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SOW Keys to Success: Training Parameters and Expectations
Module | Estimated Time | Parameters |
Accounts Receivable | 4 Hours |
|
Accounts Payable | 3 Hours |
|
Banking (including Bank Account Reconciliation) | 2 hours |
|
Association Manager/Admin | 4 Hours |
|
Collections (Setup or Review) | 2 Hours |
|
Resales (Including Welcome Letters) | 2 Hour |
|
WebAxis Setup | 2 Hours | Includes full training on the WebAxis Admin Tool |
WebAxis Refresher | 1 Hours |
|
Violations Setup | 2 – 1 Hour sessions | Includes full training on setup, templates and processing. Training documentation will also be included. Client will be responsible for the setup of templates and violation definitions. CINC recommends a training template association to be used for the original setup and subsequent setups can be copied from this setup. CINC will review the original setup to ensure completeness prior to Client copying to the remaining associations. |
Using Violations Module | 1 Hour |
|
CINC Manager App | 1 Hour | Violation setup must be complete prior to training and/or use of the CINC Manager APP. |
ACC Setup | 1 Hour |
|
Using ACC Module | 1 Hour |
|
Work Orders | 1 ½ Hours |
|
Call Log (as stand alone from management module) | ½ Hour |
|
Document Imaging | 1 ½ Hours |
|
Miscellaneous Reports | 1 Hour |
|
Management Module Setup | 2 Hours | Includes Call Log; Pre-requisites: Client company must be set up as both a Vendor and Association; Association must have established Chart of Accounts, Bank Account, Fiscal Period, and Transaction Set Up; As an early step, CINC will send specific instructions for how to do this; CINC will provide training on setup of management fees and addendum billing. CINC will work with Client on initial count requirements and will set up the system accordingly. Client will be responsible for building out their billing items and respective structure. |
Using Management Module | 1 Hour |
|
Portfolio Module Setup | 2 Hours | Include full training on setup, templates and usage. Client will be responsible for the setup of templates and related definitions. CINC recommends a corporate setup of global items and management plan that can be copied across associations. CINC and Client will review the original setup to ensure completeness prior to Client copying to the remaining associations. |
Using Portfolio Module | 1 Hour |
|
HomeWise Setup | ½ Hour |
|
LetterStream Setup | ½ Hour |
|
The above contemplates remote training sessions which can be recorded and made available.
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