Protean Training In August – Including FOC New Users Course

We are pleased to announce additional sessions in August 2020 for our Bite sized virtual classroom training

Did you know that under the furlough scheme staff are able to undertake training while on furlough? This is an excellent opportunity to build on existing knowledge and learn how to use the system more efficiently and effectively, improving user experience and customer satisfaction. As part of our lockdown offer, these courses are still just £75 a session.

We have some more dates for our most popular courses, as well as an additional FOC new user course.
We have limited availability on these courses so book now to avoid disappointment.

*****August Courses*****

Order Processing 
09:30 – Tuesday 11th August – Order Processing
•    Purchase Orders
•    Goods Receiving
•    Returns Notes
•    Sales Orders
•    Dispatch Notes

Job Operations
09:30 – Wednesday 12th August – Jobs – Part C
•    Completing a Job.
•    Invoicing Jobs.
•    Further Work Required process.
•    Job Quotations.

09:30 – Thursday 13th August – Jobs – Part D
•    Multi Equipment Jobs.
•    Job Module Setup & Settings.
•    Job Module Reports.

Stock Operations
09:30 – Tuesday 18th August – Stock – Part A
•    Stock Enquiry (including searching for parts), Part Creation, Stores – Min Max & Multi Supplier parts
•    Serialised Parts, Kit Builds

09:30 – Wednesday 19th August – Stock – Part B
•    Job Stock Issues (and reporting on fulfillable issues), Stock Adjustments (incl Stock Taking), Purchasing Stock, 
•    Goods Received 
•    Stock Set Up (Types/Discounts/Categories), All utilities, Parts Kits

New User Training – FOC COURSE
09:30 – Thursday 20th August – New Users 
Familiarisation, navigation and basic operations within key modules
Maintenance Contract Operations
09:30 – Thursday 27th August – Maintenance Part A
•    Setting up Maintenance Contracts (Inc Service Groups).
•    Administering Contracts (Inc adding Equipment, removing Equipment, Invoicing & Terminating Contracts correctly).
•    Update Service Jobs process.

09:30 – Friday 28th August – Maintenance Part B
•    Maintenance Contract Types.
•    Job Types (Modify).
•    Service Types. 
•    Service Type Defaults.
•    Maintenance Module Settings.
•    Maintenance Reports.
•    Service Groups

How do these courses work?
We host these course on our cloud-based servers.  Each user will have their own login to a Protean training database, to truly get that hands-on experience.  All the courses will be delivered by one of our experienced consultants, who will be able to guide the delegates through the course and assist as required. 

How much does each course cost? 

Delegates have the option to sign up for as many or as few courses as they wish and companies can register more than one delegate on each session.  These courses will cost £75 (which is a special discounted rate during the lockdown period) per delegate and will last around two and a half hours.

For more information on any course contact

Please take a look at our professional services calendar for details of future training courses and other events:


These sessions will be held remotely in our virtual classroom and are available to delegates from all of our customers. 

Specific organisational processes may be discussed during Delegate Q&A at the end of each session.

Morning sessions start at 9.30 am and run until approximately 12 pm.  Afternoon sessions start at 13.30 and run until approximately 4:00 pm.