| Where this fits: Workflow Universe | For: Everyone new to UtilizeCore | |
| Read first: UtilizeCore Basics | Read next: New Hire Training Guide · Dispatcher Training Path |
Applies to: Everyone new to UtilizeCore at your company, before their role path
Download the printable version (PDF)
After this path comes your role path: Dispatcher, Operations Lead, Admin, AP, AR, Vendor Manager or Field.
Three people get you ready.
| Who | Has it ready | Check |
| You | Platform invite accepted (Log In for the First Time) and the UtilizeCore Mobile App installed. The same login works on both. | You can sign in on the web and in the app. |
| Internal UC Admin | Assigns your user role and permissions, and invites you to the TRAINING Client and TRAINING Vendor. | You can switch between all three companies (if applicable) and log in on both web and mobile. |
| UtilizeCore Technical Account Lead | Training program shared, training documentation provided, Due dates assigned. | You can see your assigned work in your training plan. |
Five articles, in this order.
| # | Article | What you take from it |
| 1 | UtilizeCore Basics | Work Order, Trip, Visit. Client, Site, Vendor. |
| 2 | The Main Pages at a Glance | Where everything lives. |
| 3 | How a Work Order Moves | The seven phases and who owns each one. |
| 4 | Action Filters | How the work finds the right person. |
| 5 | Trip Status and Pin Legend | What every pin color means. |
Four exercises. Your hands on the keyboard.
| Exercise | You do | Done when | Time |
| 1 · Get your bearings The Main Pages at a Glance |
Open each module. Search for a Work Order by number or Trade. Edit your columns. Save a filter template. | A saved template with your name. | 30 min |
| 2 · Run a full cycle How a Work Order Moves |
One Work Order end to end: dispatch, accept as the Vendor, check in and out, verify, invoice. | A verified Trip and a Draft Receivable. | 45 min |
| 3 · Assess a Work Order Trip Status and Pin Legend |
On that Work Order: the pin, Activity, check-in icon, photos, Rate Type on the invoice. | A note saying what happened, in your words. | 20 min |
| 4 · Find your work in the Action Filters Action Filters |
Find it in its Action Filter. Name the Action Filters your role owns. | A note naming them and your handoffs. | 25 min |
Show proof. Name each record exactly as your board row says, your name at the end (TRAINING Exercise 2 - Sam Rivera). Enter the ID in Proof and answer the three questions. Your trainer opens it within 24 hours. No proof, no next exercise. Step by step: New Hire Training Guide.
What you can do on your own.
| You can now | Proven in |
| Find any record and save your own view | Exercise 1 |
| Explain a Work Order, a Trip and a Visit | Exercise 2 |
| Read who did what, when, with what proof | Exercise 3 |
| Name your Action Filters and handoffs | Exercise 4 |
| Get help: help center, support request | Read |
Into your role, five days.
| Every working day | Trainer checks |
| Sign in to UtilizeCore | Last sign-in date, each day |
| One live action in your role | Your name in a live Work Order's Activity |
| Your role path started (Dispatcher Training Path) | First exercise done, day 5 |
| Done | Four proofs opened, five days signed in |
Questions? Contact your Customer Success team or email support@utilizecore.com.