COMPAS Go Training

COMPAS Go trainings grouped by Application, Configuration, Processes and Projects on Demand(POD).

Application

Configuration

Processes

POD

COMPAS Go training sessions scheduled for Sales and Channel partners for 2021 is available in the following link.

Also the recordings of the completed sessions are available against the scheduled date.

Standard Lead Time information for products can be view by clicking on the following icon.

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Index	Topics	*Description*
A1	Search Quotes	Search Quote enables users to search for their Quotes and Orders.
A2	Extended Warranty LV Products	Distribution Equipment can have an Extended Warrant. This process is for Sales Only.*
A3	Create Project	Create Project walks thru the steps in creating a quote.
A4	View Lines	View Lines shows line icon options for Read Only configuration, Quick Report, UPB components and Edit designation.
A5	Job List	Job List is a mirror image on COMPAS Desktop folders and checked in quotes.
A6	Report Groups	Report Groups allows users to manage quote lines by identifying lines and breaking out those lines from the base bid.
A7	COMPAS Go Tips & Tricks	Live training from the online September 10^th, 2020 class.
A8	Dashboard Navigation	Learn the basics tool found in the Dashboard in COMPAS Go.
A9	Value Engineering	Value Engineering allows a user to edit elements of Panelboards and switchboards to a revised quote or a new version quote.
A10	Quick Add	Users can quickly add standard products to a quote by entering catalog numbers and quantity. Competitive cross reference will convert to Siemens catalog number.
A11	Panelboard Structure Change	Announcement on the Change in the Panelboard Structure. Price application changes.
A12	Customer Products	Customer Products is a �COMPAS Go Tool� that allows users to create and manage non-Siemens products for quotes in COMPAS Go.
A13	Filter Options	Quick way of pricing panelboards.
A13.1	Illustrated use of Filter Options	Take a look at the illustrations on pricing of panelboards.
A14	Move Lines	Organize your proposal using Move Lines.
A15	Favorites	Create your Favorites for product configuration.
A16	Version Quotes	Version quotes creates flexibility in quote changes to the original quote.
A17	User Input for Different Notes	User inputs for Notes & Documents - Proposal Notes - Notification & Marking.
A18	Share Quote	Share a quote by text messaging or Email.
A19	Quote Details	Build your own data base of customers to apply at Order Entry.
A20	Shipping Screen	Navigate the shipping screen.
A21	Lead Time and Check Availability	Use of lead time information and check availability status for Standard products
A22	Sandy Enhancements	Review for navigation tips when using Sandy. Sandy is there to help.
A23	Submittal Package	Overview on how to use the Submittal Package.
A24	Expired Validity Article	What do users do when a approved quote expires.
A25	Copy and Paste Desktop Quotes	Users can access Desktop quotes using COMPAS Go
A26	Undo Button	Undo unwanted entries. Must watch video!
A27	Notification and Markings	Shipping screen has Notifications and Markings at the line level.
A28	Manual Line	Manual Line Navigation
A29	Sales Credit	Sales Credit allows sales to split the sales credit.

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Index		Topics	*Description*
	Dry Type Transformer
C1		Dry Type Transformers	Review the features and options of configuring Dry Type Transformers.
C1.1		Sentron Power Center	What is a Sentron Power Center and how to configure it.
C1.2		Manual Line	Use Manual Line for special Dry Type Transformers
	Panelboard
C2		Panelboard	Overview of configuring Panelboards.
C2.1		Panelboard Options	Review the tools found in the configuration view.
C2.2		Unassembled Panelboards	Unassembled Panelboards from the Task Menu.
C2.3		Title 24 Navigation	Special panelboard for California for special metering provisions.
C2.4		Panel Type	Panel Type enables a user to change the Type if the panelboard rules allow.
C2.5		Panelboard Overview	Live training from the online September 17^th, 2020 class.
C2.6		Select Smart & Standard DAS in Power Panelboards	DAS is an option when required by plans and specifications. Please watch and learn.
C2.7		P2 and P3 Breaker Placement Across Kits	P2 and P3 placement of breakers across Kits.
C2.9		TPS4 Surge Protection	Surge Protection for P1 Panelboards
C2.10		BSPD Surge Protection	Branch Surge protection for P1, P2 and P3 panelboards/ Configuration
	NEMA Controls
C3		NEMA Controls	Learn how to configure a Combination NEMA Starter.
C3.1		Lighting and Heating Contactors	Configure a Lighting and Heating contactor in COMPAS Go.
	Switchboard
C4		Switchboards	Live training from the online September 15^th, 2020 class.
C4.1		Seismic Ratings	Quick Review of the definition of Seismic Ratings.
C4.2		Switchboard - Adding Branch Breakers	Tee up your branch devices for a quicker way to configure branch breakers.
C4.3		IPS Switchboard	Configure a basic IPS Switchboard.
C4.4		View Changes	Users can compare the current switchboard to another to view layouts.
C4.5		Single Section Cable in � Cable Out	Need a disconnect device over 1200 AMPS? See how to create a single section Switchboard.
C4.6		Multi Mains and Branches	This switchboard configuration eliminates the need for a main device
C4.7		MMS Switchboard	Non-EUSERC Multi Metering Switchboard.
C4.8		SMM Switchboard	EUSERC Multi Metering Switchboard.
C4.9		Main Tie Main (MTM Switchboard)	Configure a basic Main tie Main Switchboard
C4.10		Digital Metering in Switchboards	How to add Customer Metering to a Main and Branch device?
C4.11		Utility Metering Compartments	How to add a Utility Metering to a Main and Branch device?
C4.12		Switchboard Section and Bus Types	Switchboard Section and Bus Types plus an example of configuring a "Add Section".
C4.13		Double Ended Switchboards	Switchboard configuration of Double Ended Switchboard.
C4.14		Unit Substation (USS)	Unit Substation introduction and configuration.
C4.15		Unit Substation (USS) Import Line Item	How to import a Switchboard into a Unit Substation?
C4.16		Unit Substation (USS) Change Incoming	How to change the incoming location on a Unit Substation?
C4.17		Unit Substation (USS) Transformer Application	Unit Substation transformer application and type review.
	SIscan
C5		SIscan	SIscan is a tool that reviews panelboard schedules in a PDF and reads the panelboard schedules creating a configured panelboard(s).
C5.1		SIscan Load Center	SIscan tool now has the option to manually configure Load Centers along with scanning a load center drawing schedule.
	Power Mod
C6		Power Mod	Learn how to navigate and configure PowerMod metering.
	Load Center
C7		Load Centers	Need to configure a Loadcenter? Watch and learn how.
	Motor Control Center
C8		Motor Control Centers	Configure a basic Motor Control Center (MCC) from start to finish.
C8.1		MCC Split Option	Learn how to use the Split Option.
C8.2		MCC Delete Layout / Pricing Icons	How to use the Delete Layout / Pricing Icons.
C8.3		MCC Navigation	Basic Navigation in the MCC configurator.
C8.4		Replace Main Device in MCC	Need to change out the main device in an MCC?
C8.5		Copy Branch Options to other Branches in MCC	Review the features and options of configuring Dry Type Transformers.
C8.6		Motor Control Center Depth Selection	MCC Depth selections for Back-to-Back and Double Deep configurations
C8.7		Configuring Panelboards in MCC	Learn how to add a panelboard to a MCC
C8.8		Configuring VFD in MCC	Learn how to add VFD to a MCC
C8.9		Tech Review Process for MCC	Technical Review Process for MCC
	Busway
C9		Busway	Navigate to a BOM with this Busway configurator.
C9.1		Bus Plugs	Configure Fusible or Circuit Breaker Bus Plugs.
C9.3		Manual Line for Busway only Quick Ship	Use Manual Line and provide the required information for a seamless QS for Busway.
C9.4		Manual Line for XLX Busway End Tap Box	Use Manual Line for XLX Busway End Tap Box.
	Safety Switch
C10		Safety Switch	Learn how to a configure of use standard products to add a Safety Switch
	SieBreak
C11		SIEBREAK Metal-enclosed switchgear	Basic Navigation and Overview for SIEBREAK

Index	Topics	*Description*
P1	COMPAS Go from Create Quote to Order Entry	Live training from the online September 9^th, 2020 class.
P2	Manage Order	Live training from the online September 22^nd, 2020 class.
P3	External Change Request (ECR)	Learn how to process External Change Orders.
P4	Pricing Navigation	Navigating the Pricing screen.
P5	How to use Split Quantity in Order Entry	Use Split Quantity to manage product releases
P6	How to create an Opportunity in COMPAS Go	Create an Opportunity from COMPAS Go to SieSales
P7	LOA Process for SIEMENS Sales	SIEMENS Sales Only! Submit for Project Review Approval.
P8	Item Class MG3 Code	Use Item Class View to add discounts for a product under one Item Class code.
P9	Ship Cans Ahead (My Stock)	Select cans out of stock from an order in the Shipping Screen.

(Projects On Demand)

Index	Topics	*Description*
POD1	Projects of Demand - Overview	Introduction to the options for POD and what they offer!
POD2	Standard Fulfillment	Process an order with Standard Fulfillment selected.
POD3	UNPB from SIEMENS DC	Watch the video to get panelboard parts from the SIEMENS DC center
POD4	Channel Partner Stock Rebate Process	Request a rebate on a panelboard Bill of Material--No Errors!
POD5	Channel Partner Stock Release Later Process	Request a release later a panelboard Bill of Material
POD6	Channel Partner Stock Error Process	Stock error on a panelboard Bill of Material

COMPAS Go Training - version 1

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