The Training Team is committed to supporting Users with all training and support needs through a variety of learning opportunities. Below is a comprehensive list of the recurring training options. To register for each desired training, simply click the corresponding link then select your preferred date and time.
If you do not know which solutions you will be implementing at your property, please reach out to our support team and request the name of the products your community is subscribed to.
We'll see you in training!
*PLEASE NOTE: For Operations Suite users:
All members of your team will need to attend two separate pieces of training:
Answer 101 Training
Work 101 Training
Managers and corporate team members will need to attend two admin-level trainings.
Admin-Answer Automation Training (Community Managers and Corporate-level users)
Admin-Work Management Training (Community Managers and Corporate-level users)
Answer Automation Training*
Ideal for all members of the team (including maintenance), who are affiliated with communities that utilize Answer Automation.
Agenda:
Managing Voicemails on the Web
Managing Emergencies (On-Call)
Resident Experience
On-Call Technician Experience
Creating Your On-Call Schedule
Live Webinar | East Coast | English: Answer Automation Training - Register Now!
Live Webinar | West Coast | English: Answer Automation Training - Register Now!
On-Demand Video: SightPlan Answer Video Training - Watch Now!
Admin Training - Answer Automation*
Ideal for all community managers and corporate-level users whose communities are using Answer Automation.
Agenda:
Setting Up Your Team Access
Custom Setting Options (including Answering Service and Assignments settings)
Managing Your On-Call Schedule
Reports
Live Webinar | English: Admin Training - Answer Automation - Register Now!
On-Demand Video: SightPlan Admin 101 Video Training - Watch Now!
Work Management Training*
Ideal for everyone on your team (including maintenance), who is affiliated with communities that employ Work Management or Operations Suite. Available in English and in Spanish.
Agenda:
Integration
Accessing SightPlan.com
Task (Work Order) Creation & Management
Web
Mobile
Using Projects
Live Webinar | East Coast | English: Work Management Training - Register Now!
Live Webinar | West Coast | English: Work Management Training - Register Now!
***Spanish option available below***
Live Webinar | Spanish: SightPlan Work 101 Training (ESP) - Register Now!
On-Demand Video: SightPlan Work Video Training - Watch Now!
Admin Training - Work Management*
Ideal for all community managers and corporate-level users whose communities employ Work Management or Operations Suite.
Agenda:
Setting Up Your Team Access
Custom Setting Options
Reports
Task creation and management (including Project Templates)
Live Webinar | English: Admin Training - Work Management - Register Now!
On-Demand Video: SightPlan Admin 101 Video Training - Watch Now!
Engage 101 Training
This training is recommended for the following roles:
Regional Community Manager
Community Manager
Assistant Community Manager
Agenda:
Branding Your Community
Inviting Residents to Resident App & Portal
Review of the Resident Service Features
On-Demand Video: SightPlan Engage Video Training - Watch Now!
Inspect 101 Training
Agenda:
Launch & Complete Inspections
Review Inspection Calendar
Access Reporting
Live Webinar | English: SightPlan Inspect 101 Training - Register Now!
On-Demand Video: SightPlan Inspect Video Training - Watch Now!
Audit 101 Video Training
Agenda:
Access Your Audits
Complete Your Audits
Update Audit Templates
Audit Review Dashboard
Access Reporting
Live Webinar | English: SightPlan Audit 101 Training - Register Now!
Step-by-step Guide: SightPlan Audit Guide - Read Now!
Should you need additional training or support, please reach out to our Help Team.