Onboarding - Enterprise Overview / Design Decisions - Part I

Onboarding - Enterprise Overview / Design Decisions - Part I

Corrigo Enterprise Training

About this course

Understanding the basics of Corrigo Enterprise is essential prior to making design decisions and designing workflows. It ensures your Corrigo platform will help you meet your business goals, and provide the right work order and invoice information to the right persons. Whether you are creating a new program from scratch or want to revamp your current strategy, thinking through the topics covered in this course is a great place to start.

This "Enterprise Overview" course was designed to ensure that you have a baseline knowledge across the wide range of topics that relate to your Corrigo Platform strategy. Since everyone has a wide range of existing knowledge and experience, feel free to skip around and cover the sections that you’d like to touch on–unless, of course, your Project Manager or Deployment Analyst has given you specific courses to cover prior to the next meeting.

In this course, we cover our Navigation, Database Organization / Asset Structure, how to group and report on data, how to configure workflow and settings, Mobile Functionality, and Customer Portal.  As you navigate the course, don’t forget to check out the lesson summaries for additional details around a topic, as well as helpful links for you to explore further.

Curriculum1 hr 29 min

  • Welcome to Onboarding - Enterprise Overview / Design Decisions - Part I
  • Intro (to come) 0 hr 11 min
  • Life Cycle of a Work Order 0 hr 9 min
  • SLAs and Priorities 0 hr 5 min
  • Intro to Knowledge Base 0 hr 7 min
  • Asset Templates 0 hr 11 min
  • Master Attributes 0 hr 9 min
  • Data Structure and Organization 0 hr 19 min
  • Customer Groups, Portfolios, and Teams 0 hr 5 min
  • User Roles, Privileges, Adding Users 0 hr 11 min
  • Goodbye to Onboarding - Enterprise Overview / Design Decisions - Part I

About this course

Understanding the basics of Corrigo Enterprise is essential prior to making design decisions and designing workflows. It ensures your Corrigo platform will help you meet your business goals, and provide the right work order and invoice information to the right persons. Whether you are creating a new program from scratch or want to revamp your current strategy, thinking through the topics covered in this course is a great place to start.

This "Enterprise Overview" course was designed to ensure that you have a baseline knowledge across the wide range of topics that relate to your Corrigo Platform strategy. Since everyone has a wide range of existing knowledge and experience, feel free to skip around and cover the sections that you’d like to touch on–unless, of course, your Project Manager or Deployment Analyst has given you specific courses to cover prior to the next meeting.

In this course, we cover our Navigation, Database Organization / Asset Structure, how to group and report on data, how to configure workflow and settings, Mobile Functionality, and Customer Portal.  As you navigate the course, don’t forget to check out the lesson summaries for additional details around a topic, as well as helpful links for you to explore further.

Curriculum1 hr 29 min

  • Welcome to Onboarding - Enterprise Overview / Design Decisions - Part I
  • Intro (to come) 0 hr 11 min
  • Life Cycle of a Work Order 0 hr 9 min
  • SLAs and Priorities 0 hr 5 min
  • Intro to Knowledge Base 0 hr 7 min
  • Asset Templates 0 hr 11 min
  • Master Attributes 0 hr 9 min
  • Data Structure and Organization 0 hr 19 min
  • Customer Groups, Portfolios, and Teams 0 hr 5 min
  • User Roles, Privileges, Adding Users 0 hr 11 min
  • Goodbye to Onboarding - Enterprise Overview / Design Decisions - Part I