On Site Training - Curriculum
A brief, general, highly-compressed description
of what takes place on each of the 5 consecutive training days
(may vary considerably depending on individual circumstances
and trainer's discretion):
Day 1: "Prep Day"
(usually Friday)
-
General Overview - What it is that's
about to happen here?
-
Final Hardware/Network Configuration
Review - Is everything working properly (client PCs,
printers, device sharing, backup systems, and so forth)*
-
QuickBooks Integration setup
-
Bookkeeper training
-
Final Trainee Identification and Qualification
- Who will be trained on what? What are each trainees
strengths, weaknesses, and concerns?
-
Preparation for Training - Explanation
and preliminary review of the training syllabus with all
trainees; agenda review for the next 4 days
*Important note: almost invariably, a
certain amount of the first training day is spent
finalizing software installation, network, and
printing issues. Do not expect a full day of training on
the first day. However, the more ready you can have your
network, the more training time you'll get out this day.
QuickBooks should be installed before the trainer's
arrival. Network preparation for all client-supplied
equipment is your responsibility.
Day 2: In Depth Training
(usually Saturday)
-
Data import (if applicable)
-
ServiceShop company & division setup
-
Inventory strategy and setup including
parts groups and matrices
-
Labor Categories strategy & setup
-
Customer sources - strategy & setup
-
Service Templates - strategy & setup
-
ServiceShop functionality training in
depth - all areas pertinent to this business (usually
starts in afternoon)
Day 3: In Depth Training
(usually Sunday)
Day 4: Supervised Go-Live; Continued
In-Depth Training
(usually Monday)
-
Go live on ServiceShop and QuickBooks
-
Technician training: Time Clock
functions
-
Conduct business as usual on all new
systems under close supervision of trainer
-
Continued training on ServiceShop and
relevant areas of QuickBooks
-
To the maximum extent possible, all
business transactions are monitored by the trainer
-
Extensive Q&A
Day 5: Supervised System Operation;
Continued In-Depth Training
(Usually Tuesday)
-
Focused, Individualized In-Depth
Training
-
Procedures for obtaining support
-
How to access the on-line knowledge-Base
-
Backup Procedures
-
Individual trainee comprehension
review(s)
-
Final preparations for solo flight
tomorrow
-
Sign and photocopy Training Syllabus
Disclaimer
*Environmental circumstances and
conditions conducive to training are not within the trainer's
control. GenesisFour does not and cannot predict or control
trainee aptitude. Overall training results, such as levels of
comprehension and retention will vary. GenesisFour does not
warrant learning curve, ease-of-use, comprehensibility and/or
subjective interpretation of the relative merit of the training
or the software, or training results.
Back to On Site
Training - In Depth
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