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