This is my very first blog for being a certified trainer since April! I wanted to break out into the blogging world, since I have never done this before. Since the release of 9.1 there have been many things to learn and adjust to. One of the changes is the Individual Data section. Last week I had to input new individuals into our system and it took some adjusting to the new format, especially starting a new ID. I also was a bit confused because there is no longer an approve button for Individual Data, so I wasnt sure how it was all going to work out, but it did.
How do you and your staff handle the changes of a new Release? Do you have any helpful hints or suggestions?