Training Outline: Operations User
This outline reflects an example of a training plan for a general administrator user, who must be trained on all aspects of ConnectSx.
Session 1 - Building Blocks (Events Workflow and Inventory Movement)
60-90 Minutes
Introduction to the Platform
- Mobile vs. Web
- Dashboard
- Navigation
Events Workflow (Guided Hands-On)
- Creating the Event
- Recording Sales
- Replenishment
- Billing for the Event
- Tracking Payment
- Commissions
Inventory Movement
Notifications
- PO reminders
- Email notifications
- In-app notifications
- Transfers and Requests
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
- Inventory Exports
- Stock Reports
- Sales Reports
- Additional Reporting