/
Getting Started - accessplanit fundamentals

Getting Started - accessplanit fundamentals

 

Before you start gathering data or making decisions on how the platform should be configured, it can be really helpful to gain an understanding of the terminology and concepts of the software as this can have an impact on how you decide to structure your data and configure the platform.

To make the process as smooth as possible, we also strongly advised to map your current processes.

Having a strong understanding as to how your current processes work can help save you loads of time during the implementation and also gives your Implementation manager a solid platform in which to build and configure your platform.

Click here to the Help Guide page related to Process Mapping

Click here to view the Help Guide page related to Terminology & Concepts

Click here to view the Help Guide page related to Getting Started

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