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| 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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