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Power User Certification

Level up your Planhat skills and earn your Power User Certification

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Written by Josefine Thoren
Updated this week

Summary

  • The Power User Certification is a great way for you to enhance your Planhat knowledge

  • It's particularly relevant if you're a Planhat builder or owner, responsible for customising and managing your Planhat tenant - but is also great for anyone really curious about the full potential of Planhat

  • It consists of 4 courses, which are primarily video-based, and you will demonstrate your new knowledge in quizzes to earn badges

  • You can sign up at any time here, and then learn at your own pace

Article contents

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What is the Power User Certification?

The Power User Certification is Planhat's online product training program. It's composed of 4 courses:

  1. Level up your Data

  2. Create end-to-end processes

  3. Visualise your data Pages

  4. Customise your tenant

It's a fantastic way for you to learn about some of the advanced features of Planhat, and think about Planhat as a whole, focusing on key Customer Success topics and practical use cases rather than just product instructions, so you can easily implement what you've learned.


Why take the Power User Certification?

The courses are a fun and easy way for you to upskill.

You'll become more self-sufficient, so you won't need to ask for help from your Planhat CSM/TDS or the Support team as often - indeed, you'll be a Planhat expert within your organisation!

You'll be able to really get the most out of your Planhat subscription, as you'll have fantastic knowledge of all the possibilities at your fingertips!

Ultimately, you'll learn ways to save time, be more efficient, gain greater insights into your customers, carry out more effective actions, prevent issues, and generally be better enabled to work towards your goals.

Even really experienced Planhat users have told us that they've learned lots of useful information and advice.

PLUS, you're awarded a certification for every course you complete - share on LinkedIn to demonstrate your expertise and achievements! 🎉 Complete all 4 courses to be a fully certified Planhat Power User!


Who is the Power User Certification for?

This certification is particularly designed for:

  • Planhat builders and owners ...

  • ... who already know the basics of Planhat

Much of the certification content covers configuring your tenant - creating Formula Fields and Calculated Metrics, setting up Workflows, designing Pages, managing Roles, and changing tenant settings. Therefore, it’s most applicable to Planhat Admins, CS Ops, Main Users and Managers etc. If that isn't you, you could still take the courses to better understand what’s possible, but you may not have access to all the functionality described.

The course content generally assumes some knowledge of Planhat - e.g. it talks about advanced filters but does not go over the basic concept of filters in detail - and so it’s mainly aimed at people who have a foundation of Planhat knowledge.


What will I learn about?

The courses are designed to teach you how the different aspects of Planhat come together to enable you to deal with customer challenges. There are plenty of use-case examples discussed throughout, so it’s clear what is the value of each feature and how it can be put into practice.

Course 1 - Level up your Data

  • Advance Field Settings

  • Advance Filters

  • Formula Fields

  • Working with time-series data

Course 2 - Create end-to-end processes

  • Build an end-to-end process in Planhat

  • Workflows

Course 3 - Visualise your data Pages

  • Dashboards & Presentations

  • Widgets

Course 4 - Customise your tenant

  • Advance Admin Settings

  • Roles & Permissions


How long does each course take?

One of the great things about the Power User Certification is that you can work through it at your own pace, whenever is convenient for you.

The exact length of time each course takes can vary from person to person - it depends on how fast/slow you read and watch the videos, and how long you pause to complete exercises, etc., but to give you a general guideline, each course typically takes about 1-3 hours to complete.

Don't worry, you don't have to go through each course in one go - you can take a break whenever you need, and come back to it later on.


How can I sign up?

You can register for the Learning Journey here: Power User Certification Enrollment

Simply press "Request Enrolment", The Planhat Enablement team will add you to the Learning Journey, and you'll receive a welcome email confirming your enrolment, with a link to get started.

Remember, if you're already enrolled in the Learning Journey, return to it via "My Learning" rather than signing up again.

What are you waiting for? Get started today! 🚀

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