Collect a corporate trainer remote session fallback
Example: A trainer will travel for a workshop. The trainer identifies possible travel disruption and gives a remote session as an alternative.
An assistant is an alternative when a travel problem makes a fallback decision necessary.
A video meeting link is sufficient when remote delivery already has agreement.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A trainer will travel for a workshop. The trainer identifies possible travel disruption and gives a remote session as an alternative.
The manager supplies the workshop objectives and trainer email. The manager gives approval for format changes.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Get the trainer's decision deadline for travel.
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Get the requirements for the remote alternative.
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Send the alternative to the training manager.
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Tell the trainer that format changes must have approval.
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Send the training manager the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the training manager.
The assistant must not treat remote delivery as equivalent without the manager's decision.
An illustrative result
The trainer can give the travel decision by Wednesday noon. The remote alternative cannot include the planned physical exercise.
The manager gives a decision about whether the remote content is satisfactory or whether to select a later date.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.