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Concept Evolution Foundation Skills

Concept Foundation training covers core aspects of setting up and using your Concept Evolution system.

Target Audience

This three-day Foundation Skills course is recommended for all system users, especially those involved in the setup and configuration of the core system. The course focuses on the creation and control of your Asset Register; associated planned preventative maintenance (PPM) tasks and reactive tasks logged via the helpdesk. Users will gain a full understanding of the core system’s capabilities and its utilisation.

Relevant queries to be answered throughout the course.

Course Content

Base System Considerations

  • An Introduction to Concept Evolution
  • Navigation & Support
  • User Accounts & Permissions
  • Monitoring Expenditure - Cost Centres
  • Adding Suppliers
  • Departmental Management
  • Defining Your Buildings & Locations
  • Resource Records
  • Shifts & Rotas
  • Setting up the Contact Manager
  • Defining Work Categories & Instructions
  • Call Logging Considerations
  • Creating & Configuring Your Contracts
  • User Preferences
  • Setting up Your SLA (Service Level Agreement) & Response Times

Creating & Managing PPM Tasks

  • The Asset Register - Creating assets
  • Associated Maintenance - PPM Task Creation
  • Managing the PPM Planner
  • Activating Your PPMs - Issuing the Tasks
  • Viewing Historic PPM Task Issues

Creating Reactive Tasks & Task Management

  • Task Management
  • Logging a Task
  • Assigning Resources
  • Events & Levels of Completion
  • Completing Task Time & Cost Records
  • Processing Tasks to History
  • Copying Tasks
  • Customer Satisfaction
  • Timesheet Management
  • Viewing Historic Tasks
  • An Overview of the Standard System Reports
  • Document Manager


Upon completion of the course, a certificate will be issued to all candidates who have demonstrated a satisfactory level of attendance.


Interested in this course?

Contact our team today to discuss your training needs and to arrange your course