I’ve been charged with providing an Introduction to Phocas for our new users and I’d like to give them a quiz after a week of using the system to make sure they’ve got the basics right.
Just wondering if anyone’s in a similar position, or if anyone’s got some ideas of key questions or activities that as experienced users you think it would be a good idea to check.
We have done something similar. It will depend on your group of users.
When we have done sales reps, we have them look for their top 5 products in both sales increase and decrease. Same with customers.
Basically give them certain things they need to navigate / drill down to. Might even have them change the time period they are looking at.
BTW, these thoughts are more around using a dashboard, not so much building queries.
Thanks - interesting way to go.