hondadreamfactory User Guide

Transcription

1 hondadreamfactory User Guide

2 Contents 1. Preparatory Steps 3 System Requirements 3 Accessing hondadreamfactory 4 Navigating the Portal 5 2. Training Courses 6 Accessing an online training course 8 Exiting an online training course 9 Enrolling on an Instructor-Led Course 10 Managing your IST sessions (Honda UK only) 13 Registering for an IST session 13 Cancelling an IST session registration Completed Courses 18 Viewing your Training History 18 Printing a certificate Using the Search Function 21 Basic Search 21 Advanced Search 23 Search Results User Manager Tasks 25 Course Approval Process Dealer Admin Tasks 26 Accessing the ILM Admin portal 26 User Management 27 Updating user data 27 Updating User Managers 29 Adding Users to a User Manager Minimum Franchise Standard Reports - Training 31 2

3 1. Preparatory Steps System Requirements Software Requirements Operating System Windows 7, Windows 8, Windows 8.1 or Windows 10 Browser Microsoft Internet Explorer 10 or 11 Optional Plug-ins Media players and versions dependent on course content Adobe Flash Player 9.0 or above Administrators Microsoft Silverlight Runtime 5.0 or higher Hardware Requirements CPU 2.0 GHz or above Memory 4 GB RAM or above Display 1280 x 1024 resolution or above Connectivity 512 Kbps or above Sound Windows compatible sound card and speakers (required if audio is used in courses) 3

4 Accessing hondadreamfactory To access hondadreamfactory you need an active Panex account. hondadreamfactory does not require an extra password. Contact your administrator if you do not have a Panex account or your existing account is no longer active. Once your Panex account is set up, you can access hondadreamfactory. 1. In the Panex navigation menu, first click on Dream Factory in the top menu on the right. The Dream Factory menu will appear on the left of the page. In this menu, click on the Dream Factory hyperlink to open the portal. 2. hondadreamfactory will open in a new window. The Training Courses page is your starting point. 4

5 Navigating the Portal On the left of the hondadreamfactory portal you can find the navigation menu, which contains six buttons: Guide opens this user guide in a PDF document. This guide explains: Training Courses is the default page when accessing hondadreamfactory. Here you can find your e-learning courses and register for instructor-led courses. Completed Courses allows you to print any certificates applicable to your job role and contains your training history: Courses accessed. A score (%) if you have previously completed an assessment. Whether you passed the course or need to obtain a higher score. Training Calendar gives an overview of scheduled instructor-led events for those units allowing their dealers to book training sessions online. Search allows you to search for a course based on keywords. Launch Admin is a button only present for users with Dealer Admin rights and gives them access to the admin page. Logout 5

6 2. Training Courses On the Training Courses page you will find all online and instructor-led courses that are available to you, including the courses that you have completed already. 1. The Training Courses overview contains your certification programmes and other courses. To access a course or programme, click on the arrow icon or title. On the right of each programme title is a View Rules button. Clicking this button will open a page where you are able to view the pre-requisites to pass this programme or attain certification. On this page you can also see the certification completion deadline and expiration date. You are able to print the View Rules page. 6

7 2. To view the course fields, click on the arrow icon or title. Each field contains some useful course details. Credits Each course has a separate score measured in credits. Credits are added together to give the total score for the programme. Status shows whether you have started the course and if you have failed or passed the assessment. 7

8 Accessing an online training course 1. To launch an online training course, go to the course field of that course and click the Launch Course button. 2. Once launched, the course will open in a separate window. 8

9 Exiting an online training course To exit a course you only need to close the course window. All questions you have answered so far will be saved automatically and the status of the course in the course overview will be incomplete. When you have answered the assessment questions successfully, the course will be set as passed. When you have not passed the assessment, the course will remain available to you in training courses (unless stated otherwise in the course rules). 9

10 Enrolling on an Instructor-Led Course An instructor-led course is a course you take in a classroom or training centre. Your enrolment to an instructor-led course usually requires permission from your User Manager. 1. Find the course on the Training Courses page and click on the course title. This will open the Course Information page. 2. The course information page automatically opens the Registered tab, which shows any events for which you already have been registered. When your status is Registered, this means your enrolment has been accepted and approved. 10

11 3. To find all available events for which the registration deadline has not yet passed, go to the Available tab. For more information about a course and the option to register, click the Register button. This will open the Event Info page. 4. In the Event Info page you can find and print all information for that particular training course. If you want to leave the Event Info page without registering for the course, click the x in the top-right corner of the information window. If you want to register for the course, make sure your User Manager is selected in the drop-down menu (if the course requires his or her approval) and then click the Submit for Registration button. 11

12 5. If User Manager approval is NOT required, the following message will appear: You have successfully registered to this event! For most courses, User Manager approval is required. After you have submitted your registration request, the message Registration Request is sent to your supervisor for approval will appear. An will be sent to your User Manager asking them to approve your registration. User Managers see page 20 of this guide for details of the approval process. 12

13 Managing your IST sessions (Honda UK only) IST sessions are a type of classroom training sessions specific to the UK branch. This section of the user guide currently does not apply to other branches. Registering for an IST session On the Training Courses page you open the certification program and then open the requirement group that has IST in its title. The first course in this group will be called IST Booking, which you open as well. Click the course title to start IST Booking. The Course Information window opens. The Registered tab is selected. In this tab an overview is shown of all courses for which you have registered. 13

14 2. Now go to the Available tab. In this tab an overview is shown of all IST events that you can register for. In the event field you can find the location and date of the event, as well as the number of seats that are still available. In case the event is full, you can register for a waitlist. To register for the waitlist you will go through the same steps as when registering for a session. Click the Register button to continue to the Event Info window. 3. On the left side of the Event Info window the course details, the event date as well as the cancellation fee are shown. On right side the IST Options are shown. The Car IST Subject is the only mandatory field. 14

15 Open the IST Subject drop-down field and then select a subject by clicking the tick box: To specify which IST module you wish to study, open the IST Module dropdown field and select the modules aain by clicking the tick boxes: 15

16 You can also opt to let Honda book a hotel for you. Select a hotel from the list and indicate your check-in and check-out date. You can also add additional comments. 4. To finalize your registration, Click Submit for Registration in the left corner of the Event Info window. Cancelling an IST session registration IMPORTANT Do not use the Course Cancellation button on the Course Information page. Clicking this button will annul all of your IST registrations at once. 16

17 1. Go in the Course Information window and select the Registered tab. In the list of registered courses, look up the IST session you wish to cancel. Click the Cancel Out button right below the IST session s event field: 2. The Event info window opens. When you are sure you wish to cancel your registration, click the Cancel Event button. A message will appear to confirm that your registration has been cancelled. 17

18 3. Completed Courses Viewing your Training History On the Completed Courses page you can view your training history and your completion details for each course. This page also contains several functions to help you follow up on your training progress. At the top-left of the Completed Courses page there is a Display drop-down menu. Here you will find a number of filters to apply to your completed courses overview. To the right of the screen, next to Export to:, you will find icons to export your training history as an Excel document (.xls or.csv) or PDF document. To find out the required passing score of a course or print out the details, click on the View Details hyperlink to the right of the screen. 18

19 At the top-right of the Completed Courses page you will find a Search By: drop-down menu, which contains numerous search options. When you select an option, the Search field will appear to the left of the Search drop-down menu. 19

20 Printing a certificate When you scroll down in the Completed Courses page, below the Completed Courses overview you will find an overview of your Certificates and your Total Credits Earned. To print out a certificate you have earned: Go to the Certificates overview; Next to the title of the certification programme in the View Docs column you will find a View hyperlink that opens your certificate in PDF format. You can now print your document from Adobe Reader 20

21 4. Using the Search Function To access the Search function, click on the Search button in the navigation menu. Basic Search When you use the hondadreamfactory search function, the screen below is your starting point. 1. To begin your search, click into the search box and type in a keyword. You can apply a filter to your search results by narrowing the search to Name or Description. 21

22 2. To launch the search, click on the magnifying glass icon. To see the search results page, go to page 19 of this guide. 22

23 Advanced Search 1. To return more focused search results, you can add extra filters to your search. You can find these extra filters in the Extra Filter section, which contains several tick boxes and drop-down menus. Objectives allows you to filter search a keyword in the course objectives only. Audience refers to either a job role or function. This field may not apply in your region. Event Name can only be used to find instructor-led courses. Contains/Begins allows you to search for a keyword in the entire name of the course or at the beginning only. Online/Instructor Led allows you to select whether you want to search for online training or instructor-led courses. All Courses/Registered/Available only applies to instructor-led training sessions. Select registered to see all courses for which you have been registered and available to see all available courses for which you can register. Time Period allows you to define a period in which you would like to find a course. Order by Course Name/Event Start/Event Name is not a filter, but allows you to order your search results by the name of the course, the start time of the event or the name of the event. 23

24 Search Results Once you have clicked the magnifying glass icon, search results containing your keyword will appear. The results page usually contains two sections. Under My Courses you can find all courses that have been assigned to you. Under Available Courses you can find self-registration courses for which you have not registered yet. These are Instructor-led courses by default. Each section contains several course fields in which you can find details about the course. From this screen you can view info about each course or launch a course you have already enrolled on (see also Accessing an online training course section on page 8 of this guide). 24

25 5. User Manager Tasks Course Approval Process 1. When a user submits a request to register for an event that requires User Manager approval, the User Manager responsible for that user will receive an . Click the link to the ILM Course Approval Page to begin the process. 2. The ILM Course Approval Page will open in your internet browser. Your login and password will be pre-filled. Click Submit. 3. Review the course and event information and select Yes or No to approve or deny the user s request. Click Submit to confirm your decision. 25

26 6. Dealer Admin Tasks Accessing the ILM Admin portal 1. To access the ILM admin portal, click on the Launch Admin button in the navigation menu. 2. The ILM admin portal will open in a pop-up window. There are three categories in the ILM admin portal s left-hand navigation menu: Users / Courses / Reports 26

27 User Management In this section you will learn how to manage the user accounts at your dealership. If you wish to add a new user, please contact your hondadreamfactory administrator. Updating user data 1. Click on the Users icon to open the Users category. Then find and select the user you want to update by clicking on their details. 2. This will open that user s profile. To edit the user s data, click Update Profile. 27

28 3. Now you can add or alter information in the user data fields (the fields you see here may differ depending on the user type). Required fields are clearly marked on the right hand side of the screen. Do not forget to save your changes by clicking the Update button. 28

29 Updating User Managers A User Manager is a person who approves the enrolment of a user to a certain course or programme (see User Manager Tasks chapter on page 20) 1. Open the Users category and click the Assign the User Manager Role to Users button. 2. A new tab will open. Find and select the user you want to promote to User Manager and then click Add. The message Added Successfully! will appear at the top of your screen. 29

30 You can now close this tab and return to the Users tab. Click on the User Manager button to verify that the user has been promoted to the role of User Manager. Adding Users to a User Manager 1. Open the Users category and click on the User Manager button in the top menu. Then select the User Manager to whom you wish to add users. 2. From the top menu select Add Managed Users. Find and select the Users you wish to add and click Add. 30

31 7. Minimum Franchise Standard Reports - Training We have designed new reports that are now available via hondadreamfactory for all dealer staff admin users. This will support your dealer management with ensuring they fulfil training standards and have access to documentation to complete self-audit. Available from the dealer admin view within hondadreamfactory (HDF) Open hondadreamfactory, Click Launch Admin button from menu on left. Click Report Icon 31

32 Expand Ad Hoc Reports. Daily Dealer Staff Report - MFS B3_1: This report provides you with a full list of all active members of staff enrolled at your dealership on HDF. Daily People Development Report - MFS B3_2: This report will provide you with a list of all classroom & elearning courses completed by the staff at your dealership. Daily Jobrole Qualification Report - MFS B3_3 - B3_4: This report will provide you with the status of your staff that must complete the required curriculum for the job role they hold on HDF. Job role qualifications for MFS are Maintenance Technician, Repair Technician & Core Curriculum Minimum. Use the column Requirement Group User Status If the user is compliant this will be updated with completed and the date of completion. However, remember to check Requirement Group Expire Date for requalification requirements. If the user is outstanding requirement this will show as enrolled and requires attention to meet standard. Daily New Model Report - MFS B3_6: This report will provide you with the status of your staff that must complete the required new model elearning. Use the column Requirement User Status If the user is compliant, this will be updated with status completed. If the user is outstanding, the requirement it will show Not Complete and requires attention. Each of these reports can be exported into the required format, however we recommend Excel. 32

33 To ensure fulfilment with MFS B3.5 once your Technician s have certified in the MT / RT (where appropriate) programme, be sure to print a copy of the certificate and display for customers to view. B1.1 Based on current business situation the dealer will employ and maintain staffing levels in line with the Honda Personnel Matrix. We have designed 2 reports to support: AUTO Sales Personnel Matrix - MFS: The report has been designed to support standard B1.1. The first table is a static view of the MFS Personnel Infrastructure matrix. You need to identify your staffing levels required based on volume of sales. The second table is populated information from the registered users and the Primary job role they have been assigned via HDF. You are then able to check if you have the required number of staff to fulfil with MFS. AUTO Service Personnel Matrix - MFS: The report has been designed to support standard B1.1. The first table is a static view of the MFS Personnel Infrastructure matrix. You need to identify your staffing levels required based on workshop visits. The second table is populated information from the registered users and the Primary job role they have been assigned via HDF. You are then able to check if you have the required number of staff to fulfil with MFS. It is the responsibility of the Site Principal to ensure the dealership is compliant with dealer training and MFS B1.6 & B