After Completing the Intro Training and Phase 1 sections, you will be ready to work with students. After students have been assigned to you (you will receive an email notifiying you of an assignment), and before meeting with students, schedule a one-on-one computer overview with your ES Advisor. Your Advisor will walk you through the applicable documents below. While preparing for your computer overview, you may continue to work through additional phases of training.

Before scheduling the appointment, do the following:
1. Be sure Citrix is functioning on your computer with your ES account.
2. Have a phone available as well as a fast internet connection for your computer. (Let your advisor know if you will only have dial-up capability)
3. Read through the documents to familiarize yourself with what you will be viewing. You may want to print the documents in order to take notes during the walk-through.
4. Go to http://www.crossloop.com/ and download the free program. Install on your computer. You will then have a box to use with your Advisor so they can access and control your computer for the training.
5. Schedule the appointment with your advisor, allowing sufficient time to become familiar with ES Webfiles.