Protean Virtual Classroom Training – September & October

We are delighted to be able to announce that we have today published our virtual training calendar up to the end of 2020.

We have limited availability on these courses so click on the links below or go to our Professional Services calendar now to avoid disappointment.
https://support.proteansoftware.com/calendar/

Please be aware our special lockdown pricing offer of £75 per delegate, per session ends on 31st October 2020. For courses from 1st November 2020 onward our standard rate of £100 per delegate per session will apply. However we are pleased to announce our new volume discounts which will apply for all courses from 1st November onward.

A discounted rate of £85 per delegate, per session will apply when booking 5 or more delegates across any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more delegates across any sessions. These offers apply when you make the required number of bookings at the same time. Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.

September Courses

Stock Operations
Spaces still available – Booking closes today! 


09:30 – Tuesday 22nd SeptemberStock Operations – Part 1 of 2


• Stock Enquiry (including searching for parts),
• Part Creation
• Stores
• Min Max & Multi Supplier parts
• Serialised Parts, Kit Builds
09:30 – Wednesday 23rd September – Stock Operations – Part 2 of 2
• 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 CRM and Sales App


Spaces still available – Booking closes tomorrow! 


09:30 – Thursday 24th September – CRM – Part 1 of 2


• Prospect management
• Contracts
• Tasks
• Sales Opportunities
09:30 – Friday 25th September – CRM & Sales App – Part 2 of 2
• Quotations
• Sales App


Maintenance Contract Operations


09:30 – Tuesday 29th September 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

09:30 – Wednesday 30th September – 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
* October Courses *
Configuration & Setup


09:30 – Thursday 1st OctoberProtean 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 2nd October – Protean 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
Job Operations


09:30 – Tuesday 6th October – Job Operations – Part 1 of 4


• Using the Jobs Global Enquiry screen (inc Advanced Filters).
• Creating Jobs.
• Allocating Jobs using the Planner Board


13:30 – Tuesday 6th October – Job Operations – Part 2 of 4


• 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 – Thursday 8th October – Job Operations – Part 3 of 4


• Completing a Job.
• Invoicing Jobs.
• Further Work Required process.
• Job Quotations.
13:30 – Thursday 8th October – Job Operations – Part 4 of 4
• Multi Equipment Jobs.
• Job Module Setup & Settings.
• Job Module Reports.
Hire Module


09:30 – Thursday 15th October – Hire Module


The session will cover all aspects of hire operations from creating new contracts, including searching available equipment and hire extras, to suspending and completing contracts.
(Hire system settings or cross hire are not part of this course)
Protean Intelligence


09:30 – Tuesday 20th October – Introduction to Protean intelligence
• Basic introduction to using Protean Intelligence
FOC New Users Course


13:30 – Thursday 22nd October FOC New Users Course


Free of Charge Virtual 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
Accounts and Accounts Setup


09:30 – Tuesday 27th October – Accounts – Part 1 of 2


• Nominal Postings Overview
• Accounts Configuration
• Accounting Procedures (Daily / Monthly etc)
• VAT Configuration
• Settings, reports, reconciliation


09:30 – Wednesday 28th October – Accounts – Part 2 of 2


• End user accounts functions
• Sales invoices and credits
• Batch Invoicing
• Purchase invoice matching


For further courses and dates see our training calendar at: https://support.proteansoftware.com/calendar/

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. Up until 31st October 2020 each session will cost £75 (which is a special discounted rate during the lockdown period) per delegate and will last around two and a half hours. From 1st November 2020 each session will cost £100 per delegate. A discounted rate of £85 per delegate, per session will apply when booking 5 or more delegates across any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more delegates across any sessions. These offers apply when you make the required number of bookings at the same time.

Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.

For more information on any course contact consultants@proteansoftware.co.uk.

Please take a look at our professional services calendar for details of future training courses and other events: https://support.proteansoftware.com/calendar/

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

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