SmartySessions

If you're new to SmartySessions or simply need a refresher on a particular SmartySession concept, our SmartySessions are recorded for your convenience. They range from basic to more advanced topics.

Looking for video tutorials? All of our video tutorials have been moved onto the SmartySkills Learning Management System (LMS). Visit the LMS for video tutorials and equivalent content via the ‘Education and Training’ option under the ‘Help’ button. More info on the LMS can be found by clicking the image below.

Tutorial Index

Name and Date

27/08/25

Outcomes Engine Refresher

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Q&A Summary Outcome Engine Refresher.pdf

25/06/25

Outcomes and Analytics

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Q&A Summary Outcome & Analytics.pdf

11/06/25

Analytics Deep Dive

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Q&A Summary Analytics Deep Dive.pdf

28/05/25

SmartyGrants 9.0 - Introduction to Analytics and Auto-Classification

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Q&A Summary - SmartyGrants 9.0.pdf

18/02/25

All about variations

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Q&A Summary All about variations .pdf

11/12/24

Unlock powerful reporting with SmartyGrants OData

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Q&A - Unlocking Powerful Reporting with SmartyGrants OData.pdf

29/10/24

SmartyFile - Behind the scenes

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Q&A - SmartyFile-Behind the scenes.pdf

26/06/24

Smart Choice Lists and Standardisation

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Q&A - Standardisation and Smart Choice List.pdf

27/02/24

Using form calculations

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Q&A-Using Form Calculations.pdf

19/12/23

2023 - Year in Review

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2023 Year in Review Q&A Summary.pdf

11/10/23

Workflow feature enhancements and Public Stage Names

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Q&A-Workflow.pdf

31/08/23

Cleaning up your Contacts

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Q&A-Contacts.pdf

06/06/23

Filtering for Efficiency

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24/01/23

New in 2023

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18/08/22

Tasks and Workflow

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28/04/22

Standard Sections 101

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25/11/21

Assessing Assessments

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28/10/21

Advanced Reporting & Tag Customisation

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21/09/21

Form Building Essentials

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26/08/21

Budgets & Funding Essentials

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29/07/21

Checks and Balances

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29/06/21

Emails & Correspondence

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26/05/21

Advanced Standard Fields

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27/04/21

New Bulk Actions

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23/03/21

Standard Field Essentials

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25/02/21

Advanced Conditional Logic

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19/11/20

Troubleshooting and Reports

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20/10/20

Innovation Lab and Funding Centre

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17/09/20

Acquittal & Evaluation

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21/08/20

More about Standard Fields

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21/07/20

Account Administration Tips & Tricks

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19/06/20

Tasks in Action

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19/05/20

Reference Fields

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17/03/20

Conditional Logic

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13/02/20

Budgets and Funding

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26/11/19

User Access

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23/10/2019

Reporting Part II Word, Decision Information & Communicating Financial Info

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23/09/2019

Reporting Part I - Excel, Multi-Program Reporting & Graphs

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