26 Secretarial & PA courses in Dunfermline delivered Live Online

Duration 1 Days 6 CPD hours This course is intended for Employees not working in a centralized office. Overview The Telework and Telecommuting workshop will cover strategies to help participants learn skills required for working outside the office that include proper self-management, manage time efficiently, know different methods of organization and planning, identify various forms of communication and address and resolve challenges that teleworkers can face. The Telework and Telecommuting workshop will cover strategies to help participants learn skills required for working outside the office that include proper self-management, manage time efficiently, know different methods of organization and planning, identify various forms of communication and address and resolve challenges that teleworkers can face. Getting Started Workshop Objectives Pre-Assignment Core Skills Required Self-Management Time Management Organizing and Planning Communication Self-Management (I) Solving Problems on Your Own Being and Staying Motivated You Have More Freedom ? Don?t Abuse It You and Only You are Accountable Self-Management (II) Recognize and Remove Bad Habits Reflect on Mistakes and Learn from Them Establish Good Habits Be Assertive with Yourself Time Management (I) Build a Little Flexibility into Your Schedule Identify and Remove Time Wasters Working with Time Zones Using Free Time Wisely Time Management (II) The Urgent/Important Matrix Setting and Sticking to Deadlines The Glass Jar: Rocks, Pebbles, Sand and Water Recognize When You Are Procrastinating Organizing and Planning (I) Plan for Additional Stress When to Seek Help Being Proactive ? Not Reactive Establish Priorities and Attainable Goals Organizing and Planning (II) Setting Up Your Home Office Remove Unneeded or Distracting Items When Technology Fails Develop a Normal Working Day Communication (I) Stay in the Loop Use the Correct Medium Be Clear and to the Point Virtual Communication Can Be Impersonal Communication (II) Open and Frequent Communication Share Your Information Have a Collaborative Attitude Setting Expectations with Family and Friends Additional Challenges Building Trust and Rapport Feeling Isolated Always in the Office Lack of or Less Feedback Wrapping Up Words from the Wise

This one-day workshop is designed to give participants an understanding of the fundamentals of Microsoft Word and its commands, with quick ways to enter text, control formatting and edit paragraphs. This course will help participants: Create, manage and save documents, files and folders Create paragraph lists, bulleted and numbered paragraphs Edit, modify and format paragraphs Create and format tables Use shortcuts to navigate documents Format the layout of documents Manage page headers and footers Insert and managing pictures and diagrams within a document Learn time saving tips and tricks to obtain a professional finish to documents Use printing options 1 Creating documents Getting help Creating and saving documents Accessing recently used documents Managing files and folders 2 Entering and editing text Inserting and editing paragraph text Cutting, copying and pasting text Using tool tips to manage content Applying and removing text formatting Correcting spelling and grammar 3 Creating paragraph lists Creating bulleted paragraphs Creating numbered paragraphs Managing bulleted and numbered lists 4 Modifying paragraphs Changing paragraph alignment Indenting a paragraph Adding borders and shading to paragraphs Formatting paragraphs using styles 5 Navigating documents Using shortcuts for navigating documents Using 'Go To' to navigate documents Finding and replacing text Changing to read view 6 Document layout Inserting page breaks Changing page orientation Adjusting page margins Adding borders to pages 7 Page headers and footers Inserting page headers and footers Using header and footer commands Inserting page numbers Using different first page 8 Inserting pictures and diagrams Inserting pictures from your computer Inserting online pictures Flowing text around a picture Changing a picture Inserting SmartArt diagrams Entering text into SmartArt 9 Inserting tables Using tabs to create tables Resizing and repositioning tables Inserting and deleting rows and columns Using a table's commands Changing a tables text direction Formatting tables 10 Printing documents Previewing and printing documents Using the printing tools Printing parts of a document

This one-day workshop is designed to build upon skills already acquired using Microsoft Word, whether participants are self-taught or have previously attended a course. It gives participants a good understanding of managing different types of paragraph indents, and managing automated numbered paragraph lists. This course will help participants: Create and manage the layout of paragraphs Create and manage multi-level numbered paragraphs Effectively insert, use and manage section breaks Create and manage columns Find, create and apply styles Create and update a table of contents from styles Work with styles to manage formatting Work with sums in tables and use table headings Input and edit text using AutoText Work with SmartArt graphics Link to other files using paste special 1 Managing paragraph layout Controlling paragraph layouts with indents Creating and managing paragraph hanging indents 2 Numbering paragraphs Creating a new multi-level numbered paragraph Managing existing multi-level numbered paragraphs 3 Inserting columns Creating columns from existing paragraphs Setting up columns Managing columns 4 Document section breaks Controlling document layout using section breaks Managing page orientation using section breaks Managing page numbering using section breaks 5 Using styles Applying quick styles Finding existing styles Creating and saving styles Modifying styles Creating a table of contents from styles Updating a table of contents 6 Using quick parts Saving content to quick parts Modifying saved quick parts Inserting content using AutoText Editing AutoText entries Inputting text using AutoCorrect 7 Advanced table features Sorting table columns Running sums in tables Repeating table headings at top of page Importing Excel content in tables Using table properties 8 Creating a mail merge Creating letters, labels and emails Merging addresses from external files Using Outlook's address book to merge Merging to email 9 SmartArt graphic Visually communicate content with SmartArt Choosing a SmartArt graphic Inputting into SmartArt Modifying and formatting SmartArt graphics 10 Linking to other files Linking to files using paste special Linking an Excel chart to a document Managing linked content from Word

Duration 1 Days 6 CPD hours This course is intended for This course is intended for individuals who want to improve their phone skills. Overview Upon successful completion of this course, students will be more confident in handling the phone, resulting in new customers while retaining current clientele. In this course, students will learn about different types of calls and the etiquette associated with them. Getting Started Housekeeping Items Pre-Assignment Review Workshop Objectives The Parking Lot Action Plan Aspects of Phone Etiquette Phrasing Tone of Voice Speaking Clearly Listen to the Caller Case Study Using Proper Phone Language Please and Thank You Do Not Use Slang Avoid Using the Term ?You? Emphasize What You Can Do, Not What You Can?t Case Study Eliminate Phone Distractions Avoid Eating or Drinking Minimize Multi-Tasking Remove Office Distractions Do Not Let Others Interrupt Case Study Inbound Calls Avoid Long Greeting Messages Introduce Yourself Focus on Their Needs Be Patient Case Study Outbound Calls Be Prepared Identify Yourself and Your Company Give Them the Reason for the Call Keep Caller Information Private Case Study Handling Rude or Angry Callers Stay Calm Listen to the Needs Never Interrupt Identify What You Can Do For Them Handling Interoffice Calls Transferring Calls Placing Callers on Hold Taking Messages End the Conversation Case Study Handling Voicemail Messages Ensure the Voice Mail Has a Proper Greeting Answer Important Messages Right Away Ensure Messages are Delivered to the Right Person When Leaving A Message for Others... Case Study Methods of Training Employees Group Training One-on-One Training Peer Training Job Shadowing Case Study Correcting Poor Telephone Etiquette Screening Calls Employee Evaluations Peer Monitoring Customer Surveys Case Study Wrapping Up Words From The Wise Review Of The Parking Lot Lessons Learned Recommended Reading Completion Of Action Plans And Evaluations

Duration 2 Days 12 CPD hours Overview What's New in This Guide? The behind-the-scenes journal entry for transactions is now included. This course is a continuation of topics following ?Get Started with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. This course covers features that are in QuickBooks Pro and Premier 2020. Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with Quick Reports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates

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