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Catholic Charities of the Archdiocese of Miami, Inc.

Date:

7/1/21, 2:00 PM

Trainer:

Bill H

Training Type:

Rating:

Onboarding 01

Next Training Needed:

Onboarding 02

Next Training Date:

7/15/21

Notes:

The first session went good for the most part. There was some slight miss-communication in regards to custom fields but that has been resolved. They asked a few questions here and there but were pretty quiet through most of it. We did cover everything in poeple, personnel, eqipment and settings and we went over robo calls, texts, etc.?<span style="font-style:italic">For reference, below is an email sent to jeff from Iani after the training.?Jeff,Just a reminder that I would like to make sure that we are prepared to be able to utilize the interface with eCIRTS which should be coming online within the next couple of months.This capability most likely would impact which fields will be used in our deployment and how the training sessions will go over the functionality.You had mentioned that this would be something that your company is looking at as it would be applicable to other customers. Please let me know if there has been an evaluation of the file requirements that I provided a couple of months ago.

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