ERP Key-user Training: Authorise Access After Competency
Upgrade training from attendance to role exercises, competency assessment, access gates and a go-live support network.
Learning objective
Require key users to prove normal, exception and recovery tasks before production access.
Roles
Project leads, business owners, IT, security, key users, consultants and audit
Prerequisites
- Production access traces to assessment.
- Users independently resolve common exceptions.
- Materials match the current process version.
Completion checks
- Production access traces to assessment.
- Users independently resolve common exceptions.
- Materials match the current process version.
Common errors
- Access before training.
- Shared practice or production accounts.
- Menu screenshots without scenarios.
Thailand project note
Thai projects require multilingual materials, THB/foreign currency, Asia/Bangkok time, segregation and retention; regulated tax, customs, BOI and statutory accounting need qualified Thai review.
Related modules
Steps
- 01
List mandatory tasks, risky actions and escalation duties by job.
- 02
Create role guides, practice data and quick references with consistent multilingual terms.
- 03
Use explanation, demonstration, independent practice, exception handling and knowledge checks.
- 04
Assess critical actions through actual tasks, not attendance or video completion.
- 05
Trigger role access only after passing; provide remediation instead of shared accounts.
- 06
Define tiered support across key users, service desk and consultants.
- 07
Update materials from tickets, errors and process changes; recertify high-risk roles.
Implementation notes
- Production access traces to assessment.
- Users independently resolve common exceptions.
References
- YonSuite 客户成功服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开培训、巡检、实施与运行支持范围
- YonSuite Global Customer Success Services ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开连续性、支持与客户成功服务范围