SOW Keys to Success: Training Parameters and Expectations
Banking (including Bank Account Reconciliation)
Collections (Setup or Review)
Resales (Including Welcome Letters)
Includes full training on the WebAxis Admin Tool
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
CINC Manager App
Violation setup must be complete prior to training and/or use of the CINC Manager APP.
Using ACC Module
1 ½ Hours
Call Log (as stand alone from management module)
1 ½ Hours
Management Module Setup
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
Portfolio Module Setup
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
The above contemplates remote training sessions which can be recorded and made available.