Page 14 - GL Team Playbook_test

Tools

WorkZone Getting Started with WorkZone
The attached step-by-step guides below should you get started creating projects in the

“training sandbox” zone. After you have created a project in the training workspace,
please move to the appropriate workspace to begin building your active in use projects for
reporting purposesSend surveys via web, email, social and more
Getting Started The step-by-step guide below
with WorkZone should you get started creating
projects in the “training sandbox”
zone. After you have created a
project in the training workspace,
please move to the appropriate Getting Started with
workspace to begin building your WorkZone.docx
active in use projects for
reporting purposes.

Creating Requests are important to Global
Requests in learning because they begin the
WorkZone project setup process. The initial
request should be completed and
submitted by an LBP and the ISD Creating a Request in
team lead then takes the request WorkZone.docx
and converts it to a project along
with assigning to an ISD.
WorkZone Best Includes suggested steps for
Practices using and collaborating in
WorkZone workzone-best-practi
ces.pdf

Creating Step-by-step guide for creating a
Projects project from scratch (outside the https://www.workzone.com/support/videos/create-
project/
“project request” process).
Editing Steps for updating a project plan https://www.workzone.com/support/videos/editing-
projects-tasks/
Projects & in WorkZone
Tasks
Updating tasks Steps for updating a project https://www.workzone.com/support/videos/updating-
tasks/
tasks in WorkZone

Working with Steps for inserting and copying https://www.workzone.com/support/videos/project-
templates/
project templates in WorkZone
templates

Scope Document
This document should be used by the Strategic Learning Business Partner to capture all relevant
information emerging from the initial scope meeting with the client. It will be used to define the course
requirements and can be used as a record of essential information needed throughout the course
development process. The SLBP will attach this document to the WorkZone initial request and update
as needed before handing off to the assigned ISD.

Training Scope
Document 2017_FINAL.doc