培训目标
本次培训旨在增强客户协作、提升系统熟练度，并推动业务增长，具体目标如下：
- 通过培训增强客户对低代码协同应用的信任，从而加强与客户的协作并提高客户满意度。
- 提高关键客户人员的操作技能，使其掌握核心配置和优化技术，以提升效率。
- 通过展示系统优势来吸引潜在客户，拓展市场覆盖范围，并提升竞争力。
- 推广最新版本低代码协同应用系统的功能，确保客户熟悉新功能并提升系统适用性。
- 识别客户需求，创造额外的业务机会并推动增长。
培训课程
29 April 2025
30 May 2025
27 June 2025
25 July 2025
29 Aug 2025
26 Sep 2025
31 Oct 2025
28 Nov 2025
29 April 2025
低代码协同应用系统常规配置（培训师：Leong Yong Cai）
30 May 2025
低代码协同应用进阶配置 （培训师：Jonus Wang）
27 June 2025
Application of the Subcontract and Procurement Management (Trainer: Seven Wang)
25 July 2025
合同管理系统的实际应用（培训师：Erica Wu）
29 Aug 2025
26 Sep 2025
Practical Application of the Onsite & Asset/Inventory Module (PC & Mobile Apps) (Trainer: Seven Wang)
31 Oct 2025
Practical Application of the Expense and Budget System (Erica Wu）
28 Nov 2025
Application of the Budget & Cost Modules (Trainer: Seven Wang)
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第一期：低代码协同应用系统常规配置
本课程旨在帮助用户掌握低代码协同应用系统的基本配置技能，以建立企业管理的核心模块。培训将涵盖三个关键领域：表单设计、业务关系设置和报表设计。 首先，学员将学习表单设计，包括基础表单与审批表单的介绍、表单控件的使用以及菜单发布的操作。接下来，课程将深入探讨业务关系设置，讲解数据关联、业务流程配置以及数据流转设置，以确保系统的无缝集成。 最后，在报表设计部分，学员将学习明细报表和统计报表的配置，包括报表字段设置、数据源分析、数据筛选、动态报表设计及导出功能。此外，本课程还将介绍智能邮件推送功能，该功能可在业务流程完成或数据更新时自动发送邮件。学员将学习如何自定义邮件内容和附件，以提升沟通效率。
第二期：低代码协同应用进阶配置
本课程旨在提升用户对系统高级功能的掌握能力，使其能够有效应对复杂的业务需求。培训将涵盖以下关键主题：自定义控件属性、高级公式应用和权限控制。 学员将深入学习自定义控件属性设置，掌握高级公式的应用，以及权限控制条件，以优化系统功能。此外，课程还将讲解多视图节点绑定、高级按钮权限、审批流程、审批节点数据、自动归档和后台管理，确保用户能够高效配置和管理复杂的业务流程。
本课程还将介绍安全登录保障功能，该功能通过电子邮件双重身份验证用于系统登录和邮件发送。此安全措施有助于防止账户被盗，确保信息安全，从而提升系统的整体可靠性。
Session 3: Application of the Subcontract and Procurement Management
Payment Approval and Reconciliation Management:
Demonstration of planning subcontract and procurement payments, configuring approval workflows, and performing supplier reconciliations to ensure payment accuracy and financial compliance.
Inventory Management and Real-Time Monitoring:
Showcase the full process from goods receipt to stock-in and stock-out tracking, ensuring real-time inventory data accuracy and improving material management.
Data Analysis and Report Generation:
Demonstration of how to generate statistical reports related to subcontracting and procurement using the system to improve data transparency and support project and financial decision-making.
第四期：合同管理系统应用实战
合同在商业交易中起着至关重要的作用，高效的合同管理系统不仅可以优化业务流程，还能降低风险。本课程将向学员介绍低代码协同应用系统的合同管理模块，该模块支持从起草、审批、执行到归档的全流程数字化管控。
本培训旨在为客户提供必要的技能，以有效管理合同生命周期，提升协作效率并降低风险。通过掌握该模块，用户将能够实现合同流程数字化、自动化审批流程、跟踪合同状态，并安全存储文件，从而提升整体管理效率。
- 合同起草辅助：使用合同模板的技巧，应用关联规则自动填充关键信息，以减少起草时间并确保准确性。
- 审批流程精细化定制：分析审批流程定制要点，如节点、权限、条件设置，打造个性化流程，实现高效审批。
- 合同档案动态跟踪：介绍合同电子档案建立与管理，记录关键节点信息，便捷查询追溯合同数据。
- 收付款精准管控：演示收款 / 付款流程，实现收款计划与实际收款匹配，更新状态，生成报表。
- 数据洞察与决策支持：展示系统分析合同数据，生成统计报表与图表，为管理决策提供依据。
Session 5: UI/UX Optimization Configuration
本课程侧重于通过 UI/UX 配置优化系统界面并提升用户体验。学员将学习如何通过优化来提高系统的易用性，包括： report data display conditions, including filtering settings, view optimization, and dynamic data presentation. The session will also cover page layout customization for forms and reports, ensuring better readability and usability.
Additional topics include menu icons and application binding, allowing users to personalize menu categories and icons, as well as login page and theme customization, which enables branding adjustments such as company logos, color schemes, and interface styles. The session will also guide participants through dashboard design, configuring quick-access modules, and optimizing the dashboard layout for efficiency. Furthermore, portal design will be explored, focusing on layout customization, module selection, and dynamic content display settings.
An additional feature covered in this session is Professional Report Printing, which integrates Crystal Reports, a business intelligence tool within the low-code collaborative application system. This feature enables users to design and generate complex reports and printing templates, catering to financial and sales reporting needs.
Session 6: Practical Application of the Onsite & Asset/Inventory Module (PC & Mobile Apps)
Topic: Integrated Management via Desktop and Mobile — Onsite and Asset/Inventory Digitalization
Introduction:
The Onsite management module enables efficient digital control of construction sites through seamless collaboration between desktop and mobile platforms. Combined with the asset and inventory management features, the low-code collaborative application system streamlines equipment tracking, real-time data synchronization, remote approvals, and issue resolution—enhancing operational transparency, safety, and resource efficiency on construction projects.
Training Objectives:
Equip participants to operate the Onsite module through both desktop and mobile devices, while mastering full-cycle asset tracking and inventory management. The session aims to build capabilities in data synchronization, task approval, problem resolution, and real-time inventory control—laying the foundation for digital site supervision and resource optimization.
System Interface and Basic Operations:
Introduction to the desktop and mobile interfaces of the Onsite module, including common functions and navigation to improve user proficiency.
Real-Time Data Synchronization and Inventory Monitoring:
Demonstration of how site data and inventory records synchronize in real time between devices and backend systems, ensuring accuracy and efficient collaboration.
Remote Approval and Task Management:
Setup and execution of online approval workflows for materials, changes, and tasks—enabling fast response and streamlined field coordination.
Asset Lifecycle and Inventory Control:
End-to-end management of asset registration, transfer, maintenance, depreciation, disposal, and inventory stock movements for better resource optimization.
Issue Tracking, Reporting, and Data Analytics:
How to log, assign, and monitor site issues, generate real-time reports, and analyze field and inventory data to support smarter decision-making.
Session 7: Practical Application of the Expense and Budget System
有效的费用和预算管理对于保持企业财务稳定和优化资源分配至关重要。本课程将向学员介绍低代码协同应用系统的费用和预算模块，该模块支持一般费用和分包费用的全生命周期数字化管理。通过自动化、实时处理和智能工具，该模块能够实现精确的财务管理，并提升运营效率。
本培训旨在帮助客户独立实施和优化费用与预算系统。学员将掌握费用处理、预算控制和数据驱动决策的核心技能，从而优化财务流程、监控支出，并确保预算合规性，提高准确性。课程内容如下：
- Needs Assessment and System Planning: Guide customers in analyzing their requirements and formulating a system plan based on enterprise architecture, workflows, and objectives.
- Advanced Customization of Forms and Workflows: Introduction to designing expense request forms and budget planning sheets, including field configurations, validation rules, and layout optimization. Explanation of customized approval workflows to enable automated processing.
- Dynamic Budget Control and Alerts: Demonstration of budget planning, adjustments, and execution monitoring, including setting up alert mechanisms to ensure budget compliance.
- Data Correlation and In-Depth Analysis: Illustration of how expense and budget data are linked, along with data querying, statistical analysis, and report generation to support business decision-making.
Session 8: Application of the Budget & Cost Modules
高效的资产和采购管理对于优化企业运营、提高资源利用率、控制成本及提升透明度至关重要。低代码协同应用系统中的资产与采购模块支持端到端数字化管理，涵盖设备采购、资产登记、使用跟踪、维护管理及审批流程等关键环节。
本课程旨在帮助客户掌握系统内资产与采购管理的实施与优化技能。学员将深入学习资产全生命周期管理、采购流程控制、审批流程自动化及数据透明度分析，从而提升决策能力、运营效率及资源配置水平。课程内容如下：
- Full Lifecycle Digital Asset Management: Explanation of asset registration, allocation, maintenance, depreciation management, and disposal workflows for comprehensive asset lifecycle control.
- Procurement Process Optimization and Automated Approvals: Introduction to procurement request submission, supplier management, and customized approval workflows to improve efficiency and compliance.
- Mobile Asset Inventory and Real-Time Updates: Demonstration of mobile-based asset inventory tracking, including scanning asset tags and inputting data to ensure real-time status updates and improve accuracy.
- Inventory Management and Real-Time Monitoring: Explanation of inventory ledger management, inbound and outbound tracking, and stock accuracy monitoring for optimized material management.
- Data Analysis and Reporting Applications: Introduction to generating statistical reports for asset and procurement management, enhancing the accuracy and scientific basis of decision-making.
预期效果
The training program is expected to yield several key outcomes:
- 客户能够独立完成系统配置和优化，减少对厂商支持的依赖。
- 深入了解客户需求，挖掘系统可优化与拓展的功能。
- 潜在客户了解系统价值，增加合作可能性。
- 提升现有客户续约率，推广新版本特性在客户中的应用。
加入我们
本系列培训将提供深入的系统知识和实操经验，助力企业提升效率、优化运营，并推动数字化转型。不要错过这一机会，提升您的专业能力，充分发挥低代码协同应用的潜力
