Activant Solutions Inc. Custom Education Program: Advanced Features
This class is designed for Activant customers Familiar with the Custom Education Program Interested in using the CEP s advanced features
This course will NOT cover Getting started with the CEP Basic CEP functionality Register for the Custom Education Program Demonstration WBT course Visit the Education pages of the customer web site: http://distribution.activant.com/ Send an e-mail to: wdn.courseregistration@activant.com
Objectives Activant-Created Tests User-Created s Training Agendas
CEP Terminology Activant-Created Test Tests based on Activant Educational Services Training Courses User-Created Tests Tests created by your company s Learning Administrators Made up of questions written by Activant Educational Services User-Created s s written by your company s Learning Administrators
CEP Terminology Training Agenda A list of training requirements, or Action Items, developed by your company s Learning Administrator Action Items Educational experiences that make up a Training Agenda Training courses Coaching, mentoring Training tasks Job-aids
Activant-Created Tests Pre-fab tests that cover Educational Services Training courses
Why use an Activant-Created Test? Pre-test employees before training Identify who NEEDS the training Test employee retention after training Identify who requires more help
User-Created s can cover any subject matter Activant Company-specific operations Product knowledge Human Resources topics Entered via the User-Created Tests function, using a specific system of categorization Functional Areas Roles s s
Categories Functional Areas Roles s s s General Roles s s Specific
Categories: Functional Areas Order Processing Inventory Purchasing and Receiving Accounts Receivable Accounts Payable General Ledger System Administration etc
Functional Area Roles Order Processing Order Entry Handling Customer Inquires Processing Front-Counter/Will Call Orders Processing Shipments Generating Invoices Sales Management etc
Role s Order Entry Processing orders for stock items Processing orders for non-stock items Processing customer returns Generating POs from Order Entry Entering assembly items on orders Processing Blanket Orders Processing payments / credit cards on orders Making Changes to Existing Orders etc
s Processing orders for stock items Understanding Order Header and Order Defaults Using Alternate Ship To records Editing shipping info Editing the packing basis of an order Creating temporary items Understanding stock allocations and dispositions Processing consignment orders Entering orders on behalf of other locations/branches etc
s Understanding Order Header and Order Defaults
Categories Functional Area Role Role Role
Training Agendas List of Action Items that make up a training plan Activant-Created Tests User-Created Tests Company-specific training requirements
Automatic E-Mail Notification Employees Training Agenda assignment Daily Training Agenda reminder Learning Administrator Training Agenda assignment Daily Training Agenda reminder Manager(s) Training Agenda employee progress emails Daily OR Weekly
YOUR Custom Education Program Create employee Job Description documents Duties and responsibilities Outline a Progress Path Goals, quotas, standards Remove intimidation Communication is key! Establish the motivation to learn Promotions, rewards, incentives
Summary CEP advanced features Activant-Created Tests User-Created s Training Agendas Using the Custom Education Program to establish you own training/education program Open the lines of communication BEFORE testing!
For More Information Enhancements Request tool On the customer web site Use the Contact Us! link to submit your feedback and questions On the bottom left of most CEP screens E-mail your comments and suggestions wdn.edservices@activant.com