contract training an aceware webinar. contract training topics why is contract training different?...
TRANSCRIPT
ContractTraining
An ACEware Webinar
Contract TrainingTopics
• Why is Contract Training different?
• Course Setup
• Registering Participants
• Billing
• Budgets
• Finding Customers
vive la différence!
1.Fixed Price2.One payer3.Payer may not
be attending4.Not worried
about filling class (that’s the client’s job!)
Course Setup
Course Screen
Setting the Category and/or Course Type to “Contract”
Allows easy reporting of your contract training activities
Sponsoring Firm LinkThe Sponsoring Firm field allows you to Link this class to the specific FIRM
requested the training
Sponsoring Firm
(Fee) Order Matters!
Quick Reportsnot just for statistics!
Notice the Contract Cover Letter & Training Summary?They’re in the Course Quick Reports / Class Descriptions area.
Registering Participants
SpeedRegistration
When should you use Speed Registration?
• Large group of students who are part of one company or organization (before or after the event)
• Any group of people with one payor
• When all registrations are for a single course
• Hours, CEU’s and status are the same
How to . . . Speed Register
• Alt + Z• Select course from list
If your system does not use SSN’s, check the Name Find Entry
If not checked, automatically enrolls student when name is selected. Otherwise, asks for confirmation
Default new names in a
contract class to “Do Not
Mail”
Fill in options as appropriate
Click Add Names to select participants.
New name?When a new name appears and is not yet available on the name list, hit the Esc key to access the Brief Name Entry screen and enroll the new participant
MassRegister
Mass Register•Mass register lets you to register all registrants from one course into another course. Perfect for contract or sequential programs.
From the course screen, click
Mass Register
Mass RegisterClicking Mass Register allows you to FIND the new course in which to register the current roster of students.
The pop up screen lets you set up the defaults for this “batch” of registrations in the new course
Mass Register
In the Data Preview Screen, remove the check mark next to any name who will not move to the next class. To assist you, grade, status, reg code and misc code are visible.
When you’ve made your final selections, click DoneDone
Keep in mind . . . • Mass Register does
not address payments
• Mass Register does check new class for duplicate names and eliminates names already in the target class
Billing
Billing Only Record
A billing record allows you to associate a name with a course that is not a participant. No CEU’s or hours will be awarded to this person. Billing records are identified as ‘PAYOR’ in the Student List and Roster. Enrollment Counts do not include records identified as ‘PAYOR’.
Payment Plan• The Payment Plan allows you to spread
payments over several months.
The Payment Plan button is activated by the Billing Payment
Type
Budgets
BudgetsPlanned, not promised
Finding Hot Prospects!
The ‘ole Top 10!
•Reports / Statistics / Names / Performance Sorting
•Run the report by names or firms
•View the Top 10 or Top 50
•Rank by money paid, courses taken, CEU’s or Hours
And finally . . .
Be a solution seller• Listen for needs• Ask probing questions• Understands the issues of the
company• Be proactive in the approach• Doesn’t show the catalog to sell
training• Isn’t an “order taker”
» Kathy Yeager, Contract Training Edge
Want to know who needs you?Check the classifieds!• Companies that are hiring
frequently need training• They’re hiring! They have money!
Our next webinar . . .• Tuesday, September 15
• A Student Manager Driving Lesson• know your shortcuts