Encompass Administrator Essentials Workshop

Now offered in two different formats

Choose your preferred learning style: 

• Traditional classroom
• Instructor Led Online Class (ILOC)

Both formats deliver a foundational level of knowledge and skills for new Encompass Administrators to perform essential Encompass administrative functions. Participants will also gain tips and tricks to make administrative functions easier.

Workshop Logistics

• Five-day intensive class, 8:30 am - 4:30 pm local time Monday through Friday.
• Includes use of PC, high-speed internet access, print Participant Guide, and daily continental breakfast and lunch

• Fast Track: Daily from 8:00 AM - 2:00 PM PT for five days
• Tri-Track: Monday, Wednesday, and Friday from 8:30 AM - 12:00 PM PT for 3 weeks
• Multi-Track: Tuesday and Thursday from 9:00 AM - 12:00 PM PT for 5 weeks
• Includes digital Participant Guide, schedule flexibility, and no travel costs

Download Justification Letter

What will I learn?

Upon completion of the course, participants will be able to:

• grant access to users
• define business rules to limit user access, enforce workflow requirements, and define field values
• create custom input forms to increase the efficiency of data entry
• work with admin maintenance tools 
• troubleshoot basic problems

Class Agenda:

• Introduction to Encompass Administration Settings & Tools
• User Access
• Milestone Setup
• Loan File Setup
• Templates
• Tables & Fees
• Compliance Settings
• eFolder
• Loan Custom Fields
• Custom Input Forms
• Printing: Settings and Forms
• Contacts
• Reports
• Dashboards
• Case Study
• Administration Maintenance
• Testing
• Administration Resources