Customised training on Consultation Manager.
Training can be delivered virtually or in person.
Training is presented in a "show and tell" format. It is not essential that Users are actively practising the steps on their own screens. To ensure sessions are engaging and interactive, we encourage participants to share example scenarios and ask questions throughout.
Training can be delivered in your system, showing your data, or in a Consultation Manager demo system. Sessions can also be recorded for your convenience and future reference.
Our typical training sessions cover specific content (see below), however, we can work with you to customise the content for your Users.
Depending on your licence, you may have an annual inclusion of training. Fees for additional training begin at $700 (+GST) for a virtual session of approximately 1.5 hours. There is no limit on the number of participants per session. Please note that additional costs are applicable for in-person training.
If you would like to know more, contact your Customer Success Manager.
Standard User Training
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Discussion of why your organisation is using Consultation Manager
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System Orientation
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Data structure and principles
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Searching, including methods and data visualisations
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Data entry, editing and management
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How to log emails directly into CM
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Reporting
Enterprise Administrator Training
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Creating and managing system entities, including Projects Teams and Users
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Tools, including Imports, Webform Builder and Batch Operations
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Creating and managing Classifications
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General system configuration options
We can also cover other features of Consultation Manager at your request, including:
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Advanced searching
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Comms feature
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Mapping
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Mobile use