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Onboarding

Onboarding is designed to guide you through the Wisenet product. It is carefully structured to first lay the foundations before building on them. 

The Onboarding journey has been separated into 8 stages. It is recommended that the stages are followed sequentially. Some of the tasks that you do will be purely for learning the fundamentals. However, some of the steps can be skipped and referred back to at a later date. Despite this, to experience the full extent of Wisenet we do advise that all the areas are read to allow for a deeper understanding and a chance for future planning and adoption.

Approximate time has been indicated to ensure you are not interrupted and can focus on exploring the system.

We are here to guide you along your Onboarding journey. Let us know how you are going and where we can help.

Happy Exploring!

Click on Admin to start learning more on the different stages involved in the Onboarding process, and successfully working your way up to the Strategy Stage.

Admin

In the Set Up Admin you will discover: where you can find help and support; invite other uses and what levels of access to give them; subscription information and other various Administration details to get your organisation ready for enrolments.

Time Allocation: Please allow approximately 30min to go through these areas

Explore Admin

Delivery

In the Set Up Delivery you will discover: How to input Organisation details; Import your Scope; the best way to set up Course and Unit Offers for your unique delivery.

Time Allocation: Please allow approximately 2-3hrs to go through these areas. This time will depend on the size of your organisational requirements however, it can be completed in sections.

Explore Delivery

Enrolment

In Becoming Operational Enrolment you will discover: how to add Learners and enrol them into the Course Offers you have created. If you do not have Learners yet please read the sections for future planning and come back to this step when you’re ready.

Time Allocation: Please allow approximately 1hr + to go through these areas. Time will vary depending on your enrolments

Explore Enrolment

Extend

In Onboarding Extend you will discover: how to add locations, record staff details, link enrolments to workplaces, monitoring Agents for international Learners and how to create timetables.

Time Allocation: Please allow approximately 2-3hrs to go through these areas. This time will depend on the size of your organisational requirements however, it can be completed in sections.

Explore Extend

Communicate

In Becoming Operational Communicate you will discover: how to welcome new Learners, generate credentials, keep track of progress and tasks, and how to record communications.

Time Allocation: Please allow approximately 2-3hrs to go through these areas. This time will depend on the size of your organisational requirements however, it can be completed in sections.

Explore Communicate

Connect

In Becoming Operational Connect you will discover: how to use the Learner App, connecting your Xero and Survey Monkey acounts, other applications that are available such as Online Enrolment and CRM.

Time Allocation: Please allow approximately 2-3hrs to go through these areas. This time will depend on the size of your organisational requirements however, it can be completed in sections.

Explore Connect

Automation & Reporting

In Automation and Reporting  you will discover: how to use Learncycles and triggers to automate tasks and messages; requirements for Exports and Reports; and how to use the Dashboard for a broad view of activities.

Time Allocation: Please allow approximately 5hrs+ to go through these areas. This time will depend on the size of your organisational requirements and license restrictions however, it can be completed in sections.

Explore Automation & Reporting

Strategy

There is always more to learn and discover with Wisenet. We want to help grow your business through utilising our features. To discover how else you can use Wisenet contact us by phone or through a Support ticket.

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