Employee Training Plan

Owned by Stephanie Pepper (e-manage|ONE)
Jun 18, 2020
1 min read

The e-manage database will be installed temporarily on the e-manage server for the setup and will be moved to your server typically just before onsite training. 

Once the database is installed, it will be accessible by your company as long as you have e-manage installed on your computer. 

You will be provided tasks to do in e-manage as part of the setup and be required to create projects, companies and more to get familiar with e-mange during training so it imperative we are working through real live projects and situations. 

Overview Part 1

  • Introduction

  • Logging Into e-manage One

  • e-manage One Help File

  • e-manage Terms

  • e-manage Structure

  • Top Tool Bar

  • Bottom Tool Bar

  • Right Tool Bar

  • Calendar 

Overview Part 2

  • Adding a Company/Contact

  • Creating a Project

  • Adding Contacts to Projects

  • e-manage One e-mail

  • Attaching Documents

  • Creating Notes

  • Document Management

  • Creating Action Items

  • Web Portal 

Sales

  • Quick Review

    • Searching in e-manage One

    • Adding a Company/Contact

    • Creating a Project

    • Attaching Project Contacts

    • Attaching Documents

    • Creating a Note

    • Creating Action Items

    • Web Portal

  • BOM

    • Creating a Quote

    • e-manage One email

  • Managing Opportunities

  • Active & Expired Quotes

  • Day Planner

  • Action Items / Alerts 

Design and Customer Service

  • e-manage One & Design Software

  • Actions To Perform

  • Document Management

  • Creating Action Items

  • Estimating

  • Order Entry

  • Purchase Orders

  • Vendor Acknowledgements

  • Day Planner 

Operations

  • Actions To Perform

  • Receiving

  • Document Management

  • Creating Action Items

  • Scheduling - Implementation Calendar

  • Work Orders

  • Punch List

  • Time Clock

  • Day Planner 

Management

  • Sales Opportunities

  • Backlog

  • Punch List

  • Analysis

  • Web Portal

  • Reports Plus

  • Day Planner 

Accounting

  • BOM & Quotes

  • Vendor Invoices

  • Customer Invoices

    • WIP

  • Collections (Client Aging)

  • Today Tab

    • Vendor Acknowledgements Not Yet Invoiced

    • Installed Not Yet Invoiced

    • Open Project Invoices

  • Day Planner 

Marketing

  • Configure Marketing Campaigns

  • Groups

  • Mail Merge Templates

  • E-mail Blasts

  • Leads

  • Project Type - Lead/New Opportunity

  • Day Planner