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

man and woman helping with device turn in
woman reviewing forms wearing blue

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

VR headsets with laptops
students using different types of technology in classroom

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

man working on laptop
business meeting 2.0

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

students using different technology in class
barcode scanner being used

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

laptop being fixed
man collecting e-signature

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

teacher using technology in the classroom

Previous Sessions

Missed a training webinar? No problem, here are the recordings of past webinars