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Service Certification Program Overview


The PDM Service Certification Program is designed to educate your service reps in the following core competencies:

  1. Installation Preparation
  2. Software Installation
  3. PDM Implementation 1 & 2

 

The Service Certification Program is divided into the following levels:

  1. PDM Installation Preparation Exam

    This training module is designed to train a service representative what information and tools are available for PDM installations.  Upon completion, a service representative will understand how to initiate the PDM implementation program, perform an IT assessment, conduct the proper customer information gathering sessions, gather and prepare the contact import files and coordinate all reprographics activities to support PDM.

  2. PDM Installation Exam

    This training module is designed to train a service representative on how to install PDM applications.  Upon completion, a service representative will understand how to install a web server, install a database server and install the PDM import server.

  3. PDM Implementation - 1

    This training module is designed to train a service representative on how to configure the PDM Settings, configure and import PDM Lists, adding a custom EULA, configure the Help Page, install custom notifications, install custom reports, import and license internal users, import a subcontractor database and add print locations and reprographics users.

  4. PDM Implementation - 2

    This training module is designed to train a service support representative on how to effectively back up the PDM vault and databases, add custom graphics to the PDM application, apply graphics to a subcontractor portal, add custom graphics to a prequalification portal, add custom graphics to notifications, define and create a security architecture, create project templates and folder defaults, perform the pilot project rollout, assess the pilot project results and how to go live with PDM.

  5. Supporting Documentation for Installation and Implementation

    Training documentation is available to provide reference material at your fingertips during PDM installations. Documents include a handbook, server and client installation guide, implementation guides and worksheets. In addition, meeting agenda and checklists are provided to keep the information gathering processed organized. These documents will help ensure a smooth implementation of each customer's PDM application.

 




Registration is easy, simply click the Purchase Now button below and you will be on your way to PDM Service Certification.

 

Already Purchased the Service Certification Program?

 

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