SiteOwl Live Sites Course Catalog

Su Subburaj
Su Subburaj
  • Updated
 
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: 
  1. Ensure you're taking courses in proper order by following the prerequisites listed with each course.
  2. Review the Recommended For column to understand who in your organization will benefit most from each course.
  3. 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
Duration: 10 min
Platform: Desktop
 
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

Duration: 20 min
Platform: Desktop
 

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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