Onboarding & Training
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      Navigator Training Videos

      Access all available Navigator Training Videos here

      Training video summary

        Title Duration
      1 Navigator Login <1 min
      2 Dashboard <3 mins
      3 Inbox <5 mins
      4 Tasks <4 mins
      5 Customers < 8 mins
      6 Contacts < 2 mins
      7 Suppliers < 4 mins
      8 Invoices < 4 mins
      9 Kismet for participants  < 6 mins
      10 Kismet for support coordinators or carers < 5 mins

       

       

      1. Navigator Login

      This video covers:

      • How to login to Navigator

       

      2. Navigator Dashboard 

       This video covers:

      • Each section of the dashboard
      • How to search the dashboard
      • View assigned tasks
      • Understand the metrics

       

      3. Inbox

      This video covers:

      • How to search filter & search
      • Reading quick view of an email
      • Navigating through the Inbox
      • Sending new & replying to emails
      • Email history
      • Applying staff, tags, customers, suppliers, tasks, & files to emails

       

      4. Tasks

      • Use tasks
      • Search for a task
      • Create and update a new task
      • View a task

       

      5. Customers

      This video covers how to:

      • Create & update a client
      • Filter the client listings
      • View client details
      • View emails, tasks and invoices connected to the client
      • View history of a client
      • Send an onboarding email
      • Add and update funding 
      • Generate and send statements
      • Add allocations
      • Link contacts

       

      6. Contacts

      This video covers how to:

      • Search contacts
      • Create a contact
      • Remove a contact
      • Understand the contact profile screen

       

      7. Suppliers

      This video covers how to:

      • Search suppliers
      • Create a new supplier
      • View all emails, tasks, or invoices related to the supplier

       

      8. Invoices

       This video covers how to: 

      • Work with Invoice status
      • Create a new invoice manually
      • Search invoices
      • Add line items to invoices
      • Link a supplier
      • Link a customer
      • Attach a file

       

      9. Kismet for Participants

      This video covers how to:

      • Guide participants through their app

       

       

      10. Kismet for Nominees

      This video covers how to:

      • Guide support coordinators, carers or nominees through their app