Step 1: Overview
In step 12 you will train the employees of you customer on the use of the system. There are two different end users of the system that need to be trained.
Step 2: Label Workstation training
You should schedule a one hour meeting to train someone on how to scan and label documents. This will normally be an entry level position so patience is required.
You will need to show them how to prep documents for scanning. Document prep means to:
If you are scanning documents as a batch you will need to teach them how to separate the batch into multiple PDF files. If they use a process where they separate the documents prior to scanning and only scan related documents, you will not have to teach them to separate the electronic documents.
You will have to teach them how to:
Step 3: Train end-users on search and retrieval
This group of users will be easy to train because they only need to know how to use some basic functions. You will need to show them how to:
Sometimes you may want to train everyone yourself and we would suggest that you keep your training sessions to 10 people per group. You can schedule a new group every half-hour since it should only take 15 minutes to train each group.
Step 4: Conclusion
Once you have trained everyone in the organization on the use of the system, you will want to leave your contact information with the department managers in case they have any questions.