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WSI-3. Implement WorkflowMax in your organisation

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Why you should complete this module

This module will help ensure that you configure WorkflowMax to best meet your business requirements.

Curriculum

  • 3. Implement WorkflowMax for your organisation
  • Configure WorkflowMax
  • Import your clients and suppliers (optional)
  • Design your documents
  • Identify your job processes
  • Prepare for go-live
  • Navigate to the next course module
  • Contact us
  • Contact us

Why you should complete this module

This module will help ensure that you configure WorkflowMax to best meet your business requirements.

Curriculum

  • 3. Implement WorkflowMax for your organisation
  • Configure WorkflowMax
  • Import your clients and suppliers (optional)
  • Design your documents
  • Identify your job processes
  • Prepare for go-live
  • Navigate to the next course module
  • Contact us
  • Contact us

Accessing Your Data

When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.

As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.

You can contact us at any time to:

If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.

As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.

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