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

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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