Post Training Handoff

This form must be filled out and provided to the Post Implementation coordinator on completion of training for all courses. This form should outline the various products that the course purchased and trained on.

CONTACT INFORMATION

Partner name*

Enter client here

Partner Contacts*

Name	Email	Role

Please list main contacts and their roles

Project Manager*

Specialist*

Week of …*

PRODUCTS INCLUDED

Point of Sale*

EZSuite Modules*

Check the modules that apply to this implementation and training.

Tee Sheet*

EZTee Pro Modules

This is a multi-pick list field. Hold down CTRL and choose relevant options.

Credit Card Processing*

Hardware*

*

Database Server
Terminal Server
Windows Workstation(s)
iPad(s)
EZSuite Tablet(s)
EZTee Pro Tablet(s)
Chip Readers
Swipes

Marketing and Other Services*

ISSUES / CONCERNS

Issue(s) identified during the training phase(s):

Issues

Date	Client Issue	EZLinks Action	Owner	Status (Open, Resolved)

Outstanding Training Items*

Outstanding Hardware Items*

Outstanding Product Items*

Misc Action Items*

Consultant Notes

Client Temperature*

Imports completed

Please attach any imports that were completed during Implementation. For Codes, please upload the code worksheet.

Drop files here or

Accepted file types: xls, xlsx, csv, txt, pdf.