Design staff follow a series of selected lessons from the overall Interactive Training curriculum for the CoreBridge System.
Each lesson - with the corresponding, interactive guides in CoreBridge, and requirements - is outlined below. Completing this interactive training path as outlined is key to a successful implementation and GoLive!
Note: The Interactive portion of the training is contained within your CoreBridge system, rather than this article.
If you have 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.
Note: For a reminder on how to use the guides in CoreBridge, please see Interactive Guides—Getting Started.
Table of Contents
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 | |
| Overview of Statuses | Required | 5 | |
| Order View and History | Required | 5 | |
| Product View Page | Required | 5 | |
| How to Upload a Product Proof | Recommended | 5 |
Lesson 3: Using Queues
| Guide | ✔ | Requirement | Time (min) |
|---|---|---|---|
| How to Navigate Queues—Video | Required | 5 | |
| Using the Design Queue | Required | 5 | |
| Using Filters in the Production and Design Queues - Video | Required | 2 |
Lesson 4: Using The Customer Portal
| Guide | ✔️ | Requirement | Time (min) |
| Customer Portal Overview - Video | Recommended | 3 | |
| Approving Proofs in the Customer Portal - Video | Recommended | 2 |
Lesson 5: Alerts & Alert Subscriptions
| Guide | ✔ | Requirement | Time (min) |
|---|---|---|---|
| Adding Alerts | Recommended | 5 | |
| User Alert Subscriptions | Recommended | 5 |
Lesson 6: Time Management
| Guide | ✔️ | Requirement | Time (min) |
| Time Clock | Recommended | 3 |
Lesson 7: Reports & Dashboards
| Guide | ✔ | Requirement | Time (min) |
|---|---|---|---|
| Reports Navigation—Video | Recommended | 2 |
Note: You can attend as many Q&A Sessions as you would like. Or, contact support@corebridge.net with questions and to live chat with one of our team members.