OneNote 2013 Advanced

Transcription

1 OneNote 2013 Advanced Sample Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee! With our training courseware you are able to: Add your name and logo (and remove ours). Add your own content to make the training more relevant to your clients (i.e. using examples and case studies from within your organization or city) Train unlimited users within your organization. No Annual Renewal Fees Download training material on your time from our secure servers United States International 73 Greentree Drive, Box # Provost Street Dover, Delaware New Glasgow, NS, Canada Toll-free: Phone: Fax: Fax: sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.com Any technical issues or questions can be addressed by our support team support@corporatetrainingmaterials.com Out Product Catalog contains our entire library of available and upcoming courses. Please follow this link: Review our License Agreement to answer any licensing questions you may have. Please follow this link:

2 TABLE OF CONTENTS Preface... 3 What is Courseware?... 3 How Do I Customize My Course?... 3 Materials Required... 4 Maximizing Your Training Power... 5 Icebreakers... 6 Icebreaker: Friends Indeed... 7 Training Manual Sample... 8 Sample Module: Working with Notebooks... 9 Instructor Guide Sample Sample Module: Working with Notebooks Quick Reference Sheets Certificate of Completion PowerPoint Sample Full Course Table of Contents... 38

3 Preface What is Courseware? Welcome to Corporate Training Materials, a completely new training experience! Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a takehome reference sheet for the student. You simply need to prepare and train! Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and training materials. How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants industry, or additional information. You can, of course, also use all of your word processor s other features, including text formatting and editing tools (such as cutting and pasting). To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire table and press OK. (You will also want to perform this step if you add modules or move them around.) If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once. If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.

4 For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do: Now, we can change our formatting and it will apply to all the headings in the document. For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials. Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.) We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.

5 We recommend these additional materials for all workshops: Laptop with projector, for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants. Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold. o o o Use examples, case studies, and stories that are relevant to the group. Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately. Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.) Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures. Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life. Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops. And now, time for the training!

6 Icebreakers Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.

7 Icebreaker: Friends Indeed Purpose Have the participants moving around and help to make introductions to each other. Materials Required Name card for each person Markers Preparation Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle. Activity Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle. Examples: Friends who have cats at home Friends who are wearing blue Friends who don t like ice cream The odd person out must stand in the center and make a statement. The rules: You cannot move immediately to your left or right, or back to your place. Let s be adults: no kicking, punching, body-checking, etc. Play a few rounds until everyone has had a chance to move around.

8 Training Manual Sample On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation. The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.

9 A library is a hospital for the mind. Anonymous Sample Module: Working with Notebooks This module discusses the process for upgrading from OneNote 2007 or earlier the file format has changed, which means that your old program cannot open files from OneNote You ll learn how to migrated updated notebooks to move them to the cloud, so that you can access them from any computer or device. Last in this module, we ll take a look at OneNote Backups.

10 What You Need to Know About the New File Format If you are upgrading from OneNote 2007 or earlier, know that files are different. To convert a 2007 notebook to the OneNote format, use the following procedure. 1. Open the notebook you want to convert. It will stay in the compatibility mode format until you convert it so that other users using the older format can still use the notebook. 2. Select the File tab on the Ribbon to open the Backstage view. 3. Select Info. 4. Select the Settings button for the open notebook that you want to convert. Select Properties from the drop down list. 5. In the Notebook Properties dialog box, select Convert to

11 OneNote displays a warning message. Select OK to continue.

12 Folders and Multiple Notebooks For those upgrading from OneNote 2003, the great news is that you don t have to keep all of your information in a single notebook anymore! When you upgrade, OneNote 2003 folders are promoted to their own separate notebooks in OneNote Also the Subfolders in OneNote 2003 correlate to Section Groups in OneNote You might consider making your Subfolders their own notebooks in OneNote 2013 as well, depending on the content. This makes for quicker navigating than if you organize all of the subfolders into section groups. To convert back to OneNote 2007 format for sharing with others using the older format, use the following procedure. 1. Open the notebook you want to convert. 2. Select the File tab on the Ribbon to open the Backstage view. 3. Select Info. 4. Select the Settings button for the open notebook that you want to convert. Select Properties from the drop down list. 5. Select Convert to OneNote displays a warning message. Select OK to continue.

13 Using the Notebook Migration Tool Have an old notebook you want to move to the cloud? OneNote s new migration tool makes it easy.to move a notebook, use the following procedure. 1. Select the File tab to open the Backstage View. 2. On the Info tab, select the Settings button next to the (open) notebook you want to move. 3. Select Share or Move. 4. On the Share Notebook page, select a new location if you want to put the notebook on SharePoint. 5. Enter a Name for the Notebook. 6. Select Move Notebook. When OneNote has finished, the notes will now be syncing to the new location.

14 Using OneNote Backups OneNote automatically saves all of your work, but it s a good idea to make regular backups as well. To open the OneNote Options dialog box and view the Save and Backup information, use the following procedure. 1. Select the File tab to open the Backstage view. 2. Select Options.

15 3. Select Save & Backups. The top section indicates where OneNote stores the Quick Notes section, the backups, and the default notebook location for new notebooks. The Backup section allows you to set the automatic backup properties and frequency. You can select Back Up All Notebooks Now to make a manual backup. Select OK to close the Options dialog box.

16 To open a backup notebook, use the following procedure. 1. Select the File tab to open the Backstage view. 2. Select Open Backups. OneNote opens the Open Backup dialog box to locate the notebook backup you want to open. The folders match the names of your notebooks and sections from the default backup location. 3. Select the backup file you want to open and select Open. OneNote displays the Open Sections area, which lets you review the pages in the section you just opened from your backup files. You can restore an entire section or select pages. Right click the section or page tabs you want to restore and select Move or Copy. In the Move or Copy dialog box, select where to place the backed-up section or pages and select Copy. Select Close.

17 Sample Module: Review Questions 1. OneNote 2007 can open OneNote 2013 files. a) True b) False 2. Which of the following is the warning message when you are converting a notebook to the new format? a) If you re sharing this with someone using an older version of OneNote, they won t be able to sync after you convert. b) Downgrading might cause you to lose some things like math equations, linked notes, and notebook history. 3. You can use the migration tool on a notebook that is in 2007 file format (compatibility mode). a) True b) False 4. What is the range of possible options for automatic backup frequencies? 5. If you restore a backup, you should move/copy the restored sections and/or pages to the original notebook. a) True b) False

18 Instructor Guide Sample On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant. The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.

19 A library is a hospital for the mind. Anonymous Sample Module: Working with Notebooks This module discusses the process for upgrading from OneNote 2007 or earlier the file format has changed, which means that your old program cannot open files from OneNote You ll learn how to migrated updated notebooks to move them to the cloud, so that you can access them from any computer or device. Last in this module, we ll take a look at OneNote Backups.

20 What You Need to Know About the New File Format If you are upgrading from OneNote 2007 or earlier, know that files are different. Estimated Time Topic Objective 5 minutes To learn about upgrading from OneNote 2007 or earlier. OneNote 2007 cannot open OneNote files. You can open older files in OneNote 2013; they will automatically be opened in compatibility mode. This is to help you work on collaborative projects with people whose shared notebooks are saved in the older format. Topic Summary Materials Required Recommended Activity OneNote 2007 supports multiple notebooks, which convert seamlessly to OneNote If you are upgrading from OneNote 2003, you may notice some changes in the way OneNote 2007 displays notes that were grouped into folders and subfolders depending on how your old notes were organized. This is because OneNote 2003 stored everything in a single notebook. OneNote 2013 Sample 2007 notebook Discuss the file compatibility issues concerning upgrading from OneNote 2003 or 2007 to OneNote Have the participants practice converting a 2007 notebook to a 2010 notebook format. Discuss the changes in organization that may happen when upgrading files to OneNote 2010.

21 Show the participants how to convert a 2007 notebook to the OneNote format. Use the following procedure. 1. Open the notebook you want to convert. It will stay in the compatibility mode format until you convert it so that other users using the older format can still use the notebook. 2. Select the File tab on the Ribbon to open the Backstage view. 3. Select Info. 4. Select the Settings button for the open notebook that you want to convert. Select Properties from the drop down list. 5. In the Notebook Properties dialog box, select Convert to

22 OneNote displays a warning message. Select OK to continue.

23 Folders and Multiple Notebooks For those upgrading from OneNote 2003, the great news is that you don t have to keep all of your information in a single notebook anymore! When you upgrade, OneNote 2003 folders are promoted to their own separate notebooks in OneNote Also the Subfolders in OneNote 2003 correlate to Section Groups in OneNote You might consider making your Subfolders their own notebooks in OneNote 2013 as well, depending on the content. This makes for quicker navigating than if you organize all of the subfolders into section groups. Show the participants how to convert back to OneNote 2007 format for sharing with others using the older format. Use the following procedure. 1. Open the notebook you want to convert. 2. Select the File tab on the Ribbon to open the Backstage view. 3. Select Info. 4. Select the Settings button for the open notebook that you want to convert. Select Properties from the drop down list. 5. Select Convert to OneNote displays a warning message. Select OK to continue.

24 Using the Notebook Migration Tool Have an old notebook you want to move to the cloud? OneNote s new migration tool makes it easy. Estimated Time Topic Objective Topic Summary Materials Required Recommended Activity 5 minutes To learn how to move a notebook. The new migration tool makes it easy to move a notebook. Make sure that your notebook is in the format before moving it. OneNote 2013 Any notebook to move Have the participants practice moving a notebook. Show the participants how to move a notebook. Use the following procedure. 1. Select the File tab to open the Backstage View. 2. On the Info tab, select the Settings button next to the (open) notebook you want to move. 3. Select Share or Move. 4. On the Share Notebook page, select a new location if you want to put the notebook on SharePoint.

25 5. Enter a Name for the Notebook. 6. Select Move Notebook. When OneNote has finished, the notes will now be syncing to the new location.

26 Using OneNote Backups OneNote automatically saves all of your work, but it s a good idea to make regular backups as well. Estimated Time Topic Objective Topic Summary 5 minutes To learn how to use backups in OneNote. You can control where OneNote makes backups of your notebooks. You can open a backup from the Open tab on the Backstage view. Materials Required OneNote 2013 Recommended Activity Stories to Share Have the participants open the Save & Backup tab on the Options dialog box and investigate the options. Have the participants open a backup notebook. You should copy your OneNote backups to a network location or removable device for complete disaster recovery. Show the participants how to open the OneNote Options dialog box and view the Save and Backup information. Use the following procedure. 1. Select the File tab to open the Backstage view. 2. Select Options.

27 3. Select Save & Backups. The top section indicates where OneNote stores the Quick Notes section, the backups, and the default notebook location for new notebooks. The Backup section allows you to set the automatic backup properties and frequency. You can select Back Up All Notebooks Now to make a manual backup. Select OK to close the Options dialog box.

28 Show the participants how to open a backup notebook. Use the following procedure. 1. Select the File tab to open the Backstage view. 2. Select Open Backups. OneNote opens the Open Backup dialog box to locate the notebook backup you want to open. The folders match the names of your notebooks and sections from the default backup location. 3. Select the backup file you want to open and select Open. OneNote displays the Open Sections area, which lets you review the pages in the section you just opened from your backup files. You can restore an entire section or select pages. Right click the section or page tabs you want to restore and select Move or Copy. In the Move or Copy dialog box, select where to place the backed-up section or pages and select Copy. Select Close.

29 Sample Module: Review Questions 1. OneNote 2007 can open OneNote 2013 files. a) True b) False OneNote files are not backward compatible. 2. Which of the following is the warning message when you are converting a notebook to the new format? a) If you re sharing this with someone using an older version of OneNote, they won t be able to sync after you convert. b) Downgrading might cause you to lose some things like math equations, linked notes, and notebook history. The first is the warning message when converting a 2007 notebook to the new format. The second is the warning message when switching to compatibility mode. 3. You can use the migration tool on a notebook that is in 2007 file format (compatibility mode). a) True b) False The notebook should be in the new file format before attempting to use the notebook migration tool. 4. What is the range of possible options for automatic backup frequencies? In the Backup area of the Save & Backup section of the OneNote options, you can choose a frequency between every minute to every six weeks and lots of options in between. 5. If you restore a backup, you should move/copy the restored sections and/or pages to the original notebook. a) True b) False In the Open Sections area when you open a backup, you should Move or Copy the section or pages that you want to restore to the original location.

30 Quick Reference Sheets Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date. They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.

31 OneNote 2013 Advanced Exporting Your Notes To export notes, use the following procedure. 1. Make sure you have the page open that you want to include in your export. 2. Select the File tab from the Ribbon. 3. Select Export. 4. Select Page, Section, or Notebook from the Export Current list. 5. Select the Format you want to use. 6. Select Export. 7. In the Save As dialog box, navigate to the location where you want to save the exported file. Enter a new name, if desired, and select Save. Creating a New Notebook 1. Select the File tab on the Ribbon. 2. In the Backstage View, select the New tab. 3. Select where you want to store the notebook, either on your SkyDrive, or on your computer. 4. Enter the Name of the notebook. 5. The notebook is created in the default location either on your SkyDrive or your computer. But you can select Create in a Different Folder to change that. In the Create New Notebook dialog box, navigate to the location and select Create. 6. Select Create. 7. OneNote displays the following message. 8. Select Invite people to go to the Share page and send an invitation. Or select Not Now. Password Protecting Your Notebook If you ve got notes for your eyes only, you can password protect that section. To create a password for a section, use the following procedure. 1. Right click on the tab for the section you want to protect. 2. Select Password Protect This Section. 3. In the Password Protection Pane, select Set Password. 4. In the Password Protection dialog box, enter the password. 5. Re-enter the password to confirm it. 6. Select OK. If you have backups of the section, you will see the following message. Make a selection to continue. If you keep existing backups, know that they are not password protected. Corporate Training Materials

32 Certificate of Completion Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.

33 CERTIFICATE OF COMPLETION [Name] Has mastered the course OneNote 2013 Advanced Awarded this day of, 20 Presenter Name and Title

34 PowerPoint Sample Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.

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38 Full Course Table of Contents Preface...4 What is Courseware?... 4 How Do I Customize My Course?... 4 Materials Required... 6 Maximizing Your Training Power... 6 Module One: Getting Started...8 Housekeeping Items... 8 The Parking Lot... 9 Workshop Objectives... 9 Pre-Assignment Action Plans and Evaluations Module Two: Working with Notebooks What You Need to Know About the New File Format Folders and Multiple Notebooks Using the Notebook Migration Tool Using OneNote Backups Module Two: Review Questions Module Three: Using Additional Notebooks Creating a New Notebook Closing and Opening Notebooks Setting OneNote Options Module Three: Review Questions Module Four: Formatting and Editing Your Notes Applying Styles Using the Page Setup Group... 31

39 Using Embedded Visio Diagrams Resizing and Moving Objects Arranging and Rotating Objects Module Four: Review Questions Module Five: Working with Audio and Video Recording Audio Recording Video Working with Playback Settings Module Five: Review Questions Module Six: Working with Tables Selecting and Deleting Rows and Columns Inserting Rows and Columns Using Borders and Shading Adjusting Table Alignment Sorting Table Contents Module Six: Review Questions Module Seven: Working with Equations and Excel Spreadsheets Reviewing the Calculator Capabilities Working with Equations Inserting an Excel Spreadsheet Converting a Table to an Excel Spreadsheet Converting Ink to Math Module Seven: Review Questions Module Eight: Researching a Topic Using the Research Task Pane Making Text in Pictures Searchable... 68

40 Working with a Linked Notes Session Viewing or Removing Linked Notes Disabling and Re-enabling Linked Notes Module Eight: Review Questions Module Nine: Advanced Review Tasks Translating Words or Phrases Using the Mini Translator Setting Proofing Language Password Protecting Your Notebook Module Nine: Review Questions Module Ten: Collaborating Sharing Notebooks with Other Computers and Other Authors Viewing Sync Status Taking Meeting Notes Module Ten: Review Questions Module Eleven: Advanced Sharing Options Exporting Your Notes Sending Your Notes Module Eleven: Review Questions Module Twelve: Wrapping Up Words from the Wise Review of Parking Lot Completion of Action Plans and Evaluations