Our Senior IPS Trainer is both a trainer and a configurator of the IPS system.  Combining these two talents provides the expertise needed in training on the IPS application.  As one of the business analysts on the project, the trainer is able to understand the Agency’s current processes, suggest and implement how this will work in IPS, and have the working knowledge during the training sessions to explain the process and validate why it is done in this manner.

The QR team uses various combinations of the following training approaches to educate clients about the IPS system.

  • Core Team Training:  Core Team Training is typically the first full exposure of the IPS application to key participants of the project.  The intent of Core Team Training is to provide a view of the new application to these users.  This initial view allows them to determine if any business process changes need to take place.
  • Administration and Configuration Training: The Administration/Configuration training is provided to a key set of technical users so that upon completion of the project the Agency will have the ability to continue to configure, customize, and develop the IPS application on their own.
  • Train-the-Trainer: Train-the-Trainer sessions will be taught utilizing the Agency's own data (from a test conversion) in their uniquely configured and customized IPS environment.  These sessions will introduce key subject matter experts to the IPS process flow for each module with a heavy emphasis on hands-on training.  The intent of these sessions is to validate how effectively their internal business processes flow within the newly configured IPS application.
  • End User Training: End User Training is conducted once the configured system has been validated and accepted by the Agency's key decision makers.  This training is focused on the individual and how IPS helps them accomplish their job.
  • Hands-On Exercises:  Hands-on exercises will be utilized, as appropriate, to reinforce concepts and validate working knowledge of the modules covered during the training session.  These tasks are based on real life situations using the Agency data for students to work through.  The tasks vary depending upon the module, and students in the class.

Sample Topics covered

Sewer Collections, Water Collections and Plant Operations

  • Creation and Lookup of Assets within module
  • Linkage of assets and how they are associated with other assets within the system
  • Details of this module’s assets and the Life History
  • Creation, Lookup, and Completion of Work Orders related to this asset
  • Resource Usage associated to the work order
  • Setting up and Generating Preventive Maintenance work orders for these assets
  • Creating Asset Groups and how they work with PM schedules.
  • Creating Usage Groups
  • Creation, Lookup, and Completion of Asset Inspections (Sewer only)
  • Selecting MyHansen To-Do Lists or other charts helpful to this group

This class is a 1 to 2 day session for each group.

Customer Service

  • Setup of Customer Service Problem Definitions
  • Intake of Customer Service Request
  • Assigning/Reassigning of CSR
  • Completing a CSR inspection
  • Creating a work order from the CSR
  • Completing a CSR or via a work order
  • Selecting MyHansen To-Do List or other charts helpful to this group

This class is a 1/2 day session.

Warehouse (Inventory Control)

  • Creating and lookup of parts in the parts catalog
  • Association of parts to the Stock Area and Location
  • Creating and lookup of Part Transactions: Issue, Receipt, Return, Adjust
  • A review of how Materials Manager can be used in place of some of the other standard Part’s forms
  • How the Parts relate to the work orders and inspections

This class is a 1/2 day session.

Building Permit/Project & Planning/Code Enforcement/Trade License/Use Permit

  • Creating and lookup of permits
  • Progressing through the flow of the permits by completing associated inspections, reviews, fees, and conditions.
  • Completing and/or renewing a permit.

This class is a 1 day session for each of the template types.


This class is designed for the administrators of the Hansen 8 solution.  This group of people will be responsible for the continuing form manipulations, workflow, and general process of the system.  In order to accomplish this, this group will need to be educated on the built in tools of IPS.

  • Content Manager: This session will introduce users to Content Manager.  Participants will be introduced to the advanced features of customizing and modifying the IPS environment through the Content Manager program. Using Content Manager, the designer has the ability to add, edit and customize fields on Web Forms within the IPS environment.
  • Advanced Content Manager: This Advanced Content Manager session will build on the fundamental elements covered in the beginning Content Manager session.  In Advanced Content Manager we will learn how to add custom fields to a form, apply security to specific fields, panels or tabs so that they show (or not) based upon who is logged in to the form, and add grids to existing IPS forms. 
  • Detail Pages: This will introduce users to creating Detail pages in the IPS environment.  Using Detail Pages, the client has the ability to add customized pages of information to various forms including customized data against assets, work activities, service requests and inspections.
  • Filters: We will use this session to review how, through Schema Manager, filters may be used within the application.  Filters work to reduce the visibility of areas of the application based upon the role assigned to the logged in user.
  • Workflow Manager: This course will introduce users to Workflow Manager, the tool used to create workflow within the IPS application.  We will use sample workflow (or use examples identified earlier in the class) so that the client can understand how workflow might be utilized for their own purposes within the IPS application.  
  • Adhoc Reporting: This session will introduce users to the newest reporting feature available in the software:  Ad Hoc Reporting.  Ad Hoc Reporting is a tool that allows you to quickly create simple reports based on information in the IPS database. This tool allows you to query your database in ways that the standard Lookups don’t allow without having to resort to the full complexity of a third-party reporting tool such as Crystal.

Other items covered in this session include the creation of the IPS access control.  It will ultimately be the responsibility of the Agency to create the final group security of the IPS system, so it is important to look at how the system is designed and potential ways of aligning the security with Thornton’s criteria including creation of roles and filters.  QR will help the Agency in the initial design of the security, help implement this strategy in the test conversions so it can be tested and altered as necessary, and then help with moving the final security setup into production.

Unlike the other classes, this is not a train-the-trainer class and is designed for the administrators of IPS.  This class is normally a 3 day session.  Although part of the training milestone, this class can be taught during any phase of the project.  The best timing for this is after the first full test conversion and configurations so a good subset of data and configurations can be reviewed during the class.