IntelliPen – An introduction

Learning outcomes

• Demonstrate understanding of the IntelliPen User Interface and Menu Structure.
• Have high-level knowledge of the features and functionality of the application.
• Identify and demonstrate an overview use of security, reporting, workflows, wizards and member data.

Contents

• IntelliPen architecture
• Logging in, the home page and navigation
• Search and select
• Member data
• Establishment data
• Member wizards, for example running calculations, and processing leavers
• Use of workflow and Work Desk
• Reporting and document management
• Security