Protean Training while furloughed, lockdown discounts, new dates including FOC course

We are pleased to announce additional sessions into July and 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 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.

*****July and Early August Courses*****

Maintenance Contract Operations
09:30 – Wednesday 8th July – 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 – Thursday 9th July – Maintenance Part B
•    Maintenance Contract Types.
•    Job Types (Modify).
•    Service Types. 
•    Service Type Defaults.
•    Maintenance Module Settings.
•    Maintenance Reports.
•    Service Groups

09:30 – Monday 13th July – New Users 
Familiarisation, navigation and basic operations within key modules

Stock Operations
09:30 – Wednesday 15th July – Stock – Part A
•    Stock Enquiry (including searching for parts),
Part Creation, Stores – Min Max & Multi Supplier parts
•    Serialised Parts, Kit Builds

09:30 – Thursday 16th July – 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

Protean Configuration and Setup
09:30 – Monday 20th July – Configuration and Setup – Part A Employee Management Labour Rates & Profiles Stock Types & Misc. Types Price Lists Service Types Maintenance Contract Types
13:30 – Monday 20th July – Configuration and Setup – Part B
Additional Job & Engineer Settings Attribute Setup Equipment Configuration Access Rights User Definable References Protean System Settings Delegate Q&A

New User Training – FOC COURSE
09:30 – Friday 24th July – New Users 
Familiarisation, navigation and basic operations within key modules

Maps, Routes and Scheduling – NEW DATE
09:30 – Wednesday 22nd July – Maps & Routes
•    Understanding Google Maps Integration
•    Using Route Planning.
•    Understanding Dynamic route Scheduling

CRM & Sales App
09:30 – Monday 27th July – CRM – Part A
Desktop CRM functions Prospects Contacts Tasks Sales Opportunities
09:30 – Tuesday 28th July – Quotations and Sales App – CRM Part B Quotations Sales App

Protean Intelligence (NEW DATE)
09:30 – Wednesday 29th July – Protean Intelligence
Introduction to Protean Intelligence

09:30 – Wednesday 29th July – Jobs – Part A
•    Using the Jobs Global Enquiry screen (inc Advanced Filters).
•    Creating Jobs.
•    Allocating Jobs using the Planner Board
09:30 – Thursday 30th July –  Jobs – Part B
•    Updating existing Jobs (inc cancelling jobs and using Tasks).
•    Adding further visits.
•    Adding parts via request/workshop issue process.
•    Raising purchase orders for Parts.
•    Raising purchase orders for Misc item
09:30 – Tuesday 4th August – Jobs – Part C
•    Completing a Job.
•    Invoicing Jobs.
•    Further Work Required process.
•    Job Quotations.
09:30 – Wednesday 5th August – Jobs – Part D
•    Multi Equipment Jobs.
•    Job Module Setup & Settings.
•    Job Module Reports.

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.