Training

We’ll help you make the most of your services.

Training Plans

Silver

Training workshop for up to 12 staff – usually across two or three sessions – covering admin, setup, customer service workflow, and performance reporting.

Gold

Training workshop for up to 40 staff – usually across five or six sessions – covering admin, setup, customer service workflow, performance reporting and inspection services.

Staff working from home? No problem.

As a remote organisation, we’re fully equipped to deliver meaningful training online. Via state of the art remote working technology, we’ll ensure your team can learn the ropes on the same machines they’ll be using to access our services each day — even if they’re working from home.

Small groups for maximum progress

We train up to eight members of staff per session, so that we can give full attention to each person, dealing with individual issues or questions as they arise. Each session takes two hours, and we can run up to three sessions per day.

Training will be tailored to staff roles (i.e. customer service officers, inspectors, superadmin, etc). We can train all types of staff at once, but if practical, and if you have multiple workshops booked, it’s very helpful to have staff who will hold the same role in the same session.

Become experts

During the training, you’ll learn about:

Admin and setup

Creating staff accounts and logins
Making template responses
Specifying report types
Creating priority flags
Defining access by area and/or issue
Setting up and using alerts
Integrating with other council systems

Customer service workflow

The report journey
Locating specific reports
Updating, editing or moderating a report
Changing a report’s state
Hiding reports or reporter’s name
Making and editing updates
Reporting on behalf of someone else
Viewing all reports

Performance reporting

Using the dashboard to understand your council’s report frequency
Tracking average fulfilment times
Specifying custom reporting requirements
Integration with other reporting systems

Additionally, inspectors will learn how to:

Create a shortlist
Update the status of an issue

There’ll also be plenty of time for asking questions and discussing any issues specific to your council.

What you’ll need

Each member of staff will need access to whichever of our services you’re adopting via a computer terminal with an internet connection.

Participants should bring the necessary equipment to take notes, either by hand or on their computer — either way, they will need to access these notes for reference in the coming weeks.

Join one of our regular webinars

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