SubwayPOS Dashboard User Guide

Transcription

1 SubwayPOS Dashboard User Guide Revision 2.0 July 15, 2015

2 Notices The SubwayPOS Dashboard User Guide is confidential and is only for the use of SUBWAY franchisees, Development Agents, Field Consultants, and Operations Technology Leaders (OTL). Unauthorized use of the information contained herein is strictly prohibited. No part of the content of the SubwayPOS Dashboard User Guide may be copied or reproduced in any form or transmitted by any means without the written permission of Doctor s Associates Inc. Updates, additions, and other revisions to the SubwayPOS Dashboard User Guide will be made, as necessary, to reflect changes in features and functionality. Changes will be posted on the SUBWAY PARTNERS website; they also will be communicated, as appropriate, through STS. SUBWAY and SubwayPOS are registered trademarks of Doctor s Associates Inc Doctor s Associates Inc. All rights reserved.

3 Contents Introduction... 1 Download the SubwayPOS Dashboard Browser... 1 Configure the Administrative Portal... 2 SubwayPOS Dashboard Home Page... 4 Screen Layout... 5 Hot Key and Internet Status Icon... 5 Navigation and Power Icons... 5 Tiles... 6 Task Management... 7 Manage Tasks... 7 Edit a Task... 8 Goals Reporting Screen... 9 Weekly Schedule One-Way Messaging Send Messages Receive Messages Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page i

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5 Introduction The LiveIQ SubwayPOS Dashboard is a single location where SubwayPOS franchisees and store employees can view important information without having full access to LiveIQ. The SubwayPOS Dashboard displays information about sales, productivity, University of Subway courses, Operations Manuals, CRS metrics and Customer Survey data, work schedules, and messages. In addition, you can print all screens and reports displayed in the SubwayPOS Dashboard. When the POS has Internet connectivity, it automatically updates the content needed for metrics and reports for the last full week and stores that data. When you display the SubwayPOS Dashboard or access reports, you access the stored data. This means that the POS does not need to be connected to the Internet. Similarly, when you send or receive messages, they are held until the POS is connected. The SubwayPOS Dashboard retains data for one year and automatically purges older data. Download the SubwayPOS Dashboard Browser You must install the SubwayPOS Dashboard on your POS machine in order to use the SubwayPOS Dashboard functions in LiveIQ. 1. Select Admin from the main tool bar on the LiveIQ screen. The LiveIQ Admin screen opens. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 1

6 2. On the menu bar, select Dashboard and select Download. The Download screen opens. 3. Click Download Here. 4. If prompted, run Visual Studio CC+ software. 5. When the Subway LiveIQ Dashboard Setup wizard opens, click Next. 6. Enter your Store Number and Name and click Begin Setup. 7. Enter your SUBWAY PARTNERS credentials issued by FWH. The Subway Security screen opens, indicating which store the SubwayPOS Dashboard will display. 8. Click Allow. The SubwayPOS Dashboard begins to load data for the selected store. Configure the Administrative Portal The Administrative Portal allows users to access different functions from the SubwayPOS Dashboard Home Page. When you configure the portal, you determine which functions your employees can access. You can configure the portal for all stores at once or for individual stores. 1. Select Admin from the main tool bar on the LiveIQ screen. The LiveIQ Admin screen opens. 2. On the menu bar, select Dashboard and select Settings. The Administration screen opens. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

7 3. Use either the list displayed on the screen or the drop-down list in the menu bar to select a store. The Administration screen displays icons that indicate the settings for the selected store. Settings that have green icons and a checkmark appear on the SubwayPOS Dashboard, while those with red icons and an X do not appear on the SubwayPOS Dashboard. Labor Reporting Messaging Customer Survey Goals Tasks Manuals and Documents 4. To change a setting, click the icon for the setting. 5. To save the settings for the selected store only, click Save Settings. To save the settings for ALL stores, click Apply to All Stores. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 3

8 SubwayPOS Dashboard Home Page The SubwayPOS Dashboard Home Page displays multiple metrics for a selected store simultaneously. You can use touch, a mouse, or the keypad to access the different parts of the Home Page. Note The SubwayPOS Dashboard automatically appears on the screen after a period of inactivity. Use the Windows screen saver settings to specify the length of the period of inactivity. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

9 Screen Layout Hot Key and Internet Status Icon The SubwayPOS Dashboard provides a hot key and an Internet Status icon that appear at the top of the screen by default. You can drag and drop the hot key and the Internet status icon to a different location on the screen if you wish. Use the hot key to switch between the SubwayPOS Dashboard and the POS screen view. The hot key is configured when you install SubwayPOS Dashboard. To bring up the Dashboard on top of any other application currently displayed on the POS or to minimize the Dashboard so you can ring sales, click the hot key. To close the SubwayPOS Dashboard, right-click on the hot key and select Close Application. To bring up the SubwayPOS Dashboard once you have closed it, open the Windows Programs menu and select Subway LiveIQ Dashboard Shell. To switch the display to a different store, double right-click on the hot key and select Clear Local Cache. Use the Internet Status icon to check your Internet connection. The green checkmark indicates that the machine is connected to the Internet and the bars indicate the strength of the signal. Navigation and Power Icons Use the icons on the left side of the screen to access other functions. Note You may not see all of these icons on your Home Page because the options vary based on how the Administrative Portal is configured. Use the icon in the bottom left corner of the screen to turn off the SubwayPOS Dashboard. Once you turn off the SubwayPOS Dashboard, you can easily start it up again: 1. Open the Windows Program menu. 2. Select Subway LiveIQ Dashboard Shell. Home Page Labor Reporting Messaging Customer Survey Goals Tasks Manuals and Documents Administration Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 5

10 Tiles Each tile on the Home Page displays metrics for a particular category such as sales, drinks, cost of goods, and productivity. To switch between a data display and a graphic display (a bar chart or graph), click the icon at the far upper right corner of a tile. To drill down to the detail data for a tile, click the double-ended arrow in the upper right corner of the tile. A new screen opens to display the detailed data. To expand a tile so it covers the entire window, click anywhere on the tile. Green up arrows and red down arrows indicate an increase or decrease between the current and previous values. Click Home to display the Home Page. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

11 Task Management The SubwayPOS Dashboard includes a powerful new tool called Task Management. Available to Sandwich Artists, Managers, and Franchisees, Task Management on the SubwayPOS Dashboard is an easy and effective way to set priorities for staff and to help stores operate efficiently. To access Task Management, press. Note If the icon has a number, that number indicates the total of current and upcoming tasks. For example, this icon indicates that there are six upcoming and current tasks. Each task has an assigned day and time schedule and that schedule information determines the sequence of the tasks displayed on the SubwayPOS Dashboard. Tasks are arranged so the current and next tasks are highlighted. Two other columns list upcoming tasks and completed tasks. Manage Tasks If you want more details about a task, simply touch the task to display any information or notes for the task. Urgent tasks have a red exclamation mark! next to the name of the task. When you complete a task, touch the I m done! Move me bar on the task and to move it out of the queue. The status of the task is changed to Completed in the task management database within LiveIQ. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 7

12 Edit a Task 1. Press the pencil icon for the task you want to edit. A screen opens so you can edit the task. 2. Make the appropriate changes to the task and press Update. The system saves your changes and displays the revised task on the Task screen. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

13 Goals Reporting Screen Employees and managers can track key performance data based on Productivity, Units Sold, and Drinks Percentages. The current day part counter at the top of the screen resets when you reach the end of each day part. The information in the top right corner of the screen identifies the current day part. The trophy icons represent the number of goals that your store has met so far during the current day. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 9

14 Weekly Schedule Employees and managers can view the weekly work schedules created in LiveIQ Labor. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

15 One-Way Messaging Messaging allows franchisees, DAs, and HQ personnel to send one-way messages to a single store or to all stores and to flag important messages. If you mark a message as Important, staff must confirm that they received and reviewed the message. Information messages do not require confirmation. Send Messages 1. Select Admin from the main tool bar on the LiveIQ screen. The LiveIQ Admin screen opens. 2. Select Dashboard and select One-Way Messaging. The One-Way Messaging screen opens. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 11

16 3. To send the message to a single store, use the drop-down list in the menu bar to select the store. The screen title changes to indicate the selected store. 4. Enter the subject and message. 5. Select the appropriate check box to indicate whether the message is Important or Information. If a message is marked as Important, the recipients must confirm that they received and reviewed the message. Information messages appear at the bottom of the SubwayPOS Dashboard screen. Recipients do not have to confirm that they received and reviewed information messages. 6. Select a date to indicate when the message expires. 7. Click Send to Stores. Receive Messages 1. With the SubwayPOS Dashboard displayed, click Messages and select a message. Page Doctor s Associates Inc. All Rights Reserved. Rev /15/2015

17 If a message is marked as Important, you must confirm that you received and reviewed the message. Information messages appear at the bottom of the SubwayPOS Dashboard screen. You do not have to confirm that you received and reviewed information messages. Rev /15/ Doctor s Associates Inc. All Rights Reserved. Page 13