Documentation

The following is documentation you might need:

ResourceOne Documentation

v3.75

ResourceOne Administrators Guide Document describing the administrative features of ResourceOne 03/25/2015
ResourceOne Marketing Manager Guide Document describing the Marketing Manager features of ResourceOne 05/14/2013
ResourceOne Matching Guide Document describing the Matching features of ResourceOne 05/14/2013
ResourceOne Users Guide Document describing the features of ResourceOne and how to perform its functions 03/25/2015
ResourceOne Processing Errors Guide Document describing the features of processing errors with ResourceOne 05/14/2013
CoreTrac Exchange Synchronization  Document describing the features the ResourceOne Sync Module with Outlook 05/14/2013
ResourceOne Best Practices Guide Document describing the Best Practices for ResourceOne 02/11/2015
ResourceOne Training Guide Document describing the training procedures for ResourceOne 02/11/2015

v3.4

CoreTrac Custom Report Writer User Guide Document describing the Custom Report Writer features 11/29/2012
ResourceOne Administrators Guide Document describing the administrative features of ResourceOne 01/11/2013
ResourceOne Marketing Manager Guide Document describing the Marketing Manager features of ResourceOne 10/09/2012
ResourceOne Matching Guide Document describing the Matching features of ResourceOne 10/09/2012
ResourceOne Users Guide Document describing the features of ResourceOne and how to perform its functions 10/03/2012

v3.25

ResourceOne User Guide Document describing the features of ResourceOne and how to perform its functions 8/9/2010
ResourceOne Administrators Guide Document describing the administrative features of ResourceOne 7/27/2010
ResourceOne Matching Guide Document describing how to perform daily matching in ResourceOne 8/12/2010
ResourceOne Marketing Guide Document describing the features of the marketing manager and how to perform its functions 10/25/2010

v3.0

ResourceOne User Guide Document describing the features of ResourceOne and how to perform its functions 11/7/2008
ResourceOne Administrators Guide Document describing the administrative features of ResourceOne 11/7/2008
ResourceOne Matching Guide Document describing how to perform daily matching in ResourceOne 11/7/2008
ResourceOne Marketing Guide Document describing the features of the marketing manager and how to perform its functions 12/4/2009

Back Office Documentation

Daily Run and Error Log Guide Document explaining how to assess the daily batch runs, and what actions to take to remedy problems 7/18/12

Release Notes

R1 v3.75.36 What’s New Document describing the new features in ResourceOne v3.75 release 36 07/01/2015
R1 v3.75.35 What’s New Document describing the new features in ResourceOne v3.75 release 35 03/23/2015
R1 v3.75.34 What’s New Document describing the new features in ResourceOne v3.75 release 34 10/20/2014
R1 v3.75.33 What’ New Document describing the new features in ResourceOne v3.75 release 33 09/04/2014
R1 v3.75.32 What’s New Document describing the new features in ResourceOne v3.75 release 32 07/16/2014

Management Documentation

R1 Project Resource Requirements.doc Document describing: the desired skills for the FI’s Project Team to have for a successful CRM implementation; the amount of time various tasks will take during the Implementation; the ongoing maintenance R1 will need for a successful roll out and usage. 7/18/2012
SAMPLE R1 Policies.doc Sample document combined from other financial institutions to assist you in creating your own policy document about ResourceOne 05/14/2013
roll_out_package.doc Document describing ideas for a successful roll out of ResourceOne 1/26/2004
R1_Best_Practices Document describing the preferred method for training and rolling out ResourceOne to your employees 7/18/2004
R1 Training Guide Document describing the best methods for your trainers to train on R1. It breaks the training down by the role, so you can target your training into specific groups. The document gives you the main points to cover for each group, training tips, and some commonly asked questions. 8/15/2004
Matching Process Diagram 05/14/2013
Data Packets Guide 05/14/2013
File Formats 05/14/2013
Server Specs 05/14/2013
Group Testing 7/19/2012
Remote Training Outline 05/14/2013
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