Training: Platform Fundamentals.

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Join us on our series of Platform Fundamentals.


Whether you're a new platform user, exploring a new area or looking for a refresher, these training sessions are for you. 


Cost: £150 per person

Delivery Hours: 2

Delivery Method: Online 

Starting Date: Monthly

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Workflows Fundamentals

This session will help you to use the platform automation to improve not only your external customer communication but also how to improve your internal business processes. With a look at email templates and workflow rules the session aims to give you the confidence to be able to amend and create your own fabulous workflows.


Dashboard Fundamentals

This session is an introduction to the dashboard functionality in the platform. The aims are to help you understand what the dashboard can do, and to build not only your own dashboard but a shared dashboard for your whole admin team!


New Admin Fundamentals

This is an introductory session to the accessplanit platform, this session is designed for new admins to help build confidence in navigating the platform and completing tasks like creating courses and adding delegates.


Super Admin Fundamentals

This session is designed to help admins become super users within the platform. We’ll explore the admin options within the platform and how these are used, as well as looking at importing and how this can benefit you. 


Finance Fundamentals

This session is an overview of the finance module and is designed to take you through the functionality of finance in accessplanit. The session will include invoicing, crediting, and profitability; going into how profitability is calculated to give you forecasted income, as well as the different options for reducing course costs. Please note this session will cover the functionality within accessplanit and will not cover financial integrations.


Manager Access and Trainers Fundamentals

In this session, we’ll look at the manager access feature within your platform and how this can benefit you and your managers. We’ll also look at what options we have for trainers and the features they can use within your accessplanit platform. 




This session will take you through the fundamentals of importing records into the accessplanit platform. We will look at building profiles, how to create and bulk update records as well as identifying errors. This session will focus on course and delegate importing. 


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