Dozens of Excel based Data Collection Forms are provided to simplify and speed offline data collection from Subject Matter Experts (SMEs).  The attributes and options within each form (Job Tasks, for example) are identical to the corresponding (Job Tasks) fields within ADVISOR.  Once completed, the data can be uploaded to ADVISOR Enterprise with a few mouse clicks.  Although the import function is fairly intuitive, to minimize errors, please read and follow the instructions.

Clients Setup To collect clients’ profile data including currency, inflation rate, as well as default values and benchmark data for generating benchmark reports. View form.

User Accounts To collect user accounts data including name, title, login ID and password, number of courses user can manage at a given time, and account expiration date. View form.