Onboarding to Field Service Edge Schedule – Professional Plus (711)

The onboarding training is focused on helping the customer’s project team to understand the product, the best practices and support the decision making during the implementation. It is not expected that the project team will be experts at this stage. The training focuses on making sure that they have ample knowledge to perform their role during the implementation. The Onboarding training will normally take place during the Initiation and Education stage of a project and will differ based on the product edition – in this case – focusing on the Professional edition.

Course Objectives: 

By the end of this course the trainees will be able to:

• Describe the Schedule functionality from the end-user’s perspective
• Describe key terms and business processes relating to the system
• Streamline the project team’s decision making process with regards to scoping and drafting of the solution

Course Topics: 

The following features, functionalities, concepts and terms will be covered in the course. This includes high-level explanations of all topics and scenario-driven exercises of how to work with the Service Edge Schedule view from the perspective of a dispatcher:

• Introduction to Service Edge
• Service Edge Foundations for Implementers and Administrators: Course Introduction
• Dispatcher Training
• Dispatcher Training- Exercise
• A-Day-In-A-Life Demo
• The ScheduleHero
• Cloud Architecture
• Data Schema
• Views and Forms
• System Agents
• Status Transition
• Schedule Policies
• Geographic Services
• Localization
• Data Import Tool
• Introduction to Integration with Service Edge

After purchase, within 2-3 business days you will be provided with the following:

1. Access to ClickSoftware’s eLearning course (see agenda below)
2. Access to ClickSoftware’s training environment, with hands-on exercises