Training Agenda

Module 1 - User Management

1. Quick registration
2. User search
   1. How to edit a profile | Edit Lockers Tab | Edit Vehicles Tab | Edit Parking Tab | Payments Tab | History Tab | Complete History Tab |
      1. Basic information required (user type – admin can override/edit this field, username and email address; mailing address if hang tags are being mailed out)
      2. Check box at top of screen for “Allow user to login and mark account as active”
3. How to Merge Users
4. Emailing Users
5. How to add/delete user types that appear on the user side and type of information to be filled in by each user type (Admin Options, User Types)
6. How to sell lockers
7. How to set up vehicles
   1. Add/remove DNTT (Do Not Ticket or Tow)
8. How to sell parking permits
9. How to make payments
   1. Types of Reimbursements
   2. Cancel transactions
   3. Refunds
   4. Adjustments
10. How to see the history
    1. Complete history
11. How to see contact history (incidents only)
12. How to create custom forms
13. Highlight Reports

Module 2 - Lockers | Locker Troubleshooting

1. How to allocate lockers
2. How to do locker building area admin
3. How to manage locker allocations (Allocations button) | Allocate (Lockers) | Single Allocate (Lockers)  | Midnight List (Lockers)
4. How to manage active locker allocations (Allocations button)
5. Highlight reports
   
   

Module 3 - Permit Management

1. How to do permit allocate
2. How to do pricing and lot admin
3. How to manage permit allocations (Allocations button) | Allocate Permits | Single Allocate
4. How to manage active permit allocations (Allocations button) | Permit Rollovers
5. How to do lot zones 
6. Hang tag printing 
7. Access Cards/Barcodes (if required)
8. Highlight reports

Module 4 - Text2ParkMe (we need admin side wiki for T2P) 

1. Text2ParkMe 
2. Extend Permit 
3. Updating your Payment Information on the user side
   1. For Reference: /wiki/spaces/PA/pages/3146734

Module 5 - Violations

1. How to do a Manual Violation Entry by Administrator
2. How to do offenses admin
3. How to manage appeals
4. Highlight reports

Related: Sample Ticket/Warning with Explanations

Module 6 - Incidents

1. How to use dispatch
2. How to do incident entry
3. Highlight reports

Module 7 - Payments

1. Payments & Transaction Flow
2. Payment Processing Models
3. Highlight reports

Module 8 - System Config

1. Edit admin users | Setting Up Roles & Permissions (needs work)
2. How to Properly Disabling an Admin Account
3. System settings
4. Ticket Types 
5. Offence Types
6. System messages
7. Home page messages
8. Temp Permit Text

Module 9 - Admin Options

1. User profile (Edit user types and departments)
2. Vehicles (Manage color, make, model, etc.)
3. Permits (Edit common lots and permit states)
4. Violations (Manage location admin, sub location admin and offenses admin)
5. Incidents (Manage categories, flags, etc.)
6. Dispatch (Manage categories and sources)
7. Highlight dashboard