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
- Requests
- Fulfilling Requests
- Transfers
Notifications
- PO reminders
- Email notifications
- In-app notifications
- Transfers and Requests
Session 2 - Inventory
60-90 Minutes
Questions from last session
Inventory Detail
- Inventory Filters
- Inventory Detail Screen
- Containers
Creating Inventory
- Imports
- Manual Creation
- Scan to Add
Advanced Inventory Features (If time allows, as applicable)
- Bills of Materials
- Preference Cards
- Audits
Session 3: Nuts and Bolts
60-90 Minutes
Questions from last session
Directory
- Physicians
- Facilities
- Procedures
- Manufacturers
Users
- Creation
- User Information
- Distributor Groups
- Assigning Directory Access
Exports and Reports
- Inventory Exports
- Stock Reports
- Sales Reports
- Additional Reporting
Settings
- User Settings
- Account Settings