Client Training

Maximize Competency and Platform Utilization

Enjoy world-class digital procedure training courses for every role, so your personnel can master the SmartProcedures® platform to drive efficiency, safety, and compliance across the procedure lifecycle. ATR’s curriculum is designed to support your entire organization, from the frontline operator to the system administrator, ensuring maximum return on your Digital Procedure Lifecycle Management (DPLM) investment.

SmartProcedures Training

Workflow Training

Administrator Training

Training Made Convenient

Our training philosophy is rooted in helping you build a standardized and effective DPLM process. All training programs exist to improve knowledge and efficiency with our software at your organization, so you can administer and deploy safe, consistent procedures every time. Choose the training model that fits your organization’s needs.

In-Person or Virtual

On-Site or Off-Site

1:1 or Group

North America and International

One-on-One Instructor-Led Training
is utilized for training an individual based on the specific information, database, and strategy of their organization.

Group Instructor-Led Classroom Training
empowers relationship building between trainees and includes hands-on computer-based training (CBT), which improves information retention.

Virtual Instructor-Led Training
provides benefits such as reduced costs and better utilization of time. This also allows employees to continue their training safely and efficiently.

Video Training
includes short video clips used to explain complex topics in an easy-to-learn format that can be easily accessible.

Job Aids
are included in each training to reinforce key behaviors, increase the transfer of learning, and improve on-the-job performance.

SmartProcedures Training

Procedure and SOP training for personnel responsible for content creation, editing, and using procedures effectively in the field.

SmartProcedures Mastery for End Users

This comprehensive procedure training session is designed for any operator who accesses and performs procedures. Participants will thoroughly understand the SmartProcedures application, enabling them to quickly navigate, search, and print procedures more easily and efficiently. This proficiency is crucial in optimizing operational procedures and ensuring a more streamlined access to procedures.

Course Duration

1-2 hours, dependent on requirements

Who Should Attend?

Any operator who accesses and performs procedures.

Course Inclusions

Navigating SmartProcedures
Procedure Search Techniques
Understanding FAUS Structure
Creating Efficient Shortcuts
Accessing Recent Procedures
Advanced Search Capabilities
Comprehending Procedure Elements
Utilization of the Procedure Periodic Review Module (Optional Add-on)
Creating Change Requests (Optional Add-on)

SmartProcedures Mobile

This comprehensive course is designed to equip participants with the knowledge and skills required to effectively utilize mobile procedures. Participants will gain an in-depth understanding of the full range of functionalities available when using a tablet, smartphone, or other mobile devices to execute procedures. This training ensures that attendees are fully versed in the optimal use of mobile procedures, promoting efficiency and effectiveness in their day-to-day operations.

Course Duration

3 hours (4 hours if Mobile Workflow is included)

Who Should Attend?

Anyone expected to perform procedures using a mobile device.

Course Inclusions

Mobile Overview
Searching for Procedures
Planning Sessions
Executing Procedures
Assigning Roles
Adding Notes, Steps, and Attachments
How to Flag Steps, NA/Bypass
Sharing Steps and Sessions
Creating Change Requests
Completing Sessions and Exit Options
Reports
Mobile Workflow (Optional Add-on)

SmartProcedures Editor

This course instructs attendees on efficient usage of the SmartProcedures Editor application. Trainees receive instruction on easily navigating typical document authoring situations, exploring tools for creating procedures, editing procedures in workflow, and ensuring information is conveyed accurately and effectively. This 3-day training coaches attendees on creating better procedures through good writing and documentation practices.

Course Duration

3 days

Who Should Attend?

Technical Writers, SmartProcedures Administrators, Procedure Authors.

Course Inclusions

Day 1

Access SmartProcedures Editor / Log In
Introduction to SmartProcedures
Locating Procedures Using Multiple Search
SmartProcedures Overview
Building a Procedure (Part 1, 2)
Check In / Check Out

Day 2

Additional Step Functions
Inserting Images and Attachments
Table Development

Day 3

Inserting Additional Step Content
Reusable Content
Editing Existing Procedures
Fundamentals of Procedure Writing and Reviewing
CBT

Workflow Training

Centurion Management of Change

Procedure and SOP training for personnel responsible for executing the change control process, utilizing the Centurion workflow tools.

Workflow Approver / Reviewer

This class provides trainees with the essential knowledge needed to approve and review workflow items and complete action items. Attendees learn how to locate necessary information in the application and efficiently document reviews. Students receive hands-on training, discussions, and best practices. This training ensures learners have a solid understanding of the workflow requirements within your organization.

Course Duration

4 hours

Who Should Attend?

Those responsible for reviewing, approving, verifying, and performing tasks related to workflow processes within your organization.

Course Inclusions

Centurion (Procedure Workflow) Overview
Understand Workflow Roles
Creating Change Requests
Verifying Change Requests
Implement and Sign Off on Requirements
Delegate Using Leave of Absence
Generate and View Reports

Centurion Workflow Implementation Manager

This course trains attendees about the complex workflow system within the Centurion Management System. This training is considered a high priority for those individuals responsible for managing the review and approval process, including acting as lead reviewers for Management of Change (MOC) items. The goal is to prevent errors in the approval and review workflow process by addressing critical issues.

Course Duration

6 - 7 hours

Who Should Attend?

Those responsible for ensuring workflows are completed properly and action items are assigned to appropriate personnel.

Course Inclusions

Centurion (Procedure Workflow) Overview
Understand Workflow Roles
Assigning FAUS
Create Change Request
Implement and Sign Off on requirements
Delegating Leave of Absence
Workflow Elements
Analyze Workflow Templates
Implementation of Read & Acknowledge
Rendering Reports

SmartProcedures Administration

The first day of this course is the Site Administrator training course, which instructs attendees on managing project-specific documentation, employees, equipment, and material assets to ensure accurate updates of the Centurion Management System software. This instructor-led training course demonstrates the system's flexible scheduling and linking functionalities to employees. The Site Administrator role is an important function that can render reports and manage access rights and notifications.

The second day covers the SmartProcedures Administrator training course, instructing attendees on managing high-level procedure options. Trainees are trained on creating and managing procedure templates and all procedure-related functions available in SmartProcedures, including developing efficient administrative global options and generating effective reports.

Course Duration

2 days

Who Should Attend?

Individuals responsible for managing employee permissions, updating, and maintaining procedure administration.

Course Inclusions

Day 1: Site Administrator

Site Administration Overview
Employee Management
Access Rights and FAUS
Manage Documents
Interpret Requirements and Checklists
Explain Checklist Logic
Discuss Global Options
Generating Reports

Day 2: SmartProcedures Administrator

Procedure Types
Numbering Schemes
Step and Section Types
Controlled Numbering
Additional Properties
Page Layouts
Procedure Templates
Global Objects
Styles and Formatting Rules
Step Analyzer Module (SAM)
Procedure General Administration and Tasks
Reports

Stop Managing Documents. Start Managing Knowledge.

ATR’s SmartProcedures is the only purpose-built platform that unites rigorous procedure governance with frontline execution into a single, closed-loop digital procedure lifecycle management system. No more stitching together disparate systems. Choose the unified solution trusted by world leaders to accelerate their digital procedure transformation.

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