In my first month or two with TaxCycle I was on the phone with Tech Support all the time.
In the beginning I took random notes and random screen clips. Often these were too confusing for me to follow since everything was so new, vast, and deep.
Thank you tech support for your patience and great support!
After a few months I started to take notes systematically and outline procedures for future reference and standardization. If you like to take notes and create procedures then this post is for you.
If not, then ignore it.
For configuration and odd ball stuff I share my screen with Tech Support, take notes and screen clip the setup with the values in each step into OneNote. Otherwise, I get too darn frustrated at not being able to remember how to do something that happens occasionally or that is a new procedure for me.
I ask for both video and blog post references. At the end of the day or on the weekend I review my notes and the references to make sure that I have a lock on the procedure. If not, then I call back for further clarification.
I add those links into my OneNote.
I expand my notes and clean-up my formatting.
I name my OneNote section with relevant key words for easy search such as print configuration, letter templates, etc.
I put them in my OneNote Section Group called - TaxCycle Training - 2019.
I create a Table of Contents for fast search.
This saves me hours of grief and frustration when I can’t remember how to do something, can’t find it in help on the support website, and, after hours when tech support is unavailable. It also helps me create a workflow template for configuration review, configuration or options changes, PC upgrades or moves, and feature update reviews.