Protean Virtual Training Schedule for 2021

We are delighted to announce our training schedule for 2021 has now been published. To view the schedule and book your places, go to our training calendar on our support site or follow this link:

Our virtual training is a great way to extend the knowledge of your staff and increase productivity. Our courses are hosted 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 courses are delivered by one of our experienced consultants and are suitable for those new to Protean as well as seasoned professionals!

Please note our terms and conditions for our online virtual training at the bottom of this email. To be able to keep providing this service it must be financially viable for us, to ensure this we have had to make some changes to our terms and conditions including introducing cancellation fees so please do check these.

We have listed below our upcoming courses. Remember, spaces are limited so click the links to book your sessions today to avoid disappointment.

December Courses

CRM and Sales App

09:30 – Thursday 17th December – CRM – Part 1 of 2

Desktop users Protean CRM functions:

  • Prospect management
  • Contracts
  • Tasks
  • Sales Opportunities

09:30 – Friday 18th December – CRM – Part 2 of 2 Including Protean Sales App

  • Quotations
  • The Protean Sales App

January Courses

Protean Configuration and Setup

09:30 – Thursday 7th January – Configuration & Setup – Part 1 of 2

  • Employee Management
  • Labour Rates & Profiles
  • Stock Types & Misc. Types
  • Price Lists
  • Service Types
  • Maintenance Contract Types

09:30 – Friday 8th January – Configuration & Setup – Part 2 of 2

  • Additional Job & Engineer Settings
  • Attribute Setup
  • Equipment Configuration
  • Access Rights
  • User Definable References
  • Protean System Settings
  • Delegate Q&A

Hire Module

13:30 – Tuesday 12th January – Hire Operations

  • Hire Cycle
  • Capitalising Equipment
  • Crating and managing hire contracts from start to finish
  • Hire Wizard, Hire Diary, Quick on Hire

Maintenance Contract Operations

09:30 – Thursday 14th January – Maintenance Contract Operations – Part 1 of 2

  • Setting up Maintenance Contracts (Inc Service Groups)
  • Administering Contracts (Inc adding Equipment, removing Equipment, Invoicing & Terminating Contracts correctly)
  • Update Service Jobs

13:30 – Thursday 14th January – Maintenance Contract Operations – Part 2 of 2

  • Maintenance Contract Types
  • Job Types (Modify)
  • Service Types
  • Service Type Defaults
  • Maintenance Module Settings
  • Maintenance Reports
  • Service Groups

New Users ** FOC Training **

09:30 – Tuesday 19th January – New Users ** FOC Training **

Free of charge training session!

Familiarisation, navigation and basic operations within key modules.
The session will cover all aspects of getting started, navigation and key operations such as creating sites, creating equipment records and logging jobs.

Suitable for all users

Due to the popularity of these courses and the high cancellation and no show rate we have had to introduce cancellation fees for this course to ensure everyone has the chance to attend. Please ensure you check our T’s & C’s at the bottom of this email.

Protean Intelligence

09:30 – Thursday 21st January- Introduction to Protean intelligence

  • Basic introduction to using Protean Intelligence

Stock Operations

13:30 – Wednesday 27th January – Stock Operations – Part 1 of 2

  • Stock Enquiry (including searching for parts),
  • Part Creation
  • Stores
  • Min Max & Multi Supplier parts
  • Serialised Parts, Kit Builds

13:30 – Thursday 28th January – Stock Operations – Part 2 of 2

  • Job Stock Issues (and reporting on fulfillable issues)
  • Stock Adjustments (Inc. Stock Taking)
  • Purchasing Stock
  • Goods Received
  • Stock Set Up (Types/Discounts/Categories), All utilities, Parts Kits

For available courses and dates see our training calendar at:

If you are looking for specific training not listed in our training calendar please get in touch with us at and we will be happy to discuss your requirements with you.

How do virtual training courses work?
We host these courses on our cloud based servers.  Each user will have their own login to a Protean training database, to truly get that hands-on experience.  The courses are delivered by our experienced consultants, who will be able to guide the delegates through the course and assist as required. Our courses are divided into bite sized 2.5 hour sessions. Delegates have the option to sign up for as many or as few sessions as they wish and companies can register more than one delegate on each session. There is no requirement to sign up to every session in a particular course, if a particular session covers what you need, you can sign up to that session and be charged for that session only.
Morning sessions start at 9.30am and run until approximately 12pm.  Afternoon sessions start at 13.30 and run until approximately 4:00pm.

How much does each course cost?
Online virtual training is charged per session, per delegate i.e. signing up to Jobs part 1 for 1 delegate will cost 1 * sessions @ £100 each = £100, signing up to Jobs part 1 and 2 for 1 delegate will cost 2 * sessions @ £100 each = £200, signing up to Jobs part 1 for 2 delegates will cost 2 * sessions @ £100 each – £200.
Each session will cost £100 per delegate, per session. A discounted rate of £85 per delegate, per session will apply when booking 5 or more spaces on any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more spaces on any sessions. These offers apply when you make the required number of bookings at the same time. Please email when booking to ensure your discount is applied.

Cancellation Policy
Our virtual training sessions are subject to minimum delegate numbers. If we do not receive the required number of sign ups to any of our sessions we may have to cancel that session. If we do have to cancel a session we will endeavour to give 48 hours notice and offer you an alternative session. We will not invoice for any sessions we have to cancel. As our sessions are subject to minimum numbers we do have to implement charges for places cancelled within 48 hours of a sessions to ensure this service remains viable and we are able to continue offering virtual training courses. If you do cancel a space on a session within 48 hours of that session starting or do not join a session you have booked a space on we will charge you the full cost of that session. By signing up to any of the sessions you agree to pay these cancellation charges.

New Users Course Cancellation Policy
Our new users training course is offered free of charge. This training is very popular and we regularly have to turn customers away as the course is fully booked. To ensure everyone has the chance to attend one of these courses and due to the high cancellation/no show rate for this free of charge course we have to implement charges for places cancelled within 48 hours of the session starting or if the session is not attended. If a space on this course is cancelled within 48 hours of the start time of the course or if you do not attend a new users training session you have booked, we will charge you a cancellation fee of £25. By signing up to our new users training, you agree to pay these cancellation charges.

Business Specific Processes and Information
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. It is your responsibility to be aware that other companies and possibly competitors may also be on the training course and therefore not discuss any commercially sensitive data including pricing etc.

Booking, Confirmation and Cancellation Notifications
Our training schedule can be viewed by navigating to our Training Calendar on our Support Website at: Sessions can be booked by clicking the event you are interested in and following the on screen instructions. If the session you are interested in is chargeable, we will email you to get your confirmation that an authorised decision maker in your organisation has accepted the costs of the training and allow you to provide a PO number if required. When we have received your response, you will receive a confirmation email.

Around 24 hours prior to any booked sessions all delegates will receive joining instructions for the course. This will include a meeting link and access details to our training system. It is the delegate’s responsibility to ensure they check these details and confirm they are able to join the meeting and access our training system prior to the course. Protean Software cannot be held responsible for any technical issues that are outside of our control and our cancellation fee will be payable if the delegate is unable join the session or access any training resources due to technical difficulties outside of our control or if we are not notified of issues in line with the requirements set out in the joining instructions.

Cancellation requests must be made in writing to Cancellation is effective upon our written confirmation that we agree to cancel the services.

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