Omni~U
Onboard, Train, and Scale with Omni~U
Unlock the power of Omni~View with resources designed for success
Omni~U is open to current Omni~View clients only

What is Omni~U?
Omni~U is an ongoing learning series designed to help Omni~View clients and their team get the most out of Omni~View, whether just getting started or ready for a deeper dive

Omni~U Goals
- Accessibility: Regular 101 sessions to help new users get up and running fast or offer a solid refresher for existing users.
- Core Module Mastery: Dive into the modules that matter most with practical, real-world training.
- Power User Expansion: Level up with advanced workflows, tools, and scenarios.
- Community Engagement: Join Q&As and Roundtables to ask questions, hear how others use Omni~View, and share your own ideas.
Upcoming Live Sessions

Module Deep Dive: Work Orders (Modifications) and Parts
Explore advanced features for modifying work orders and managing parts. This session focuses on detailed workflows to ensure accurate updates and efficient part tracking.
- August 15, 2025
- 11:00 – 12:00 CST

Omni~View 101: Quick Start for New Hires or Refresh
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running faster.
- September 5, 2025
- 11:00 – 12:00 CST

Changing Your Omni~View Configuration
Learn how to create and manage subtypes for more detailed tracking, set up GL (General Ledger) mapping to streamline accounting, adjust configuration settings, and more.
- September 19, 2025
- 11:00 – 12:00 CST

Intro to Reports: Standard Reports and New Report Library
Discover how to access and use standard reports, along with a walkthrough of the new report library. Learn where to find key data and how to generate insights quickly.
- October 3, 2025
- 11:00 – 12:00 CST

Q&A: Ask Us Anything with the Omni~View Team
Join an open session with the Omni~View team to ask questions, get clarity on features, and share feedback. No agenda, just your questions, answered.
- October 17, 2025
- 11:00 – 12:00 CST

Omni~View 101: Quick Start for New Hires or Refresh
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running faster.
- November 7, 2025
- 11:00 – 12:00 CST

Year-End Best Practices and New Product Introductions
Review key tips for wrapping up the year smoothly and get a first look at upcoming Omni~View product features and enhancements.
- November 21, 2025
- 11:00 – 12:00 CST

Customers Module and Omni~Connect CRM Functions
Learn how to manage customer information, track interactions, and use Omni~Connect CRM tools within Omni~View to support strong customer relationships.
- December 5, 2025
- 11:00 – 12:00 CST

What’s Next in Omni~U: New Feature Show and Tell
Get a sneak peek at the latest features coming to Omni~View. This session highlights new tools, enhancements, and how they’ll support your workflow.
- December 19, 2025
- 11:00 – 12:00 CST
Previous Sessions