ISW BusinessWorks Relationship Plan
Introduction to BusinessWorks Relationship Plan


Outcomes

This course is designed to introduce existing Lotus Notes users to BusinessWorks Support. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to maximise their outcomes from the BusinessWorks Support system.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience

What should you be familiar with?

This session is recommended for experienced Lotus Notes users new to BusinessWorks Support

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session




BusinessWorks Relationship Plan
Introduction to BusinessWorks Relationship Plan Module
Introduce BusinessWorks Contacts Integration


Relationship Plans
Understanding Program Overview Details
Understanding Stakeholders & Objectives Tab
Create & Manage Relationship Plans

Stakeholders & Objectives
Understanding Stakeholders & Objectives
Understanding Stakeholder Details
Understanding Objectives Details
Understanding Actions Tab
Create & Manage Stakeholders & Objectives
Actions & Sub Actions
Understanding Actions & Sub-Actions
Understanding Action & Sub-Actions Details
Understanding Action & Sub Action History
Understanding Action & Sub-Action Notifications
Create & Manage Actions & Sub-Actions
Create & Manage Action History

Admin
Database Configuration Form
Using the Admin database to manage BusinessWorks Relationship Plans





Performance-based objectives
  • Understand the BusinessWorks Relationship Plans Module
  • Understand interaction between BusinessWorks Relationship Plan and BusinessWorks Contacts
  • Create, update and manage Relationship Plans
  • Create, update and manage Stakeholders & Objectives
  • Create, update and manage Actions & Sub Actions
  • Create, update and manage Action History & Notifications



This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course


 
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