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: £149 per person

Delivery Hours: 2

Delivery Method: Online 

Starting Date: Monthly

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1.

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.

2.

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!

3.

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.

4.

Super Admin Fundamentals

Info coming soon

5.

Finance Fundamentals

Info coming soon

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