JULY 18, 2023

CORPORATE training
work instruction

WI 19, REV 00
MAGCOLM SOLUTIONS SDn BHD
3-1-6, KOMPLEKS KANTOMEN PRIMA, BATU 4 ½, JALAN IPOH, 51200 KUALA LUMPUR
Corporate Training Flow & Responsibility
This work instruction applicable for public, in-house and project training.

Process PIC Resources

Inquiry & registration via BD Executive Training Sales Script
WhatsApp / live chat / contact Public – online only, without
form quotation, Training inquiry form

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Table of Content

Corporate Training Flow & Responsibility...............................................................................................- 1 -

A) Inquiry Channel & Registration...........................................................................................................- 3 -
B) WordPress Maintenance.....................................................................................................................- 4 -
C) Post Registration & Payment Status....................................................................................................- 5 -
D) Client Notification...............................................................................................................................- 5 -
E) Trainer Notification.............................................................................................................................- 7 -
F) Training Delivery + Support.................................................................................................................- 7 -
G) Post Training.......................................................................................................................................- 8 -
H) Invoice verification..............................................................................................................................- 8 -
I) Biweekly Sales & Profit Reporting........................................................................................................- 8 -

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A) Inquiry Channel & Registration
1. Client can make inquiries for:
a. Online Public
i. WhatsApp (Existing Client)
ii. Advisory project (Existing Client) (consultant to send website link)
iii. Google search
iv. Client / Subcon Referral
b. Physical In-house (non-HRD) – Quotation + Invoice
c. HRD Training – Quotation  HRD Training Grant Approval

2. BD Executive to send link to New or Existing client to proceed with registration via
Website, refer Website Public Training Registration Step.

Website Public Training Registration Steps:

1. Client to proceed to Public Training Page www.magcolm.my/training/
2. Client to choose training title & proceed to product page
a. Public Online zoom (refer next step)
b. In-house Physical Training (skip to step 8)
c. HRD Claimable Course (refer HRD WI)
3. Client to choose Date & Time and proceed checkout
4. Payment option: bank in slip (B2B) or ToyyibPay
a. B2B: Client shall WhatsApp the Bank in slip to BD Executive
5. After placed order, thank you page with Magcolm Attendance (excel file) will show to
client in website.

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 Namelist Template (Excel)

Thank you page Bank in slip & namelist from Client

6. Client and Magcolm will receive WooCommerce order confirmation email from website
and/or payment gateway service provider (ToyyibPay) once transaction is successful.

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 Client confirmation email Magcolm confirmation email

7. Client shall provide participant details via WhatsApp to BD Executive or else BD

Executive will contact client after confirmed bank in status to collect participant details.
8. Client clicks on in-house button and fill in inquiry form. BD Executive & Senior Admin
Officer will receive inquiry form via email and contact client to prepare and issue
quotation.
9. Client to stamp & sign back quotation and make payment.
10. BD Executive shall request participant details by using Magcolm Attendance via email.

B) WordPress Maintenance
1. BD Executive & Senior Admin Officer to update schedule (Date & Time) in WordPress
every 6 months.

2. BD Executive & Senior Admin Officer to adjust slot (out of stock/reduce pax) when:
a. HRD Public Class
b. 14 working days before training date (close registration)

3. BD Executive & Senior Admin Officer to update training notes google drive link with
different passcode in WordPress every month.