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.
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
|Building Blocks of an Order Overview—Video||Required||5|
Lesson 2: Using Estimates & Orders
|Searching for Estimates||Recommended||5|
|Searching for Orders||Recommended||5|
|Order View and History||Required||5|
|Product View Page||Required||5|
|How to Upload a Product Proof||Recommended||5|
Lesson 3: Using Queues
|How to Navigate Queues—Video||Required||5|
|Using the Design Queue||Required||5|
|Using the Production Queue||Required||5|
Lesson 4: Alerts & Alert Subscriptions
|User Alert Subscriptions||Recommended||5|
Lesson 5: Reports & Misc.