Full Course Listing

Full Course Listing Full Course Listing

MaximITy has a dedicated Centre of Excellence training room where we offer hands-on coaching to help organisations learn how to use their business software better. We provide everything from introductory level to advanced courses in products such as Excel, Word, Outlook, PowerPoint, Project, Visio, Sage and ACT. We have small class sizes with individual focus. A Training Needs Analysis is undertaken prior to each course.

MaximITy runs both standard scheduled courses as well as tailored courses at customer’s own premises or virtual interactive live, web based training.

We also offer our clients the opportunity to continuously develop the skills of their company through our TixamTree Knowledge Scheme

Please scroll through our full course listing below or check the calendar to see what courses are scheduled to run in the next few weeks. We are always adding to our courses and if you don’t see exactly what you are looking for please contact us – we’re here to help you

MS Excel Introduction

Course Code: TEXPINTROD

WHO FOR?

Anyone who is new to excel or just needs that little bit of extra help with the basics. This course is designed for those who need to know the fundamentals and will provide you with the practical knowledge of how to effectively use a spreadsheet.

WHAT WE COVER

  • What is a spreadsheet
  • Creating a worksheet
  • Entering text and numbers
  • Changing cell attributes
  • Entering formulae
  • Saving and closing a worksheet
  • Opening an existing worksheet
  • Printing and print options
  • Inserting columns and rows
  • Moving and copying
  • Relative and absolute references
  • Creating graphs
  • How to use Help
  • Your questions

WHAT NEXT?

MS Excel Intermediate

MS Excel Advanced

MS Excel Intermediate

Course Code: TEXPINTERM

WHO FOR?

Anyone who already has a basic understanding of excel and would like to learn how to manipulate and interrogate data using advanced functions in excel. This course will provide you with the practical knowledge of how to use spreadsheets to gain information back from data entered.

WHAT WE COVER

  • 3D spreadsheets
  • Linking spreadsheets
  • Linking formulae across sheets and files
  • The formula wizard
  • Graph options
  • Data tables
  • Lookups
  • Pivot tables
  • Sort and filter
  • File management

WHAT NEXT?

MS Excel Advanced

Introduction to Excel Integrated Reporting

MS Excel Advanced

Course Code: TEXPADVANC

WHO FOR?

Anyone who has a good understanding of excel and has already applied the skills gained on the EXCEL INTERMEDIATE course. This course is designed for those who need to perform advanced data manipulation and analysis.

WHAT WE COVER

  • Indexing and matching data
  • Control boxes for adding selection boxes
  • Advanced conditional formatting based on formulae
  • Using named ranges and tables
  • Auditing formulae
  • Setting up data connections to external sources
  • Grouping data
  • Consolidating data
  • Using slicers
  • Basic macro recording
  • Protecting cells
  • Creating template workbooks

WHAT NEXT?

Introduction to Excel Integrated Reporting

Excel Integrated Reporting Workshop

MS Word Introduction

Course Code: TWOPINTROD

WHO FOR?

Anyone who needs to use Microsoft Word to create and manage documents. The course is designed to provide you with the practical knowledge of how to effectively use the basic functions of a word processor.

WHAT WE COVER

  • Creating a document
  • Formatting text
  • Alignment options
  • Overtype vs insert
  • Margins and tabs
  • Saving a document
  • Printing and print options
  • Retrieving an existing document
  • Correcting mistakes
  • Spell check and thesaurus
  • Cut, paste and copy
  • Adding spreadsheets and graphs

WHAT NEXT?

MS Word Intermediate

MS Word Intermediate

Course Code: TWOPINTROD

WHO FOR?

This course is designed for anyone who has basic knowledge of Word but needs to make use of the some of the more advanced features.

WHAT WE COVER

  • Creating and using templates
  • Bullets, numbering and indents
  • Using colour for emphasis
  • Manipulating inserted images
  • Headers and footers
  • Standard letters and mail merge
  • Page styles and columns
  • Creating pages in Web format
  • Customising the toolbar

WHAT NEXT?

MS Office Workshop

MS PowerPoint Introduction

Course Code: TPOPINTROD

WHO FOR?

This course is designed for anyone who has a little or no experience of PowerPoint and wants to use the product to create professional presentations.

WHAT WE COVER

  • Creating a presentation file
  • Entering text
  • Text formatting
  • Slide preview
  • Saving and closing a presentation
  • Opening an existing file
  • Adding new slides
  • Copying and moving objects
  • Presentation templates
  • Importing data from other sources
  • Tips on professional presentations
  • Printing

WHAT NEXT?

MS PowerPoint Intermediate

MS PowerPoint Intermediate

Course Code: TPOPINTROD

WHO FOR?

This course is designed for anyone who has basic knowledge or has been on our INTRODUCTION TO POWERPOINT course and needs to create all singing and dancing impressive presentations.

WHAT WE COVER

  • Using organisation charts
  • The auto content wizard
  • Altering the slide master
  • Running a slide show
  • Animation techniques
  • Rulers and guides
  • Adding notes and sorting slides
  • Using autoshapes
  • Customising the toolbars to add commonly used functions

WHAT NEXT?

MS ProjectIntroduction

MS Office Workshop

MS Outlook

Course Code: TOUPINTROD

WHO FOR?

This course is designed for anyone who is overwhelmed with emails and needs to manage the flow of information – clearly identifying what needs auctioning, filing or reading. Learn how to manage your diary, email and contacts effectively

WHAT WE COVER

  • Composing e-mails – etiquette and structure
  • Addressing e-mails
  • Sending and receiving e-mails
  • Filing and managing e-mails
  • Creating and managing contacts
  • Using the calendar to create appointments and tasks
  • Managing task lists
  • Sharing appointments and tasks
  • Delegating tasks and reporting progress

WHAT NEXT?

MS Word Intro

MS Word Intermediate

MS Access Introduction

Course Code: TACPINTROD

WHO FOR?

This course is designed for anyone who needs to understand the basics of databases and database designs.

WHAT WE COVER

  • Database terminology explained
  • Creating a database
  • Working with tables
  • Designing forms
  • Entering data
  • Exporting information from Excel
  • Saving and opening databases
  • Finding data with filters
  • Designing and using basic reports

WHAT NEXT?

MS Access Intermediate

MS Access Intermediate

Course Code: TACPINTERM

WHO FOR?

This course is designed for people who need to manage more complex databases.

WHAT WE COVER

  • Maintaining databases
  • Using query to analyse data from multiple databases
  • Adding graphics to reports
  • Using multiple sources for reports
  • Creating and using macros
  • Creating and using modules

WHAT NEXT?

MS Excel Intermediate

MS Teams Fundamentals

Course Code: TTEAMFUN

WHO FOR?

This course is designed for anyone new to, or already using, Teams who would like to understand how to create and manage the environment effectively.

WHAT WE COVER

  • Creating and managing Teams
  • Channels vs tabs
  • Meetings, chats, video calls, activity
  • Virtual meeting etiquette
  • Creating files and syncing folders – access to your documents wherever you are
  • Document versions and retrieval
  • Co-authoring Word, Excel, PowerPoint documents
  • Working in different environments – in the team, browser, desktop or mobile
  • Adding Office 365 apps to a Team
  • Using the Mobile Teams app
  • Planner – Creating a simple plan
  • An introduction to Planner, OneNote, PowerApps, Power Automation, O365 Admin

WHAT NEXT?

MS Office365 Leading Change

Workshops and MS Office courses

Office365 Setup

Course Code: T365PSETUP

WHO FOR?

This course is designed for anyone who has an Office365 environment that needs setting up and administering.

WHAT WE COVER

  • An introduction to Planner, Flow, forms, OneNote, OneDrive, SharePoint, Teams, PowerApps, O3656 Admin, remote working
  • The admin center
  • Setting up and maintaining users
  • Multi Factor Authentication
  • Backups
  • Internal and external security
  • Risk management and GDPR considerations
  • Remote working
  • Maintaining synced files
  • Mobile applications

WHAT NEXT?

MS Office365 Leading Change

Workshops and MS Office courses

Office365 Leading Change

Course Code: T365PCHANGE

WHO FOR?

This course is designed for anyone responsible for leading business change through the effective implementation of a robust Office365 environment and has completed our OFFICE365 USER course.

WHAT WE COVER

  • An introduction to Planner, Flow, Forms, OneNote, OneDrive, SharePoint, Teams, PowerApps, O3656 Admin, remote working
  • Design and build Flows
  • Maintain private and public teams
  • Manage security
  • Evaluate which O365 applications to use
  • Reduce email dependence
  • Things to watch out for

WHAT NEXT?

MS Teams Fundamentals

Office365 Setup

MS Project Introduction

Course Code: TPRPINTROD

WHO FOR?

This course is designed for Project Managers and anyone who needs to track people, task or resource changes

WHAT WE COVER

  • What is MS Project?
  • Creating a project plan
  • Tasks, resources and time scales
  • Costs
  • Grouping Tasks
  • Task dependencies
  • Creating milestones
  • Printing your plan

WHAT NEXT?

MS Project Intermediate

MS Project Intermediate

Course Code: TPRPINTERM

WHO FOR?

This course is designed for anyone who needs to manage projects and create and provide detailed project reports. This course will suit Project Managers and anyone with basics MS Project knowledge who needs to learn more.

WHAT WE COVER

  • Changing views
  • Checking for bottlenecks
  • Managing your plan
  • Tracking changes
  • Reporting
  • Filtering
  • Creating Links

WHAT NEXT?

Project Management Skills

Effective Time Management

Introduction to the Sage Report Designer

Course Code: TEXPINTROD

WHO FOR?

This course is designed for anyone needs to analyse SAGE information, alter report layouts or manage report templates

WHAT WE COVER

  • The report designer layouts
  • Database structures
  • Designing reports
  • Adding logos
  • Adding filters and criteria
  • Changing text layouts and fields

WHAT NEXT?

Sage Report Designer Workshop

MS Office workshop

Introduction to Excel Integrated Reporting

Course Code: TSAPREPORT

WHO FOR?

This course is designed for anyone wants to learn how to extract SAGE data automatically into EXCEL for further analysis.

WHAT WE COVER

  • Setting up the link between Sage and Excel
  • Inserting data ranges
  • Using Sage functions within Excel
  • Updating data ranges
  • Designing reports in Excel

WHAT NEXT?

Excel Integrated Reporting Workshop

Sales and Purchase Order Processing modules

Course Code: TSAPSOP&PO

WHO FOR?

This course is designed for anyone who needs to manage sales and purchase invoices and payments

WHAT WE COVER

  • Overview of Sage, navigation and integration
  • Setting up customer records
  • Setting up supplier records
  • Creating sales invoices
  • Posting purchase invoices
  • Managing customer payments and credit control
  • Managing supplier payments
  • Reports and statements
  • Invoice layout design

WHAT NEXT?

Sage Stock Control

Sage Project Control

Sage Accounts Stage 1

Sage Stock Control

Course Code: TSAPSTOCK

WHO FOR?

This course is designed for anyone who need to manage stock or bills of materials (BOM)

WHAT WE COVER

  • Creating stock records
  • Creating a BOM
  • Managing stock in and out
  • Stock control for order processing
  • Reporting

WHAT NEXT?

Sage Project Control

Sales and Purchase Order Processing Modules

Sage Accounts Stage 1

Sage Project Control

Course Code: TSAPPROJEC

WHO FOR?

This course is designed for anyone who needs to manage job profitability in a service environment.

WHAT WE COVER

  • Creating projects for job profitability
  • Setting up resources
  • Booking resources, costs and sales to projects
  • Managing multi-level projects
  • Reporting

WHAT NEXT?

Sage Sales and Purchase ledgers

Sage Accounts Stage 1

Sage Payroll

Course Code: TSAPPAYROL

WHO FOR?

This course is designed for anyone who needs to run payroll either weekly or monthly.

WHAT WE COVER

  • System setup
  • Setting up employees
  • Setting up pay elements
  • Processing a pay run
  • Reporting
  • Closing the payroll period
  • Processing payroll year end and updates
  • Linking to Sage accounts to process Payroll journals

WHAT NEXT?

Introduction to the Sage Report Designer

Sage50 Accounts Stage 1

Course Code: TSAPSTAGE1

WHO FOR?

This course designed for organisations or individuals who needs to install and use Sage 60 for the first time.

WHAT WE COVER

  • Setting up
  • Defaults
  • Chart of Accounts (COA)
  • Customer and Supplier Records
  • Product Records
  • Product Categories

WHAT NEXT?

Sage 50 Accounts Stage 2

Sage 50 Accounts Stage 3

Sage 50 Accounts Stage 4

Sage50 Accounts Stage 2

Course Code: TSAPSTAGE2

WHO FOR?

Stage 2 is designed for organisations or individuals who use Sage 50 and have completed Stage 1.

WHAT WE COVER

  • Posting
  • Customer invoices and credit notes
  • Supplier invoicing and credit notes
  • Customer receipts and supplier payments
  • Invoicing – Adding your logo to invoice and credit note layouts
  • How to search for information using filters and find functions
  • Correcting mistakes – The audit trail
  • Backups

WHAT NEXT?

Sage 50 Accounts Stage 3

Sage 50 Accounts Stage 4

Sage50 Accounts Stage 3

Course Code: TSAPSTAGE3

WHO FOR?

Stage 3 is designed for organisations or individuals who use Sage 50 and have completed Stage 1 and 2.

WHAT WE COVER

  • Posting
  • Bank receipts
  • Bank payments
  • Nominal journals
  • Checking
  • Bank reconciliation
  • Credit Control
  • Using the Communications tab correctly
  • Credit Control view layouts

WHAT NEXT?

Sage 50 Accounts Stage 4

Sage50 Accounts Stage 4

Course Code: TSAPSTAGE4

WHO FOR?

Stage 4 is designed for organisations or individuals who use Sage 50 and have completed Stage 1, 2 and 3.

WHAT WE COVER

  • How to carry out basic reporting techniques.
  • How to run reports to find out what customers owe the company and what monies are owed to suppliers.
  • How to use the Excel button for reporting within Sage and completing and submitting a VAT return.
  • Get practical experience help and advice on how to produce the best results based on your needs.

WHAT NEXT?

Sage Report Designer Workshop

Sales & Purchase Order Processing

All our courses are hands-on with extensive use of examples