Admin training follow up
Admin Session
Date:
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Tracking report itself does not need to be uploaded to Sell for admin sessions.
Please also remember to also do the following:
Sell
- Check “Admin Session Booked” date is against Sell record.
- Check you are set as the "Customer Contact" on Sell record.
- Send “Admin Session Follow Up” macro on the relevant ticket.
- Change video access settings on Google Drive recording of the session.
- Paste recording within follow up ticket prior to marking as “Solved”
Attendance
Number of attendees:
Names:
Duration: (Please refer to the attendance report to support the below/remove as necessary)
- All attended the full day
- User X kept leaving and rejoining, this implies an internet connection issue.
- User X only stayed on for the training for the first hour.
Competence/Engagement (Please use the chat box transcript to support some of your answers).
- How did they do in practical tasks? All fine / User X was using a phone so couldn’t / User X does not grasp IT at all so I moved on.
- Were cameras on? Yes. / No. / Some users.
- Did they ask questions in the chat box or by unmuting?
- Did anyone ignore you when you spoke to them directly? No. / Yes…
Other (Type response below final dotted line - you do not have to answer each question individually, they are prompts about what to comment on).
- Do you have any obvious concerns?
- Have they used Clearcare before at another organisation?
- Did they mention if they are not yet Ofsted registered?
- Did they say anything complimentary about the system/negative about functionality?
- Is there anything else they asked for that you need to send out? Rollout pack, security information etc.
- Anything else noteworthy/needs following up/you deem to be important.