Role Study Guide: Operations

Role Description: 

The Operations User/General Administrator govern the data for the company. They are in charge of keeping the Facility, Physician, Procedure, Product info, and User data up to date. They are also in charge of the organization’s settings, including what users are allowed (or required) to do. 

In some cases, Administrators may also be responsible for inventory movement and processing sales, so these subjects are also covered below. 

This study guide serves as a primer for a user to begin exploring the functionality they may use on a daily basis. This is meant to supplement in-person training, and may not include all advanced functionality that’s covered throughout the rest of the users’ training. 

Resources: 

The following resources will help both jump-start and round out your understanding and skill set when using ConnectSx. 

1. How to get started in the Console is precisely as it sounds: an overview of how to get the ball rolling and what to expect.
   
   
2. Surgical Case Workflow will give you an example overview of how a rep records sales for a case, how the case is billed, and how replenishment is fulfilled.
   
   
3. How to use the Dashboard can be tremendously valuable, since the Dashboard is where you go to see quick updates in activity as well as get a birds eye view of the organization.
   
   
4. Critical Business Data: A key piece of maintaining quality and regulatory standards, as well as running an efficient business, is keeping your data clean and up to date. The following documents will dive into how to manage the data that is critical to your business:
   
   
   1. Managing your Directory Information
   2. Maintaining Facility Specific Contract Pricing
   3. Entering/Editing Inventory Data
   4. Inviting Users
   5. Calculating User Commissions
   6. Setting up missing PO Emails
   7. The Product Catalog
   8. Using Bills of Materials for Containers
      
      
5. Staying Up to Date: A core component of your business is keeping information accurate with current activity as you coordinate with the field. This is an area where balls can easily be dropped. The following documents cover how you engage with your reps and how you keep the system up to date with new information:
   
   
   1. Updating the Directory in Real Time
   2. User Directory Assignments and Permissions
   3. Dashboard and Notifications - Paying attention to new Cases, Requests, and Transfers
      
      
6. Inventory Stock Management: One thing you never want to happen (if you can help it) is to run out of inventory and not be able to support sales. Part of that is maintaining awareness of case activity so you can support the demand for inventory. The following articles cover the features that help you make sure you're getting your reps what they need while maintaining your stock:
   
   
   1. Reviewing Inventory Levels 
   2. Reviewing the Case Schedule
   3. How to use the new ConnectSx Reporting Framework
   4. Create Supplier Orders
   5. How to correct inventory inaccuracies
      
      
7. Creating Inventory: Admins may be responsible for creating inventory in their Org’s account. There are multiple ways to do this in ConnectSx, and the following articles cover each in depth:
   
   
   1. Preparing an inventory load
   2. How to import inventory into the console
   3. Creating inventory manually
   4. Exploring the inventory detail screen to manage device information
      
      
8. Inventory Movement: In some cases Administrators may be in charge of inventory movement as well. They may fulfill inventory requests and transfer inventory to designate changes in inventory custody or location as stock is moved to support cases, relieve stuck inventory, and optimize inventory distribution. Use the following articles to better understand the capabilities available to you:
   
   
   1. How to transfer inventory in the console
   2. How to set location while transferring inventory
   3. How to transfer inventory directly into a container
   4. How to receive a transfer
   5. Viewing the transfer and request history
   6. How to request inventory on behalf of a user
   7. How to fulfill inventory requests in the console
   8. Linking inventory requests, transfers, and events
      
      
9. Events Workflow: Admins may also be involved in processing sales/cases, in the event that a Rep or Distributor does not enter the data. They may also participate in the sharing of the sales order and invoice, collecting the PO, and collecting payment. The following articles will help ensure you have a good handle on the process:
   
   
   1. Scheduling Cases and other Event Types
   2. Recording Sales from a Case
   3. Closing the Case and Sharing the Sales Order
   4. Completing the Case: Entering the PO and Generating the Invoice
   5. How to mark an event as paid
   6. Commissions
      
      
10. Settings: Admins are in charge of the organization's settings, including what users are allowed or restricted from doing. To better understand these options, review the following documents:
    
    
    1. Administrative Controls and Settings
    2. User Controls and Settings
    3. Console Account Settings
    4. How to manage users in the console