TRAINING

Training & Onboarding

Get your team up and running on Platemetrics with structured training programs.

Training Programs

🟦 Self-Paced Online

Free for all plans
12 modules
Enroll Free →

🟩 Live Guided Onboarding

Growth plan & above
3 sessions with CSM
Schedule →

🟧 Enterprise Onboarding

Enterprise plan
Custom program + on-site option
Contact Sales →

Training Modules

Module 1 Platform Overview & Navigation
Learn how to navigate the Platemetrics platform, understand the dashboard layout, and access key features.
Module 2 Setting Up Your Organization & Branches
Configure your organization profile, add branches, and set up multi-location meal management.
Module 3 Adding Employees & Managing RBAC
Bulk import employees, set up roles and permissions, and manage user access levels.
Module 4 Vendor Onboarding & Contract Setup
Add catering vendors, create contracts, and configure SLAs and delivery expectations.
Module 5 Creating & Managing Food Orders
Set up meal booking windows, create food menus, and manage order workflows.
Module 6 OTP Delivery Verification
Understand how OTP verification works, configure delivery confirmation, and track delivery logs.
Module 7 Food Audit & Waste Analytics
Use the waste analytics dashboard, set up audits, and track food consumption patterns.
Module 8 Announcements & Notifications
Create announcements, configure notification channels, and manage communication preferences.
Module 9 Billing & Invoice Management
Generate invoices, configure billing rules, and export financial reports.
Module 10 Governance Console Overview
For platform operators: manage tenants, configure platform settings, and monitor system health.
Module 11 API & Integrations
Connect Platemetrics to your HRMS, ERP, and other systems via REST API and webhooks.
Module 12 Security & Compliance Best Practices
Implement security best practices, understand compliance requirements, and configure audit trails.