Training Schedule

Item	Individual(s)	Date	Comments
Layout - Overview: X-Calendar X-Card & Table View Tabs Overview: X-Schedule (brief overview) X-Today X-Schedule Interpreter X-Find Assignment X-Journal Report -Accounting (brief overview) X-Bundle Appointment X-Review Paperwork X-Review Center X-Create Invoices X-Find Invoices X-Payment Center X-Find Vendor Payment X-Receive Payment -Tools & Settings (brief overview) X-My Settings X-Compliance Center X-Control Center X-Communication Center X-New Account X-New Interpreter -Training (brief overview) X-How to navigate Show Docs X-Show Alpha -Download (Personal Cell Phones) X-On The Spot	Gaby, Lourdes, Steph	5/2/2022	"X" signifies completed
Schedule X-Today X-Card/Table View X-Calendar X-Schedule Interpreter X-Intake X-Confirmations X-Upload Notices X-Card/Table X-Request X-Edit X-Reschedule X-Clone X-Cancel X-Journal X-Assign X-No Vendor X-Additional X-Compliance X-Control Find Assignment X-Appointment ID X-Imported ID X-Vendor X-Account X-Service X-Record ID X-Consumer X-Journal Report X-Find Vendor X-Active X-Inactive X-My Settings X-Locations X-Edit X-Add X-Language X-Edit X-Add X-Rates X-Remove Vendor X-Inactivate Vendor X-Vendor Allow/Disallow	Lourdes, Gaby, Steph	5/2/2022	"X" signifies completed
Calendar Workflow X-Checklist will be provided Education Workflow X-Checklist will be provided	Lourdes, Gaby, Steph	5/2/2022	"X" signifies completed
Accounting X-Bundle Appointments My Settings X-Review Paperwork X-Ready For Review X-Ready For Invoicing X-Review Center X-Accounts X-Vendors X-Tools My Settings X-Create Invoices X-Effective Date X-Billable Period X-Accounts to Bill X-Find Invoice X-Invoice ID X-Assignment ID X-Account X-Invoice Date X-Service Date X-Interpreter X-Service/Language My Settings X-Payment Center X-Select Vendors X-Process Payments My Settings X-Find Vendor Payment X-Assignment ID X-Payment ID X-Vendor Name X-History X-Receive Payment X-Quick Search	Lourdes, Steph	5/3/2022	"X" signifies completed Gaby was on PTO she will watch video that Ana from SI recorded
Tools & Settings X-New Account X-Account X-General X-Locations X-Users X-Accounting X-Invoicing X-Privacy X-Service X-3rd Party X-List of Services X-Rates X-Settings X-Onsite X-Flat Rate X-VIS X-Settings X-VIS Rates X-OPI X-Travel X-Rates X-Account Notes X-Tags X-Settings On the Spot! X-Subaccount X-Rates X-New Interpreter X-General Information X-Profile X-Smart ID X-Skills X-Rates X-Exclusion List X-Vendor Notes X-Tags X-Settings X-Control Center X-Vendors X-Edit X-Account X-Edit X-Control Center X-Account Center X-Vendor Center	Lourdes, Steph	5/4/2022	"X" signifies completed Gaby on PTO - will watch video
Onboarding Vendor Workflow X-Checklist will be provided	Lourdes, Steph	5/4/2022	"X" signifies completed Gaby on PTO will pull files from TEAMS
Onboarding Client Workflow X-Checklist will be provided	Lourdes, Steph	5/4/2022	"X" signifies completed Gaby on PTO will pull files from TEAMS
Communication Center - Templates Schedule New Staff Vendor Customer Assign Staff Vendor Customer Edit Staff Vendor Customer Remove Vendor Staff Vendor Customer No Vendor Staff Vendor Customer Cancel Staff Vendor Customer Coverage Change Staff Vendor Customer Reschedule Staff Vendor Customer Schedule Reminder Staff Vendor Customer Follow up Reminder Staff Vendor Customer DOCS	Lourdes, Gaby, Steph	5/5/2022	"X" signifies completed

Revision #5
Created Wed, Feb 2, 2022 5:45 PM by Veronica Amador
Updated Thu, May 5, 2022 12:13 PM by Veronica Amador