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SiteOwl offers a growing catalog of courses to help you and your users get started and ensure you're getting the most from the product. Courses are designed to teach you the most important aspects of the product in a short amount of time so that you become productive quickly.
Before taking a course:
- Ensure you're taking courses in proper order by following the prerequisites listed with each course.
- Review the Recommended For column to understand who in your organization will benefit most from each course.
- Still unsure which courses are right of you? Email support@siteowl.com for assistance.
Web App Courses
Course Title |
What You'll Learn |
Recommended For | Course Link |
| SiteOwl Administration |
Headquarters Overview
Managing Headquarters Users and their Access to Accounts and Projects
Managing Account Users and their Access to Accounts and Projects
|
Anyone responsible for creating and managing Users and customer Accounts. Examples: Administrators, Office Managers, Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 30 min
Platform: Desktop
|
|
SiteOwl Plan Library
Before taking this course, take:
SiteOwl Administration
|
Plan Library Overview
Adding New Entries
Managing Existing Entries
|
Anyone responsible for creating and managing Account site information (Sites, Building and Plans) in the Plan Library. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 20 min
Platform: Desktop
|
|
Managing Projects in SiteOwl
Before taking this course, take:
SiteOwl Plan Library
|
Overview of Projects
Creating and Editing Projects
Managing the Project Lifecycle
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 25 min
Platform: Desktop |
|
Introduction to Devices and Tasks
Before taking this course, take:
Managing Projects in SiteOwl
|
Using SiteOwl Devices Using SiteOwl Tasks
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 10 min
Platform: Desktop |
|
Editing Projects in SiteOwl
Before taking this course, take:
Introduction to Devices and Tasks |
Editing Project Plans
Editing Devices & Tasks
Creating Device Groups
Plan Information and Filter Settings
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 30 min
Platform: Desktop
|
|
SiteOwl Favorites
Before taking this course, take:
Editing Projects in SiteOwl
|
Creating Favorites
Managing Favorites
Using Favorites Across Accounts
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
|
|
Using SiteOwl Flags
Before taking this course, take: Editing Projects in SiteOwl |
Flagging Devices & Tasks while Onsite Using SiteOwl Mobile
Using Flags in the Web Application |
Anyone responsible for creating and managing Design and Installation Projects using the web application.
Examples: Project Managers, Project Coordinators, Engineers/Designers
|
Duration: 10 min
|
|
SiteOwl Connections
Before taking this course, take:
Editing Projects in SiteOwl
|
Connect Devices Using Hubs
Enable Technicians to View Connections in SiteOwl Mobile
Generate Connections Reports
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
|
|
Project Devices: Advanced Editing
Before taking this course, take:Editing Projects in SiteOwl
|
Search and Edit Project Devices More Efficiently
Using Filters when Searching Devices
Using Export and Import
|
Anyone responsible for creating and managing Design and Installation Projects using the web application. Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
|
|
Introduction to Live Sites
Before taking this course, take: SiteOwl Plan Library
|
Live Sites Overview
Viewing Live Sites, Devices, and their Operational Status.
|
Anyone responsible for managing service of a Live Site. |
Duration: 25 min Platform: Desktop
|
|
Editing Live Sites in SiteOwl
Before taking this course, take: Introduction to Devices and Tasks
|
Editing Live Site Plans
Editing Live Devices
Creating Device Groups
Using Plan Information and Filter Settings
|
Anyone responsible for managing Live Sites and their Devices. |
|
|
Live Devices: Advanced Editing
Before taking this course, take: Editing Live Sites in SiteOwl
|
Search and Edit Live Devices More Efficiently
Using Filters when Searching Devices
Using Export and Import
|
Anyone responsible for managing Live Devices. |
Duration: 25 min
Platform: Desktop
|
|
Live Sites: Tickets
Before taking this course, take: Editing Live Sites in SiteOwl
|
Tickets Overview
Dashboard Overview
Understanding Ticket Details
Viewing Tickets in Plans
Managing Tickets
|
Anyone responsible for managing Service Tickets in support of Live Sites. |
Mobile App Courses
| Course Title | What You'll Learn |
Recommended For | Course Link |
| SiteOwl Mobile for Projects |
Download, Install and Log In to the App
Navigate the App
Updating the Status of Devices and Tasks Using the App
Using the App with a Weak or Unstable Internet Connection
Using Flags on Devices
|
Any user of the SiteOwl Mobile application and those who will be working with or supporting them. Examples: Installation Technicians, Project Coordinators, Project Managers, Lead Technicians |
Duration: 30 min
Platform: Mobile Phone
|
|
DesignOwl for iPad
Before taking this course, take:
Editing Projects in SiteOwl
|
Preparing to User DesignOwl
The DesignOwl Dashboard Overview
Editing an Existing Project
Creating a New Project
Using DesignOwl While Offline
|
Any user of the DesignOwl iPad application and those who will be working with or supporting them. Examples: Sales, Project Managers, Engineers/Designers, Site Supervisors |
Duration: 15 min
Platform: Desktop
|
| SiteOwl Mobile for Live Sites: Plans | Download, Install and Log In to the App
Navigate the App
Updating the Status of Devices Using the App
Using the App with a Weak or Unstable Internet Connection
|
Technicians servicing Devices in the field and System Owners seeking Live Site details while away from their desks. | |
SiteOwl Mobile for Live Sites: Tickets |
View and update Service Tickets using the app. |
Technicians and System Owners using the SiteOwl Mobile app to access Service Tickets in the field. |
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