Policy Procedure Manuals
 
You may find that you would like to have a customized training manual. This manual will reflect your policies and procedures as they relate to your system. It records the dozens of decisions you make as we design and customize your system. It serves as a training and reference tool for your staff, and a management tool for the firm. It also includes a "quick start" learning section to complement the training and to help new staff hired after training. A typical manual includes:
 
Overview and system objectives (by department if applicable).
Relationship to other systems
Data entry conventions/rules
Scheduling, forecasting and prioritizing rules
System security, backup and logon procedures
Network and synchronization issues
Autodialing and faxing
Tables of standard codes
Samples of all custom letters
Samples of all custom reports
Samples of all custom journals
Where to get help
Notes and materials from training
 
For more information on analysis contact our Policy Procedure Manuals expert.
 
Implementation process videos
 Needs Analysis
 Project Planning
 System Design
 Policy & Procedure
 On-Site Training
 Technical Support
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