Working - Existing Materials

Working - Existing Materials

Objective: Centralize all existing training materials from Consulting team

Output of this document: list of existing training modules and their resources.

Champion: @Anton Grebinchukov

Prepared: @Bao TRINH (Unlicensed)

Related person:

Source: refer to the section Training list below.

Version:

V1.00 Jan 17, 2024

  • First version made with training and resource list.

 

ATT: this page will be removed when the KB is published

Training list

Current situation: the training documents are fragment over multiple places:

 

Training (for clients)

User training prototype folder

WB training modules page

Process document and guides folder

Author

Training (for clients)

User training prototype folder

WB training modules page

Process document and guides folder

Author

Jobs

 

 

Boyco Boychev

Purchasing

 

 

Boyco Boychev

Stock

 

 

Boyco Boychev

Timesheet/Payroll Administration

 

 

Boyco Boychev

User Employee Admin

 

 

Boyco Boychev

Month-end processes

 

 

Boyco Boychev

Subcontracts Module

 

 

Boyco Boychev

Plant Module

 

 

Boyco Boychev

Forecasting

 

 

Boyco Boychev

Quotes

 

 

Boyco Boychev

Xtracta User Manual For WB

 

 

Dylan Thompson

WB Docket and Daysheets

 

 

Joanne Fredrickson

WB Finance

 

 

Joanne Fredrickson

WB Job costing

 

 

Joanne Fredrickson

WB Project management

 

 

Joanne Fredrickson

WB Stock

 

 

Joanne Fredrickson

WB System admin

 

 

Joanne Fredrickson

Admin - On boarding

 

 

Emma Gardner

Billing

 

 

Daniel Akers

Docket and Daysheets

 

 

Judd Canta, Lisa Robb

Jobs

 

 

Judd Canta, Steve

Plant

 

 

Lisa Robb

Purchasing

 

 

Daniel Akers, Judd Canta

Quotes

 

 

Judd Canta

Stock

 

 

Boyco Boychev

Timesheets

 

 

Judd Canta, Lisa Robb

 

Materials list

The table below shows all existing slides that have been created, based on its file name and updated on Jan 18, 2024.

Note:

 

Training topic

File Name with last edited person.

Location

Training topic

File Name with last edited person.

Location

Job

Confluence page

Shared Resources - Workbench Job Costing

Shared Resources - Jobs - All Documen

Procurement

Confluence page

Shared Resources - Workbench Job Costing

 

Shared Resources - Purchasing

Quote

Confluence page

Forecast

Confluence page

Plant

Confluence page

Shared Resources - Plant

Stock

Confluence page

Shared Resources - Workbench Stock

Shared Resources - Stock

Subcontract

Confluence page

Administration

Confluence page

Shared Resources - Workbench System Admin

Shared Resources - Onboarding

Payroll

Confluence page

Shared Resources - Timesheets

Docket & Daysheets

Confluence page

Shared Resources - Workbench Dockets and Daysheets

Shared Resources - Dockets & Daysheets

Finance

Shared Resources - Workbench Finance

Month end

Confluence page

Project management

Shared Resources - Workbench Project Management

Billing

Shared Resources - Billing

Xtracta

Consulting Knowledge Base - Confluence

Measurement and forecasting manual

  • Measurement and forecasting manual

User Doc

Implement process

Internal Consulting team. (Boyco)

Workbench - Implementation Process - Consulting Knowledge Base - Confluence (atlassian.net)

 

End of document.