发现公司管理
管理处理人队列
维护应付账款仪表盘
公司工具简介
维护费用类型和科目代码
创建审计规则
定制捕获处理
维护受委托人配置
配置电子邮件提醒
配置清单管理
维护工作流
维护工艺路线配置
配置采购订单
介绍共享管理设置
维护采购申请和发票特定设置
创建测试用户
维护 Cognos 设置
维护培训文档

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.
Learning
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