Silverfin Training - Review only

TRAINING PLAN:

When you are ready to get started please click on the below links and follow the notes which will provide you with a training plan. To aid with your training there will be some Teams check-ins to attend along the way. Please remain open minded as you progress through the training, the process will be new to you. You will have the full support of your team and line manager as you adapt to the JC way of working.

8.1 - How to Review Planning – Here (21 mins)

8.2 - How to Review Working Papers – Here (20 mins)

8.3 - Getting Client Meeting Ready – Here (14 mins)

8.4 - How to Review Completion – Here (8 mins)

8.5 - Insights – Here (12 mins)

USEFUL TOOLKITS TO AID COMPLETION (can be viewed at any time):

DWP Refresher - The Manager Review of a file - Here (50 mins)

DWP Refresher - CRM Sign off - Here (50 mins)