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Excelsia SA: Assessment of needs and levels with MS Outlook
Thank you for taking part in this assessment.
This assessment is designed to work out your needs and aptitude in using this software. It will enable us to form groups of people at the same level. You will then receive training tailored to your needs and at your own pace.
1: Outlook email
2: Outlook calendars
3: Outlook contacts
4: Outlook Tasks
5: Miscellaneous
6: Other
Note: Required fields have an * :
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Your information
Title
Mr.
Mrs/Miss
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Last name
*
Your answer
First name
*
Your answer
Company / Organization
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Your answer
Group / Department
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Email (optional)
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Phone (optional)
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What is your level of MS Outlook?
Your self-assessment
How would you rate your level?
*
Indicate on this scale your own level of knowledge
I know nothing about it
1
2
3
4
5
6
7
8
9
10
I am very knowledgeable about it
(Optional) Your comments
You can provide additional information regarding your own level of knowledge
Your answer
Your goals for training in MS Outlook
Please state your requirements, expectations and goals
*
Your answer
1: Outlook email
Sending a message
Which of the following do you want to learn or increase your knowledge of?
Reply to or forward a message
Change the display mode of the reading pane (content of the email)
Send messages Bcc
Create a signature and a short signature for replies
Add attachments and insert images
Compress files before sending
Send "automatic responses" (during holidays)
Other:
Managing messages
Sending emails with voting buttons and track responses
Request a read receipt
Recall a message
Postpone sending a message
Transform a message into a task or an appointment
Useful shortcuts: [Ctrl] + K; [F9]; [Ctrl] + Q; etc.
Use Outlook offline
Other:
Rules and organizing
Sort messages into folders and subfolders
Create automatic rules
Create automatic replies while on holiday
Use categories to classify messages
Use of flags for follow up indicators
Other:
Search and views
Change the display of messages (filters, groupings, formatting, etc.)
Group and filter messages
Advanced search tool
Create search folders for message tracking
Search the conversation relating to a message
Display mails flagged for follow up
Use favourites and shortcut links
View / hide conversations
Other:
Advanced email features
Mark important messages in red
Start the MS Outlook program automatically with Windows
Create a message template (* .oft)
Call up a message template from the Quick Access Toolbar (via a macro)
Share the inbox
Manage junk mail (spam)
Corporate security regarding viruses and phishing links
Other:
Outlook email: Your comments
You can specify your needs and expectations here
Your answer
2: Outlook calendars
Managing meetings and appointments
Which of the following do you want to learn or increase your knowledge of?
Set calendar options (working hours, etc.)
Create appointments and recurring appointments
Set appointment properties (alarm, importance, confidentiality, category, contact, colours, etc.)
Use the planning tool to create meetings
Track responses to a meeting request
Other:
Calendar sharing
Share calendar
Open a shared calendar
Manage display of multiple calendars
Check the share permissions of a calendar
Create another calendar
Other:
Advanced calendar features
Insert an Outlook object in an event
Create a group calendar to manage the availability of a team
Export an appointment or a meeting in ICS format
Export a calendar to Excel for analysis via a pivot table
Other:
Outlook calendars: Your comments
You can specify your needs and expectations here
Your answer
3: Outlook contacts
Managing Contacts
Which of the following do you want to learn or increase your knowledge of?
Create contacts
Track the activities of a contact
Create a contact group (mailing list)
Other:
Managing your address book
Create a personal address book
Manage views (filters, groupings, formatting, etc.)
Print the address book
Import or export the address book
Share the address book
Other:
Advanced features of contact management
Save a business card in * .vcf
Insert custom fields
Link an Access table with the address book
Other:
Outlook contacts: Your comments
You can specify your needs and expectations here
Your answer
4: Outlook tasks
Tasks
Which of the following do you want to learn or increase your knowledge of?
Create a task (frequency, alarm, importance, category, etc.)
Manage the tasks display
Organize and track task progress
Delegate: assign a task to someone else and keep track
Other:
Outlook tasks: Your comments
You can specify your needs and expectations here
Your answer
5: Miscellaneous
Miscellaneous
Outlook archiving
Outlook Notes: create and manage Outlook Notes (Post-it)
RSS: getting information intelligence
WORD: automatically send a Word document by email in PDF format
WORD: generate automatic emails via Mail Merge
ONENOTE: interface MS Outlook with MS OneNote
Outlook Journal: track time spent on certain activities
Other:
Miscellaneous: Your comments
You can specify your needs and expectations here
Your answer
6: Other
Additional Information
Other needs – comments
If you have other needs, please specify below
Your answer
Thank you!
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