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Training preparation

To make the most of your upcoming training, we’d like to understand your setup, goals, and preferences. This short preparation helps us tailor the session to your team’s needs and ensures we cover the topics most relevant to you.

Contact details

Why we ask: We use these contact details for training follow-up.

Which areas should the training focus on? (select all that apply)

Why we ask: This helps us align the session with the aspects of Pascal most relevant to your organisation.
Which areas should the training focus on? (select all that apply)

What outcomes would you like to achieve from the training?

Why we ask: This helps us tailor the training to your specific Pascal use cases. By understanding the exact skills and tasks you want to master, we can focus on practical exercises and examples that match your daily operations.

Who will attend the training?

Why we ask: Knowing the participants allows us to adapt the content and ensure everyone receives the right level of detail.
Please indicate the departments of the participants joining the training

Do you have any integrations set up or planned? (select all that apply)

Why we ask: Integrations such as HubSpot and Microsoft Dynamics change how Pascal is used day to day. Knowing your integration (plans) allows us to adapt the training, show relevant workflows, and prepare guidance on setup or best practices for connected systems.
Do you have any integrations set up or planned? (select all that apply)

Do you plan to import existing client or third-party data into Pascal retrospectively?

Why we ask: If you plan to import existing client or third-party data into Pascal, we can guide you on how to prepare and structure it properly.
Do you plan to import existing client or third-party data into Pascal retrospectively?
A
B

Do you have custom lists you would like to use in Pascal?

Why we ask: If you plan to use custom lists, we can guide you on how to import them into Pascal and show you how to prepare and structure the file correctly.
Do you have custom lists you would like to use in Pascal?
A
B

What types of screenings are you expecting to perform? (Select all that apply)

Why we ask: This helps us provide examples that match your screening needs.
What types of screenings are you expecting to perform? (Select all that apply)

Do you currently group, or would you like to group, individuals and entities into client folders in Pascal?

Why we ask: Grouping related individuals and entities into client folders allows for more structured case management and easier monitoring. Knowing your preference helps us demonstrate the most relevant workflows and show you how to set up and manage client folders effectively in Pascal.
Do you currently group, or would you like to group, individuals and entities into client folders in Pascal?
A
B
C

Is there any other information you would like to share that would help us prepare your training?

Why we ask: This gives you the opportunity to highlight specific needs, challenges, or expectations that may not have been covered in the previous questions.