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ALX Training / PlainSail – The Essentials

PlainSail – The Essentials

The Need

Knowing and understanding your entities is key to providing an excellent service while staying compliant with the ever-increasing legal and regulatory requirements.  You also need to keep track of your clients and their structures.  PlainSail is an easy-to-use and flexible solution that enables you to store all forms of digital data that can be easily monitored and reported on for your clients.

Course Objectives

By the end of this program of learning, you will know:

How to update client data in PlainSail effectively​
How to navigate around the PlainSail interface effortlessly.​
How to edit your profile and dashboard​
How to create, view and edit entities​
How to enter time records​
How to manage inventories ​
How to manage documents​
How to Run pre-set reports​

Course Audience​

This course has been designed for individuals who will need to use the PlainSail software on a daily basis to acquire operational efficiencies in the above areas.

​Course Delivery Options:

   This course can be delivered online or
   Face-to-face in our training centre, or
   At your place of work.

If you would like to have this class online, you will need access to two screens, a webcam, speakers, and a microphone.

Course Duration:

This highly engaging program of learning is a 3-hour interactive workshop.

Course Prerequisites:

Ahead of booking onto this program of learning, you must ensure:

1. That you have PlainSail installed and can login to it successfully.
2. That you have the relevant user permissions to perform the tasks outlined in the Course Objectives

Course Includes:

A copy of the presentation (PDF)

Course Costs:

Contact a member of the ALX team for further details using the ‘Contact Form’ below.

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