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Phase 4 training

Guided training for verified Blocora workflows.

Use these tracks to learn the operating chain from public guidance into real product work. Training stays bounded to verified workflows, permissions, bilingual structure, and province-aware product rules.

Training tracks

4

FR/EN

4

Permissions

4

Jurisdiction

2

Source guide

Vacancy to lease operating chain

Train operators to move a vacant unit through listing, prospect intake, visit scheduling, application review, and lease creation without losing handoff context.

Open training track

Source guide

Renewals, notices, and proof control

Teach the renewal cycle as one auditable workflow: open cycle, generate notice, log delivery, capture response, and create follow-through tasks.

Open training track

Source guide

Payments, receipts, and operational ledger clarity

Train the accounting-later boundary: charges, posted payments, receipt issuance, and arrears visibility without presenting Blocora as a full ERP.

Open training track

Source guide

Province-aware operations without product forks

Explain the national core plus jurisdiction layer so teams can work Canada-wide without hardcoding Quebec-only or Ontario-only product assumptions.

Open training track

Governance boundary

The Phase 4 training gate can package verified product education, but it cannot create an academy, certification, services offering, migration package, or advice surface.

Governance boundary

  • Training must teach verified workflows already represented in the product and knowledge base.
  • Training content must remain bilingual-ready and must keep province-specific guidance in the jurisdiction layer.
  • Training must not become legal, tax, accounting, certification, or implementation advice.

Still closed

  • Certification or accreditation program
  • Paid academy or membership engine
  • Legal, tax, accounting, or financial advice
  • Partner services packaging

Next controlled step

Keep training governed and hardened; partner services plus onboarding and migration packs are now hardened as later Phase 4 gates.