OPW Fuel Control Phoenix SQL Lite Startup Checklist

Instructions for the training technicians:
A guideline checklist has been created for use during a Phoenix for Windows software training session.
  1. Use the attached guideline for conducting Phoenix software training.
  2. Insure the customer’s email and phone information is recorded on the form.
  3. Check each category on the list as the subject matter is covered.
  4. If the customer/trainee does not want or require any subject matter, enter appropriate comments for that category.
  5. Make sure the form is completed with all information.
  6. After the startup/training is completed, the OPW Phoenix training coordinator will send a confirmation email to the customer/trainee. This email will reflect subject matter covered and subject matter declined by the customer/trainee. The email will ask the customer/trainee for their evaluation of the training and if they require further information on the software.
  7. After receipt of a reply to the email, the OPW Phoenix training coordinator will make the appropriate entry in the OPW CRM system call notes for the startup/training.
It is the obligation of the certified trainer to complete and return this form to OPW FMS for processing.

Begin Checklist

Address Book

Global Settings

Fuel Site Controller



General Setup


Bad Odometer Tracking




User Strings











Additional Global Settings






ChipKey Info



Card Info





Configuration

Preferences


















Database



License Activation


Migration

Sites

Site Info
General Site Info










Communication Setup

FSC Configuration Setup
















ATG Configuration Setup













Miscellaneous




Equipment

Tanks







Pumps









Site Utilities




Fuel Provider

Contact Details













Product Details





Pricing


Terminal Window
FSC Status

Accounts

Account Info
Account Information








FSC Account






Miscellaneous Account Data





Verified Prompts







Deleted Accounts

Card Info

Card Config
























Verified Prompts






Read/Write ChipKey





Card Utilities





Card Import
Card Re-Assign

FSC Scheduler

FSC Scheduler
Parameters



Frequency








Poll Options

ATG Scheduler

ATG Scheduler
Parameters



Frequency






FSC Trans

FSC Trans
Transaction Info





















Export Data










Reprice
Deleted Transactions
Custom Export


ATG Trans

ATG Trans

Reports

Report Utilities




Report Info