Every organization will have turnover and it is imperative that new employees have access to the tools they need. With your SAM site being customized, that can present a challenge. Here are some tips when adding a new user to SAM or becoming a new SAM Lead.
Share the Get Started Series
All new SAM users can get a basic understanding of SAM's functions by sharing our Get Started Guides.
Share Your Process
Your agency may have customized your process and the look of forms in SAM. We recommend creating documents to clarify and breakdown your agency specific process. Share these files that you have created with new users, especially those pertinent to the user's role with your organization.
Create Test Records
Have new users create test records and modify test records to give them hands on experience working in SAM.
Use SAM's Help Guides & Webinars
Make sure Users know about SAM's Help Guides that offer more information on how to do practically anything in SAM.
When you are getting ready to implement a new feature or modify existing features, SAM Lead have access to SAM's webinars on many topics. These webinars go from theory to applicability in 2-3 hours, which expand on information shared in our guides.
Join Our Community Calls
Join our monthly SAM Talks calls, where SAM users across the country connect. We discuss projects being worked on in client's SAM sites and get free support. We send a monthly schedule to SAM Leads on the first of the month and our full schedule is available at the events page on our website.
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