Assess training needs
- Identify tasks by role, frequency, complexity and risk.
- Separate occasional approvers from full-time transaction processors.
- Establish a baseline of current knowledge and common errors.
CORE1ERP RESOURCES / TRAINING
A role-based training plan that links learning to operational readiness.
PRACTICAL FIELD GUIDE
Use the guidance below to frame the right questions, set clear responsibilities and move from discussion to a practical next step. Adapt each recommendation to your organisation's policies, regulatory obligations and current systems.
DEEPER PRACTICAL GUIDANCE
Use the following steps to turn this topic into an actionable internal discussion. Adapt them to your organisation’s size, industry, controls and existing systems.
Separate finance users, HR teams, inventory operators, managers and system administrators.
Use real scenarios, including approvals, rejected transactions, corrections and reporting.
Ask learners to complete a transaction independently and explain its effect on connected records.
Provide quick-reference guides, a support contact, refresher sessions and an issue log.
A practical training record should identify each role, required tasks, observed competence and remaining support needs.
QUESTIONS ANSWERED
It depends on roles, process complexity and prior experience; assess readiness by demonstrated tasks rather than hours alone.
Learning objectives, role-based exercises, trainers, materials, assessment and post-launch support.
FROM INSIGHT TO ACTION
Bring your requirements, approval rules and reporting needs to a focused discussion.