User Session
Date:
Please also remember to do the following:
- Add “End User Training Session” date to Sell record.
- Drag tracking Document into the note box.
- Send “User Session Follow Up” macro via support..
- Attach tracking document within the ticket.
- Change access settings on Google Drive recording.
- Paste recording within follow up ticket prior to marking as “Resolved”.
Attendance
Attendees: (Number) - Please refer to the attached tracking document.
System admins:
Were administrators in attendance? Yes (Name if applicable) /No
Competence/engagement (Remove below/delete below italic text as necessary when pasted in to Sell)
- Were practical exercises complete?
- Yes / No - group was too large / user X was using a phone so couldn’t, user X does not grasp IT at all so I moved on / All users were watching on one screen.
- 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…
- Do you have any obvious concerns?
- Have some used Clearcare before at another organisation?
- Did they mention if they are not yet Ofsted registered?
- Did they mention a go live date?
- Did you cover anything additionally? (Kids app, meds, rotas).
- Anything else noteworthy?