What are the current standards for our Subscription model?
INTERNAL USE ONLY * Contract terms 2 or 3 years * IP Content/Programs 3, 5, or unlimited program options Client may not know exact program names at time of contracting and can select program content post contracting Can be sold either with option to bundle with ILT or sell as Accelerate™ async/standa…
My SOW has bundled Services and licensing in it. How do I manage tracking this accurately?
INTERNAL USE ONLY Richardson does not have bundles as part of our standard and current models. If you see a bundle within a SOW, please contact [email protected] for direction.
How to determine if/when Manager Toolkits are included in the client solution and the total number?
INTERNAL USE ONLY When sold, manager toolkits are included in the Phoenix Order and referenced in the SOW. The committed amount should be noted in both places as to the total number of toolkits the client is purchasing. This number should also pull through in Tracking.
How do I determine how licenses are tracked?
INTERNAL USE ONLY Tracking language in Richardson’s standard SOW template is listed under Section 5 (General Assumptions). Although there are rare exceptions, Richardson’s standard policy is: if Accelerate™ is included then licenses are tracked on participants registered in the Platform. If no Accelerate™ is include…
Can I edit a deliverable?
INTERNAL USE ONLY Yes, any edits can be made up to 3 business days after the session has occurred or up to the last task for non-Training Sessions but will be locked thereafter for control purposes.
Using the task dashboard in PhoenixTracking
INTERNAL USE ONLY Task Dashboard The alternative to Deliverable Dashboard is the Task Dashboard which shows all tasks assigned to a user in a two-week run. This means that by the end of a given week the list will not be empty. This view is ideal to determine what one has to do for a given week and to aid in planning …
Do I need to be on the VPN?
INTERNAL USE ONLY Absolutely not, this application is secure and does not live behind the VPN
What is PhoenixTracking?
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…
Understanding the Deliverable Dashboard & Form
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 …
