On-Site Training Checklist
There are a number of things that an organization can do to ensure that On-Site Training will be successful. To help organize this process, this FYI is arranged in a timeline, starting with the day that training is scheduled. There are also items to be done one week prior to the training, the day before training, and on training day. If you have any questions about On-Site Training, from scheduling to preparation, please contact Terri Hammond, 1-800-288-8076 ext 126 or
When Training is Scheduled
Items to complete at the time training is scheduled:
- Reserve the Room.
Also reserve any special equipment that will be used (i.e. projector).
- Notify All Attendees.
Notify participants of date and time, and specify any special materials they should have with them for training.
- Coordinate with Trainer
Send agenda, directions to training facility, and participant list to the trainer. The participant list should include the users job title and experience level with Escape. If this training is hands on, make sure there are never more than two participants per workstation.
Two Weeks Prior to Training
Any time during the weeks prior to training:
- Finalize training materials.
- Produce handouts.
One Week Prior to Training
Any time during the week prior to training:
- Copy Production Database to the Test System.
This ensures that the training will occur with recent information.
- Verify Escape User Ids.
Each participant should have a USER ID, with the correct role, in the training database.
- Send Agenda to Attendees.
- Confirm Training With Trainer.
The Day Before Training
Test your training room:
- Each Workstation Attaches to the Network.
Also, the workstation should show an Id for participants to use, if they won't use their normal network ID.
- Workstations Are Ready to Run Escape.
Each workstation can successfully sign into the software!
- Workstations Can Print Print.
Test to ensure that the workstations can access printer.
- Trainer Workstation Ss Ready.
Test that it has been connected to the projector, and tested in Escape software.
One hour before training, check your training room:
- Sign-in sheet and handouts are in the Training Room.
- IT Contact.
The IT contact should be available at start of day in case there are any questions or problems.
- Escape Contact.
The Escape contact should participate in all training sessions, to clarify the procedures where questions arise.