Service Training Outline
Overview
The Readysell service training program is a practical hands-on workshop intended to give participants the opportunity to work through all relevant aspects of the Readysell Service module:
We use the Readysell demonstration system for the workshop, so the examples you work with line up with the documentation. Everyone gets the same experience no matter which parts of the Service module are currently used in your business.
Participants can elect to skip areas of the program that are not relevant to their business.
The program is included as part of the Readysell help system and the demo system is available 24/7. So participants can revisit the online program in the future at any time.
Service Training Program structure
The training program is broken up into five ninety-minute sessions as follows. But it is usually tailored, to an extent, that suits the participants in each case:
Session one: The service training toolset, correct system setup, and service orders
Session two: Service orders, responses to queries from the first session, and further service order training
Session three: Machines, meter counts, and meter charges
Session four: Reporting and review of progress thus far
Session five: Workshopping session using practical examples on the Readysell demo system
Optional Session 1: Technical infrastructure, API, and import parameters
Optional Session 2: Detailed walkthrough of the service training, getting started, and user guides. Walking through the points that can’t be covered earlier. With deep diving into topics of interest to participants.
Session One:
The service training toolset
Accessing the Readysell demo system
Downloading and starting the Readysell demo program.
https://readysell.atlassian.net/l/cp/4g1kZfZzAsking Readysell to reset the test data on the service demonstration system
Create a ticket and contact Readysell to run the appropriate scripts to clear the service test data on the demo system. As the demo data become cluttered over time by test runs by various users. You want the data to be cleared so that your training session will be easier.
Accessing the documentation
The service getting started guides, being the service training guide, the service quick reference guide and the service user guide
https://readysell.atlassian.net/l/cp/NNQHLDjH
https://readysell.atlassian.net/l/cp/QHEHpQQW
Service User GuideExporting and annotating the training materials for your team.
Initial setup - for administrators
For Administrators. Service/Machines Initial Setup Checklist.
It focuses on checking basic settings and setup adjustments. To ensure your Readysell service system is set up correctly.
Basic service functions - for everyone.
During this session we will be focusing on the following areas within the Service Module:
Accessing the elements of the service menu see the screenshot below:
Machines: equipment that is tracked
Service Orders - work that needs to be performed
Service Calls - work performed by a technician on the service order
Meter Count Runs - counts that are tracked for the machine meters
Meter charge run - the charges that are generated from the meter count runs
Service Order Template - standard service order structures used to create a service order/quote
Toner Pools - tracking of toners for groups of machines
The service overview diagram
Service Orders
Enter and process a Service Order
Generating a service order from a machine
Creating service order call activities
Service orders call activities on the mobile app
Generate purchase order from service order
Create a new customer from a service order
Service orders with no customer
Creating a new service order template
Service and POS
[add doco for service from pos when the development team have deployed it. Expected mid-October 2022]
All the materials for the list below are found on the link
Session Two
Review of questions and queries from session one
Basic service functions - for everyone
continued (see above)
Session Three
Machines
Create a machine
Generating a sale order from a machine
Meter templates
Meter prices
Data capture for meter counts https://readysell.atlassian.net/wiki/x/l4DVAg
Meter Count Runs to track machine usage
Setting Up a Meter
Using meter services to manage Preventative Maintenance
Conducting a meter count run
Importing Meter Count Run from an Excel Spreadsheet
Extracting meters
Verifying meter counts
Troubleshooting issues with meter count run emails
Correcting meter count runs and charging the difference
Setting up a web-based copy count capture
Resetting meter counts without charging the customer using count reversals
Meter Charge runs
Meter Charge Runs to generate and process print service invoices
Reversing a Meter Charge Run
Toner tracking and toner pools
Toner tracking for individual machines
Toner pools for a group of machines
Session Four
Review of questions and queries from session three
Reporting on machine performance
Readysell’s analysis and list reports for machines
Readysell’s form reports for machines
Optional Session 1: Technical infrastructure, API, and import parameters
Technical training outside the scope of the support team. For professional IT staff. Conducted by our development team.
Note: Some matters raised during other user training sessions may require running a technical training session.
Optional Session 2: Detailed walkthrough of the service training, getting started, and user guides.
Walking through the points that can’t be covered earlier. With deep diving into topics of interest to participants.
There are hundreds of topics in the service training, user, and getting started guides. We walk through the list and investigate items of particular interest to participants.
Further reading
Refer to the "Getting started with service orders" section of the Readysell User's Guide to learn more.
Refer to the "Getting started with machines" section of the Readysell User's Guide to learn more.
Refer to the "Service user guide" section of the Readysell User's Guide to learn more.