Familiarisation

Familiarising yourself with your platform is a vital part of your launch phase with your Training Management Platform. This not only allows you to spot and correct any errors before you launch, it also enables you to get familiar with accessing your data within your new platform and practice using the tool.

You need to use your training management platform as if you were live by processing bookings, managing delegates and manage your finance. This way, when you do launch you have ensured that there will not be any surprises!

The best way that you approach familiarisation is in whichever way works best for yourself and your business. You may prefer to complete workshop days as a team or work separately on your own tasks, you may wish to dedicate entire days to this, or complete short hour sessions each day.

Our guide will detail the key aspects of training management within the platform

Step 1 - Platform Set Up

Step 2 - Day To Day

Step 3 - Removing Test Data