How to Prepare an Online Training Plan for Torgsoft

Start preparing for online training by listing work tasks. For each one, identify the employee responsible, the materials to prepare, and the expected exercise result. Rank the tasks by importance and submit the plan for agreement before the session.

Before booking, clarify the training terms and where the exercises will be carried out. After the session, schedule independent practice: the employee completes the agreed task, the manager checks the result, and any unresolved questions go on a separate list.

Decide which work task needs to be learned

Discuss needs with the employees who perform the relevant operations and the manager who checks their work. Ask each person to name the specific step where they need an explanation or help.

Write down what the employee can already do independently, where they get stuck, and what result they need to achieve. For example: “The employee prepares delivery details but needs an explanation of how to create a goods receipt document and print labels.”

Put first the task the employee needs to perform as part of their normal work. Move topics that can wait to the end of the plan. Adapt the scope of the exercises to the employee’s duties and workload.

Assign participants and preparation responsibilities

For each task, decide who will do the exercise and who will check the result. Base this on employees’ actual responsibilities. Do not include operations in someone’s plan if they neither perform nor oversee them.

Assign someone to prepare the materials. Add any documents or examples participants need to review in advance. Next to each topic, write down the questions: which action needs explaining, what result should be checked, and what remains unclear.

Agree on the terms before booking

Prepare your questions and get answers before booking the session:

• Which of your tasks can be covered, and which exercises have been agreed on?
• How long will the session last, and how many participants can join?
• What is the cost, and how do you pay?
• What are the rescheduling, cancellation, and refund terms?
• What assistance is available during and after the session?
• Which service will be used for the call, and where will participants carry out the exercises?
• What needs to be prepared for working with the software and printing labels?

Write the agreed answers next to the plan. If a question remains open, mark it separately and clarify it before carrying out the relevant exercise.

Prepare a delivery example and check the audio

For an exercise on receiving goods, prepare a list of items and their quantities in the delivery. Agree on what additional information is needed, who will prepare it, and where the data will be entered. Separately clarify how to do the label-printing exercise.

Make a list of technical questions: what is needed to join the session, perform the operations, and print. Get answers before the session and check the agreed setup.

Once you have agreed on the call service, check the audio. If the service has a speaker test, run it: hearing the test sound confirms that the speaker works. Separately ask the other person to confirm that they can hear your voice.

Creating a goods receipt document and printing labels in Torgsoft

For an employee who receives goods, plan an exercise on creating a goods receipt document and preparing labels. A goods receipt document is the document the employee will work with in this exercise. In Torgsoft, you can create a goods receipt document and print barcode labels for items.

Once the work environment has been agreed on, ask the employee to carry out these steps using a prepared delivery example. Define the expected result as a completed document and printed labels for the example items. Use this result as the criterion for checking the exercise.

The manager should compare the result with the prepared materials and note which steps the employee completed with help. For this exercise, assess only the work with the document and labels. Check other tasks separately.

Illustrative training plan

Suppose a store is preparing an exercise for an employee who receives deliveries. The example contains two items: 6 notebooks and 4 pencil cases. These figures are provided for illustration only.

Reinforce the exercise after the session

During the session, write down the next steps and assign responsibilities right away. If a step needs to be repeated, record it separately.

After the session, set aside time for the employee to complete the agreed exercise independently. Ask the manager to check the result against the original criteria: what the employee managed without help, where an error occurred, and what still needs explaining.

Assess the training against the work task it was planned for. Support continued practice: agree on whom the employee should contact with questions, and revisit difficult steps during work.