Administration
Administration
People who handle the administrative elements included in the prepared scope.
Getting started
Train each person for what they will actually do in MapMyStaff.
The guide recommends role-based training for administration, office staff, field teams, and follow-up. For each person, focus on the tasks they will actually perform and the situations they need to recognize.
Immediate answer
Short training should follow the real work
Show the tasks that matter to the role, practise with a representative case, and keep any limits or questions visible before launch.
01Identify the role
Start with the people who will actually use the function
The guide names administration, office staff, field teams, and a follow-up owner. Keep only the roles that match your organization.
02Choose the tasks
Show only what the person will actually need to do
A person does not need to tour all of MapMyStaff to learn the tasks that are part of their work.
- 01Task
Define the action the person will actually perform.
- 02Context
Show the page or workflow where that task occurs in your configuration.
- 03Expected result
Explain what the person should check before continuing.
- 04Question or limit
Identify what still needs confirmation or should be passed to someone else.
03Practise
Use a representative situation instead of a general product tour
Practice should resemble real work without using more data than necessary.
- 01Choose a scenario
Use a situation the team recognizes and that has already been prepared for testing.
- 02Perform the task
Let the person follow the workflow that matches their role.
- 03Compare the result
Check that the result matches what was decided and documented.
- 04Record questions
Keep differences and limits visible before changing the configuration or training.
04Confirm before launch
Check the essential tasks before expanding training
Role-based training is part of preparation before launch. Confirm essential tasks, then update training when approved changes affect the workflow.
- 01Essential tasks
The person can complete the actions planned for their role in the tested scenario.
- 02Expected result
They can recognize the result or state they are expected to check.
- 03Known limits
They know which situations still need confirmation instead of handling them by assumption.
- 04Update
Training is reviewed when an approved change alters the relevant workflow.
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