Overview

Design and production staff follow a series of selected lessons from the overall Interactive Training curriculum for the CoreBridge Management System. Each lesson with the corresponding interactive guides in CoreBridge (the interactive part is in your CoreBridge system, not in this article) and requirements is outlined below. Completing this interactive training path will help staff quickly gain an understanding of the CoreBridge system and use it in the design and production environments.


We know it's going to be a lot of information. So if you have any questions at any point or would like to meet with one of our trainers simply click this link to schedule a time to join one of our regularly scheduled Q&A Sessions to get all your questions answered.


IMPORTANT:  For a reminder on how to use the guides in CoreBridge, please review the Interactive Guides—Getting Started article.


NOTE:  Some of the guides require access to the Sales Module in addition to the Design and Production modules. You can temporarily give access to your design and production staff by setting their User Access Rights accordingly.


You may wish to print out this article to use as a handy checklist for charting your training progress.



Lesson 1:  The Building Blocks of an Order

Guide

Requirement
Time (min)
Building Blocks of an Order Overview—Video

Required
5


Lesson 2:  Using Estimates & Orders

Guide

Requirement
Time (min)
Searching for Estimates

Required
5
Searching for Orders

Required
5
Order View and History

Required
5
Product View Page
Required5
How to Upload a Product Proof

Recommended5


Lesson 3:  Using Queues

Guide

Requirement
Time (min)
How to Navigate Queues—Video

Required
5
Using the Design Queue

Required
5
Using the Production Queue

Required
5


Lesson 4:  Alerts & Alert Subscriptions

Guide

Requirement
Time (min)
Adding Alerts

Recommended
5
User Alert Subscriptions

Recommended
5


Lesson 5:  Reports & Misc.

Guide

Requirement
Time (min)
Reports Navigation—Video

Recommended
5
Time Clock
Recommended
3




Reminder you can attend as many Q&A Sessions as you want here. Or reach out to [email protected] with any of your questions and to live chat with one of our team members.