SayPro Staff Support and Training Log: A tool for recording the staff members who received technical support

SayPro Staff Support and Training Log Template

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Objective: This template is designed to track staff members who receive technical support or training in troubleshooting. It includes details of the support or training provided, the date, the person providing the support, and any follow-up actions required. This helps ensure that staff are properly trained and supported, and that any technical issues are addressed promptly and thoroughly.

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Template Sections

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1. Support/Training Overview

• Log ID:
  (Automatically generated or manually assigned unique identifier for the log entry)
• Support/Training Type:
  [ ] Technical Support [ ] Troubleshooting Training [ ] Both
• Date:
  (The date when the support or training took place)
• Time:
  (The time when the support or training started)
• Support/Training Provided By:
  (Name of the person providing the support or training)

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2. Staff Member Information

• Staff Name:
  (Name of the staff member who received the support or training)
• Staff Department/Team:
  (Department or team to which the staff member belongs)
• Staff Role/Title:
  (Job title or role of the staff member receiving the support/training)

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3. Support or Training Details

• Description of Issue or Training Topic:
  (Brief description of the technical issue that required support, or the topic covered in the troubleshooting training. Example: “Email system configuration issue” or “Basic system troubleshooting steps”)
• Support/Training Method:
  [ ] In-person [ ] Remote [ ] Documentation [ ] Virtual Meeting (Specify platform)
• Details of Support/Training Provided:
  (Provide a detailed explanation of the support given or the content of the training session. For example, “Assisted with resetting the email system configuration and tested email delivery functionality” or “Covered basic troubleshooting for login errors”)
• Tools/Resources Used:
  (List any tools or resources used during the support/training session, e.g., team collaboration tools, troubleshooting guides, software tools)

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4. Outcome and Follow-Up Actions

• Outcome of Support/Training:
  [ ] Issue Resolved [ ] Issue Partially Resolved [ ] Issue Not Resolved [ ] Training Completed [ ] Training Ongoing
• Staff Feedback:
  (Any feedback provided by the staff member regarding the support or training. For example, “The issue was resolved and I feel more confident in troubleshooting similar problems.”)
• Follow-Up Actions:
  (List any additional follow-up actions required, such as further training, additional technical support, or monitoring of the issue. For example, “Monitor email system performance over the next week” or “Schedule follow-up session for advanced troubleshooting skills”)
• Follow-Up Due Date:
  (The date by which follow-up actions should be completed)
• Responsible Party for Follow-Up:
  (Name of the person/team responsible for ensuring follow-up actions are completed)

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5. Additional Notes

• Additional Notes/Comments:
  (Any other observations, feedback, or details about the support or training session)

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Sample Completed Log Entry:

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1. Support/Training Overview

• Log ID: 2025-015
• Support/Training Type: [X] Technical Support [ ] Troubleshooting Training [ ] Both
• Date: Jan 31, 2025
• Time: 11:00 AM
• Support/Training Provided By: Jane Smith (Technical Support Specialist)

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2. Staff Member Information

• Staff Name: John Doe
• Staff Department/Team: Marketing
• Staff Role/Title: Marketing Assistant

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3. Support or Training Details

• Description of Issue or Training Topic:
  “Unable to access the marketing analytics dashboard after login.”
• Support/Training Method: [X] Remote
• Details of Support/Training Provided:
  “Assisted John with clearing browser cache and resetting the analytics dashboard login credentials. Walked through the steps of accessing the dashboard after logging in.”
• Tools/Resources Used:
  “Remote desktop support, internal troubleshooting guide, and browser cache clearing tool.”

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4. Outcome and Follow-Up Actions

• Outcome of Support/Training: [X] Issue Resolved
• Staff Feedback:
  “The issue was resolved quickly. I now understand how to clear the cache if I encounter similar problems in the future.”
• Follow-Up Actions:
  “Monitor John’s access to the dashboard over the next week to ensure no further issues occur.”
• Follow-Up Due Date: Feb 7, 2025
• Responsible Party for Follow-Up: Jane Smith

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5. Additional Notes

• Additional Notes/Comments:
  “John was appreciative of the troubleshooting session and now feels more confident in using the dashboard independently.”

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Usage Guidelines:

• Frequency: This log should be updated each time a staff member receives support or training on technical troubleshooting, whether it’s a one-off issue or part of a larger training program.
• Review: Supervisors or managers should review the log periodically to ensure staff are receiving the necessary support and training, and that follow-up actions are being completed.
• Storage: Store the log securely within SayPro’s system for reference, ensuring that it can be accessed for future follow-up or analysis.

This log will help maintain a clear record of staff technical support and training sessions, ensuring that all staff members are equipped with the skills and resources they need to handle technical issues efficiently.