Implementation training agenda

Owned by Timothy Hitchcock
Mar 01, 2022
1 min read

Implementation training is provided in a block of 40 hours, the 30 hours outlined here and another 10 customizable hours to amplify or augment the core content.

Time estimates below are for on-screen training sessions. You will spend additional time between sessions to implement and practice the material.

CN = Crows Nest software

 

  1. Gathering Data for CN Import (1 hour)

    1. Business Data Entry

    2. Contact Data Entry

    3. Employee Data Entry

    4. Parts & Colors Data Entry

  2. Performing CN Installations (3 hours)

    1. Server Installation

    2. Client Installation

    3. API Installation

    4. Email Service Configuration

  3. Introduction to CN Projects (2 hours)

    1. Project Identifiers

    2. Project Statuses

    3. Project Roles

    4. Project Labels

    5. Project Folders

  4. Defining Labor Structure (1 hour)

    1. Workdays, Hours per Day, Hours Per Week

    2. Employee Labor

  5. Introduction to Task Development (4 hours)

    1. Task Types

    2. Project Task Definitions

    3. Project Milestone Dates

    4. Project Status Triggers

  6. Introduction to Phases (aka Work Orders) (4 hours)

    1. Templates

    2. Task Definitions

    3. Milestone Dates

    4. Quantities

    5. Markers & UDCs.

  7. Time Keeping & Labor Records Time (2 hours)

    1. CN Timeclock Application

    2. CN Android & IOS App

    3. Timeclock Records

    4. Exporting Labor Records

    5. Labor Reports

  8. Parts Master (1 hour)

    1. Categories

    2. Stock vs Inventory

    3. Colors

  9. Introduction to Estimates (4 hours)

    1. Estimate Structure

    2. Creating a Product Library

    3. Takeoffs

    4. Labor & Material Markups

    5. Process Estimates

  10. Drawings, RFI, RFQ and Transmittal Management (1 hour)

    1. Task Definitions

    2. Submission, Dates, & Revisions

    3. Creating Links

  11. Contract Management (1 hour)

    1. Schedule of Values

    2. Change Orders

    3. Project Invoices

    4. All Invoices

  12. Purchasing & Inventory Management (3 hours)

    1. Material Requests

    2. Process the MR Queue

    3. Parts Lists

    4. Purchase Orders

    5. Pick Tickets & Receiving

    6. Inventory Transactions

  13. Project Costing (1 hour)

    1. Labor & Material Budgets

    2. Reports

    3. Budget Hours & Tasks

  14. Manifests (1 hour)

    1. Importing in Items

    2. Scan Actions

    3. Label Printing

  15. Project Scheduling (2 hours)

    1. Task Timeline

    2. Calendar Scheduling

    3. Employee Time Off