SMME Coaching Coordinator

 

 

SMME Coaching Coordinator Flow

 

1Verify IndividualOpen the SMME Owner Individual record and verify information as captured on the SMME Coaching Registration Form (wizard). See working with INDIVIDUALS.
2Verify CompanyOpen the SMME Company record and verify information as captured on the SMME Company Registration Form (wizard). See working with COMPANIES.
3CIPC LookupDo a CIPC Lookup to confirm company DATA as registered with CIPC (Companies and Intellectual Property Commission).
4Verify EmployeeOpen 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.
5Verify FYOpen 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.
6Create ProjectEdit the SMME Company current Financial Year record and set Create Project = TRUE.
7Link CoachOpen the current Financial Year Project and link a SMME Coach as a project manager under Link Resources. See working with PROJECTS.
8Build ProjectLink your SMME Coaching Project Recipe to the project and click Build Project under Project Templates.
9Notify CoachNotify your SMME Couch of the new SMME Coaching Project.
10Notify OwnerNotify the SMME Owner of the new SMME Coaching Project.
11Cleanup ParticipantsCleanup 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.

 


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