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Once completing the first part of the training, it’s time to start implementing what we you learned and start creating real live orders in the system so we can improve the workflow templates and get some feedback.
Your goal now is to select an easy and quite common show and fully implement these orders in OOONA Manager including everything we learned:
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You don’t necessarily have to currently onboard the basic resources if you’re not ready yet, but you should still assign them to tasks and complete the task for them.
As a result, I’m sure you’ll have many questions and requests and that’s part of the training customization process.
It will help improve your workflow templates, target difficulties, and help you move forward towards fully creating all orders in OOONA Manager.
If necessary, we’ll have targeted sessions on specific topics.
Below Below are the Configuration checklist and Helpful tips you must review to better prepare you for the next step of creating real live orders in the system.
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Resources page- Key fields when setting up users*
Welcome mail with a password link
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Create all customers.
Make sure the following key helpful attributes are correctly set for the customer.
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Email Notifications
Decide on your preferred notifications.
Inform next task
On the workflow template level, set the tasks you would like to send Inform next task notifications
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Make sure the following key attributes are correctly set in the workflow template.
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Email templates
Customize common notifications, if necessary
Helpful tips
Create work routines
Who does what? Who creates orders, who assigns, who schedules the order and task dates, and who uploads the assets.
How does it transition from the order creator to the additional steps: scheduling, assigning, etc…
Who adds the messages?
When do you switch to “In progress” so that assigned resources will see the order?
Always prefer creating your orders in advance, for example, the whole series. That way, once the assets are available you upload them and the order is ready.
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