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Training and Enablement

Elevate your skills and drive results with on-demand training, expert-led sessions, and personalized support—designed to help you master Enumerate tools with confidence.
Enumerate University

Your new hub for mastering Central and Engage! Whether you're just getting started or leveling up, our expert-designed, role-based certification tracks help you optimize operations, boost compliance, and drive real impact. Click below to sign up or learn more about our courses. 

Enumerate Assist

Meet Enumerate Assist—our new AI-powered chat resource designed with you in mind. Enumerate Assist is available 24/7 to answer your questions, guide you through tasks, and help you quickly find the information you need—anytime, anywhere.                   

Upcoming Training Sessions

What is Engage? A Beginner's Overview of the Engage Platform - Thursday January 8

Get an introduction to the Engage platform, including its core features and common use cases. This session is ideal for new users and serves as a helpful refresher for experienced teams looking to maximize their use of Engage.

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ARC Codes Setup in Central - Thursday January 15

Continue the ARC Request series with a focused walkthrough of setting up ARC Codes and ARC Settings in Central. Learn how proper setup supports accurate processing and efficient request management.

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Engage Community Posts and Community Feed Features - Thursday January 22

Explore all posting options available in the Engage Community Feed, including quick posts, scheduled announcements, and delivery reporting. Learn how to choose the right post type to effectively communicate with your community.

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Mass Edit Vendors in Preparation to Run 1099s - Thursday January 29

Learn how to use the Mass Edit Vendors feature in Central to efficiently prepare vendor records for 1099 processing. This session covers best practices to ensure accurate and timely 1099 reporting.

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How Your Board Can Utilize Engage Board Center Features - Thursday February 5

Discover how board members can use the Engage Board Center to manage notices and requests, review invoices, complete tasks, and stay informed—all within a centralized workspace designed for board collaboration.

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Owner Resales - Thursday February 12

Learn how to complete Owner Resales and ownership changes in Central, including key steps, common scenarios, and best practices to ensure accurate account updates.

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The Resident Experience in Engage - Thursday February 19

Take a guided tour of the resident experience in Engage, including available features, common variations between communities, and answers to frequently asked resident questions.

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Printing Letter Templates in Central - Thursday February 26

Learn how to use the Send Message feature in Central to generate and print Letter Templates. This session covers setup considerations and best practices for consistent communication.

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Engage Photo Galleries - Thursday March 5

Learn how to create, manage, and display photo galleries within the Engage platform. This session covers best practices for organizing and sharing photos with your community.

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Accounts Receivable: Cash Receipts - Thursday March 12

Explore the different methods for entering cash receipts in Enumerate Central. Learn when to use each option and how they impact your accounts receivable workflow.

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Editing Statement Templates - Thursday March 19

Learn how to edit and personalize Statement Templates in Central, including formatting options and customization tips to meet your community’s communication needs.

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How to Create Dynamic Forms - Thursday March 26

Walk step-by-step through creating and utilizing Dynamic Forms in Engage. Learn how to design forms that streamline data collection and improve workflows for staff and residents.

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Accounts Receivable: Adjustments - Thursday April 2

Learn the different methods for entering owner adjustments in Central and when to use each option. This session covers common adjustment scenarios and best practices to ensure accurate accounts receivable records.

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Importing Documents to Engage from Central - Thursday April 9

Learn how to upload documents in Central and import them into Engage for resident access. This session covers document organization, setup considerations, and best practices for managing shared documents.

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AP Approval Setup - April 16

Learn how to set up Accounts Payable approval workflows in Central for both internal staff and board approvals. This session covers configuration options and best practices for streamlining invoice approvals.

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Accounts Payable: Vendors - April 23

Get a comprehensive overview of vendor management in Central, including creating and maintaining vendors, merging duplicate records, and moving transactions between vendors.

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Engage Groups & Committees - Thursday April 30

Learn the differences between public and private Groups and Committees in Engage and how to use each effectively. This session covers setup options and best practices for organizing communication and collaboration within your community.

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Setting up ARC Templates - Part 1 - Thursday December 18

Part 1 of our ARC Request series will focus on locating and editing existing ARC templates.

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Previous Training Sessions

Setting Up Your Collection Table Code

Learn how to set up your collection table code accurately and efficiently to ensure successful tracking of homeowner collections. This process will be demonstrated in Central at the individual community level.

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Processing Collections in Central

We will guide you step by step through processing, editing, and printing letters using the Collections module in Central at the individual community level. We'll also review the related reports and discuss how to make collection edits outside the module at the individual property level.

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Sending an Email Blast in Central to Owners with Emails

Learn how to use our 'Send Message' feature to send email blasts—one of the easiest ways to communicate with homeowners. We'll demonstrate this in Enumerate Central and show you how to view email activity at the individual owner level.

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Setting Up and Editing Letter Templates

Learn how to set up and edit Letter Templates—preformatted letters that can be printed or emailed in bulk. These templates use merge codes to personalize each message with owner and other relevant information, making them appear individually crafted for each recipient. We will be using Microsoft Word and Enumerate Central during the walkthrough.

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Understanding Late Fees and Interest

We will guide you through the different interest calculation methods and how to set up the corresponding codes. We'll also walk through the process of applying interest and late fees to owner accounts using Enumerate Central at the individual community level.

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Setting up Service Request and Work Order Codes & Work Order Costing

In this webinar, we will guide you through setting up work order codes and associated costs. Note that Service Request codes and Work Order codes refer to the same set of codes labeled as Work Order codes. We’ll be using Enumerate Central at the individual community level.

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Processing Service Requests and Work Orders

We will guide you through the process of creating a service request submitted by an owner and converting it into a work order. We’ll also review how to manage associated costs and explain the differences between service requests and work orders. Work orders are typically created for tasks such as common area maintenance or repairs within a specific unit in the community.

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Setting Up & Using Custom Fields

Learn how to use Custom Fields to track additional data for owners and other entities not currently covered by default fields. We'll use Enumerate Central to show you how to set up Custom Fields and adjust their settings as needed.

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Setting Up Roles (User Permissions)

Learn how to set up user roles, including read-only access and department-specific permissions. Because roles and permissions are tailored to each client, we’ll walk you through the process so you can confidently create and manage them on your own.

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Statement Templates Creating & Updating

We will guide you through creating and editing Statement Templates. Since templates are built in Microsoft Word, you have a wide range of customization options to tailor them to your needs.

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Creating Groups & Committees in Engage

In this webinar, Heath will explore the differences between Public Groups and Private Committees in the Engage platform and show you how to use each effectively within your communities.

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Creating Dynamic Forms in Engage

Heath will show you how to create Dynamic Forms in Engage, a flexible tool for building surveys, waivers, and contact forms with built-in submission management for community associations.

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Packages (Builder & Global)

Eve will show you how to create Report Packages, which combine multiple reports into a single PDF for easy sharing with board members. While most of the report parameters tend to be similar, each report can have its own settings.

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Engage Community Site Options Walkthrough

Heath will review the Community Site options available in Engage. We'll go over Community Pages setup as well as other listed options such as Home Pages, Contact Info pages, and Banner Images.

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AP Approval Setup for Internal Approvals & Board Approvals

Eve will guide you through understanding and setting up AP Approval. Explore your available options and learn how to configure AP approvals for internal management and/or board members.

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Central Attachment Gallery and Importing to Engage

Heath will guide you through the process of setting up documents in the Central Attachment Gallery to ensure they are properly imported into Engage. This setup allows documents to be directed either to the Resources section or the Board Documents section of your Engage site.

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AR Owner Statements Processing

Eve will guide you through the process of handling owner Statements in Enumerate Central. With a variety of available parameters, we’ll review your options to ensure you can process statements confidently and accurately.

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Owner/Members Accounts in Engage

Heath will walk you through how to add resident accounts in Engage under Member Accounts, both with and without API integration. This includes sending welcome email invitations, managing resales, and sending post-resale invitations.

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Setting up CCR Letter Templates

Eve will show you how to setup CCR Letter Templates.

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Setting Up Board Members with Access to Approve Invoices in Engage

Heath will review how to properly set up Board Member Accounts in Central and enable them to approve or deny invoices within the Engage platform.

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Setting up CCR Codes and Action Processes

Eve will go over setting up CCR Codes and Action Processes.

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Organizing Documents within Engage Resources

Heath will review the Engage Resources section and how to properly utilize the Groups, Categories, and Subcategories options to easily organize documents on your website.

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Processing CC&R Printing Letters

This webinar will bring everything together by using the CCR templates, codes, and processes developed in previous sessions to effectively process CCR violations for owners.

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Setting up Amenity Reservations in Engage and PayPal Payment Options

Learn how to properly add and set up amenities on the Engage platform for use in the Reservation system, and explore how to link Engage Payments to amenities or events using PayPal.

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How to Enter Bills

Learn how to navigate the Enter Bills screen, including Bills, Separate Checks, Handwritten Checks, Credit Memos, Recurring Bills, Bill Templates, AP Approval, and the differences between Accrual vs. Regular with Post.

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Using the Engage ARC Management System vs. ARC Requests in Central

Understand the distinctions between the Engage ARC Management System and ARC Requests in Central, see how they compare, and learn how each integrates with resident accounts.

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How to use Journal Entries

Learn to create, edit, and delete journal entries, use recurring JE templates, and generate reports of completed entries in Central.

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How to Use Field Ops

Discover how to effectively use FieldOps and its core features.

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Using The Engage Work Order Management System vs. Work Orders in Central

Compare the Engage Work Order Management System with Work Orders in Central, and see how both connect with and link to resident accounts.

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Creating an Event and Setting Up RSVPs in Engage

Learn how to create both one-time and recurring events in Engage, and configure additional options such as RSVPs and payments.

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Setting Up a New Year in Central

Get step-by-step guidance on year-end tasks, including closing the current year, setting up the new year, and generating reports.

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How to Make Payments

Learn best practices for printing in-house paper checks, as well as how to void checks and generate check reports.

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Setting Up Resident Enumerate Payments in Engage

Walk through the process of setting up resident payments using the Enumerate Payment system and enabling AutoPay on the Engage platform.

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Setting up ARC Templates - Part 1

Part 1 of our ARC Request series will focus on locating and editing existing ARC templates.

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Training & Enablement Team

Uri Headshot

Uri Shatten, Ed.D.

Manager of Training & Enablement

Uri started his Enumerate journey in 2024, where he manages the Training and Enablement department.

As an experienced organizational development consultant, learning and development practitioner, facilitator, instructor, and an avid technologist, Uri's passion lies in blending technology and structured foundations into systemic, impactful, and meaningful solution sets designed to meet organizational goals. 

He resides just outside Pittsburgh, PA, and enjoys getting outdoors, off-roading, teaching martial arts, rockhounding, and collecting world currencies. 

Eve Headshot

Eve DuBose

Senior Training & Enablement Specialist

Eve has been with Enumerate (Formerly TOPS) and working with their products since 2003. She started her Enumerate journey in the Support department before moving into the Onboarding, Customer Success, and currently works in the Training and Enablement department. She couldn’t see herself anywhere else than at home with Enumerate.

Training is Eve’s true passion. If you love your job, you will never work a day. She has that.

She is a Florida born native and currently lives in Tampa, FL. She loves cake, chicken salad, and coffee.

Amy M Headshot

Amy Mattero

Training & Enablement Specialist

Amy has been with Enumerate (Formerly TOPS) since 2010. She started her journey in the Customer Support department, moved into Onboarding as a Subject Matter Expert, and then transitioned onto the Training and Enablement team as a Specialist. She enjoys working with customers and teaching them how to navigate our platform.

Amy was born and raised in Worcester, MA, and moved down to Tampa, FL in 2010. She has two children who are the light of her life, and she absolutely loves living in Florida and enjoying the weather. Amy likes a good comedy show, fishing, swimming, water parks, roller coasters, and going to the beach.

Heath Woloszyn Headshot

Heath Woloszyn

Associate Training and Enablement Specialist

Heath joined Enumerate in 2022 as a Customer Support Specialist, focusing on helping customers navigate the Engage platform. He later transitioned to the Training and Enablement team, where he's now a Specialist. Passionate about empowering customers, Heath excels at making the platform work for each user through effective training and support.

He believes modern training and personalized learning can elevate our skills and unlock greater potential. Heath is excited to collaborate with his team to drive meaningful impact through innovative tools and training methods. 

Born in Oklahoma City, OK, and now based in Tampa, FL, Heath loves visiting new restaurants, working on art, reading, and spending time outdoors.

Randolph Rocco Headshot

Randolph Rocco

Instructional Designer

Randolph joined Enumerate in 2025 as an experienced Instructional Designer and Curriculum Developer with 25+ years of creating innovative, tech-driven training solutions. Randolph's passions are in designing blended learning, eLearning, and performance improvement programs for the corporate sector, working closely with SMEs, stakeholders, and teams to deliver engaging, results-oriented training. 

Randolph is proficient in ADA-compliant design, simulation development, and full project lifecycle management. His favorite development tools include Articulate 360, Adobe Captivate, Camtasia, and Microsoft Office. 

Born and raised in the Pittsburgh, PA area, Randolph enjoys spending time with his wife, three boys and two dogs. He also enjoys watching classic films and listening to old jazz recordings.