Resource Management Course

Duration: 1 day (08:45 – 16:30)
Cost: R3 500

Target Audience

> Traffic Manager, Traffic Controller
> Learner currently works or intends to work, primarily, in the Traffic department in the Advertising industry

Section 1

Different agency types
Traditional advertising agency structures
Workflow in the agency
Agency departments and their roles
Roles and responsibilities of users in the agency
Section 2
Introduction to the Chase system dashboard tabs
Menu buttons and document toolbars
Chase documents and forms
Overview of Access and user rights in Chase
User restrictions and permissions

Section 3

Creation of Job bags
Creation of Briefs and Amendments
Billing Instructions
Basics of Tasking
Introduction to TimeSheets
TimeSheet Approvals
Introduction to Chase Financial documents e.g. CEs, POs, Invoices, etc.
Document Status’

Section 4

Job Tasks
Deliverable and the Gantt Chart
Time Robots
The Time Tracker
Submitting and editing TimeSheets
Workflow notifications and required actions
TimeSheet Approvals
The Traffic White Board (TWB)
Traffic Divisions and Teams
Team Tasking

Section 4

Introduction to workflows
Document status changes and workflows
Initiating and responding to Workflow requests
Introduction to Chase Reports
Traffic Reports

Click here to register for this course.

For any other information:

Email – training@chasesoftware.co.za
Tel – +27 11 287 1800 or +27 11 287 1800/34

To return to the Chase Academy page, click here.