Training

Purpose

This SOP guides clients through the steps to schedule a training session using their dashboard.

Steps for Clients:

1. Navigate to the 'Training' Section:

   • Scroll down on your dashboard and find the Training section.

   • You will be redirected to the We Need Training page.

2. Fill Out the Training Form:

   • Provide essential training details, including the desired Date and Topic.

3. Select Topics:

   • You can select multiple training topics.

   • If you select the Other option, a conditional logic box will appear for additional input.

4. Submit Your Request:

   • Click the Submit button to complete your training session request.

   • They will receive an email once they submit.
     

     

SuiteDash Links:

• Portal Page

• Project Generator

• Project Task Template

• Form

Additional Notes:

• Ensure all required fields are filled in to avoid processing delays.

• You will receive an email confirmation once the training session is scheduled.