/
Day To Day

Day To Day

 

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


Related content


Contact Our Team

If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!

Is it your first time contacting the team? Learn how to raise a support ticket.

Follow Us

Facebook|height=20 LinkedIn|height=20 Instagram|height=20 Twitter|height=20

Copyright © 2024 accessplanit.

Social medial icons by icons8.com