The MasterLibrary™ Work Orders Support Team will provide your District with Implementation Setup Help and Training for your District Staff. 

What's included in the On-Boarding Training Sessions?

Session 1 – Initial Setup

1. Kickoff Call

2. Review setup/info needed for spreadsheet:

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

After Kickoff Call:

3. Send spreadsheet to district to complete.

4. Receive completed spreadsheet for import.


Session 2 – Continued Setup

1. Review imported information.

2. Review approval path set up/roles. 

3. Review setting up procedures.

4. Review Assets/PM.

Session 3 – Staff Training (if needed)