Tips and Tricks Webinars
Our education professionals ensure you get the most from the system
Upcoming Free Tips and Tricks Sessions
Invoicing and Fee Management
Date/Times: Wednesday, October 15th at 10:00 AM and 2:00 PM
In this session, we will cover how to handle student/staff charges efficiently, from invoicing to payment tracking. The discussion topics include:
- Automating invoice creation after ticket resolution
- Linking invoices to student/staff accounts
- Tracking payments and balances
- Reporting on collections and outstanding amounts
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Knowledge Base & Self-Help Resources
Date/Times: Wednesday, November 19th at 10:00 AM and 2:00 PM
In this session, we will cover how to reduce support requests by empowering end-users with self-service resources. The discussion topics include:
- Creating and publishing help articles
- Organizing content into categories
- Embedding how-to guides and videos
- Linking knowledge base articles to ticket responses
- Measuring usage and effectiveness
Inventory Management & Audits
Date/Times: Wednesday, December 17th at 10:00 AM and 2:00 PM
In this session, we will cover the different aspects of managing your Help Desk, you will learn how to maintain accurate inventories and perform regular audits with minimal disruption. The discussion points include:
- Setting up storage locations for assets
- Using mobile scanning for quick verification
- Reconciling missing or damaged items
- Conducting on-demand or scheduled audits
- Generating and analyzing audit reports
Surveys & Monitoring Customer Satisfaction
Date/Times: Wednesday, January 21st at 10:00 AM and 2:00 PM
In this session, we will cover the different aspects of managing your Help Desk, you will learn how to gather and act on feedback from staff and students to improve IT services. The discussion points include:
- Setting up surveys for ticket follow-up
- Designing effective survey questions
- Automating survey distribution
- Reviewing satisfaction dashboards and reports
- Using feedback to improve support processes
Device Insurance Management
Date/Times: Wednesday, February 18th at 10:00 AM and 2:00 PM
In this session, we will cover how to manage device insurance for students and staff. The discussion topics include:
- Recording insurance enrollment and coverage status
- Linking policies to assigned devices
- Tracking claims and reimbursements
- Reporting on insurance participation
- Communicating coverage details with parents/staff
Reporting and Analytics
Date/Times: Wednesday, March 18th at 10:00 AM and 2:00 PM
In this session, we will cover how to leverage reporting to inform leadership, monitor technology ROI, and plan for the future. The discussion topics include:
- Building custom reports by school, grade, or staff
- Tracking repair costs and device turnover
- Monitoring help desk performance and trends
- Exporting reports for board presentations
- Creating dashboards for real-time visibility
Integrations and Automations
Date/Times: Wednesday, April 15th at 10:00 AM and 2:00 PM
In this session, we will cover how to save time and reduce errors by connecting One to One Plus with other systems. The discussion topics include:
- Integrating with SIS and Active Directory
- Automating student/staff roster updates
- Automating notifications and workflows
- Leveraging APIs for advanced use cases
- Monitoring syncs and troubleshooting errors
End of Year Device Collection Process
Date/Times: Wednesday, May 20th at 10:00 AM and 2:00 PM
In this session, we’ll cover streamlining year-end device collection to cut losses, lower repair costs, and prep devices for summer maintenance or reassignment. The discussion topics include:
- Setting timelines for collection across schools and grades
- Barcode scanning, batch check-in, and tracking to speed things up
- Recording device condition, damages, and accessories (chargers, cases)
- Logging repair needs and assigning to technicians before summer
- Generating automatic invoices for damages or missing items
Lifecycle Management and Planning
Date/Times: Wednesday, June 17th at 10:00 AM and 2:00 PM
In this session, we will cover how to plan long-term technology refreshes and maximize asset value. The discussion topics include:
- Tracking device age and warranty coverage
- Monitoring repair frequency and costs
- Identifying devices due for replacement
- Building replacement and refresh reports
- Using data for funding requests and budget planning
Start of School Year Processes
Date/Times: Wednesday, July 15th at 10:00 AM and 2:00 PM
This session covers best practices for start-of-year device distribution to ensure accuracy, accountability, and readiness. The discussion topics include:
- Check-out with barcode scans and batch assignments
- Assigning chargers, cases, hotspots, and other items
- Capturing signatures, policies, or user agreements in the system
- Managing device insurance options during deployment
- Creating reports to track devices and spot gaps early
Device Assignment and Collection Best Practices
Date/Times: Wednesday, August 19th at 10:00 AM and 2:00 PM
In this session, we will cover how to streamline device assignments throughout the year and prepare for efficient collections at various times. The discussion topics include:
- Setting up check-out workflows for staff and students
- Using barcodes and batch processes for fast transactions
- Tracking accessories (chargers, cases, hotspots)
- Monitoring device locations across buildings
- Reducing loss and improving accountability with reporting
Previous Sessions
Missed a training webinar? No problem, here are the recordings of past webinars