Session 1 – Initial Setup


1. Kickoff Call


2. Review setup:

  • Buildings
  • Building Spaces
  • Approval Paths
  • Users
  • Roles/Permissions


3. Set up Roles with permissions4. Send import of Users with their Roles5. Send import of Sites/Spaces

 

Session 2 – Initial Setup 2

1. Manage approval paths2. Review setting up procedures3. Review Assets/PM


Session 3 – Optional Setup

1. Review any last questions before training


Session 4 – Staff Training