Virtual Classroom Trainings for TheWorxHub

This virtual class is designed for new administrators who will be completing the necessary data spreadsheets for their site build and setting up their account.

The 60-minute class will be divided into three parts:

• The Location Spreadsheet
• The User Spreadsheet
• The Contractor Spreadsheet

This interactive class is designed for new administrators who will be setting up their account, as well as any administrators who are new to an organization that are already utilizing TheWorxHub Maintenance.

The 90-minute class will cover these key aspects:

• Basic navigation in the Maintenance module.

• How the main dashboard will help with managing the daily workflow.

• The life cycle of a work request/work order.

• Understand how to tailor and customize TheWorxHub to your organization.

• Learn how to manage locations, create templates, and edit pick list items.

• Importance of user and vendor list upkeep directly within the system.

This interactive class is designed for maintenance administrators and team members who currently manage and oversee preventive maintenance and capital equipment within an organization.

The 60-minute class will cover these key aspects:

• Understand the value of asset collection and how the collection will be completed.
• Learn how to create scheduled work orders for reoccurring preventive maintenance.
• Review how preventive maintenance can be managed from the dashboard or calendar on a daily basis.

This interactive class is designed for maintenance administrators and team members who currently maintain assets, as well as manage and oversee preventive maintenance and maintenance compliance for your organization. It will focus on maintaining asset lists, as well as scheduled work orders and compliance around them.

The 90-minute class will cover these key aspects:

• Understand the value of asset collection and how the collection will be completed.
• Learn how to add and edit assets directly in your account.
• Effectively set up risk assessment and AEM programs for required assets.
• Learn how to create scheduled work orders for reoccurring planned maintenance.
• Understand how templates can help build your PM program.
• Review how preventive maintenance can be managed from the dashboard.

This interactive class is designed for users that will be in the technician role within your organization. The training will focus specifically on the mobile site.

The 60-minute class will cover these key aspects:

• Understand how to log in and navigate the technician dashboard on the mobile platform.
• Learn how the dashboard panels and features will impact your daily workflow.
• Follow along as we walk through the workflow process from beginning to end, including running timers and capturing completion notes.

This interactive class is designed for users that will be in the technician role within your organization. The training will focus specifically on the desktop site.

The 60-minute class will cover these key aspects:

• Understand how to log in and navigate the technician dashboard on the desktop platform.
• Learn how the dashboard panels will impact your daily workflow.
• Follow along as we walk through the workflow process from beginning to end, including logging time and capturing completion notes.

This interactive class is designed for new housekeeping managers who will be setting up their account, as well as any managers who are new to an organization that is already utilizing TheWorxHub Housekeeping.

The 60-minute class will cover the following topics:

• Learn the basic navigation of the Housekeeping module and gain an understanding of the life cycle of a work order.
• How the main dashboard will help with managing the daily workflow.
• How to ensure that all housekeeping staff have been added as users or have the proper permissions, as well as customizing your pick lists to your organization.

This interactive class is designed for new housekeeping administrators who will be setting up and managing scheduled work orders, as well as any managers who are new to an organization that is already utilizing TheWorxHub Housekeeping.

The 60-minute class will cover the following topics:

• Learn the value of the Staff Schedule and Routine Duties home dashboard tabs in your TheWorxHub Housekeeping module.
• Understand how to create scheduled work order templates and use these to streamline the creation of scheduled work orders for housekeeping.
• Learn best practices for managing housekeeping scheduled work orders from both the home dashboard and the Calendar tab.

This interactive class is designed for users that will be setting up work order routes and teams within your organization.

The 60-minute class will cover these key aspects:

• Learn how set up teams and work order routes in your account.

• Follow along as we walk through the workflow process using routes and teams.
• Understanding how work order route orders impact the way work orders are assigned.

This interactive class is designed for maintenance managers who are interested in learning best practices around recommended reports to start keeping track of internal benchmarks and KPIs.

The 60-minute class will cover these key aspects:

• Learn about the different types of reports available.

• Cover a series of work order, staff, and asset reports to start keeping an eye on work load analysis, response time, labor productivity, and many more!

• How to create favorite reports and set up automatic report subscriptions.

This virtual class is designed for new maintenance and housekeeping managers who are interested in setting up work utilizing the Projects feature to be able to group work orders together under one project umbrella.

The 60-minute class will cover these key aspects:

• Learn how to access and view the projects dashboard.
• Define the three types of projects available to create for things like tracking refurbishments, major community events, quarterly filter changes, annual deep cleans, etc.
• How to build projects from scratch, as well as create and utilize project templates.

This interactive class is designed for administrators who will be utilizing the QA/Survey module in addition to the Maintenance or Housekeeping applications.

The 60-minute class will cover these key aspects:

• Understand what the QA/Survey module is used for.
• Learn how to setup a survey template and the survey types available.
• Entering results and linking surveys to work orders.

This interactive class is designed for administrators who will be utilizing the QA/Survey Environment of Care inspections.

The 60-minute class will cover these key aspects:

• Understand how to use the QA/Survey module for environmental rounds/site tours.
• Learn how to set up all the key features of a survey/inspection, such as service areas and work order templates.
• Learn how to create your Environment of Care inspections in TheWorxHub.
• Understand the Deficiency Dashboard.

This interactive class is designed for coordinators who will be utilizing the Room Bookings module to manage events within their community.

The 60-minute class will cover the following topics:

• Review the setup needed to run the application successfully.
• Learn how to mark locations bookable and set your lead time and conflict potential.
• Create setup and tear down templates as well as catering items and other fees.