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2: Back-office Training Prep Work

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Overview


To provide a seamless training experience that allows learners to focus only on relevant content, we must prepare by confirming system access, creating examples, and crafting supporting documents that promote our success.

Checklist


Below is a checklist that includes the minimal actions needed to facilitate back-office training. There may be internal tasks that must be considered. 


  • Gain access to the staging environment

  • Create a back-office user profile following the instructions here
    Access group: User
    Update the Work tab to use Assignment Groups

  • Ensure the learner group has correct access to QFD

  • Retrieve test accounts by reaching out to internal tech partners or review the existing claims in the staging environment

  • Create X claims 
    • X
    • X
    • X
    • X
  • Action the X claims so you can walkthrough key assignments following the instructions XXX

  • Study this training guide and synthesize its content into your learning plan



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