The ScreenSteps Blog for Onboarding, Training, and Enablement (33)

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Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

How to Create a Step-by-Step Procedure (With Screenshots) Using ScreenSteps [Video]

By: Jonathan DeVore
July 29th, 2021

When people begin using ScreenSteps, the focus is often on the knowledge base and the search capabilities and some of the cool features like checklists, foldable sections, and decision trees.

8 Techniques to Make Scheduling Healthcare Appointments Easier In Your Call Center

By: Jonathan DeVore
July 28th, 2021

1. Make a clear call flow for taking the call Design a clear patient scheduling workflow that your reps can easily follow while they are on a call.

6 Software Tools to Train Your Financial Institution Employees

By: Rebecca Lane
July 25th, 2021

Quick question for you: What is the right way to load a dishwasher?

3 Ways ScreenSteps Helps With Changes in Your Company Procedures

By: Jonathan DeVore
July 23rd, 2021

What is the “Change” Moment of Need? The Change Moment of Need is one of 5 Moments of Need. The 5 Moments of Need is a methodology created by Bob Mosher and Conrad Gottfredson to help Learning & Development teams identify the learning opportunities for employees.

6 Tips for Adding Screenshots to Your Job Aids and Procedures [Video]

By: Jonathan DeVore
July 22nd, 2021

If you’ve ever written procedures, created job aids, or prepared training materials, you’ve needed to take a screenshot to show somebody where to click in a system. But not all screenshots are created equal.

How to Write an Intake Script for Scheduling Patients (6 Tips)

By: Jonathan DeVore
July 21st, 2021

1. Determine who (or what) will be the initial contact for callers Your intake script will vary depending on what kind of phone system you have in place.

6 Ways to Grab Screenshots Using ScreenSteps [VIDEO]

By: Jonathan DeVore
July 20th, 2021

Writing clear processes and procedures is challenging. You want your employees to be able to look at an article for the first time and be able to follow the steps.

What is Workflow Learning? And What Tools Do You Need to Use it?

By: Rebecca Lane
July 18th, 2021

I consider myself a bit of a Ms. Fix-It. I like to figure out and resolve problems on my own. One day after fixing a closet door, I looked at my roommate and proudly proclaimed, “Rebecca fixed it.” And I’ve never lived it down.

4 Tips for Writing Troubleshooting Guides For Your Business

By: Jonathan DeVore
July 16th, 2021

In a perfect world, your business runs smoothly every day. Everything would work exactly as it should and there would be no interruptions to the day-to-day functions. But, inevitably, something will go wrong at some point.

8 Ways to Add Annotations to Your Screenshots in ScreenSteps [Video]

By: Jonathan DeVore
July 15th, 2021

Having screenshots in your help guides can be helpful, but sometimes screenshots aren't enough. It can be confusing for your employees to figure out why the screenshot is there.

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