Confirmit Platform Training

Acquire the skills necessary to become a proficient Confirmit software user

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

E-Learning Courses

Self-Paced, Interactive Courses

Learn at your own pace. Our e-learning courses offer convenience and flexibility without the hassle of travel. Browse the course catalog and choose the web-based interactive course that meets your needs.

Recorded Webinars

Got just a few minutes to learn what’s new? Watch and listen as Confirmit product experts deliver updates on new product functionality. Pause the webinar and return where you left off. Stay on top of the latest developments.

Survey Authoring Essentials

Build a solid foundation in Confirmit Authoring. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. This course includes an introduction to Confirmit Reportal. Offered as a public or private instructor-led course, with a subset of the material available as a self-paced e-learning course.
  • Launch Authoring and access Survey Designer
  • Create your first project space
  • Develop and test a survey
  • Prepare your survey for deployment
  • Invite respondents to take your survey
  • Export your response data

Survey Authoring Essentials

Build a solid foundation in Confirmit Authoring. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. This course includes an introduction to Confirmit Reportal. Offered as a self-paced e-learning course.

 

Select USA Select USA

USA

Select UK Select UK

UK

Select Norway Select Norway

Norway

New York City

San Francisco

 

Private Class 2018

To schedule a private class, contact your Confirmit account manager to make arrangements.

 

 

Private Class 2018

To schedule a private class, contact your Confirmit account manager to make arrangements.

Public Class Schedule 2018

To register for a public class, contact your Confirmit account manager

London

23rd & 24th January
13th & 14th February
13th & 14th March
10th & 11th April
15th & 16th May
12th & 13th June
10th & 11th July
14th & 15th August
11th & 12th September
9th & 10th October
13th & 14th November
11th & 12th December
 

 

 

Private Class 2018

To schedule a private class, contact your Confirmit account manager to make arrangements.

Public Class Schedule 2018

To register for a public class, contact your Confirmit account manager

Oslo

25th & 26th January
13th & 14th February
13th & 14th March
10th & 11th April
15th & 16th May
12th & 13th June
10th & 11th July
14th & 15th August
11th & 12th September
9th & 10th October
13th & 14th November
11th & 12th December
 

 

 

Reportal Essentials

Build a solid foundation in Confirmit Reportal. This course is designed for beginner users. Participants will create a combined data source using Confirmit SmartHub, and then learn to build, preview, and publish a dashboard report with key driver analysis. Offered as a public or private instructor-led course. Users should be proficient using Survey Authoring.

  • Build a data hub and report across multiple surveys
  • Navigate the Reportal template
  • Create a Reportal project and generate a topline report
  • Configure tables and charts
  • Set up drilldown reporting and add filters
  • Publish a report and manage an end user list

Reportal Essentials

Build a solid foundation in Confirmit Reportal. This course is designed for beginner users. Participants will create a combined data source using Confirmit SmartHub, and then learn to build, preview, and publish a dashboard report with key driver analysis. 

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

 

 

Survey Authoring Scripting

Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects. Offered as a public or private course. (Prerequisite: Authoring Essentials or equivalent knowledge.)
  • Understand scripting syntax
  • Handle sets and code masks
  • Use common functions
  • Work with arithmetic functions
  • Convert data types
  • Raise error messages for response validation
  • Use the date object
  • Create your own functions
  • Handle errors

Survey Authoring Scripting

Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects.  (Prerequisite: Authoring Essentials or equivalent knowledge.) 

 

Select USA Select USA

USA

Select UK Select UK

UK

Select Norway Select Norway

Norway

New York City

San Francisco

 

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

 

 

 

Private Class 2018

To schedule a private class, contact your Confirmit account manager to make arrangements.

Public Class Schedule 2018

To register for a public class, contact your Confirmit account manager

London

21st February
23rd May
1st August
28th November
 

 

 

Private Class 2018

To schedule a private class, contact your Confirmit account manager to make arrangements.

Public Class Schedule 2018

To register for a public class, contact your Confirmit account manager

Oslo

27th February
19th June
18th September
18th December
 

 

 

Reportal Scripting

Leverage Reportal platform functionality: Learn to script tables, charts, and parameters using various J-Scripting (Jscript .NET) functions. Discover how, when, and why to script custom classes. The hands-on activity will have you develop dynamic reports, where end users can change content in the report via user interface tools. Course content is tailored to your organization’s needs. Offered as a private course. To schedule this class, contact your Confirmit account manager. (Prerequisites: Reportal Essentials or equivalent knowledge and an understanding of object oriented techniques and a programming background.)
  • Use J-Scripting in Reportal to improve your reports
  • Explain the different scripts in Reportal and how they can be used
  • Use visual components to create dynamic reports that enable viewer interaction
  • Introduce functionality that enables report viewers to select
    • Which survey and which questions to report on
    • Which filters to apply
    • Which cross-breaks to do
    • Apply settings to tables, charts, and other reporting components
  • Use various parameter types
  • Script on all Reportal components
  • Compile debug, and log scripting code

Schedule 4

Train-the-Trainer

For large clients with ongoing training needs, it can make sense to bring your training in-house. One of our experienced Confirmit trainers will work one-on-one with your trainer, and then observe and critique your trainer’s first training course equivalent to the Authoring Essentials course. Offered as a private course. To schedule this class, contact your Confirmit account manager. (Prerequisite: Intermediate or higher level of Authoring knowledge.)
  • Product demonstrations
  • Review content covered in Survey Authoring Essentials course
  • Review of Survey Authoring Essentials Trainer’s Guide
  • Present certain areas of functionality that require additional examples
  • Trainee Exercises (TekShop VoC Transactional Survey, Business Travel Hotel Survey, Cable TV Survey, Banking (Account Closure) Survey
  • Presentation techniques for: using condition objects to set up complex If statements, using code masking for filtering answer lists, using question masking to hide or show an entire question, using loop

Schedule 5

Discovery Analytics Essentials

Learn how to create analysis views that help you reveal insightful information from your data. Learn how to create rating comparison, trend analysis, and key driver views that help you visualize your data to make decisions. Offered as a self-paced e-learning course.

Creating or Accessing a Project

  • Navigate in Discovery Analytics
  • Explain what Projects are and how they are used
  • Create a Project

Creating a Rating Comparison View

  • Create a Rating Comparison View
  • Apply statistic and date filters
  • Apply goal sliders and quick filters

Creating a Trend Analysis View

  • Create a Trend Analysis View
  • Flow between Trend Analysis and Rating Comparison Views

Creating a Key Driver Analysis View

  • Create a Key Driver Analysis View
  • Export data from your Views and Project

SmartHub Essentials

Learn how to create a hub and add multiple data sources to report across multiple surveys. Discover how to map questions from a master survey and understand the steps for granting and revoking permissions to your hub. Offered as a self-paced e-learning course.

Creating a Hub and Adding Data Sources

  • Access SmartHub and create a new hub
  • Find multiple data sources and add them to your hub
  • Grant and revoke view or manage-level permission to your hub

Creating a Combined Data Source for Reporting across Multiple Surveys

  • Create a combined data source by joining multiple surveys
  • Identify a master survey when creating a combined data source for automatic question mapping
  • Add questions from a secondary survey into the combined data source
  • Map questions manually that do not share a common question ID, but do share common answer codes

Active Dashboards Essentials

Learn how to create and share widget-based dashboards tailored to your users' specific needs. Add gauges, tables, and charts to your dashboards to convey real-time data, role-specific data, trends, correlations, and analysis. Offered as a self-paced e-learning course.

Creating a Hierarchy

  • Describe the different hierarchy types
  • Create a survey-based hierarchy
  • Explain how to upload an Excel™ hierarchy
  • Describe how to use an existing Horizons hierarchy

Creating a Basic Dashboard

  • Set the properties for your dashboard
  • Explain how to add widgets to your dashboard

Sharing a Dashboard 

  • Explain how to share a dashboard with users or nodes
  • Describe how to email a dashboard
  • Describe the different widgets and their functions
  • Describe how to set up each widget

If you already have a Confirmit Learning Management System (LMS) license, click this link to register for this e-learning class.

If you do not, please contact your Confirmit account manager for access.

Panel Essentials

Learn the essentials of Panel creation and usage. Learn how to create a panel, registration and update profile surveys. Learn how to create and customize a panel portal for your panelists. The course also covers methods for manipulating panel data and sampling to panel connected surveys. Offered as a private instructor-led course.

  • Create a panel
  • Create panel variables and work with panel variable types
  • Create a panel update profile survey
  • Create a panel portal
  • Grant access to your panel to other Confirmit users within your organization
  • Manage panel data
  • Define aggregate variables
  • Explain scheduled data manipulations to store info not collected in survey
  • Create a sample job

Action Management Essentials

Learn how to create and share widget-based dashboards tailored to your users' specific needs. Add gauges, tables, and charts to your dashboards to convey real-time data, role-specific data, trends, correlations, and analysis. Offered as a self-paced e-learning course.

  • Define roles and lists for your AM program
  • Work with data fields and email templates
  • Define workflows in your AM program
  • Use filters to create cases in your AM program
  • Use triggers to tie overall workflow together
  • Make changes and manage cases
  • Grant and deny permissions
  • Translate the AM interface for you users

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