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Coaches’ Corner: Project Management

SKU: w-gettingstarted-1 Category: Tag:
Sep 24, 2021 | 10:00 AM - 10:30 AM CST | Live Online
Live Online | 10:00 AM Central   View map



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This webinar is designed to discuss and show IDEA users how to optimize their use of the File Explorer and Library systems, as well as enhancements in publishing content for both external review and documentation.
CPE: This event does not offer CPE.

Mario Perez

Senior Analytics Consultant
Mario is an analytics trainer, instructional designer, and content developer at CaseWare International.  He has been actively working with IDEA since 1994 when he began working as an auditor in the public accounting space.   He has traveled the world sharing his enthusiasm for Data Analytics and for teaching professionals how to use tools to leverage data.  He has served as a member of the IDEA distributor team in Scandinavia as well as participated in training and consulting engagements in Saint Vincent and the Grenadines and The Bahamas.
Learning objectives:
  • Define the differences and similarities between Local and Current Libraries.
  • Applying Local and Current Library best practices within a project.
  • Demonstrate File Explorer and Library enhanced features.
  • Demonstrate “Publish to PDF” and “Send by Email” tasks in IDEA.
  • Explain and Illustrate “Find Database in Project Overview” enhancement.
  • Discuss and demonstrate efficient use of a physical record number to save time and procedure steps when working within IDEA.

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