Florida Odyssey User Conference Class Descriptions Orlando, FL April 2 4, 2013 Note: A Lab includes hands-on training using a computer.

Transcription

1 Florida Odyssey User Conference Class Descriptions Orlando, FL April 2 4, 2013 Note: A Lab includes hands-on training using a computer. Wednesday, April 3, 2013 Session 1-8:45 a.m. 9:45 a.m. Odyssey 2013 Workflow and Workspaces (8:45 a.m. 9:45 a.m.) Description: Do you sometimes get overwhelmed with the breadth of features that are available? Do you often wish Odyssey would just know what s next in your process? Odyssey has more features than ever before and we aren t slowing down. Tyler has made big investments in Odyssey 2013 to embed Microsoft Windows Workflow Foundation directly into Odyssey. That means the system will start to learn how to automatically focus the user on the next appropriate task, based on their role. At the same time, we have implemented a new task management system with a simple, yet powerful, user interface so the user isn t overwhelmed. Come see what we are doing in 2013 and beyond we think it will ultimately revolutionize how your staff uses Odyssey. E-Filing 2013 and Beyond (8:45 a.m. 9:45 a.m.) Description: Join us for a glimpse at the future of Odyssey File & Serve. This session will include the current File & Serve roadmap as well as a discussion of additional suggestions from current clients. Enterprise Custom Reports (ECR) Training Lab (Part 1 of 2) (8:45 a.m. 9:45 a.m.) Description: Are you getting the most from your Enterprise Custom Reporting implementation? Learn how to create custom reports for your office using Microsoft SQL Reporting services. This class will also teach you how to add charts and graphs to your reports and export your data to CSV files to acquire a new visual representation of your data. This class is recommended for IT staff or those with administrative rights. OD-CLASS-FLY The Tyler logo, design mark and tagline are registered trademarks of Tyler Technologies, Inc. 2013, all rights reserved.

2 Session 2-10:00 a.m. 11:00 a.m. Case Manager: Getting the Most from 2012 (10:00 a.m. 11:00 a.m.) Description: The Odyssey 2012 release is packed with exciting new features in Case Manager. Attend this class to learn about new functionality as well as highlighted features, such as Officer Scheduling and Document Retention. Officer Scheduling is a new solution that provides officers the ability to add and update their availability through a web portal. This information can then be taken into consideration when the clerk schedules hearings where the officer is needed, and will reduce the number of times hearings must be rescheduled. Document Retention includes features to destroy the electronic documents associated with cases once the retention rules have been met. Inside Tyler (10:00 a.m. 11:00 a.m.) Description: Tyler Technologies Courts and Justice Division has several positions, each with specific roles and responsibilities. From implementation to support, this class will cover the various roles and responsibilities of the different positions at Tyler. Learn about some of the behind the scenes processes that are used by these various positions when working with issues. E-Filing Rules & Procedures (10:00 a.m. 11:00 a.m.) Description: Are you considering implementing e-filing? Join this interactive session featuring the dos and don ts for creating rules and procedures from our existing e-filing clients. Whether it is for mandatory all case types or a slow roll out, don t miss out on the best practices to get everyone on board. Enterprise Custom Reports (ECR) Training Lab (Part 2 of 2) (10:00 a.m. 11:00 a.m.) Description: Are you getting the most from your Enterprise Custom Reporting implementation? Learn how to create custom reports for your office using Microsoft SQL Reporting services. This class will also teach you how to add charts and graphs to your reports and export your data to CSV files to acquire a new visual representation of your data. This class is recommended for IT staff or those with administrative rights. Session 3-11:15 a.m. 12:15 a.m. Preparing for Odyssey Releases (11:15 a.m. 12:15 p.m.) Description: Upgrading your county or state-wide Odyssey environment is exciting, but it can also be a stressful activity for any organization. New development and features that allow our offices to run faster and more efficiently are one of the primary drivers prompting the annual upgrade each IT organization engages in. Tyler is committed to making this task as smooth and hassle-free as possible. In this class, we will discuss many of the tools and procedures in place that will assist in this endeavor. Join us as we review Compatibility Matrices, Release and Patch Notes, testing procedures, LMS videos and various training packages that are offered as your organization prepares for the next upcoming release.

3 Florida Reporting (11:15 a.m. 12:15 p.m.) Description: Florida state reporting is continuously being updated. Join us to discuss the most recent updates to Odyssey to meet these requirements and streamline the process for Odyssey users. We will also discuss upcoming updates and legislation that may affect reporting in the future. E-Filing Error Queue Monitoring Best Practice (11:15 a.m. 12:15 p.m.) Description: Join us to learn why a filing is in the error queue, how to fix it, and what caused the problem. Learn detailed instructions for the most common errors for File & Serve filings. Time Standards Lab (11:15 a.m. 12:15 p.m.) Description: Are you looking for a more efficient way to track due dates for more effective case management? Time Standards is an advanced Odyssey Case Manager feature that assists with time management. The time standard feature sets and closes target dates automatically as the case is updated by the user, without additional user intervention. Attend this hands-on lab to learn about how the time standard feature functions as well as how it can benefit your office. Session 4-1:30 p.m. 2:30 p.m. Case Manager 2013 and Beyond (1:30 p.m. 2:30 p.m.) Description: This session will share Tyler s vision for the future of Case Manager in 2013 and beyond. Significant work has already been completed in planning for the next release of Odyssey and we are excited to share these plans with you. Join us to learn about features that will be available in the 2013 release of Odyssey, including the MyOdyssey Workspace, the ability to copy data from one case to another, as well as the ability to set up custom payment plan schedules. Tyler Online Training Center (LMS) & Onboarding (1:30 p.m. 2:30 p.m.) Description: Do you have Odyssey users that are new to your agency or new to Odyssey? Are there users that could use a refresher? Would you like to have an inexpensive way to train them? With Tyler s Learning Management System, your users will be able to receive training from their desk or any place they have a PC with an Internet connection. This session will discuss how to administratively assign curriculum to your employees and track their learning progress.

4 Integration Monitoring & Troubleshooting Lab (Part 1 of 2) (1:30 p.m. 2:30 p.m.) Description: This hands-on lab will cover monitoring and troubleshooting of common integrations such as Configurable Publishing and APIs. We will discuss the toolsets that are available for monitoring these integrations, as well as steps that can be taken to resolve issues when they occur. Session 5-2:45 p.m. 3:45 p.m. Odyssey Portal 2013 & Beyond (2:45 p.m. 3:45 p.m.) Description: What is the Odyssey Portal? It s a way for clerks and courts to serve the bar and the public more effectively over the web. It has a common ecommerce component that works alongside Odyssey File & Serve, providing your customers with the easiest self-serve experience possible in working with your office. Last year, we showed a prototype. This year, we have a working version that will be in beta testing in the first half of See the progress first hand. Document Management Updates and Best Practices (Part 1 of 2) (2:45 p.m. 3:45 p.m.) Description: Odyssey 2012 introduced significant updates to the Document Management System (DMS). Join us to discuss how these new and updated features can increase efficiency in your office and implement a paper-ondemand process. We will share best practices for document security and work queues, as well as upcoming features that will help you to continue to transition to a paper-free environment. Managing Enterprise Custom Reports (ECR) (2:45 p.m. 3:45 p.m.) Description: Now that you have Enterprise Custom Reports, learn best practices on how to manage, develop, test, promote, and secure your reports. Using IMS, Report Manager, SQL Data views and SQL Management Studio you can effectively manage the creation of ECR reports. This class is recommended for IT staff or those with administrative rights. Integration Monitoring & Troubleshooting Lab (Part 2 of 2) (2:45 p.m. 3:45 p.m.) Description: This hands-on lab will cover monitoring and troubleshooting of common integrations such as Configurable Publishing and APIs. We will discuss the toolsets that are available for monitoring these integrations, as well as steps that can be taken to resolve issues when they occur.

5 Session 6-4:00 p.m. 5:00 p.m. Odyssey SessionWorks Judge Edition Version 2.0 & Beyond (4:00 p.m. 5:00 p.m.) Description: Join us to learn the new and exciting features in Odyssey SessionWorks Judge Edition 2.0 and beyond. Learn best practices for making the most of Judge Edition s paperless case file. Document Management Updates and Best Practices (Part 2 of 2) (4:00 p.m. 5:00 p.m.) Description: Odyssey 2012 introduced significant updates to the Document Management System (DMS). Join us to discuss how these new and updated features can increase efficiency in your office and implement a paperon-demand process. We will share best practices for document security and work queues, as well as upcoming features that will help you to continue to transition to a paper free environment. Integration Latest & Greatest (4:00 p.m. 5:00 p.m.) Description: We continue to grow the functionality that we offer with our integration toolkit with every release. This one-hour class will cover the changes made in the most recent release, Odyssey 2012, as well as discussing what we plan to do in Odyssey Security Troubleshooting Lab (4:00 p.m. 5:00 p.m.) Description: This hands-on lab will teach you how to effectively manage your current security within the Odyssey application. Learn more about the System Administration product and see a demonstration on how to monitor system usage, message logged in users, and manage job processing, license keys and document storage allocations. From determining the security right that is providing the uninvited access to updating security on multiple users at once, this class is aimed at enhancing your Odyssey security knowledge. Thursday, April 4, 2013 Session 7-9:15 a.m. 10:15 a.m. Tyler Online Training Center (LMS) & Onboarding (9:15 a.m. 10:15 a.m.) Description: Do you have Odyssey users that are new to your agency or new to Odyssey? Are there users that could use a refresher? Would you like to have an inexpensive way to train them? With Tyler s Learning Management System, your users will be able to receive training from their desk or any place they have a PC with an Internet connection. This session will discuss how to administratively assign curriculum to your employees and track their learning progress.

6 Odyssey IMS (Installation Manager System) Overview and Demonstration (Part 1 of 2) (9:15 a.m. 10:15 a.m.) Description: IMS or Installation Manager System is Tyler Technologies proprietary software management system. IMS allows IT professionals, with Odyssey infrastructure responsibility, to install customer specific software for each environment separately, all from one easy-to-use console. It provides IT control over when to install or upgrade their environments according to their own schedules or maintenance windows. Topics of discussion will include: A highlevel overview of the IMS Process and how Odyssey uses IMS to improve efficiency and accuracy when deploying software; a quick configuration overview of an IMS Realm; a demonstration of IMS usage, including installing Odyssey Base Release, Content Update, and Packaged Features; and an overview of setup/teardown of Odyssey Replication using IMS. Learn about features in development to utilize IMS, such as a Production to Test Realm Restore task and Scheduling reboots or service restarts. Pretrial (9:15 a.m. 10:15 a.m.) Description: Around the country, pretrial release programs are being implemented to help control the jail population by releasing inmates back into the community when a defendant is not a threat to the citizens. Pretrial release programs provide a mechanism for reviewing incoming offenders to determine eligibility for release into the community, while awaiting trial. Odyssey s new Pretrial Release module supports the decision-making process, which involves an interview, completion of a summary document and a corresponding decision to release or not release the inmate from jail. Attend this class to learn more about Odyssey s new Pretrial release feature. Forms Processing Lab (9:15 10:15 a.m.) Description: Having a difficult time building a Case Form or Flexible Calendar? How about working with a specific form token or parameter? In this lab, you will have a hands-on opportunity to learn how to be an expert in building forms inside of Odyssey. From using global parameters to hidden tables to if/then statements, this class will empower you with skills to have you creating beautiful forms and calendars in no time. Session 8-10:30 a.m. 11:30 a.m. Odyssey IMS (Installation Manager System) Overview and Demonstration (Part 2 of 2) (10:30 a.m. 11:30 a.m.) Description: IMS or Installation Manager System is Tyler Technologies proprietary software management system. IMS allows IT professionals, with Odyssey infrastructure responsibility, to install customer specific software for each environment separately, all from one easy-to-use console. It provides IT control over when to install or upgrade their environments according to their own schedules or maintenance windows. Topics of discussion will include: A high-level overview of the IMS Process and how Odyssey uses IMS to improve efficiency and accuracy when deploying software; a quick configuration overview of an IMS Realm; a demonstration of IMS usage, including installing Odyssey Base Release, Content Update, and Packaged Features; and an overview of setup/teardown of Odyssey Replication using IMS. Learn about features in development to utilize IMS, such as a Production to Test Realm Restore task and Scheduling reboots or service restarts.

7 Georgia Reporting (10:30 a.m. 11:30 a.m.) Description: Georgia state reporting is continuously being updated. Join us to discuss the most recent updates to Odyssey to meet these requirements and streamline the process for Odyssey users. We will also discuss upcoming updates and legislation that may affect reporting in the future. Collections Improvement (10:30 a.m. 11:30 a.m.) Description: Does your office need help collecting outstanding payments? Did you know that Odyssey includes features that can assist your court in implementing a collection process to help increase your revenue? Learn about Tyler s recommended business process for collections and see all the features within Odyssey that can benefit your office. Session 9-1:00 p.m. 2:00 p.m. Document Management Updates & Best Practices (Part 1 of 2) (1:00 p.m. 2:00 p.m.) Description: Odyssey 2012 introduced significant updates to the Document Management System (DMS). Join us to discuss how these new and updated features can increase efficiency in your office and implement a paper-ondemand process. We will share best practices for document security and work queues, as well as upcoming features that will help you to continue to transition to a paper free environment. Financial Troubleshooting Lab (Part 1 of 2) (1:00 p.m. 2:00 p.m.) Description: Have you ever been uncertain as to whether you void or reverse a specific transaction inside of the Odyssey application? Have you ever seen a case that didn t balance and had so many financial transactions that they didn t fit on one page? This hands-on lab will cover how to effectively troubleshoot financial mistakes inside of Odyssey. In this lab, we will walk you through some of the most common financial errors that occur and teach you how to efficiently resolve them. Session 10 2:15 p.m. 3:15 p.m. Document Management Updates & Best Practices (Part 2 of 2) (2:15 p.m. 3:15 p.m.) Description: Odyssey 2012 introduced significant updates to the Document Management System (DMS). Join us to discuss how these new and updated features can increase efficiency in your office and implement a paper-ondemand process. We will share best practices for document security and work queues, as well as upcoming features that will help you to continue to transition to a paper free environment.

8 Financial Troubleshooting Lab (Part 2 of 2) (2:15 p.m. 3:15 p.m.) Description: Have you ever been uncertain as to whether you void or reverse a specific transaction inside of the Odyssey application? Have you ever seen a case that didn t balance and had so many financial transactions that they didn t fit on one page? This hands-on lab will cover how to effectively troubleshoot financial mistakes inside of Odyssey. In this lab, we will walk you through some of the most common financial errors that occur and teach you how to efficiently resolve them.