ESD Training: Coordinator (Interface)

This MYCITO FAQ will step you through the standard ESD Training: Coordinator (Interface) components with supporting How Tos and common questions and answers.



SMME Coaching Coordinator Flow


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.



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