Orientation |
Process map |
Steps to set up users, sites, and vendors (I’m an admin) |
Steps to build templates and project categories |
How to set up a workflow and approvals |
How to Track Status |
How to review |
How to close work |
Dashboard Basics |
Orientation |
Process map |
Reviewer 101 |
How to note an exception and re-route the work |
How to approve |
How to track status |
Orientation |
Process map Exceptions |
How to accept work and schedule it to technicians |
Steps to set up Reviewers, Team Members, and Contacts |
How to deal with exceptions and close work |
Use of dashboard |
How to Track Status |
Contractor Training |
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