Panatrack offers two training options: Remote training or On-Site Training. The remote training session is designed for functional training of the system, whereas on-site is selected to add process and workflow evaluation and support for expanded user training. Both training options should have a GP test company or environment setup for training and testing. Many organizations opt for a blend of remote and on-site training. Remote training to get initial setup and configurations defined followed up by on-site for expanded user training.
Remote Training
Remote training supports functional training of the system and is often separated in two parts:
- Administrator. This includes profiles, users, system configuration, transaction logging, and support.
- Device Application. Transaction navigation and features for users.
Although there are hundreds of setting options available, many of them are similar:
- Enabling the transaction per profile.
- Defining Batch ID assignments.
- Setting default site assignments.
- Enabling label printing functions.
Panatrack will review the configuration infrastructure and how to find settings for each of the transactions. Based on what we know of your organization and processes, we will also work with the administrator to configure the related settings for those transactions that have more complex settings. As you review each transaction, configurations can then be adjusted as needed.
The application itself is user-friendly and easy to use. We find it most successful to have your configurations finalized before training the additional users.
On-Site Training
For those organizations that prefer on-site training, plan for 1-2 days depending on the solution purchased and what functionality you plan to roll-out and number of users being trained. Panatrack will require on-site training to be scheduled with more advanced notice than remote training. If on-site training is preferred, it should be decided by the kick-off meeting so it can be incorporated in the timeline properly.
Here is an example of an on-site training schedule:
- Introductions.
- Discussion and documentation of current processes.
- Walk-through of the inventory stock area(s) and processes.
- Administrator training (portal side) for profiles, users, settings.
- Walk-through of each transaction with discussion for process and adjustments to settings.
- Additional walk-throughs of the transaction with updated configuration assignments.
- Review transaction logging (portal)
- Setup GP to support user-training.
- Preparation of barcode labels or scripts related to GP (purchase orders, sales orders) for user training. Some organizations bring in inventory items to use for training.
- Train-the-trainer user training.
- Review Panatrack support infrastructure.
- Discussion related to workflows, GP setup, etc. (such as enabling multi-bins, defining bin numbering logic)
When scheduling on-site training, it is important that there is a conference or training room available to accommodate everyone and the ability to project to a TV or screen. Therefore, a computer with access to the PanatrackerGP portal and a device installed with the application and connected to the network be available. Panatrack will also have you install a tool to project the device to the TV or screen for the training session.
The help.panatrack.com site includes loads of information. We recommend reviewing the articles available on this site to become familiar with PanatrackerGP to streamline your training!