Protean Virtual Classroom Training Update

We will soon be publishing our training schedule for 2021 but for now we do still have some availability on our December courses. Spaces are limited so click on the links below or go to our Professional Services calendar now to avoid disappointment.

https://support.proteansoftware.com/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!
 

***** 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 – Only a few spaces left! **

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. 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.