Creating a Training Program

Objective

To provide a clear and concise step-by-step guide for team members to create a training program within the ResearchLogix account, ensuring consistency, accuracy, and efficiency in the process.

Key Steps

1. Access the Training Programs Section

   • Navigate to the "Training Programs" section in the ResearchLogix account.

2. Initiate Program Creation

   • Click on the "Create a Program Hub" button to start the creation process.

3. Populate Program Details

   • Program Name: Enter a name for the training program.

   • Program Description (optional): Provide a brief description of the training program.

   • Website URL (optional): If applicable, enter the URL for the dedicated training program website.

   • Begin Date: Set the start date for the training program (e.g., August 1st, 2024).

   • Primary Contact Information (optional): Fill in the following fields if relevant:

     • Name

     • Address

     • Email Address

     • Phone Number

   • Training Program Focus: Select the relevant focus areas for the training program (e.g., graduates and post-graduates).

4. Save the Program

   • Review all entered information for accuracy.

   • Click the "Save" button to create the training program.

5. Confirmation

   • Look for a confirmation message indicating that the training program has been successfully created.

6. Verify Creation

   • Navigate back to the "Training Programs" section to ensure the new program appears in the list.

Cautionary Notes

• Ensure all required fields are filled out accurately to avoid errors in program creation.

• Double-check the begin date to prevent scheduling issues.

• If optional fields are not applicable, they can be left blank, but ensure that any relevant information is provided.

Tips for Efficiency

• Use a template for the program name and description to streamline the process for multiple training programs.

• Keep a list of common focus areas for quick selection during program creation.

• Regularly review and update any contact information to maintain accuracy in communications.

• Familiarize yourself with the platform's layout to reduce navigation time.

By following this SOP, team members can efficiently create training programs in ResearchLogix, minimizing misunderstandings and errors while maximizing productivity and accuracy.

Link to Loom

https://loom.com/share/c78f9812e3834b99b5702477166e8f7e?src=composer