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Instructor Led Courses

SmartAdvisor Bill Entry

Duration: 3 days

Learn how to enter and audit bills in SmartAdvisor. Participants learn basic and advanced features of SmartAdvisor, and apply lessons with hands on practice.

SmartAdvisor Application (Set-up)

Duration: 1 day

Participants  are shown SmartAdvisor application and setup functionalities  to enable communication with their Mitchell Implementation team and begin UAT testing.    

  • BR supervisor, UAT testers, and IT personnel   
  • Participants should be decision makers familiar with their SmartAdvisor workflow

This course is usually offered as part of a three day "pre-go-live" training with Capstone Rule Writing (Basic).

Capstone Rule Writing (Basic)

Duration: 1 day  

Learn the skills required to create rules for use with SmartAdvisor software using Capstone. Participants learn how to write basic rules and conduct rule testing. Hands-on application and sample training scenarios are integrated in the course. 

(This course is usually offered as part of a three day "pre-go-live" training with SmartAdvisor Application Set-up.)

Capstone Rule Writing (Advanced)

Duration: 3 days

This course is designed to provide seasoned Capstone rule writers with the skills necessary to write, test and debug advanced rules and calculations. Participants learn how to create functional and query calculations, understand how Capstone and SmartAdvisor work together, and methods to test and debug rules and calculations.  The course consists of a combination of lecture and hands-on labs.

(This course is usually offered three months following Capstone Rule Writing (Basic).


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