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Looking for courses pertaining to SiteOwl Projects?
SiteOwl offers a growing catalog of courses to help you and your users get started, train you and your users, 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 not sure what training is right of you? Email support@siteowl.com for assistance.
Web App Courses
| Course Title | What You'll Learn |
Recommended For | Course Link |
|
SiteOwl Administration (Skip if you completed this course for SiteOwl Projects)
|
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 Accounts. Examples: Service Managers |
Duration: 30 min
Platform: Desktop
|
|
SiteOwl Plan Library
(Skip if you completed this course for SiteOwl Projects)
Before taking this course, take:
SiteOwl Administration
|
Plan Library Overview
Adding New Entries
Managing Existing Entries
|
Anyone responsible for creating and managing Account locations (Sites, Building and Plans) in the Plan Library. Examples: Service Managers |
Duration: 20 min
Platform: Desktop
|
|
Introduction to Live Sites
Before taking this course, take:
SiteOwl Plan Library
|
Live Sites Overview
Viewing an Account's Live Sites, Devices and their Operational Status
Adding and Removing Sites, Buildings and Plans for an Account's Live Sites
|
Anyone responsible for managing service for Accounts. Examples: Service Managers |
Duration: 25 min
Platform: Desktop
|
|
Introduction to Devices and Tasks(Skip if you completed this course for SiteOwl Projects)
Before taking this course, take:
Introduction to Live Sites |
Using SiteOwl Devices Using SiteOwl Tasks
|
Anyone responsible for managing Live Devices. Examples: Service Managers |
Duration: 10 min
Platform: Desktop
|
|
Editing Live Sites in SiteOwlBefore 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 Devices. Examples: Service Managers |
Duration: 25 min
Platform: Desktop
|
|
SiteOwl Favorites
(Skip if you completed this course for SiteOwl Projects)
Before taking this course, take:
Editing Lives Site in SiteOwl
|
Creating Favorites
Managing Favorites
Using Favorites Across Accounts
|
Anyone responsible for managing Live Devices using the web application.
Examples: Project Managers, Project Coordinators, Engineers/Designers, Sales |
Duration: 10 min
Platform: Desktop
|
|
SiteOwl Connections
(Skip if you completed this course for SiteOwl Projects)
Before taking this course, take:
Editing Live Sites in SiteOwl
|
Connect Devices Using Hubs Generate Connections Reports |
Anyone responsible for managing Live Devices using the web application. Examples: Project managers, Project Coordinators, Engineers/Designers, Sales |
|
|
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 Examples: Service Managers |
Duration: 15 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.
Examples: Service Managers, Service Coordinators |
Mobile App Courses
| Course Title | What You'll Learn |
Recommended For | Course Link |
| 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.
|
Duration: 25 min
Platform: Mobile Phone
|
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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