RTS Training - Admin 102

Let’s take a deep dive into the process of sending and managing enquiry forms.

Key Training Areas:

· Adding new partner organisations

· Partner user management

· Form distribution

· Enquiry Overview

· Consolidation

· Enquiry form management

Who should attend:

This session is perfect for Admins who are already sending enquiry forms to partner organisations or those who are about to start the process.

Objectives:

• Be aware of the process for adding new partner organisations
• Know where to view all partner users and update details/level of access
• Know how to distribute forms to partners and use ‘Additional Questions’
• Understand the information on the Enquiry Overview tab
• Know how to use the Consolidation tab
• Understand how to leverage the enquiry form filter and Case Management tab to help you better manage your enquiry forms