Sample Training Agenda

Owned by Melissa Girtz
Jul 06, 2017
1 min read

Day 1 (8-11am): Admin training - permit setup

System Settings and Image Upload

App Groups

Sections

Fields

Data Types

Rules, Actions

Permit and App Numbering

Terms

Fees

Payment Methods

External Documentation



Day 1 (noon- 3pm): Admin training - approval workflow processes, access control, and inspections

Indexes – App Status Setup

App Status Setup/Rules/Dialogs

ACL (PIM and Permits) – employee write, author read

Durations>> Expirations

Notifications (3 types)

Mgmt Sections and Mgmt Section Fields (permit start date required)

App Subtypes


Day 2 (8-11am): User training

User accounts

Dashboard -finding a permit

Viewing /approving permit

Mgmt Sections

Inspections/Site Reviews

Invoices (viewing, adding, modifying)

Report tab


Day 2 (noon- 3pm): Admin training - reports, imports, worksite cards, integrations, permit adjustments following user training

Integrations>> Setup and Checking Daily Log

Datasets and Reports

Worksite Cards