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Summary

Foundation Skills (3-day course)

This course spans three days, covering various aspects of the system. On Day 1, participants delve into task management, user preferences, and task cancellation. Day 2 focuses on asset management, including PPM scheduling, dormant records, and hazards. Day 3 explores advanced topics such as managing disciplines, creating SLAs, handling instructions, and overseeing contracts. The course aims to equip participants with a comprehensive understanding of the system's functionalities.

Benefits

Efficient System Use: Develop confidence in navigating and utilizing the system effectively.
Streamlined Task and Asset Skills: Acquire practical skills in task and asset management for improved operational efficiency.
Advanced Proficiency: Learn advanced features such as SLA creation, instruction set management, and contract oversight, optimizing comprehensive system utilization.

Course Contents

Day 1: Introduction, base system & helpdesk setup

Introduction, system overview and navigation
Suppliers & contracts
User setup & permissions
Property & Estates
Task settings
Helpdesk settings
Contacts & reporters
Logging a reactive breakdown task

Day 2: Asset & PPM management

Asset overview
Asset configuration & setup
Task Instructions
PPM overview & setup
PPM scheduling & management
Scheduled tasks
Resource Overview & setup

Day 3: Task Management & other features

Assigning tasks
Task life cycle & management
Resource planner overview
Document setup
Compliance management
Service Level Agreement settings
Module overview
Reporting options
System setup recap

Prerequisites

Basic familiarity with the system's interface is recommended for effective engagement throughout the course. Participants should have foundational knowledge of task and asset management concepts to grasp advanced functionalities. Prior understanding of resource allocation, contract handling, and system navigation will enhance the learning experience during the three-day course.