CoreBridge offers a series of trainings to give you the tools you need to set up and learn to use your system successfully. These can be completed on your own time and pace with the option of returning to review at any time. These training paths are based on the general functions found within the system and are available to all users.
Note: Please reach out to your trainer if you have questions or need additional instruction. You can also contact [email protected] at anytime.
Table of Contents:
To access My Training navigate to My Profile / Training Resources / My Training.
Understanding My Training
The training lessons in My Training have been organized into training sections with individual training lessons found within. These are organized in a way that will guide you through the process of learning your CoreBridge system.
Note: It is important to complete the lessons in the order in which they are organized.
a. Getting Started - This section contains a helpful outline to keep you on track during your training process.
b. Getting Help - Click on the link to email with questions any time.
c. Filter Lesson By - Use the dropdown to filter the lessons based on specific responsibilities.
d. Training Section - The lessons are organized into separate training sections indicated by the dark gray bar. They include:
System Overview
Setting Up Your Business
Standard Integrations
Employees and Teams
Financial Foundations
Manage Your Customers
Building Blocks of an Order
Materials and Labor
Machines
Assemblies
Estimate and Orders
Workflow
Tools for Your Business
Documents and Reports
Reconciliations
e. Lesson - Within each section are the lessons that correspond to that topic.
f. Guide - A guide is an interactive way to go through the information in the lesson.
g. Article - The article is where you will find the information for the lesson, complete with screenshots and easy to follow steps.
h. Completed box - Marking this box will help you keep track of where you are in the training process.
Note: It is important to complete your training following the order of the training sections and the individual lessons contained within.
Getting Started on My Training
My Training can be simplified by filtering the lessons based on Training Path. When filtering using a Training Path, only the appropriate sections and lessons will be visible. These paths correspond to responsibilities an individual employee might have.
1. Use the Filter Lessons By dropdown to select the appropriate Training Path.
2. Complete the lessons in the order they are listed. You may choose between the Guide or Article depending on your particular learning style. Or, you may opt to complete both.
a. Guide - A Guide is an interactive way to learn a topic or process in your own system. Clicking this link will open your system in a new tab. The Guide will automatically begin on the correct screen. Follow the prompts to complete the Guide.
b. Article - An Article is a great way to learn a topic or process with step by step instructions and clear screenshots of a CoreBridge system. Clicking on this link will open the Article in a new tab.
3. When you have completed the Guide, Article, or both, simply check the Completed box.
Note: All lessons will be available for your review even after the Completed box has been marked.
