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Intake

  • January 31, 2023
  • 2 replies
  • 29 views

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Hello,

I am currently creating an intake process for stakeholders to request their materials (course) be uploaded to the platform. Does anyone have a intake process that has been successful or any materials that will be helpful?

 

Thank you!  

2 replies

  • Newcomer
  • March 3, 2023

Hi there! You may want to check out www.cognota.com for help getting your intake setup. Might be a good place to start.


Bfarkas
Hero III
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  • Hero III
  • March 3, 2023

I have one that basically wsa using our support ecosystem already. It uses a robust qualtrics form for inital submission/intake, and than a sharepoint site of a few lists and document libraries to manage all of the various items and stages of deployment. Holds things like inhouse compliance numbers/dates/course codes etc. so can be used for the life cycle of the courses and documents. It is highly tailored to our unique working process though.