CORE1ERP ACADEMY — PRACTICAL LEARNING WORKBOOK
Version 1.0 | Public self-study resource

This workbook is a learning aid, not a certification or a substitute for your organisation's policies. Use fictional/sample data for exercises. Do not include real employee, customer or financial information.

LEARNER / TEAM: __________________________  DATE: __________________
ROLE: __________________________  PROCESS OWNER: __________________

TRACK 01 — ERP FOUNDATIONS
[ ] Explain how a transaction moves across departments.
[ ] Identify record owners, approvals and exceptions.
[ ] Describe how errors should be reported.
Practice: Map one customer order from quotation through payment.
Evidence / reflection: _____________________________________________

TRACK 02 — FINANCE & COMMERCIAL OPERATIONS
[ ] Identify master-data controls.
[ ] Trace an invoice and receipt to supporting records.
[ ] Explain how a mismatch should be resolved before approval.
Practice: Compare a purchase request, goods receipt and supplier invoice.
Evidence / reflection: _____________________________________________

TRACK 03 — PEOPLE & HR OPERATIONS
[ ] Identify sensitive employee information.
[ ] Map leave and payroll adjustment approvals.
[ ] Describe who should see payroll records.
Practice: Document the approval path for a leave request.
Evidence / reflection: _____________________________________________

TRACK 04 — INVENTORY, PROJECTS & SERVICE
[ ] Explain stock movement controls.
[ ] Identify project cost capture and review points.
[ ] Follow a service request through closure.
Practice: Investigate a fictional stock discrepancy.
Evidence / reflection: _____________________________________________

TRACK 05 — MANAGEMENT & REPORTING
[ ] Define five meaningful team measures.
[ ] Identify data sources and owners.
[ ] Document a response to an overdue approval.
Practice: Prepare a weekly review with measures, thresholds and actions.
Evidence / reflection: _____________________________________________

TRACK 06 — ADMINISTRATION & GOVERNANCE
[ ] Review role-based access and separation of duties.
[ ] Document a safe configuration change.
[ ] Identify backup and recovery responsibilities.
Practice: Create a joiner-mover-leaver access review checklist.
Evidence / reflection: _____________________________________________

FOUR-WEEK TEAM ROLLOUT
Week 1: Baseline roles and workflows. Owner: __________ Status: ______
Week 2: Complete assigned learning tracks. Owner: ______ Status: ______
Week 3: Practise exception handling. Owner: ____________ Status: ______
Week 4: Review readiness and support needs. Owner: ____ Status: ______

READINESS REVIEW
Can learners explain the process and its downstream impact?  YES / NO
Can they identify required approvals and evidence?          YES / NO
Have exercises been tested using safe sample records?      YES / NO
Is a process owner assigned for unresolved issues?         YES / NO

OPEN ACTIONS
1. _________________________________________________________________
2. _________________________________________________________________
3. _________________________________________________________________

For further learning visit: https://sheeltech.com/core1erp/resources/core1erp-academy/