Client Voices for managers

Welcome to the “Client Voices for Managers” course. This course is designed to equip managers with the skills and knowledge...

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2 students
Last updated 10 February 2025
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Not Enrolled

Price

Free

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Welcome to the “Client Voices for Managers” course. This course is designed to equip managers with the skills and knowledge necessary to effectively utilise Client Voices. You will learn how to navigate and leverage the features specifically designed to support managerial roles. Our goal is to ensure you can fully capitalise on the tools provided to enhance your team’s use of Client Voices.

Throughout this course, you will gain an understanding of the application’s manager-specific functionalities. Key areas of focus include an introduction to the manager’s features, user management, maintaining data quality, ensuring privacy, and generating insightful reports. By the end of this course, you will be proficient in using Client Voices to its full potential, ensuring that your organisation benefits from full utilisation of the application.

This course is intended to be short and to the point in respect of your time.

Course Material

Module 1 - Introduction
The role of the manager
Overview of Client Voices
Permissions
Security
Summary
Module 2 - User management
Overview
User accounts
Permissions
“Allowed” mentors
Summary
Module 3 - Data quality
Overview
Data quality
Importance of good data in Client Voices
Summary
Module 4 - Privacy
Overview
Privacy Principles
Boiling it down
Summary
Module 5 - Reports
Overview of reporting options
Make the most of your reports
Summary
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FinCap Instructor
FinCap offers support to all budgeting and financial capability services in New Zealand, providing them with all the resources they need to help clients safely & confidentially.