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  1. Thuy Moritz, the Manager Customer Services, is now able to very easily keep track of the people assigned to him via his Planner Login

    1. Login as t.moritz@skillogger.com

  2. Show the My People page to check the list of people and the current status of approvals etc

  3. Show how Thuy can look at the Profile etc of Devona Lam (for example) by selecting her from the list

    1. Show her Action Plan

    2. Show how he could Approve her Profile (she has requested Approval) if he is satisfied should he wish to

    3. All of this is a basis for discussion and explain this could be done online or person to person while using the system

    4. Following a review session Devona may need to update her Skill Profile and Action Plan based on the updates agreed with Thuy in the review session and she may need to re-request an approval

  4. Show how Thuy can download an Activity Statement (Email) using the Generate Activity statement button

    1. Explain the file gets sent to their email address

  5. Use the Team Analytics to show the big picture aspects of those reporting to him:

    1. Select Skill Skills we have page

  6. The Action Plan Analytics would be useful to track development actions

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  7.   You could display all the various team Analytics pages and use of the filters.

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