System Training

The success to implementing a new CAFM system within your business is to invest in professional training on the product. The training will ensure that your team are given the skills and confidence to move your Tabs CAFM system the right way forward.

We offer a variety of courses at Foundation and Advanced levels all of which are not only theoretical, but also practical. We also understand that it is not always convenient for you or your staff to come to us, so we will offer a 'Home Delivery' service at your premises to deliver the training. Those wishing for training to be held away from the office, may benefit from our fully equipped training environment.

Training Objectives


Foundation Courses

Course Title
Modules/Features Covered
Level
Duration
Helpdesk & Resource Management
(Ref: RM1)

This course is targeted towards those who manage service (helpdesk) requests on a daily basis. The course will introduce users to managing reactive jobs through the CAFM application and seeing them through to completion.

Course Modules/Features:

Reactive Maintenance, Resource/Diary Management Tools, Self-Service Portal, Call Logging And Reporting Functionality

Foundation
1 Day
Statutory Planned & Asset Maintenance
(Ref: PM1)

Ensuring that you are compliant against legislative requirements is vital for any facilities/estates operation. The Statutory Planned & Asset Maintenance course will provide you with the knowledge to efficiently create and manage your legislative duties.

Course Modules/Features:

PPM Creation Both Via Simple And Advanced Modes, Editing/Managing Schedules, Record Asset Information, Retaining Documentation And Reporting Functionality

Foundation
1 Day
Resource Booking Management
(Ref: CR1)

The Resource Booking Management course introduces you to the suite of tools to support the management of conference/function rooms and associated resources. On this course you will learn about booking processes, adding attachments, limitations and reporting.

Course Modules/Features:

Room/Catering/Equipment/Car Park And Visitor Booking, Processing Bookings, Managing And Editing Bookings, Self-Service Web Portals And Reporting Functionality

Foundation
1 Day
Inventory Control
(Ref: ST1)

The focus of this course is on Stock usage and replenishment. The course will teach you ways to record stock items and manage stock movements (goods in / goods out). Linking with the Purchase Ordering module, you will also learn about replenishing stock quantities through purchase orders. The Tabs Go mobile application will also be introduced for field based stores auditing.

Course Modules/Features:

Stores Management, Purchase Ordering, Stock Level Control, Stock Replenishment, Stock Auditing and Reporting Functionality

Foundation
1 Day
Financial Control
(Ref: PO1)

At the heart of any successful CAFM system is the ability to easily view and extract financial information for business intelligence reporting. The Financial Control training course is designed to focus on financial elements and covers techniques used to capture financial data and produce reports, including profit and loss, spend build buildings etc.

Course Modules/Features:

Purchase Ordering, Works Invoicing, Budgets/Cost Code Management, Contracts, Schedule of Rates, Invoice Receipting and Financial Reporting

Foundation
2 Days
Sales/CRM Management
(Ref: EQ1)

Lead and client management is the focus of this course, which will demonstrate ways to manage customer enquiries, produce quotations and also coordinate other customer service activities.

Course Modules/Features:

Enquiry Management, Quotation Management, Client Management, Task Management, Order Processing and Reporting Functionality

Foundation
1 Day
Event Management
(Ref: EM1)

The event management module sits a level above other supporting modules. This course will provide you with insight into the management of events and the booking of required resources such as rooms, catering, parking, accommodation and equipment, enabling you to efficiently manage events for your organisation.

Course Modules/Features:

Event Management, Event Enquiries, Repeat Events, Delegate Management, Overview of Sub Event Resources (Room Booking, Equipment, Catering, Accommodation and Parking) and Reporting Functionality

Foundation
2 Days
Survey/Audit Data Processing
(Ref: GS1)

The Survey Auditing Course is designed for users responsible for set up and management surveys and audits for your business needs. The course includes basic and advanced survey set up, linking surveys to jobs, copying, editing and completing surveys via mobile devices.

Course Modules/Features:

General Survey Module, Setting Up Surveys and Structuring Response Types, Mobile Data Capture, Survey on Completion Setup, Survey as Job Risk Assessment, Advanced Survey (Repeat Survey) and Reporting Functionality

Foundation
1 Day
Health, Safety & Compliance
(Ref: HS1)

Those responsible for workplace safety would greatly benefit from this course. The course will focus on the control of safety related information which can be managed and viewed through the system. Key modules introduced will help coordinate accidents/incidents, capture compliance related details and provide adequate safety information.

Course Modules/Features:

HSMS (Accident and Incident Reporting), Compliance Recording, Issuing Work Permits, Configuring the HSMS system, Assigning Safety Instructions to Job Descriptions, Document Recording Techniques, Risk Assessment by way of Surveys and Reporting Functionality

Foundation
2 Days
Transportation Management
(Ref: FM1)

This course will provide an introduction to the transport management tools provided within the system. The course will present ways to capture advanced fleet information and associate fleet vehicles to the transport booking module.

Course Modules/Features:

Fleet Management, Transport Booking, Driver Management, Web Portal Bookings, Fuel Recording and Reporting Functionality

Foundation
1 Day
Tabs GO (Maintenance)
(Ref: GO1)

Understanding the flow of maintenance jobs to the mobile application and managing responses is the focus of this course. The course will cover issuing jobs to mobile engineers, all mobile response functionality, configuring the mobile application (from both mobile and management system perspectives) and configuring user accounts.

Course Modules/Features:

Tabs Go Mobile Functionality (viewing work instructions and documents, job responding, job creation, job request), System Setup, User Restrictions and Mobile Data Capture Techniques (Start/Stop Mode, Photos, Signatures, Document Attachments)

Foundation
1 Day



Adminstration Courses

General Administration
(Ref: ADM1)

Understanding the background data structures and management background data is key fundamental in the success for a clean and well-formed CAFM system. This General Administration course will deliver the knowledge to help users understanding the background data requirements and perform adjustments as required.

Course Modules/Features:

Background Data Setup (Clients, Properties, Locations, Contractors, Suppliers, Departments, Regions, Sub Regions, Staff), Adding Users/Workers, Intranet Content Editor, Policy Documents, Document Types

Advanced
1 Day
Advanced Administration
(Ref: ADM2)

Delving deeper into the product, the Advanced Administration course will introduce you to a greater level of background administration, by demonstrating some of the many configuration options available in the system, applying user based restrictions, Viewing Module Audit Information (where applicable), Data Import from Excel via the DIU tool and Data Cleansing Techniques.

Course Modules/Features:

System and Module Configuration, User Profile Management, Module Auditing (where applicable), Data Import (DIU), Data Cleansing

Advanced
1 Day
Maintenance Administration
(Ref: ADM3)

To support the planned and reactive maintenance modules, there is a great array of background fields and configuration routes the system can take to limit options and improve data processing. This course will look at the background data for maintenance jobs at a detailed level.

Course Modules/Features:

Work types, Job Descriptions, Priorities, Status Levels, Service Categories, Worker Groups, Advanced Job Management Techniques, Maintenance Configuration and Workflow Management

Advanced
1 Day
Resource Booking Administration
(Ref: ADM4)

Supporting the Room, Catering, Equipment modules, the resource booking administration tools will demonstrate ways to add, remove and control the data used by the booking solutions, by applying default settings and restrictions on the modules to help improve data accuracy and system efficiency

Course Modules/Features:

Room Setup, Layouts, Catering Items, Equipment, Restriction Configurations, Web Portal Room Details and Catering Menus.

Advanced
1 Day
tailored courses available upon request

... more than just software