Helios, 10YPP and Salesforce for school-led projects training
Training is delivered via self-paced online training modules that take 10–25 minutes to complete.
The training modules will need to be completed for access to each application.
Helios Portal (25 minutes)
10 Year Property Planner (10 minutes)
Salesforce for school-led projects has two modules, you will need to complete the relevant module for your role:
- Salesforce Kura | School-Led Project Management Forms - for Project Managers (15 minutes)
- Salesforce Kura | School-Led Project Management Forms - for Schools (10 minutes)
They are all located in the Learning Management System – Training Services website
|Schools||Recommended||View data directly in the systems within the Helios Portal.|
|Project managers and administrators||Mandatory||Enter data directly in the Helios Portal and Salesforce.|
|10YPP consultants and administrators||Mandatory||Enter data directly in the 10 Year Property Planner.|
|School Delegated Financial Authority||Mandatory||Endorse and reject projects directly in Salesforce tool.|
|School Users - Read Only||Recommended||View projects in Salesforce.|
New School Users (e.g. Principals, Board Chairs or Executive Officers
You will be invited within 3-days to undertake an optional Helios Portal module for read-only access to your school data.
You will be invited within 3-days to undertake a mandatory Salesforce module for Delegated Financial Authority (DFA) access to your school projects.
Note: School users please note your school ESL Delegated Authoriser will request access to the Helios Portal and Salesforce for School-led Projects on your behalf.
Successful completion of your Training Module
Following successful completion of your training module(s) you will be advised that your system access will be set up within 6-10 days. You will then be notified that you are now able to access the Helios Portal and Salesforce for School-led Projects using your Education Sector Login (ESL).