Deep Dive Session 2 - Follow Up

Review

If you'd like to review any of the material covered in the deep dive session again, click on the article below. 

• Deep Dive Session 2 - Preparation

Knowledge Check

Take a few minutes to complete the Knowledge Check below. This helps your onboarding specialist identify areas where you may want extra support.

• Start Knowledge Check (Coming Soon)

Assignments

Please complete each of the following tasks before your next session. Don’t worry—your onboarding specialist is here to help if you get stuck.

    ✅ Begin building out Billing Item library.
    ✅ Begin building out Supplier Items in the billing item library.
    ✅ Add a billing item to a work order.

    ✅ Make a vendor selection on a billing item on a work order.