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InfoPath 2010 Essentials                                                                                                  ...
TABLE OF CONTENTSPreface ....................................................................................................
PrefaceWhat is Courseware?                                 Welcome to Corporate Training Materials, a completely new train...
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we woulddo:Now, we can chang...
We recommend these additional materials for all workshops:    •   Laptop with projector, for PowerPoint slides    •   Quic...
IcebreakersEach course is provided with a wide range of interactive Icebreakers. The trainer can utilize anIcebreaker to h...
Icebreaker: Friends IndeedPurposeHave the participants moving around and help to make introductions to each other.Material...
Training Manual SampleOn the following pages is a sample module from our Training Manual. Each of our coursescontains twel...
Tip: When distributing your form,                                                   include contact information in        ...
Understanding Saving vs. PublishingThere are important differences between saving a form and publishing it. While you’re w...
Using the Publishing WizardAs we mentioned in the last topic, the Publishing Wizard will help you get your form where it n...
This will start the Publishing Wizard. First you will be prompted to choose a delivery method. We willchoose e-mail recipi...
In the following screens, you will be asked to provide more information about the selected method.Once InfoPath has everyt...
In this case, InfoPath has now created a form and placed it in an e-mail message. All we need to do isadd the details and ...
Printing the FormTo print the form, click File – Print, use the Ctrl + P shortcut.With the File – Print command or the sho...
Note that some elements of your form (such as drop-down menus) won’t serve much purpose with apaper form. If there is any ...
Instructor Guide SampleOn the following pages is a sample module from our Instructor Guide. It provides the instructorwith...
Tip: When distributing your form,                                                   include contact information in        ...
Understanding Saving vs. PublishingEstimated Time            5 minutesTopic Objective           To understand the differen...
Using the Publishing WizardEstimated Time         15 minutesTopic Objective        To understand how to publish a form.   ...
As we mentioned in the last topic, the Publishing Wizard will help you get your form where it needs togo. To launch it, cl...
This will start the Publishing Wizard. First you will be prompted to choose a delivery method. We willchoose e-mail recipi...
In the following screens, you will be asked to provide more information about the selected method.Once InfoPath has everyt...
In this case, InfoPath has now created a form and placed it in an e-mail message. All we need to do isadd the details and ...
Printing the FormEstimated Time               5 minutesTopic Objective              To understand how to print a form.    ...
With the File – Print command or the shortcut, you will see the Print dialog. Simply choose your settingsand click Print. ...
Quick Reference SheetsBelow is an example of our Quick reference Sheets. They are used to provide the participantswith a q...
InfoPath 2010 Essentials   Entering Data                                     Adding Repeating and Optional Controls   Ther...
Certificate of CompletionEvery course comes with a Certificate of Completion where the participants can be recognizedfor c...
CERTIFICATE OF COMPLETION                 [Name]         Has mastered the course        InfoPath 2010 Essentials   Awarded...
HTML MaterialWe also offer an HTML version of the material. We convert a Training Manual to HTML which provides abasic way...
PowerPoint SampleBelow you will find the PowerPoint sample. The slides are based on and created from theTraining Manual. P...
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
Info path 2010_essentials_sample
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Transcript of "Info path 2010_essentials_sample"

  1. 1. InfoPath 2010 Essentials SampleCorporate Training MaterialsAll of our training products are fully customizable and are perfect for one day and half day workshops.You can easily update or insert your own content to make the training more relevant to participants.Our material is completely customizable and is backed up by a 90 day 100% no questions asked moneyback guarantee! With our training courseware you are able to: • Add your name and logo (and remove ours). • Add your own content to make the training more relevant to your clients (i.e. using examples and case studies from within your organization or city) • Train unlimited users within your organization. • No Annual Renewal Fees • Download training material on your time from our secure serversUnited States International1954 First Street, #144 130 Provost Street, #301Highland Park, IL, 60035 New Glasgow, NS, CanadaToll-free:1-877-610-3660 Phone: 001-902-695-3660Fax: 1-877-610-3661 Fax: 001-902-695-3661sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.comAny technical issues or questions can be addressed by our support teamsupport@corporatetrainingmaterials.comOut Product Catalog contains our entire library of available and upcoming courses. Pleasefollow this link: http://corporatetrainingmaterials.com/product_catalog.pdfReview our License Agreement to answer any licensing questions you may have. Please followthis link: http://corporatetrainingmaterials.com/license_agreement.pdf
  2. 2. TABLE OF CONTENTSPreface ..............................................................................................................................................3 What is Courseware? ................................................................................................................................ 3 How Do I Customize My Course? .............................................................................................................. 3 Materials Required ................................................................................................................................... 4 Maximizing Your Training Power.............................................................................................................. 5Icebreakers ........................................................................................................................................6 Icebreaker: Friends Indeed........................................................................................................................ 7Training Manual Sample.....................................................................................................................8 Sample Module: Distributing Your Form .................................................................................................. 9Instructor Guide Sample................................................................................................................... 17 Sample Module: Distributing Your Form ................................................................................................ 18Quick Reference Sheets.................................................................................................................... 27Certificate of Completion ................................................................................................................. 29HTML Material ................................................................................................................................. 31PowerPoint Sample.......................................................................................................................... 40
  3. 3. PrefaceWhat is Courseware? Welcome to Corporate Training Materials, a completely new training experience! Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take- home reference sheet for the student. You simply need to prepare and train!Best of all, our courseware packages are created in Microsoft Office and can be opened using anyversion of Word and PowerPoint. (Most other word processing and presentation programs supportthese formats, too.) This means that you can customize the content, add your logo, change the colorscheme, and easily print and e-mail training materials.How Do I Customize My Course?Customizing your course is easy. To edit text, just click and type as you would with any document. This isparticularly convenient if you want to add customized statistics for your region, special examples foryour participants’ industry, or additional information. You can, of course, also use all of your wordprocessor’s other features, including text formatting and editing tools (such as cutting and pasting).To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to theTable of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entiretable” and press OK.(You will also want to perform this step if you add modules or move them around.)If you want to change the way text looks, you can format any piece of text any way you want. However,to make it easy, we have used styles so that you can update all the text at once.If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That willthen produce the Modify Style options window where you can set your preferred style options.
  4. 4. For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we woulddo:Now, we can change our formatting and it will apply to all the headings in the document.For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials byCorporate Training Materials.Materials RequiredAll of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboardor chalkboard instead.)We recommend that each participant have a copy of the Training Manual, and that you review eachmodule before training to ensure you have any special materials required. Worksheets and handouts areincluded within a separate activities folder and can be reproduced and used where indicated. If youwould like to save paper, these worksheets are easily transferrable to a flip chart paper format, insteadof having individual worksheets.
  5. 5. We recommend these additional materials for all workshops: • Laptop with projector, for PowerPoint slides • Quick Reference Sheets for students to take home • Timer or watch (separate from your laptop) • Masking tape • Blank paperMaximizing Your Training PowerWe have just one more thing for you before you get started. Our company is built for trainers, bytrainers, so we thought we would share some of our tips with you, to help you create an engaging,unforgettable experience for your participants. • Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold. o Use examples, case studies, and stories that are relevant to the group. o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately. o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.) • Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures. • Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life. • Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.And now, time for the training!
  6. 6. IcebreakersEach course is provided with a wide range of interactive Icebreakers. The trainer can utilize anIcebreaker to help facilitate the beginning of the course, as it helps “break the ice” with theparticipants. If the participants are new to each other, an icebreaker is a great way to introduceeveryone to each other. If the participants all know each other it can still help loosen up theroom and begin the training session on positive note. Below you will see one of the icebreakersthat can be utilized from the Icebreakers folder.
  7. 7. Icebreaker: Friends IndeedPurposeHave the participants moving around and help to make introductions to each other.Materials Required • Name card for each person • MarkersPreparationHave participants fill out their name card. Then, ask participants to stand in a circle, shoulder toshoulder. They should place their name card at their feet. Then they can take a step back. Youas the facilitator should take the place in the center of the circle.ActivityExplain that there is one less place than people in the group, as you are in the middle and willbe participating. You will call out a statement that applies to you, and anyone to whom thatstatement applies must find another place in the circle.Examples: • Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice creamThe odd person out must stand in the center and make a statement.The rules: • You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.Play a few rounds until everyone has had a chance to move around.
  8. 8. Training Manual SampleOn the following pages is a sample module from our Training Manual. Each of our coursescontains twelve modules with three to five lessons per module. It is in the same format andcontains the same material as the Instructor Guide, which is the shown after the TrainingManual sample, but does not contain the Lesson Plans box which assists the trainer duringfacilitation.The Training Manual can be easily updated, edited, or customized to add your business nameand company logo or that of your clients. It provides each participant with a copy of thematerial where they can follow along with the instructor.
  9. 9. Tip: When distributing your form, include contact information in case users have any questions.Sample Module: Distributing Your FormCongratulations – our form is finally complete! In this module, we will look at the final stepsrequired to get your form to your users.
  10. 10. Understanding Saving vs. PublishingThere are important differences between saving a form and publishing it. While you’re working on yourform, you will save it just like any other document. When you are saving, you may see this reminder:That’s how important the difference between saving and publishing is!When you are ready to send the form to your users, you can use the Publishing Wizard to choose themethod of distribution.
  11. 11. Using the Publishing WizardAs we mentioned in the last topic, the Publishing Wizard will help you get your form where it needs togo. To launch it, click File – Publish.
  12. 12. This will start the Publishing Wizard. First you will be prompted to choose a delivery method. We willchoose e-mail recipients and click Next.
  13. 13. In the following screens, you will be asked to provide more information about the selected method.Once InfoPath has everything it needs, click Publish to complete the process.
  14. 14. In this case, InfoPath has now created a form and placed it in an e-mail message. All we need to do isadd the details and click Send.
  15. 15. Printing the FormTo print the form, click File – Print, use the Ctrl + P shortcut.With the File – Print command or the shortcut, you will see the Print dialog. Simply choose your settingsand click Print. (With the toolbar icon your form will go right to the printer.)
  16. 16. Note that some elements of your form (such as drop-down menus) won’t serve much purpose with apaper form. If there is any possibility of the form being printed, take the time to create a print view – itwill be much easier for you and your users.
  17. 17. Instructor Guide SampleOn the following pages is a sample module from our Instructor Guide. It provides the instructorwith a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manualmirrors each other in terms of the content. They differ in that the Instructor Guide iscustomized towards the trainer, and Training Manual is customized for the participant.The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools toassist the instructor train that particular lesson. The Lesson Plan box gives an estimated time tocomplete the lesson, any materials that are needed for the lesson, recommended activities, andadditional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
  18. 18. Tip: When distributing your form, include contact information in case users have any questions.Sample Module: Distributing Your FormCongratulations – our form is finally complete! In this module, we will look at the final stepsrequired to get your form to your users.
  19. 19. Understanding Saving vs. PublishingEstimated Time 5 minutesTopic Objective To understand the differences between saving and publishing a form. While you’re working on your form, you will save it just like any other document.Topic Summary When you are ready to send the form to your users, you can use the Publishing Wizard to choose the method of distribution.Recommended Activity Discuss the differences between saving and publishing. As an analogy, you can use the example of creating a Web site and thenStories to Share putting it on the Internet when it is finished.Delivery Tips Point out the different commands on the File menu. True or False: Saving is for while you’re working on the form; publishing is forReview Questions when the form is done.There are important differences between saving a form and publishing it. While you’re working on yourform, you will save it just like any other document. When you are saving, you may see this reminder:That’s how important the difference between saving and publishing is!When you are ready to send the form to your users, you can use the Publishing Wizard to choose themethod of distribution.
  20. 20. Using the Publishing WizardEstimated Time 15 minutesTopic Objective To understand how to publish a form. To launch the Publishing Wizard, click File – Publish, or click Publish FormTopic Summary Template in the Design Tasks task pane. Then, follow the wizard’s steps. Finished Form.xsnMaterials Required Outlook 2007 (installed and configured) E-mail account configured (recommended but not required) Have participants publish the form to a list of e-mail recipients. If participantsRecommended Activity have e-mail accounts configured, have them send the form to each other. If participants will be publishing using other locations, such as SharePoint orDelivery Tips a network folder, set up the necessary environment and have them publish using that method. List one location for publishing a form.Review Questions (Possible answers: SharePoint server, e-mail recipients, network location, or form template)
  21. 21. As we mentioned in the last topic, the Publishing Wizard will help you get your form where it needs togo. To launch it, click File – Publish.
  22. 22. This will start the Publishing Wizard. First you will be prompted to choose a delivery method. We willchoose e-mail recipients and click Next.
  23. 23. In the following screens, you will be asked to provide more information about the selected method.Once InfoPath has everything it needs, click Publish to complete the process.
  24. 24. In this case, InfoPath has now created a form and placed it in an e-mail message. All we need to do isadd the details and click Send.
  25. 25. Printing the FormEstimated Time 5 minutesTopic Objective To understand how to print a form. To print the form, click File – Print, use the Ctrl, + P shortcut, or click theTopic Summary Quick Print icon on the Standard toolbar. Finished Form.xsnMaterials Required Printer installed and configuredRecommended Activity Have participants print the form. Remember, you may need to modify some aspects of your form to make itStories to Share work on paper. What is the shortcut for printing a form?Review Questions (Answer: Ctrl + P)To print the form, click File – Print, use the Ctrl + P shortcut.
  26. 26. With the File – Print command or the shortcut, you will see the Print dialog. Simply choose your settingsand click Print. (With the toolbar icon your form will go right to the printer.)Note that some elements of your form (such as drop-down menus) won’t serve much purpose with apaper form. If there is any possibility of the form being printed, take the time to create a print view – itwill be much easier for you and your users.
  27. 27. Quick Reference SheetsBelow is an example of our Quick reference Sheets. They are used to provide the participantswith a quick way to reference the material after the course has been completed. They can becustomized by the trainer to provide the material deemed the most important. They are a waythe participants can look back and reference the material at a later date.They are also very useful as a take-away from the workshop when branded. When a participantleaves with a Quick Reference Sheet it provides a great way to promote future business.
  28. 28. InfoPath 2010 Essentials Entering Data Adding Repeating and Optional Controls There are several different ways to enter Here is an overview of the controls in the Repeating and data in an InfoPath form. The way that Optional section of the Controls task pane: you will enter data depends on how the form has been designed. • OPTIONAL SECTION: Used to group controls and to identify them to InfoPath as optional. One of the simplest form controls is the text box. This control allows you to type • REPEATING SECTION: Used to create a group of controls that text in the provided area. This is how we can be used repeatedly in a form. have entered data in the blank boxes and • REPEATING TABLE AND HORIZONTAL REPEATING TABLE: Used to Additional Comments fields. create a table that the user can enter data in. Please note that with some text fields, • MASTER/DETAIL: A special type of repeating control that the formatting options on the Formatting creates a master control, and then a detailed record for each toolbar will become available. item entered in the master control. Some fields will have rules applied to • BULLETED, NUMBERED, OR PLAIN LIST: Allows the user to enter a them that will format the data you enter, list in the form. or check to make sure it matches a particular format. • MULTIPLE SELECTION LIST BOX: Allows the user to select multiple items from a list via checkboxes. You may also see controls that will help you enter data. For example, if we click the calendar icon in the Date field, we will see a calendar that we can use to choose a date. (If you have ever used Microsoft Outlook, this type of calendar may seem familiar.) Advanced Types of Controls • HYPERLINK: Create a link to a Web site inside your form. • EXPRESSION BOX: Allow users to calculate data and perform mathematical operations. • VERTICAL LABEL: Create a vertical label. Users will not be able to edit the text. • SCROLLING AND HORIZONTAL REGIONs: Used to group controls. • CHOICE GROUPS AND SECTIONS: Allows users to replace one section with another. For example, users might choose the type of marathon they want to participate in, and view different controls for each choice. • REPEATING RECURSIVE SECTION: Allows users to create a nested set of information, like an outline.© Corporate Training Materials, 2011 www.corporatetrainingmaterials.com
  29. 29. Certificate of CompletionEvery course comes with a Certificate of Completion where the participants can be recognizedfor completing the course. It provides a record of their attendance and to be recognized fortheir participation in the workshop.
  30. 30. CERTIFICATE OF COMPLETION [Name] Has mastered the course InfoPath 2010 Essentials Awarded this _______ day of __________, 20___ Presenter Name and Title
  31. 31. HTML MaterialWe also offer an HTML version of the material. We convert a Training Manual to HTML which provides abasic way of viewing the material through your Internet browser. The material is presented with a Tableof Content along the left so you can navigate between modules and lessons. There is also a set ofnavigation buttons along the top where you can just click though the material page by page.The HTML material can be hosted and accessed on a local computer. It is also possible to provideremote access through the Internet, a LAN, or even your companies Intranet. HTML provides the abilityto offer a self-paced or off site version of the course.The link below will provide you the opportunity to view and navigate through the HTML format thesame way a participant would experience it.www.corporatetrainingmaterials.com/HTML_Sample/InfoPath-2010_Essentials/index.html
  32. 32. PowerPoint SampleBelow you will find the PowerPoint sample. The slides are based on and created from theTraining Manual. PowerPoint slides are a great tool to use during the facilitation of thematerial; they help to focus on the important points of information presented during thetraining.

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