Client Zone
The Smart Assessor Client Zone provides information and guidance for our clients, from onboarding through to support and usage of the system. Click on each box to find out more.
The Smart Assessor Client Zone provides information and guidance for our clients, from onboarding through to support and usage of the system. Click on each box to find out more.
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Onboarding is the process of welcoming new clients to Smart Assessor, working together effectively from the start to achieve your Go Live date.
By understanding you as a client, we guide you through our step by step process of integrating your data, importing and tailoring your courses to suit your delivery method and training your key staff to match their roles and responsibilities.
Holding regular smart room meetings, addressing your questions and concerns and ensuring you are ready to Go Live on your chosen date.
We also encourage you to enrol on our User Engagement Academy and choose champions who can become experts in the usability of Smart Assessor.
During your quarterly progress reviews your CAM will discuss your usage of the platforms and produce a personalised action plan to ensure you are getting the most from your products. They will explain any new developments on the road map and arrange any additional support such as training and data health checks.
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– Personalised onward journey – key milestones for success
– Monthly and Quarterly Reviews
– Regular Smart Room sessions
– Health Check
– Training top up
– User Engagement Academy for optimum utilisation
– Champions, Webinars and Support Portal
If you are struggling to use the system due to a lack of understanding or knowledge it’s worth looking at our User Guides on the Knowledge Base section of our Support Tab.
If these do not help you can ask your organisations Champion or contact your Client Account Manager.
Freshdesk is a powerful, intelligent piece of support ticketing software that allows for the support team to give the best possible customer service to our clients!
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User guides can be found within the ‘Knowledge Base’ section of the ‘Support Tab’ of Smart Assessor.
If you need further assistance, your Account Manager should be able to provide you with user guides.
The Client Team are available to assist you getting maximum value from your technology investment. They aim to develop a close and intimate relationship with you and your organisation, to understand and support your delivery model through our technology platforms.
Ann works as Head of User Engagement and is involved in future developments of Smart Assessor and works closely with the Client Team.
Marcus heads up the Client Team, ensuring you and your Client Account Manager have a positive and close relationship. They are responsible for training you on the system, maintaining a relationship with you as a client and helping to resolve issues before they become problems.
They will hold regular meetings with your organisation and conduct quarterly health checks, to ensure transparency and develop plans with you to maximise your ROI. These meetings may also be completed by our Business Development Team.
The Customer Service Representative team is responsible for anything you may want to discuss if your CAM is unavailable. They can help you with booking onto events, support ticket escalation and any queries you might have.
What is the User Engagement Academy?
The accreditation programme has been designed to support the user experience of Smart Assessor.
We have designed 3 levels that require you to gather information within the evidence library of Smart Assessor, to show you have the ability to navigate and effectively use Smart Assessor.
– Intermediate
– Advanced
– Elite
For each level, once you have uploaded and mapped your evidence to the relevant criteria, you are then required to complete the SVLE self-marking assessment to test your knowledge and understanding based on the criteria covered at each level.
You need to obtain 100% to pass each level, once successfully achieved this, each level will be marked off by your Client Account Manager or your workplace Champion.
– Helping to get rid of paperwork making your organisation more efficient
– Status of accreditation
– Access to free training webinars
– Personal coaching– by appointment
– Ask the expert webinars with the Support team
– Be the first to know about new features before they are released
– Influence our technology development road map
– Exclusive champion events
– Champions can accredit other users up to advanced level
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No Internet Connection?
Smart Assessor has an offline app available for you to access anywhere, anytime – without an internet or WiFi connection. Simply download onto your phone, tablet or laptop (Apple and Android) or download the offline laptop app from here.
