Please see below our virtual training courses upcoming in November and December. We do still have some availability on our November courses but spaces are limited so click on the links below or go to our Professional Services calendar now to avoid disappointment and take advantage of our special lockdown pricing offer of £75 per delegate, per session.
Further courses for December are available and can be booked through our training calendar. Please note courses from 2nd December 2020 will be charged at our standard rate of £100 per delegate, per session. Our new volume discounts will apply for all courses from 2nd December 2020. A discounted rate of £85 per delegate, per session will apply when booking 5 or more places on any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more places on any sessions. These offers apply when you make the required number of bookings at the same time. Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.
Our virtual training is a great way to extend the knowledge of your staff and increase productivity. Our courses are hosted on our cloud based servers, each user will have their own login to a Protean training database, to truly get that hands-on experience. All courses are delivered by one of our experienced consultants and are suitable for those new to Protean as well as seasoned professionals!
***** November Courses *****
New Users ** FULLY BOOKED **
09:30 – Friday 20th November – New Users ** FOC Training **
Free of Charge Classroom Training Session!
Familiarisation, navigation and basic operations within key modules.
The session will cover all aspects of getting started, navigation and key operations such as creating sites, creating equipment records and logging jobs.
Suitable for all users
Stock Operations ** Spaces Available – Book Now **
13:30 – Monday 23rd November – Stock Operations – Part 1 of 2
- Stock Enquiry (including searching for parts),
- Part Creation
- Stores
- Min Max & Multi Supplier parts
- Serialised Parts, Kit Builds
13:30 – Tuesday 24th November – Stock Operations – Part 2 of 2
- Job Stock Issues (and reporting on fulfillable issues)
- Stock Adjustments (incl Stock Taking)
- Purchasing Stock
- Goods Received
- Stock Set Up (Types/Discounts/Categories), All utilities, Parts Kits
***** December Courses *****
Job Operations
09:30 – Thursday 3rd December – Job Operations – Part 1 of 4
- Using the Jobs Global Enquiry screen (inc Advanced Filters)
- Creating Jobs
- Allocating Jobs using the Planner Board
09:30 – Friday 4th December – Job Operations – Part 2 of 4
- Updating existing Jobs (inc cancelling jobs and using Tasks)
- Adding further visits
- Adding parts via request / workshop issue process
- Raising purchase orders for Parts
- Raising purchase orders for Misc item
13:30 – Monday 7th December – Job Operations – Part 3 of 4
- Completing a Job
- Invoicing Jobs
- Further Work Required process
- Job Quotations
13:30 – Tuesday 8th December – Job Operations – Part 4 of 4
- Multi Equipment Jobs
- Job Module Setup & Settings
- Job Module Reports
New Users ** FOC Training Course **
09:30 – Tuesday 15th December – New Users ** FOC Training **
Free of Charge Classroom Training Session!
Familiarisation, navigation and basic operations within key modules.
The session will cover all aspects of getting started, navigation and key operations such as creating sites, creating equipment records and logging jobs.
Suitable for all users
CRM and Sales App
09:30 – Thursday 17th December – CRM – Part 1 of 2
Desktop users Protean CRM functions:
- Prospect management
- Contracts
- Tasks
- Sales Opportunities
09:30 – Friday 18th December – CRM – Part 2 of 2 Including Protean Sales App
- Quotations
- The Protean Sales App
For further courses and dates see our training calendar at: https://support.proteansoftware.com/calendar/
If you are looking for specific training not listed here or in our training calendar please get in touch with us at consultants@proteansoftware.co.uk and we will be happy to discuss your requirements with you.
How do these courses work?
We host these course on our cloud based servers. Each user will have their own login to a Protean training database, to truly get that hands-on experience. All the courses will be delivered by one of our experienced consultants, who will be able to guide the delegates through the course and assist as required.
How much does each course cost?
Delegates have the option to sign up for as many or as few courses as they wish and companies can register more than one delegate on each session. Up until 2nd December 2020 each session will cost £75 (which is a special discounted rate during the lockdown period) per delegate, per session and will last around two and a half hours. From 2nd December 2020 each session will cost £100 per delegate, per session. A discounted rate of £85 per delegate, per session will apply when booking 5 or more spaces on any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more spaces on any sessions. These offers apply when you make the required number of bookings at the same time. Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.
For more information on any course contact consultants@proteansoftware.co.uk.
Please take a look at our professional services calendar for details of future training courses and other events: https://support.proteansoftware.com/calendar/
These sessions will be held remotely in our virtual classroom and are available to delegates from all of our customers.
Specific organisational processes may be discussed during Delegate Q&A at the end of each session.
Morning sessions start at 9.30am and run until approximately 12pm. Afternoon sessions start at 13.30 and run until approximately 4:00pm.