|1||Verify Individual||Open the SMME Owner Individual record and verify information as captured on the SMME Coaching Registration Form (wizard). See working with INDIVIDUALS.|
|2||Verify Company||Open the SMME Company record and verify information as captured on the SMME Company Registration Form (wizard). See working with COMPANIES.|
|3||CIPC Lookup||Do a CIPC Lookup to confirm company DATA as registered with CIPC (Companies and Intellectual Property Commission).|
|4||Verify Employee||Open the SMME Owner Employee record inside the SMME Company and verify that the Employee has been flagged as the primary contact Employee. See working with EMPLOYEES.|
|5||Verify FY||Open the SMME Company current Financial Year record and verify the start & stop dates. You may need to create a new Financial Year. See working with FINANCIAL YEARS.|
|6||Create Project||Edit the SMME Company current Financial Year record and set Create Project = TRUE.|
|7||Link Coach||Open the current Financial Year Project and link a SMME Coach as a project manager under Link Resources. See working with PROJECTS.|
|8||Build Project||Link your SMME Coaching Project Recipe to the project and click Build Project under Project Templates.|
|9||Notify Coach||Notify your SMME Couch of the new SMME Coaching Project.|
|10||Notify Owner||Notify the SMME Owner of the new SMME Coaching Project.|
|11||Cleanup Participants||Cleanup your SMME Coaching Registration Form (wizard) by removing partial, erroneous and duplicated participants before marking the remaining valid participants as closed. See working with WIZARDS.|
MYCITO* is quickly becoming a preferred CLOUD ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, monthly updates, guaranteed levels of service and more to fit your month-to-month requirements.
Standard local (South Africa) office hours Monday - Friday (08:00 - 17:00)
Made in South Africa using jQuery, Bootstrap and Font Awesome.