Creating a Hard Skills Partner account in the system lets us keep an accurate record of the partners we work with. We do this so we can track how many Hard Skills Partners we've created, pass along contact details to new Next Steps staff so they know who we work with and how to reach them, and select those partners when we create a client's Hard Skills Training records.
1. Click Accounts.
- Make sure you're in the 💼 Hard Skills Partners list view. If that's not shown as the title, click the downward triangle and select 💼 Hard Skills Partners.
- Click the pushpin icon to set your default accounts view to 💼 Hard Skills Partners.
2. Click New.
3. Select Referral.
4. Click Next.
5. Enter the name of the partner as Account Name.
6. Enter the Referral Primary Contact at the partner.
7. Enter the partner's Mailing Address,
8. Set Referral Status to Active.
9. Enter the partner's Phone number.
10. Enter the partner's Email.
11. Enter the partner's Website link.
12. Scroll down.
13. Enter the services that the partner will provide in Service Description.
14. Select the Type of Client Served.
15. Check Next Steps Partner.
16. Select Vocational for Outcome Area.
17. Select Job Readiness for Top Reasons for Referral.
18. Click Save.
The Hard Skills Partner has been created.
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