HEAT Training

HEAT Training plays an important role in maximising the value of your HEAT Software investment. Wizard Systems are an authorised HEAT Training Centre, proving Training either on-site, over the Web, or at our Training Centre. 

Standard HEAT Training Courses are available in the following modules (remember we can tailor these and take topics out, add things in etc)...

HEAT Call Logging (1-2 Days)

  • Subset Screen
  • Call Log Screen
  • Detail Screen
  • Assignments
  • Journals
  • Alert Monitor 
Additional Functions
  • Print Calls
  • Re-open Calls
  • Delete Calls
  • Profile Searches
  • Adding Customers
  • Creating Call Groups
HEAT Features
  • Calls on Hold
  • Call Locking
  • File Attachments
  • Configure Tools
  • Asset Transfer
  • Heat Mail
  • Alarms
heat_user_call_logging.pdf
File Size: 170 kb
File Type: pdf
Download File

HEAT Administrator (2-4 Days)

Module 1
  • HEAT Overview
  • Call Logging Basics
  • HEAT Board
  • Adding Customers
  • Profile Searches
  • Calls on Hold
  • Attachments
  • Asset Configuration Transfer
  • Mail
  • Alarms
Module 2
  • Call Groups
  • Hot Lists
  • Autotasks
Module 3
  • Databases - Brief overview
  • Quick Customise
  • Edit sets
  • Constrained Validation
Module 4
  • Import / Export Data
  • Security – Users, Teams, Roles
  • View Sets
  • Hours of Operation
  • Managers Console
  • Alert Monitor
  • Auto Ticket Generator
  • Auto-Escalation
  • Business Rules
  • Load db
  • Answer Wizard
heat_administration.pdf
File Size: 171 kb
File Type: pdf
Download File