AdvicePro Open Courses


Course date:


Time: see below

Members £160 + VAT    Non-members £210 + VAT
(For half day – Members £85 + VAT, Non-members £110 + VAT)

Who is this course for?

Have you had some induction from colleagues on how AdvicePro works but now need more in-depth knowledge? Did you have training when your agency first introduced the system but could do with a refresher? These are practical, hands-on short courses suitable for advisers, caseworkers, volunteers and managers who already have some experience of using AdvicePro. They are pitched at intermediate level.

What you can expect from the course

Session 1 – Productivity Manager

AM session times: 9.30am – 12.30pm

Record Case Outcomes (financial and non-financial) and manage referrals
Overview of the Diary facility (task management, key dates and appointments), automated reminders and integration with MS Outlook calendar
Learn how to manage your Workflow and value-added activities rather than administration
Utilise AdvicePro Letter functionality, including Case Notes, files and scanned documents
Session 2 – Reporting

PM session times:  1.30 – 4.30pm

Choose from over 100 different in-built reports to help you gather data and analyse the information you require quickly and effortlessly
Building new reports across date ranges about case Outcomes, Issue types, Referral sources, Work completed against cases and client groups, and more
Produce reports and statistics to meet the requirements of your funder and share via email or a Publisher on AdvicePro
Use Advanced Reporting functionality to help you to identify clients with missing data, and more. Caseworker will be able to instantly update records for clients and case

To make a booking, or for more information, please contact us by email:

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