Use a tool: learn it, do it, report and sign off
You have a Standard Account and want to finish one of the ten tools.
Before you start
Have these ready (about 60 minutes)
Step by step
9 steps
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Step 1 of 9 Screen: Everything we do, in one place.
How to get there: Tap Services at the top of any page.
What you see: Cyan cards in four groups: Start, Build, Grow, Connect.
Tap: the tool you want, for example Supply chain
What happens next: The tool's page opens.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 2 of 9 Screen: the tool's name, for example "Supply chain"
How to get there: From the Services page.
What you see: What it gives you, how it works, what to have ready, and its seven topics.
Tap: Start now
What happens next: If you have no project yet for this tool, the project screen opens.
If something goes wrong: "This is part of a Standard Account": you need the account first. See guide E1.
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Step 3 of 9 Screen: the tool's project
How to get there: It opens after Start now.
What you see: Your project for this tool, with its team, activities and risks.
Tap: Save
Type: The project's name and dates, for example "Supplier list 2026", 1 March to 30 June.
What happens next: Your project is open. The black status strip at the top shows your next step.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 4 of 9 Screen: the tool's name
How to get there: Lessons for this tool, in the status strip.
What you see: Seven topics, each with Lesson, Video and Quiz.
Tap: Lesson
What happens next: The first lesson opens. Read it to the end.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 5 of 9 Screen: the tool's name
How to get there: Lessons for this tool, in the status strip.
What you see: The same seven topics.
Tap: Quiz
Type: Choose one answer for each question.
What happens next: Your mark. 75% is a pass.
If something goes wrong: Under 75%? You have three tries; each try brings new questions.
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Step 6 of 9 Screen: the tool's project
How to get there: Your home screen, then the tool's tile.
What you see: The status strip says "3 of 7 activities done" and one cyan button.
Tap: Next: <the activity>
Type: What was done and when, for example "Asked three suppliers for prices", 12 March.
What happens next: The activity is marked done and the count goes up.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 7 of 9 Screen: the status report
How to get there: From the project screen.
What you see: Where the work is now, what is overdue and what comes next.
Tap: Send the PDF
What happens next: The status report PDF is sent to you.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 8 of 9 Screen: the final report
How to get there: When every activity is done, the strip says "Your report is ready".
What you see: Whether the project met its objective.
Tap: View
What happens next: The final report opens.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 9 of 9 Screen: the final report
How to get there: The same page.
What you see: A box to type your name to accept the report.
Tap: Send for sign-off
Type: Your full name, as your signature.
What happens next: The report is signed off. A consultant's work is approved by RMK too.
If something goes wrong: The button is missing? Some activities are not done yet. The strip shows how many.
Words explained
Project
The piece of work a tool helps you finish, with a start and an end date.
Activity / task
One job, with dates and a person responsible for it.
Status report
A page showing where the project is now and what comes next.
Final report
A page saying whether the project did what it set out to do.
Sign-off
Typing your name to accept the final report. RMK also signs when a consultant did the work.
Quiz / pass mark
75% is a pass, and you get 3 tries.
Related guides
Ready?
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