Making preparations
Overview
After laying the groundwork for your firm and your implementation team, it is time for you to prepare.
Make sure that you perform all the necessary pre-implementation tasks and review all the Ajera resources. You want to have your supplies and resources at hand so that your training in Ajera can proceed as smoothly as possible.
Performing pre-implementation tasks
Before beginning your training in Ajera, be sure to perform the following tasks:
Task |
Description |
||
---|---|---|---|
1. Order checks and forms for Ajera |
To pay vendors and employees in Ajera, order these items:
To order checks and forms, contact one of these suppliers (be sure to specify that your order is for Ajera):
|
||
2. Install Ajera |
Refer to the Ajera Installation Guide. To install Ajera, you need the registration codes in the Ajera Registration Code document emailed to you.
|
||
3. Access sample data |
Use the sample data! This is a sample company that Axium has set up in Ajera. Use the sample data to familiarize yourself with the Ajera user interface and workflow. As Ajera is updated with new features, the sample data is updated as well. Explore and experiment. Use the sample data to:
To access the sample company:
|
||
4. Plan to back up your data |
Develop a plan to back up your work regularly. Make sure that your Ajera data is included in your system backups. For more information, see this topic in help |
Reviewing training and learning resources
Before beginning your training in Ajera, be sure to review the following resources:
Resource |
Description |
---|---|
Ajera Online Help |
Use the Ajera Online Help topics! The Ajera Online Help is constantly updated, so always look here first. |
Client Support Center |
The Client Support Center on the Axium website allows secure access for you to:
Accessing the Client Support Center
If you do not have a user name and password, click Request a Password. A message appears, asking for your email address. |
Knowledgebase |
In the Client Support Center, you can search the Knowledgebase for answers to your questions. The Knowledgebase is constantly updated. Accessing the Knowledgebase
|
Software support |
Our support professionals are ready to answer your questions. Contacting Support Do one of the following:
|
Paid training |
Get the most from your software by investing in training, such as:
For more information, contact the Axium Presentation Coordinator at 800.637.2727. |
Consulting services |
Our consulting partners are available to provide training and consulting services. They receive the highest level of training and, in turn, provide you with exceptional service. For more information, contact the Professional Services team at 800.637.2727. |