All trainings are at least 3 hours long- can be 4 hour depending on client
*Do not guarantee clients will receive a training that covers all components in a 3 hour Super User training*
The Super User agenda is not rigid- by request the trainer can focus on client specific aspects-(they don’t want to spend time on the Admin and Configuration tabs- they do want to focus on an assortment of Components… etc) * please notate these requests*
(Super Users must be present for a Basic class prior to an Advanced training)
Advanced Training Agenda
Administration/Configurations Tabs
Reports
CMS User Accounts
Website User Accounts
Workflows/Approval Cycles
Security Roles
Departments
Trash Can
Social Media Accounts
System Variables
Custom Content
Friendly URL Redirect
Page Templating- Build a new Page Template- Edit Available Page Templates in the Component
Effect a Page Template by adding widgets at the Page level
If applicable- some clients have:
Advanced Mega Menus
Custom Fields
Splash Page Manager
SSL Settings
Search Management
If time is available- Site Content(Components A-Z)
Business Directory
eNotifications
Facility Directory
FAQ
Form/Survey Tool
Job Posts
Online Polls
Photo Album
RFPs
Social RSS Feeds
Service Directory
Service Requests
Staff Directory
By PM Request Only
Job Application Manager
Online Payment
Meetings Manager
Basic Training- What is the Agenda?
Basic Training Agenda (All Users and Editors)
Dashboard and administration interface overview
Support Menu and Help buttons
Intro and overview of Homepage
Interior page overview
Site Content tab
Pages
How to find pages in the back end of the CMS
Adding, editing and deleting
Saving, Archiving and Publishing
Image Library- How to Upload
Document Central- How to Upload
Calendar- Overview of the component, how to Create an Event
News- Overview of the component, how to Create a News Story
Review of Concepts / Discussion
Wrike Training Tasks need what?
Copy and paste the grid below into the Wrike Task Details, then fill it out:
Training Site to be used:
http://Dev7...
Contact Name:
...
Contact Email:
...
Contact Phone:
...
Onsite Training address:
Leave blank if a Go To Meeting
New or Upgrade?
...
User Name Convention:
First initial + Last Name ?
Default Password to sign in:
Simple123!
Approval Cycle information:
1 step, 2 step ...
Additional info for trainers?
...
Did you tell client to set up their training room before the training date?
Tell them: It is best to have everyone participating in the training in to be in the same room watching one projector (this includes web based training).
Participants should each be sitting at a computer with access to the internet. All people who will attend a "Super User/Advance" training must attend a Basic training first.
There is only one TOLL FREE option for web based training: call in using your computer and not by phone.
Do PMs or Trainers prepare the Agendas for clients?
Trainer will prepare the agenda if the PM has not done so and needs support in doing so before training.
Will CMS Videos be updated?
Brian is leading this initiative. If you have input, talk to him or email him.
Are there manuals or handouts for CMS training?
April is working on Reference Guides and Outlines for every type of training. Check Insight Training Documents for recent drafts.
