会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

Maintaining Document Resources

Objective

After completing this lesson, you will be able to manage training simulations.

Document Resources Overview

Document Resources are the Quick Start Guides displayed in the Guides and FAQs section of the Training page. You can add links to documents outside of Concur here.

The image displays a Training Configuration page with the Document Resources tab highlighted. A language dropdown shows English and buttons include New, Modify, and Remove. A table lists Display Order, Type, Name, Area, and Active. Two documents appear: Concur Expense QuickStart Guide in the Expense Report area and Concur Travel QuickStart Guide in the Travel area. The Active column shows checked boxes for both entries.

Maintain Document Resources

To maintain document resources:

Steps

  1. From the Training Configuration page, select the Document Resources tab.

    The image displays a Training Configuration page with the Document Resources tab highlighted. A language dropdown shows English, and action buttons include New, Modify, and Remove. A table lists Display Order, Type, Name, Area, and Active. Entries include Logging on to Concur, Updating Your Travel Profile, Exploring the Concur Home Page, Booking a Flight, and multiple Expense Report tasks. All rows show Type as Simulation and Active as checked.
  2. Select New, enter all required fields, and then select Save.

    The image displays a Training Configuration page with the Document Resources tab visible. A highlighted Training Resource dialog appears, showing fields: Language set to English, Type set to Document, Area with a dropdown, Name, Description, and Resource URL. Save and Cancel buttons sit at the bottom of the dialog.