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Short courses

Data Management Course


Description
This course is ideal for learners who do not have an integration set up and will be managing all of their data in Fixflo.

Learn how to keep all data entities clean and up to date.
Content
  • Course agenda
  • Data Management Course Agenda
  • Introduction to data (4 minutes)
  • Video: Introduction to data (2 minutes)
  • Key learnings: Data on Fixflo
  • Your data (30 minutes)
  • Video: Property data (7 minutes)
  • Key learnings: Property data on Fixflo
  • Key learnings: Merging properties on Fixflo
  • Key learnings: Vacating properties on Fixflo
  • Key learnings: Deactivating properties on Fixflo
  • Key learnings: Searching for properties on Fixflo
  • Quiz: property data on Fixflo (4 questions)
  • Video: Landlord data (5 minutes)
  • Key learnings: The landlord welcome email
  • Key learnings: Attaching landlords to properties
  • Key learnings: Archiving landlords on Fixflo
  • Quiz: Landlord data on Fixflo (2 questions)
  • Video: Occupier data (6 minutes)
  • Key learnings: Occupier move in & move out processes
  • Key learnings: The occupier welcome email
  • Key learnings: Archiving occupiers on Fixflo
  • Video: Contractor data (5 minutes)
  • Key learnings: The contractor welcome email
  • Key learnings: Archiving contractors on Fixflo
  • Key learnings: Contractor reminder emails
  • Key learnings: The contractor helpsite
  • Quiz: Contractor data on Fixflo (1 question)
  • Video: External user data (2 minutes)
  • Key learnings: External users
  • bespoke team training (1 minute)
  • Bespoke team training
  • Feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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