
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SIG 4: Track 6
2:40 - 4:00 p.m.
Room: Leduc
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MAR: Receivables Basics
This session will provide users with an overview of the receivables process.
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Jaclyn Page
atrieveFinance |
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SIG 4: Track 7
2:40 - 4:00 p.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions. |
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4:00 - 5:00 p.m. |
Prepare for Evening Events |
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5:00 - 6:30 p.m.
Room: North Foyer |
SRB Hospitality |
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6:30 - 11:00 p.m.
Room: MB/SK
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Dinner and Entertainment |
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7:30 - 8:30 a.m. |
Breakfast & Networking |
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SIG 5: Track 1
8:40 - 10:00 a.m.
Room: BC/AB
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Ask a User: HR
Presented by your HR SIG Chair |
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Jennifer Witter,
Greater St. Albert Catholic |
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SIG 5: Track 2
8:40 - 10:00 a.m.
Room: Yukon
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Ask a User: Payroll
Hosted by your Payroll SIG Chair
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 Taunia Sutton
Nanaimo Ladysmith |
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SIG 5: Track 3
8:40 - 10:00 a.m.
Room: MB/SK
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Ask a User: atrieveFinance
Hosted by your Finance SIG chair |
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Lisa Butt
Elk Island Catholic Schools |
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SIG 5: Track 7
8:40 - 10:00 a.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions. |
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SIG 6: Track 1
10:30 - 11:45 a.m.
Room: Centennial
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atrieveHR Tools for Managing your Health and Safety Program
This session is to introduce you to the tools and functionality that exist within atrieveHR system that can help you manage your Health and Safety Program as well as introduce you to the new Occupational Health and Safety Module.
The OHS module can accommodate school district needs to track and record workplace injuries and incidents with a point of entry directly from the affected employee. Information can be collected and transmitted electronically to WCB with immediate feedback of your submission recorded. This tool in conjunction with existing modules in atrieveHR will ensure you are reporting to WCB within the time requirements legislated. |
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 Marie Tol
atrieveHR |
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SIG 6: Track 2
10:30 - 11:45 a.m.
Room: MB/SK
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Payroll Year-end Processes
Plan, prepare and apply. We will review the year-end process checklist and the steps involved to wrapping up the year. |
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Gail Gaskell
atrievePayroll |
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SIG 6: Track 3
10:30 - 11:45 a.m.
Room: Turner Valley
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Budget Interface and Alert Codes
Streamline the entry and monitoring of your budget with the use of atrieveFinance's budget interface and alert codes.
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Nigel Steffen
atrieveFinance |
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SIG 6: Track 4
10:30 - 11:45 a.m.
Room: BC/AB
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Routing 101
Join us in a tutorial to understand the journey of the approval process. The focus will be on Leave Management Routing, however, the basic components apply to all electronic form routing such as Staffing Requisition, HR Workflows, Expense Reimbursement, etc. This session will help you understand 1) How the system determines and calculates routing, 2) What is a Routing Authorizer, 3) What is a Routing Code, 4) How are they connected. |
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Vicki Edel
atrieveHR |
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SIG 6: Track 5
10:30 - 11:45 a.m.
Room: Yukon
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Building Dashboards
In this session we will provide an introduction to Dashboard Web (DBW).
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 Vicki Hewitt
atrieveHR
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SIG 6: Track 6
10:30 - 11:45 a.m.
Room: Devonian
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Journey of a Support Ticket
Join our Support Manager, Tracy Rose, for an overview of our support cycle and what happens when a support ticket is logged. |
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 Tracy Rose
atrieveERP
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SIG 6: Track 7
10:30 - 11:45 a.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions.
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11:55 - 1:20 p.m.
Room:
MB/SK |
Lunch + UG AGM |
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1:20 - 1:30 p.m. |
Room Change |
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SIG 7: Track 1
1:30 - 2:25 p.m.
Room: BC/AB
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Position Control: Managing assignments and FTEs
This session will review both atrieveHR canned reports as well as HRW reports to help in managing and planning workforce needs. We will review the databases which can help us organize and report efficiently and effectively and tools to stay ahead of the data.
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Marie Tol
atrieveHR |
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SIG 7: Track 2
1:30 - 2:25 p.m.
Room: MB/SK
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ROE Process
Join us in this session to review the new enhancements to the ROE process
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 Tara Gaudet
atrievePayroll
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SIG 7: Track 3
1:30 - 2:25 p.m.
Room: Yukon
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atrieveFinance in the Schools: SGF, BMW, etc.
What atrieveERP customers are doing to integrate their school accounts into the District atrieveFinance System |
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Chris Hardie
atrieveERP |
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SIG 7: Track 4
1:30 - 2:25 p.m.
Room: Turner Valley
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External Job Posting
Join our Product Manager, Catherine Lofvendahl, for an overview of our new External Job Posting Module
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 Catherine Lofvendahl
atrieveERP
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SIG 7: Track 5
1:30 - 2:25 p.m.
Room: Centennial
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Life Cycle of a Requisition
See the full cycle of the requisition process; from the entry stage to converting into a purchase order. |
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Sandy Micona
atrieveFinance |
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SIG 7: Track 6
1:30 - 2:25 p.m.
Room: Devonian
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Security Builder: Overview of the new interface
Join us for a sneak peek at the new security builder interface and capabilities. |
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 Michael Cox
atrieveERP
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SIG 7: Track 7
1:30 - 2:25 p.m.
Room: Strathcona
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Open Support
Join our support team for one-on-one support.
Bring your laptop and questions.
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2:30 - 3:00 p.m.
Room: MB/SK
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Wrap-up
Final Announcements
Door Prizes
Preview to the 2017 UG
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Linda Glennon
Comox Valley SD71
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