Consultant Training Comfort Survey

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Department

Manager / Trainer

Onboarding & Company Basics

Matrix modules overview & general system navigation

1 2 3 4 5

Finding resources (manuals register, training video library, SharePoint)

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Day-to-Day Tools & Ways of Working

Jira, Clockify & Resource Guru

1 2 3 4 5

Remote access / VPN tools (Hamachi, TeamViewer, AnyDesk)

1 2 3 4 5

SLA types & project vs. support vs. development work

1 2 3 4 5

Hardware troubleshooting & consumables (printers, scales, scanners)

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Core Matrix Modules

Management Module (users, debtors/creditors, stock items, product master, cost centres, recipes)

1 2 3 4 5

Purchases Module (purchase orders, GRV, supplier invoices, credits & RTS)

1 2 3 4 5

Manufacturing / Production Module (production, recipe & debone batches, costings)

1 2 3 4 5

Sales / Dispatch — MM Module (sales orders, picking, invoicing, pricelists)

1 2 3 4 5

Dispatch Module — Advanced (DM customer orders, trip planning, POD register)

1 2 3 4 5

Stock Batch Module (stock batches, pallet bind, stock takes, transfers, RTS)

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Technical / SQL & System Admin

SQL Server install, backup & restore

1 2 3 4 5

Licence DB setup & system file / blueprint updates

1 2 3 4 5

Label & report design

1 2 3 4 5

Standard cost update process

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Financial Integrations

Sage Evolution & Pastel Partner integration

1 2 3 4 5

Xero & Sage One integration

1 2 3 4 5

Integration troubleshooting & debtor receipting

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Specialist & Advanced Modules

Grading Module

1 2 3 4 5

Abattoir Module

1 2 3 4 5

Android / Scanner operations

1 2 3 4 5

Retail / POS Module

1 2 3 4 5

Weighbridge Module

1 2 3 4 5

Feedlot Module

1 2 3 4 5

Dashboard Module

1 2 3 4 5

Standard Costs & Pricelist Master

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Client-Facing & Onsite Readiness

Client communication & requirements gathering

1 2 3 4 5

Project / PM reporting & debriefs

1 2 3 4 5

Security & IT best practices on-site

1 2 3 4 5

Delivering end-user training

1 2 3 4 5

Diagnosing & resolving live support issues

1 2 3 4 5

Overall confidence working solo on a live client site

1 2 3 4 5

1 · No exposure 3 · Comfortable with support 5 · Could train others

Additional Comments

Anything you'd like more training on, or other feedback?