User Session
Date:
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Please also remember to do the following:
Sell
- Add “End User Training Session” date to Sell record.
- Drag tracking Document into this notes box.
- Send “User Session Follow Up” macro via support..
- Attach tracking document within the ticket.
- Change video access settings on Google Drive recording of the session.
- Paste recording within follow up ticket prior to marking as “Solved”.
Attendance
Attendees: (Number) - Please refer to the attached tracking document.
System Admins:
Were system administrators in attendance? Yes (Name if applicable). / No.
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Competence/Engagement (Remove below/delete below text as necessary)
- 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?
Other
- 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?