ConnectSx

Session 1 - Building Blocks (Events Workflow and Inventory Movement)

<a href="https://intercom.help/connectsx/en/articles/13663605-how-do-i-use-the-beacon-dashboards" rel="nofollow noopener noreferrer" target="_blank">Dashboard</a>

<a href="https://intercom.help/connectsx/en/articles/13663595-how-do-i-navigate-connectsx" rel="nofollow noopener noreferrer" target="_blank">Navigation</a>

- Mobile vs. Web
- <a href="https://intercom.help/connectsx/en/articles/13663605-how-do-i-use-the-beacon-dashboards" rel="nofollow noopener noreferrer" target="_blank">Dashboard</a>
- <a href="https://intercom.help/connectsx/en/articles/13663595-how-do-i-navigate-connectsx" rel="nofollow noopener noreferrer" target="_blank">Navigation</a>

<a href="https://intercom.help/connectsx/en/articles/13663263-how-do-i-schedule-a-case-or-other-event-type-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Creating the Event</a>

<a href="https://intercom.help/connectsx/en/articles/13663248-how-do-i-record-sales-from-a-case-and-build-a-sales-order" rel="nofollow noopener noreferrer" target="_blank">Recording Sales</a>

<a href="https://intercom.help/connectsx/en/articles/13663575-how-do-i-request-replenishment-inventory" rel="nofollow noopener noreferrer" target="_blank">Replenishment</a>

<a href="https://intercom.help/connectsx/en/articles/13663619-how-do-i-submit-a-case-for-billing-and-share-the-sales-order" rel="nofollow noopener noreferrer" target="_blank">Submit for Billing and Share the Sales Order</a>

<a href="https://intercom.help/connectsx/en/articles/13663630-how-do-i-add-the-purchase-order-to-my-case" rel="nofollow noopener noreferrer" target="_blank">Adding PO#</a>

<a href="https://intercom.help/connectsx/en/articles/13663617-how-do-i-get-my-invoice" rel="nofollow noopener noreferrer" target="_blank">Sharing the Invoice</a>

<a href="https://intercom.help/connectsx/en/articles/13663632-how-do-i-mark-an-event-as-paid" rel="nofollow noopener noreferrer" target="_blank">Tracking Payment</a>

<a href="https://intercom.help/connectsx/en/articles/13663313-how-do-i-handle-commissions-for-my-cases-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Commissions</a>

<a href="https://intercom.help/connectsx/en/articles/13663350-how-do-i-make-a-direct-sale-to-a-customer" rel="nofollow noopener noreferrer" target="_blank">Direct Sales?</a>

<a href="https://intercom.help/connectsx/en/articles/13661610-how-do-i-find-and-use-inventory-that-is-shared-with-me-by-my-distributor-for-sales-users" rel="nofollow noopener noreferrer" target="_blank">Shared Distributor Inventory?</a>

- <a href="https://intercom.help/connectsx/en/articles/13663263-how-do-i-schedule-a-case-or-other-event-type-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Creating the Event</a>
- <a href="https://intercom.help/connectsx/en/articles/13663248-how-do-i-record-sales-from-a-case-and-build-a-sales-order" rel="nofollow noopener noreferrer" target="_blank">Recording Sales</a>
- <a href="https://intercom.help/connectsx/en/articles/13663575-how-do-i-request-replenishment-inventory" rel="nofollow noopener noreferrer" target="_blank">Replenishment</a>
- <a href="https://intercom.help/connectsx/en/articles/13663619-how-do-i-submit-a-case-for-billing-and-share-the-sales-order" rel="nofollow noopener noreferrer" target="_blank">Submit for Billing and Share the Sales Order</a>
- <a href="https://intercom.help/connectsx/en/articles/13663630-how-do-i-add-the-purchase-order-to-my-case" rel="nofollow noopener noreferrer" target="_blank">Adding PO#</a>
- <a href="https://intercom.help/connectsx/en/articles/13663617-how-do-i-get-my-invoice" rel="nofollow noopener noreferrer" target="_blank">Sharing the Invoice</a>
- <a href="https://intercom.help/connectsx/en/articles/13663632-how-do-i-mark-an-event-as-paid" rel="nofollow noopener noreferrer" target="_blank">Tracking Payment</a>
- <a href="https://intercom.help/connectsx/en/articles/13663313-how-do-i-handle-commissions-for-my-cases-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Commissions</a>
- <a href="https://intercom.help/connectsx/en/articles/13663350-how-do-i-make-a-direct-sale-to-a-customer" rel="nofollow noopener noreferrer" target="_blank">Direct Sales?</a>
- <a href="https://intercom.help/connectsx/en/articles/13661610-how-do-i-find-and-use-inventory-that-is-shared-with-me-by-my-distributor-for-sales-users" rel="nofollow noopener noreferrer" target="_blank">Shared Distributor Inventory?</a>

<a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Requests </a>

<a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Fulfilling Requests</a>

<a href="https://intercom.help/connectsx/en/articles/13661676-how-do-i-transfer-inventory" rel="nofollow noopener noreferrer" target="_blank">Transfers</a>

- <a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Requests </a>
- <a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Fulfilling Requests</a>
- <a href="https://intercom.help/connectsx/en/articles/13661676-how-do-i-transfer-inventory" rel="nofollow noopener noreferrer" target="_blank">Transfers</a>

<a href="https://intercom.help/connectsx/en/articles/13663273-how-do-i-send-users-email-reminders-about-missing-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">PO reminders</a>

<a href="https://intercom.help/connectsx/en/articles/13663249-what-email-notifications-does-connectsx-send" rel="nofollow noopener noreferrer" target="_blank">Email notifications</a>

<a href="https://intercom.help/connectsx/en/articles/13661628-who-receives-inventory-request-notifications" rel="nofollow noopener noreferrer" target="_blank">Transfers and Requests</a> ​

- <a href="https://intercom.help/connectsx/en/articles/13663273-how-do-i-send-users-email-reminders-about-missing-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">PO reminders</a>
- <a href="https://intercom.help/connectsx/en/articles/13663249-what-email-notifications-does-connectsx-send" rel="nofollow noopener noreferrer" target="_blank">Email notifications</a>
- In-app notifications
- <a href="https://intercom.help/connectsx/en/articles/13661628-who-receives-inventory-request-notifications" rel="nofollow noopener noreferrer" target="_blank">Transfers and Requests</a> ​

<a href="https://intercom.help/connectsx/en/articles/13663301-how-do-i-view-search-and-filter-my-inventory" rel="nofollow noopener noreferrer" target="_blank">Inventory Filters</a>

<a href="https://intercom.help/connectsx/en/articles/13663628-how-do-i-manage-my-inventory-detail-information" rel="nofollow noopener noreferrer" target="_blank">Inventory Detail Screen</a>

<a href="https://intercom.help/connectsx/en/articles/13663596-how-do-i-create-containers" rel="nofollow noopener noreferrer" target="_blank">Containers</a>

- <a href="https://intercom.help/connectsx/en/articles/13663301-how-do-i-view-search-and-filter-my-inventory" rel="nofollow noopener noreferrer" target="_blank">Inventory Filters</a>
- <a href="https://intercom.help/connectsx/en/articles/13663628-how-do-i-manage-my-inventory-detail-information" rel="nofollow noopener noreferrer" target="_blank">Inventory Detail Screen</a>
- <a href="https://intercom.help/connectsx/en/articles/13663596-how-do-i-create-containers" rel="nofollow noopener noreferrer" target="_blank">Containers</a>

<a href="https://intercom.help/connectsx/en/articles/13663636-how-do-i-import-inventory-to-the-console" rel="nofollow noopener noreferrer" target="_blank">Imports </a>

<a href="https://intercom.help/connectsx/en/articles/13663622-how-do-i-create-inventory-manually" rel="nofollow noopener noreferrer" target="_blank">Manual Creation </a>

- <a href="https://intercom.help/connectsx/en/articles/13663636-how-do-i-import-inventory-to-the-console" rel="nofollow noopener noreferrer" target="_blank">Imports </a>
- <a href="https://intercom.help/connectsx/en/articles/13663622-how-do-i-create-inventory-manually" rel="nofollow noopener noreferrer" target="_blank">Manual Creation </a>
- <a href="https://intercom.help/connectsx/en/articles/13663562-how-can-i-create-inventory-by-scanning-the-udi-to-populate-product-info" rel="nofollow noopener noreferrer" target="_blank">Scan to Add </a>

Advanced Inventory Features (If time allows, as applicable)

<a href="https://intercom.help/connectsx/en/articles/13663613-how-can-i-create-a-bills-of-materials-to-manage-container-stock-levels" rel="nofollow noopener noreferrer" target="_blank">Bills of Materials</a>

<a href="https://intercom.help/connectsx/en/articles/13663635-how-do-i-use-bills-of-materials-to-manage-custom-trays-and-surgeon-preferences" rel="nofollow noopener noreferrer" target="_blank">Preference Cards</a>

<a href="https://intercom.help/connectsx/en/articles/13663567-how-can-i-manage-inventory-audits-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Audits</a> ​

- <a href="https://intercom.help/connectsx/en/articles/13663613-how-can-i-create-a-bills-of-materials-to-manage-container-stock-levels" rel="nofollow noopener noreferrer" target="_blank">Bills of Materials</a>
- <a href="https://intercom.help/connectsx/en/articles/13663635-how-do-i-use-bills-of-materials-to-manage-custom-trays-and-surgeon-preferences" rel="nofollow noopener noreferrer" target="_blank">Preference Cards</a>
- <a href="https://intercom.help/connectsx/en/articles/13663567-how-can-i-manage-inventory-audits-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Audits</a> ​

<a href="https://intercom.help/connectsx/en/articles/13663381-how-do-i-create-a-physician-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Physicians</a>

<a href="https://intercom.help/connectsx/en/articles/13663326-how-do-i-create-a-facility-hospital-asc-customer-etc" rel="nofollow noopener noreferrer" target="_blank">Facilities</a>

<a href="https://intercom.help/connectsx/en/articles/13663382-how-do-i-create-a-procedure-in-the-beacon-directory" rel="nofollow noopener noreferrer" target="_blank">Procedures</a>

<a href="https://intercom.help/connectsx/en/articles/13661783-how-can-i-create-a-manufacturer-in-my-directory" rel="nofollow noopener noreferrer" target="_blank">Manufacturers</a>

- <a href="https://intercom.help/connectsx/en/articles/13663381-how-do-i-create-a-physician-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Physicians</a>
- <a href="https://intercom.help/connectsx/en/articles/13663326-how-do-i-create-a-facility-hospital-asc-customer-etc" rel="nofollow noopener noreferrer" target="_blank">Facilities</a>
- <a href="https://intercom.help/connectsx/en/articles/13663382-how-do-i-create-a-procedure-in-the-beacon-directory" rel="nofollow noopener noreferrer" target="_blank">Procedures</a>
- <a href="https://intercom.help/connectsx/en/articles/13661783-how-can-i-create-a-manufacturer-in-my-directory" rel="nofollow noopener noreferrer" target="_blank">Manufacturers</a>

<a href="https://intercom.help/connectsx/en/articles/13661612-how-do-i-set-up-a-new-user" rel="nofollow noopener noreferrer" target="_blank">Creation</a>

<a href="https://intercom.help/connectsx/en/articles/13663158-how-can-i-keep-track-of-my-users-business-names-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">User Information</a>

<a href="https://intercom.help/connectsx/en/articles/13663307-how-do-i-assign-sales-users-to-a-distributor-group" rel="nofollow noopener noreferrer" target="_blank">Distributor Groups</a>

<a href="https://intercom.help/connectsx/en/articles/13663258-how-do-i-assign-directory-records-to-my-users-so-they-can-use-them" rel="nofollow noopener noreferrer" target="_blank">Assigning Directory Access</a> ​

- <a href="https://intercom.help/connectsx/en/articles/13661612-how-do-i-set-up-a-new-user" rel="nofollow noopener noreferrer" target="_blank">Creation</a>
- <a href="https://intercom.help/connectsx/en/articles/13663158-how-can-i-keep-track-of-my-users-business-names-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">User Information</a>
- <a href="https://intercom.help/connectsx/en/articles/13663307-how-do-i-assign-sales-users-to-a-distributor-group" rel="nofollow noopener noreferrer" target="_blank">Distributor Groups</a>
- <a href="https://intercom.help/connectsx/en/articles/13663258-how-do-i-assign-directory-records-to-my-users-so-they-can-use-them" rel="nofollow noopener noreferrer" target="_blank">Assigning Directory Access</a> ​

<a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Inventory Exports</a>

<a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Stock Reports</a>

<a href="https://intercom.help/connectsx/en/articles/13663471-how-do-i-pull-a-sales-report-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Sales Reports</a>

- <a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Inventory Exports</a>
- <a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Stock Reports</a>
- <a href="https://intercom.help/connectsx/en/articles/13663471-how-do-i-pull-a-sales-report-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Sales Reports</a>
- Review Additional Reporting

<a href="https://intercom.help/connectsx/en/articles/13663591-how-do-i-control-my-users-permissions-in-connectsx-user-settings" rel="nofollow noopener noreferrer" target="_blank">User Settings</a>

<a href="https://intercom.help/connectsx/en/articles/13663292-how-do-i-change-my-account-settings" rel="nofollow noopener noreferrer" target="_blank">Account Settings</a>

<a href="https://intercom.help/connectsx/en/articles/13661640-what-controls-and-settings-do-i-have-over-my-organization-account-admins" rel="nofollow noopener noreferrer" target="_blank">Organization Settings</a>

- <a href="https://intercom.help/connectsx/en/articles/13663591-how-do-i-control-my-users-permissions-in-connectsx-user-settings" rel="nofollow noopener noreferrer" target="_blank">User Settings</a>
- <a href="https://intercom.help/connectsx/en/articles/13663292-how-do-i-change-my-account-settings" rel="nofollow noopener noreferrer" target="_blank">Account Settings</a>
- <a href="https://intercom.help/connectsx/en/articles/13661640-what-controls-and-settings-do-i-have-over-my-organization-account-admins" rel="nofollow noopener noreferrer" target="_blank">Organization Settings</a>

This outline reflects an example of a training plan for a general administrator user, who must be trained on all aspects of ConnectSx.

Training Outline: Operations User

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Training Outline: Operations User

Session 1 - Building Blocks (Events Workflow and Inventory Movement)

60-90 Minutes

Introduction to the Platform

Events Workflow (Guided Hands-On)

Inventory Movement

Notifications

Session 2 - Inventory

60-90 Minutes

Questions from last session

Inventory Detail

Creating Inventory

Advanced Inventory Features (If time allows, as applicable)

Session 3: Nuts and Bolts

60-90 Minutes

Questions from last session

Directory

Users

Exports and Reports

Settings

Training Outline: Operations User

Session 1 - Building Blocks (Events Workflow and Inventory Movement)

60-90 Minutes​

Introduction to the Platform

Events Workflow (Guided Hands-On)

Inventory Movement

Notifications

Session 2 - Inventory

60-90 Minutes​

Questions from last session​

Inventory Detail

Creating Inventory

Advanced Inventory Features (If time allows, as applicable)

Session 3: Nuts and Bolts

60-90 Minutes​

Questions from last session​

Directory

Users

Exports and Reports

Settings

60-90 Minutes

60-90 Minutes

Questions from last session

60-90 Minutes

Questions from last session