Phase 6: Ops Onboarding to Adoption

Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up-to-date with new releases and trainings on new features.

Phase Goals

• Understand how to self-audit your database

• Understand how to use Support Center and Ticketing system

• Timeline: 1 week

What to prepare for next?

• Attend ongoing education webinars

• Ensure daily, weekly, and monthly tasks are assigned and being completed

Additional Resources

• Dos and Don'ts of Operations

• Add a New Location

• Key Operations Reports

• Item Locations