ASUGO Meeting Handouts

May ’10 Ed Summit:

January ’10 User’s Group Meeting:

Morning Session: “A Day in the Life of an Agency Principal”

Financial Reports Parameters

Monthly Snap Shot Review Form

Afternoon Session: TENCon Highlights Handouts

Your InBox Is NOT Your Customer Filing Cabinet

Electronic Records:  Retention/Managing eDocs

TAM Tip a Minute Servicing

Activities A-Z

How should we be using that TAM field?

Building Agency Workflows

Using Reports to Audit Your System

Cleaning Up Your System Data

Reporting, Retention, New Business & Lost Business

Reporting, Retention, New Business & Lost Business:  Sample Workbook

A Day in the Life of a TAM Administrator

Security Manager:  Getting Control of Access in TAM

Full List of TENCon Workshop Handouts