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First-day checklist

The first day should teach a new user how information flows through the Wamule Operations Platform without placing live customer, contract, or payment data at risk. Training should use a dedicated test account and clearly marked fictional records.

Before the session​

The trainer or Super Admin should confirm:

  • the user's account has been created with the intended role;
  • the user can sign in without sharing another person's credentials;
  • at least one fictional lead, lot, application, customer, contract, and payment example is available;
  • the user knows who to contact for access, business-process, and technical questions; and
  • no production customer data will be used for practice.

Guided first-day checklist​

Access and orientation​

  • Sign in with your own account.
  • Confirm your name and expected role.
  • Identify the Dashboard, main navigation, search, profile menu, and sign-out action.
  • Confirm which menu items are intentionally unavailable to your role.
  • Learn how to report an access problem without requesting unnecessary higher access.

Understanding records​

  • Open one fictional lead and identify the owner, stage, preferred lot, latest activity, and next action.
  • Open one fictional lot and confirm parcel information and Available, Reserved, or Sold status.
  • Open one fictional application and identify the submitted information, review status, linked lead, and lot context.
  • Open one fictional customer and trace the related contract and payment history.
  • Explain the difference between a message about a payment and an actual recorded payment entry.

Practicing safe updates​

  • Add a factual activity note to the training lead.
  • Create and then complete or reschedule a training follow-up.
  • Review a training site visit and explain why it does not reserve a lot.
  • Review a training reservation and explain why it does not prove payment.
  • Locate the Audit Trail or record history for a supported change.
  • Use Send Feedback to draft a complete test issue, but do not submit it unless instructed.

Business boundaries​

  • Explain who may approve or decline an application.
  • Explain when a lot can be discussed, reserved, or marked sold.
  • Explain why deposit readiness and payment reconciliation are different.
  • Identify the person who authorizes contract, financial, and configuration changes.
  • Confirm what your role may edit, what it may only view, and what must be escalated.

First-day practice scenario​

Use a fictional buyer named Marisol Training who is interested in an available lot.

  1. Find the fictional lead.
  2. Review the inquiry source and latest activity.
  3. Add a note that the buyer requested a site visit.
  4. Create a follow-up for the agreed date.
  5. Open the preferred lot and verify its current status.
  6. Explain what additional step would be needed before creating a reservation.
  7. Open the linked application, but do not change its decision status.
  8. Return to the Dashboard and confirm how the new follow-up appears.

The trainee should be able to explain each step in their own words before working a live record.

Trainer sign-off​

The trainer should record:

  • trainee name and role;
  • training date;
  • areas demonstrated;
  • areas the trainee may use independently;
  • areas requiring supervision; and
  • the date of the next review.
Do not practice on live finance or contracts

A trainee should not create, edit, void, cancel, or correct a real payment, receipt, contract, or customer account as part of orientation.

After completing this checklist, perform the Start-of-day workflow with the trainer.

Suggested training media​

Screenshot space: Add a labelled first-login screenshot showing the user's role, main sidebar, Dashboard, profile menu, and Send Feedback location. Use a fictional training account.
Screenshot space: Add a four-panel screenshot sequence showing a fictional lead, its preferred lot, linked application, and resulting customer record. Use arrows to show how the records connect.
Video space: Record a 7–10 minute first-day walkthrough using the Marisol Training scenario. Pause after each section so the trainer can ask the trainee what the status means and what the next safe action should be.