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Processes

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Below is the checklist of processes that you may complete on a day to day basis on accessplanit:

  •  Testing Preparation
    o Creating account for testing
    o Creating users for testing
    o Creating trainer for testing
    o Creating courses for testing
  •  Booking Process
  •  Delegate Management
    o Transfer a delegate to another course
    o Change a delegate to another user
    o Cancel a delegate
  •  Document Generation
  •  Course Cancellation
  •  Course Completion
  •  Moving a course
  •  Changing a trainer / venue on a course
  •  Logging in as a trainer
  •  Logging in as a manager
  •  Logging in as a learner