User Training

Aim

Attendees will gain understanding of the Sunrise system enough to train their Users/Contacts in how to access the system, then add, view, and update records in one key service.

Who should attend?

Delegates should be involved with the training of end users in their organisation, this training is focussed on demonstration basic functionality of Sunrise, for the customer to pass on skills to their staff members on how to use the system.

Content

• Logging into Sunrise
• Tour of the screen layout including Dashboard and Navigation Bar, and a key service Summary screen
• Adding a record, using associations, and dynamic searching
• Viewing, Editing and Updating records with operations

Duration

½ day (1x 3.5-hour session)

Aim

To deliver basic training on reports using the default offering in the Sunrise product.

Who should attend?

Customer team members involved with the reporting aspect from Sunrise, delegates should understand what data they want to report on from Sunrise. This session focuses on the default reporting but can offer insights into the next step to reporting, either with advanced training, or additional configuration.

Content

• Refresh knowledge on Filters and their use
• Creating and managing Dashboards
• Creating HTML Reports
• Scheduling HTML Reports
• Introduction to SQL Reports included (if applicable)

Duration

½ day (1x 3.5-hour session)