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TRAINING NEEDS ANALYSIS SURVEY
  1. CMS Induction Training (Includes Professional, Support and Finance Staff)
    1. What is your current method of training newly hired staff? (Select all that apply)
      In-house trainer - formal training session
      In-house trainer - on the job training
      External trainer - formal training session
      External trainer - on the job training
      Other
      If "Other", please provide comments:
    2. Would you consider outsourcing your CMS Induction Training if provided with the opportunity to do so?
      Yes
      If "Yes", please provide comments:
    3. If "No" to 1.a above, what reasons deter you from considering outsourcing your CMS Induction Training?
      Our firm has a Certificate IV qualified in-house trainer
      Our firm has a staff member with adequate knowledge of the CMS System
      Cost
      Unsure where to find such a training resource
      Other
      If "Other", please provide comments:
    4. Would you be interested in receiving further information on the CMS Induction Training that Timeframe can provide?
      Yes
  2. Refresher/Existing Skill Enhancement Training for Professional/Support/Finance Staff?
    1. Do you encounter frequently asked questions regarding your CMS System?
      Yes
    2. If "Yes" to 2.a above, which applications do the frequently asked questions relate to? (Select all that apply)
      Client/Matter Maintenance Client Disbursements
      File Opening Expenses
      Calendar/Submatters Billing
      Time Accounting Accounts Receivable
      Accounts Payable Trust
      General Ledger Records
      Quicklook Reporting
      Collections Browser Applications
      Other:
      Comments:
    3. What are the context of the frequently asked questions?
      Firm Policies/Procedures
      General "how to's"
      Other:
      Comments:
    4. Do you believe a large number of the frequently asked questions may be reduced by providing refresher/skill enhancement training to staff members?
      Yes
      Comments:
    5. What is your current method of CMS Refresher/Skill Enhancement Training (if any)? (Select all that apply)
      In-house trainer - formal training session
      In-house trainer - on the job training
      External trainer - formal training session
      External trainer - on the job training
      Other:
      Comments:
    6. Would you consider outsourcing your CMS Refresher/Skill Enhancement Training if provided with the opportunity to do so?
      Yes
      If "Yes", please provide comments:
    7. If "No" to 2.f above, what reasons deter you from considering outsourcing your CMS Refresher/Skill Enhancement training?
      Our firm has a Certificate IV qualified in-house trainer
      Our firm has a staff member with adequate knowledge of the CMS System
      Cost
      Unsure where to find such a training resource
      Other:
      Comments:
    8. Would you be interested in receiving further information on the CMS Refresher/Skill Enhancement Training that Timeframe can provide?
      Yes
  3. Further/Advanced CMS Applications
    1. Does your firm currently have any staff members that have knowledge in the following further/advanced CMS Applications:
      CMS Area Very Little or No Knowledge Basic Knowledge Intermediate Knowledge Advanced Knowledge
      System Setup
      (Hub/Time & Billing)
      Module Parameters
      DocuDraft
      Reports: GRS, Report Groups, Parameter Sets
      Report Writer/CMS Views
      End User (Screen) Painter
      Event Scheduling/Maintenance
      Security / Navigator Menu Maintenance
      CMS Tables and SQL
      CMS Alert
      General Ledger Mapping
      Financial Statement Formatter
      FRx Financial Reporter
    2. Do you believe that obtaining further knowledge in any of the CMS areas mentioned in 3.a above may be beneficial to your firm?
      Yes
      Comments:
    3. Have you sought further information in regards to any training courses that are available in the areas mentioned in 3.a?
      Yes
      Comments:
    4. Would you be interested in receiving further information on Training in the CMS areas mentioned in question 3.a that Timeframe can provide?
      Yes
    5. If "Yes" to 3.d above, please advise the areas in which you would like to receive further information:
      System Setup (Hub/Time & Billing)
      Module Parameters
      DocuDraft
      Reports: GRS, Report Groups, Parameter Sets
      Report Writer/CMS Views
      End User (Screen) Painter
      Event Scheduling/Maintenance
      Security / Navigator Menu Maintenance
      CMS Tables and SQL
      CMS Alert
      General Ledger Mapping
      Financial Statement Formatter
      FRx Financial Reporter

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