INTERNAL USE ONLY Reviewing Assignments Upon logging in, any projects assigned to a given user will populate. These include ones that are not yet started, in progress and completed. In order to change the viewing options for inactive/completed tasks/projects, select or deselect the various checkboxes at the top to …
INTERNAL USE ONLY PhoenixTracking is the task management and license tracking version of Phoenix focused on ensuring all deliverables conducted by Richardson are captured in one central local. These Deliverables include Training Sessions, Coaching Cloud, QuickCheck, QuickSkills, SkillGauge, Accelerate and Talent Gauge…
INTERNAL USE ONLY PhoenixScheduler is the scheduling version of Phoenix focused on ensuring all deliverables conducted by the Richardson Facilitators are captured in one central local. These deliverables include Instructor Led Training, Train the Trainer, Master Train the Trainer, Virtual Training, Phone Coaching and …
INTERNAL USE ONLY Deliverable Dashboard Insight into what Deliverables are assigned to a given user indicating what the next due date is per Deliverable and which task(s) need to be done. Deliverable Form The Deliverable is split into 4 sections: Scheduler Information, Specific Details per Deliverable, Tasks and …
INTERNAL USE ONLY Phoenix Scheduler Best Practices & Critical Criteria Integration Details Program Material Status Best Practices Quick Reference Event Request Checklist ENTRY FIELD CRITICAL CRITERIA VALUE Division & Order Number Expired or consumed contracts Various divisions, audience…
INTERNAL USE ONLY * What happens if there is no Order for the Client and Division I selected? * The Requestor will need to enter a new Order into Phoenix Order at * Why can’t I select the Trainer I want? * During a request, the Requestor can suggest or prefer a Trainer but that person may not be available, and t…