Training and documentation

Training end users and administrators, explaining both system and process, and writing guides people actually use.

In this lesson

Train by role with real data
Administrators and knowledge transfer
Documentation that gets used

Key points

Role-based, process-plus-system training on the client's data
Administrators: users, rights, settings, master data, imports, automation
Knowledge transfer: SDD, config log, module docs, triage method
Short task pages in Odoo Knowledge; measure ability, not attendance

Real-world example

Warehouse staff at a Lagos distributor ignored a 60-page manual. The consultant replaced it with eight one-page Knowledge articles (receive, put away, pick, pack, ship, return, count, scrap), each with a 90-second video, and a checklist test on the barcode app. Picking errors in the first month after go-live were half the previous project's.

Questions and answers

What do administrators need that users don't?

Users and rights, settings, master data, imports, automation, support routing.

How do you measure training?

By whether trainees can perform the tasks (checklist tests), not attendance.

Read the full lesson, worked example and quiz