User Orientation
Introduce the selected software, its navigation and the functions relevant to each user group.
Build familiarity with your software and establish a clear path for technical assistance.
Discuss training and support requirements with Velotech Solutions to define sessions and assistance suited to your selected product, users and workflows.
Availability, delivery format and support coverage are subject to confirmation and the agreed scope.
Focus training on the tasks your users need to perform.
Review workflows, responsibilities and common questions.
Agree how technical requests will be raised and reviewed.
Review the following areas when defining training sessions and technical support arrangements.
Introduce the selected software, its navigation and the functions relevant to each user group.
Review representative tasks using agreed examples, from entering information to reviewing the required outputs.
Review supported settings and user administration responsibilities with designated personnel.
Assess reported software issues using clear descriptions, reproduction steps and relevant diagnostic information.
Agree whether user guides, session notes or other reference materials are required as part of the training scope.
Identify questions after initial use and agree any additional sessions or assistance required by your team.
Training is easier to apply when examples reflect the records, responsibilities and workflows users encounter in their work.
Identify the software, version and relevant browser or device information.
Explain what happened and what you expected to happen.
Include reproduction steps and screenshots with confidential information removed.
Explain which users or workflows are affected by the issue.
Agree the training requirements and support arrangements before scheduling activities.
Identify the product, users and topics requiring guidance or assistance.
Confirm delivery format, scope, responsibilities and scheduling.
Review agreed workflows or investigate the reported technical issue.
Record remaining questions and any further actions or follow-up needs.
Share user responsibilities and the workflows you want covered. Topics and examples can then be reviewed when agreeing the training scope.
Delivery options, scheduling and any travel requirements must be confirmed for your project. State your preferred format when enquiring.
Coverage depends on the agreed support arrangement. Confirm the supported product versions, issue types, contact channels and responsibilities in the proposal.
Support hours, priority definitions and response targets should be agreed explicitly. They are not implied by this service description.
Updates, new functionality and customization may have separate terms or project scopes. Confirm these requirements when discussing your support arrangement. Learn more about Customization & System Integration .
Share your software, user groups and assistance requirements to plan the appropriate next steps.
Velotech Solutions provides pump software, Foundry ERP and business management tools to help teams organize information and streamline their workflows.
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