Training Outline: Facility Manager
This outline reflects an example of a training plan for a Facility Manager user, who must be trained on all aspects of ConnectSx.
Session 1 - Building Blocks
45-60 Minutes
Introduction to the Platform
- Mobile vs. Web
- Navigation
Events Workflow (only at their Facility)
- Creating the Event (case)
- Recording Sales
- Replenishment
- Sharing Sales Order
- Adding PO#
- Direct Sales?
Inventory Movement
- Requests
- Transfers
- Receiving Transfers
Inventory Detail (High Level Coverage)
Directory (High Level Coverage)
Notifications
- PO reminders
- Email notifications
- In-app notifications
- Transfers and Requests