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Processes

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


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