Concrete Tickets

Lesson Plan - April 12, 2023 version

By the end of the Concrete Tickets lessom, the client and targeted users will be able to perform all the configurations and operations linked to managing concrete tickets in maestro*.

 

Unit CONCRETE01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and conditions to using concrete tickets and set up the basic configurations linked to using this module in maestro*.

PREREQUISITES

  • Accounts Receivable;
  • Catalogue Management;
  • Project Management;
  • Security Management.
  • Analysis;
  • Configurations (Concrete Management module).
  • Discussion on the current and future processes to manage concrete tickets (strengths and weaknesses);
  • Setting up and explaining the necessary basic configurations during implementation;
  • Validation of the import protocol;
  • Decision-making.

HOMEWORK

  • Reflect on the discussions.

30 min.
  • Training document CONCRETE01

Pilot

Unit CONCRETE02 - Necessary Configurations to Manage Concrete Tickets

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client and designated users will be able to perform the configurations of the necessary elements to manage concrete tickets in maestro*.

  • Define Usages (optional);
  • Truck Management (optional);
  • Define Source Pricing (optional);
  • Catalogue Management;
  • Project Management;
  • Web Server Management (Marcotte);
  • Marcotte Data Import to Excel (if Marcotte is used).
  • Explaining and completing the windows in maestro* that are linked to managing concrete tickets, according to the client's needs and system requirements, to automate data entry.

HOMEWORK

  • Finalize data entry.

30 min.
  • Training document CONCRETE02

Pilot and/ou super users

Unit CONCRETE03 - Operations 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client and designated users will be able to perform the operations linked to the process of managing concrete tickets in maestro*.

  • Ticket Management;
  • Advanced Ticket Validation and Inquiry;
  • Advanced Concrete Ticket Invoicing;
  • Cost Transfer from Tickets;
  • Inventory Adjustments (optional).
  • Review of previous concepts and validation of completed tasks as homework;
  • User training according to the process established at the time of the analysis;
  • Demonstrate the different options and methods to process tickets (internal - receivables - payables).

HOMEWORK

  • Practice entering transactions.

2h
  • Integrated Tests
  • Training document CONCRETE03

Pilot and/or super users

Unit CONCRETE04 - Operational Training on Concrete Tickets

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, users will be able to perform the different operations linked to managing concrete tickets in maestro*.

  • Ticket Management;
  • Advanced Ticket Validation and Inquiry;
  • Advanced Concrete Ticket Invoicing;
  • Cost Transfer from Tickets;
  • Inventory Adjustment (optional).
  • Review of previous concepts and validation of completed tasks as homework;
  • User training according to the process established at the time of the analysis;
  • Demonstrate the different options and methods to process tickets (internal - receivables - payables).

 

HOMEWORK

  • Practice entering transactions.

2h
  • Training document CONCRETE03

Pilot

Super user and/or users

Unit CONCRETE05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client and identified users will be able to use maestro* analysis, inquiry, and report tools to find the information they need to manage concrete tickets.

  • Ticket List;
  • Pivotal Sales Analysis;
  • Product Sales Analysis;
  • Delivery Report;
  • Lien Analysis;
  • Customer Inquiry;
  • Catalogue Inquiry;
  • Supplier Inquiry;
  • Project Inquiry.
  • Review of previous concepts and validation of completed tasks as homework;
  • Validate concrete ticket reports and inquiries.

HOMEWORK

  • Validate data entered in maestro*.

1h

Pilot

Super user and/or users

Unit CONCRETE06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the client will be able to use the standard maestro* forms defined to meet their needs.

  • Invoice Form.
  • Review of previous concepts and validation of completed tasks as homework;
  • Adjust standard maestro* invoice forms to print preconfigured forms with the client's logo.

HOMEWORK

  • Validate the accuracy of the forms.

To be Determined

Pilot

Unit CONCRETE07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Ticket Import;
  • Ticket Invoicing - Concrete;
  • Cost Transfer from Tickets.
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction Validations.
  • Validation of reports and inquiry;
  • Review of configurations, if needed;
  • Review of the processes, if needed.

HOMEWORK

  • Complete Integrated Tests.

1,75h

Pilot

Users

Unit CONCRETE08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, the client will have shown they possess the necessary skills to manage concrete tickets in maestro*.

  • Validate learnings;
  • Review the security settings applied to the module.
  • Preparation of the next training session:
  • Concrete quotations.

15 min.

Pilot