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CONNECT V3 CLIENT TRAINING VIDEO

From Erin Sheehan March 26th, 2018  

0 likes 0 116986 plays 116986
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A short training video to familiarise you with new Connect.
0:00-0:29 - Introduction
0:29-0:48 - Dashboard & Engagement Filter
0:49-1:02 - MyDay
1:03-1:55 - Request Grid, Sort/Filter, Engagement Filter
1:56-2:59 - Client Review Workflow (Request Reassignment, Request Changes,
Acknowledge Requests)
3:00-3:13 - Related Requests
3:14-3:33 - Uploading Response Documents (support)
3:34-3:47 - Discussions (questions/comments for PwC)
3:48-4:22 - Submit Request(s), Change (Recall) Requests After Submitted
4:23-5:06 - In-Site Notifications, Email Notifications, Following Requests,
Change User Preferences
5:07-5:30 - Discussions tab
5:31-6:00 - Engagement Matters
6:01-6:20 - Calendar
6:21-6:27 - Team Directory (PwC & Client - refer also to User Preferences
section)
6:28-6:45 - Help materials & additional information
6:46-End - Conclusion



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