Oracle Aconex Training – Level 1
Oracle Aconex Training – Level 1
Oracle Aconex in UAE Construction and Project Management
Cover practical use of Aconex in UAE projects, particularly:
- Construction and infrastructure projects
- Engineering and consultancy projects
- Real-estate and development projects
- MEP and specialist contractor coordination
- Consultant–contractor document exchange
- Drawings, specifications, RFIs and technical submissions
- Document revisions and approvals
- Project correspondence and transmittals
- Audit trails and document history
- Controlled access to project information
Aconex for Project Management and Document Control
Cover the relationship between Aconex and project-management processes:
- Document submission and approval cycles
- Managing project correspondence
- Tracking document revisions
- Transmittals between project stakeholders
- Review and approval workflows
- Maintaining traceability and audit history
- Coordinating information between consultants, contractors and project teams
- Supporting controlled project communication
- Finding current project information quickly
Course Outcomes
- Navigate Oracle Aconex and manage project documents
- Upload, download, supersede and transmit documents
- Manage document versions, metadata and document registers
- Search and retrieve project information efficiently
- Manage Aconex mail, notifications and correspondence
- Set up and manage document review workflows
- Handle document-related tasks and approvals
- Apply document-control practices within construction and engineering projects
Who Should Take Oracle Aconex Training?
Mention relevant UAE/project roles such as:
- Document Controllers
- Document Control Coordinators
- Project Coordinators
- Project Engineers
- Project Managers
- Construction Managers
- QA/QC professionals
- Engineering and architectural teams
- Consultants and contractors
- Professionals working with project correspondence and document workflows
Practical Oracle Aconex Use Cases
- Construction drawing revision: uploading and superseding an updated drawing.
- Consultant review: sending documents through a review workflow.
- Contractor submission: transmitting project documents to relevant stakeholders.
- Document retrieval: finding the latest approved document using search.
- Project correspondence: managing project mail and attachments.
- Audit and traceability: checking document activity and event history.
- Large document packages: using bulk upload and metadata tools.
Prerequisites
- No prior Oracle Aconex certification is required.
- Basic computer and document-management skills are helpful.
- Familiarity with construction, engineering, infrastructure or project documentation is useful but not mandatory.
- Suitable for beginners as well as professionals who want structured Aconex training.
Course Documents
Basic Tasks in Documents
These are the everyday tasks you'll carry out regularly within Documents.
- File Naming Guidelines and Best Practices
- Upload a document into Aconex.
- Update (Supersede) a Document
- Download a document from Aconex.
- View Document Activity
- Open and Review Documents in Aconex
- Transmit your document.
- Upload documents from external services.
- Preview a Document.
- Resolving File Not Loading errors in the Office Online Viewer
Advanced Tasks in Documents
These are tasks that usually only advanced users will carry out.
- Edit Document field values inline.
- Documents marked 'awaiting your review'.
- Mark document as no longer in use
- View the Event Log to see which users have accessed or changed a document.
- What are Temporary Files?
- Duplicate versions of the same document.
- What is a "locked document"? How do I lock or unlock a document
- Restore a previous version of a document
Superseding and Transmitting Documents
- What is a supersede candidate?
- Transmit updated documents to people who have old versions using an auto-update transmittal.
- Access previous versions of a superseded document
- Manually update your document register from a transmittal.
Using Related Items
You can use Related Items to create relationships between documents. Then when you look at the properties of a document you can see a
list of all related documents and navigate to them directly.
- What is Related Items?
- Viewing Related Items
- Adding Related Items
- Remove documents in Related Items.
Working with a Large Number of Documents
Following these processes can help save you time.
- Restrictions when working with a large number of documents.
- Create multiple document placeholders at the same time.
Upload
- Upload multiple documents and move them into the Document Register
- Upload multiple documents to aconex at the same time using a Zip file upload
- Create a document upload profile
Upload/Supersede
- Upload and supersede files in batches
- What is a metadata file?
- Upload and supersede documents using the Multi File Upload tool
Download
- Download multiple document files
- How do I manage the document review process?
- Are you managing the request and review cycle with your suppliers?
Searching in Aconex
Find the right information when you need it.
- Search Basics
- Working with Search
- Advanced Search Techniques
- Search-Based Reports
Mails
Use Mail for everyday communications and processes on your Aconex project.
Mail Basics
- Create mail.
- Add recipients to mail.
- Attach files or documents to mail.
- Reply to or forward mail.
- Send a draft mail.
- Options in mail
- Send confidential mail.
Email Notifications
- Configure your email notifications.
- Open Mail from an email notification
- Reply to an email notification (as a guest)
- Register Incoming Mail received from outside Aconex.
Manage Mail
- Mark mail as read.
- Mark mail as unread
- Mark sent mail as your response.
- Close-out sent mail.
- Create a mail signature.
- Create a mail template (auto-text)
- Set a default template (auto-text) for a mail type.
Other Tasks in Mail
- Create a mailing group
- Send mail to a group
- Add notes to mail
- View mail awaiting approval
- Print mail
Workflows
Workflows make it easy to set up, track, and complete document reviews on your project.
- What are Workflows
- Review Document in a Workflow
- Start and Manage Document Reviews
- Create and edit Review Templates
- Workflows for Org Admins
- Workflows for Project Admins
- Sub workflows
Tasks in Aconex
Use the Tasks page to manage your 'to do' list in Aconex.
- Tour of the Tasks page
- Clearing tasks from your Tasks page
- Opening mail from the Tasks page
- Receive automatic email notifications for overdue tasks
- Managing your mail via the Tasks page
- Opening a document transmittal
- Open documents in a workflow to review them.
FAQs
What is Oracle Aconex training?
Oracle Aconex training teaches participants how to use Aconex for project document management, document control, correspondence, transmittals, workflows, reviews, searches and project information management.
Who should take Oracle Aconex training?
Oracle Aconex training is suitable for document controllers, project coordinators, project engineers, project managers, construction professionals, consultants, contractors and other professionals who manage project documents and correspondence.
What are the prerequisites for Oracle Aconex training?
No specific Oracle Aconex certification or advanced technical knowledge is required. Basic computer skills are helpful. Familiarity with construction, engineering, project documentation or document control can be useful but is not mandatory.
What will I learn in Oracle Aconex Level 1 training?
The training covers essential Aconex tasks including uploading and downloading documents, superseding documents, document activity, transmittals, related items, document searches, mail, notifications, workflows and task management.
Is Oracle Aconex useful for document controllers?
Yes. Aconex provides tools used for managing project documents, revisions, document registers, transmittals, correspondence, workflows, reviews and document history, making it relevant to document-control activities on projects.
How is Oracle Aconex used in construction projects?
Aconex can be used to manage project information and collaboration between stakeholders such as contractors, consultants and project teams. Common activities include document submissions, revisions, reviews, approvals, transmittals, correspondence and maintaining document history.
Does Oracle Aconex training cover document control?
Yes. The course covers practical document-control activities including document uploads, superseding and version management, document registers, transmittals, searches, document activity, workflows and controlled project correspondence.
Does Oracle Aconex training cover workflows?
Yes. The course covers Aconex workflows, document reviews, review templates, starting and managing document reviews, sub-workflows and workflow-related tasks.
Can beginners learn Oracle Aconex?
Yes. Beginners can learn the fundamental Aconex functions covered in Level 1 training. The course progresses from basic document tasks to more advanced document, mail, workflow and project-management functions.
Where can I take Oracle Aconex training in Dubai?
Oracle Aconex training is available at Zabeel Institute in Dubai. Training is designed around practical Aconex functions used in document control and project environments.
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