Enrollment Maintenance System (EMS) - NNAnet.com · Enrollment Maintenance System (EMS) Enrollment Maintenance System (EMS) Application User Manual Business Programs Maintenance Draft

Enrollment Maintenance System (EMS)


Application User Manual

Business Programs Maintenance

Draft - Version 1.0

Document: Enrollment Maintenance System v 1.0 Date: 2006-06-22 Page: 1 of 34



Document History

Document Location

This is a snapshot of an online document. Paper copies are valid only on the day they are printed. Refer

to the author or owner if you are in any doubt about the currency of this document.

Revision History

Date of this revision: 2006-06-22 Date of next revision:

Revision

Number

Revision Date Summary of Changes Changes

marked (Y/N)

1.0 2006-06-12 Initial draft document. N

N

N

Approvals

This document requires the following approvals:

Name Title

Roy O’Neil Project Manager, Nissan Canada Inc.

Distribution

This document has been distributed to the following approvers:

Name Function

Arthur Bowles Application Development Manager, ILS

Mark Round Senior Programmer, ILS



Table of Contents

1. Introduction .........................................................................................................4

1.1 Purpose of this Document .........................................................................................................4

1.1.1 Structure of the Document ................................................................................................4

1.1.2 Related Documents and References ................................................................................4

1.2 Background Information ............................................................................................................5

2. EMS Online Application ......................................................................................6

2.1 EMS Main Screen .........................................................................................................................6

3. Programs ..............................................................................................................7

3.1 Business Program Maintenance................................................................................................7

3.2 Business Authorization Maintenance.....................................................................................14

4. Supporting Companies.....................................................................................16

4.1 Maintain Supporting Companies ............................................................................................16

5. Maintain Job Titles ............................................................................................23

5.1 Job Title Maintenance ...............................................................................................................23

5.2 Job Title Maintenance & Existing Job Titles .........................................................................30

6. Appendices .........................................................................................................32

7. Appendix A - Acronyms List ............................................................................33



1. Introduction

1.1 Purpose of this Document

This document summarizes the Enrollment Maintenance System (EMS).

It provides basic information on how to use the Programs portion of the EMS online

application.

1.1.1 Structure of the Document

The EMS application user manual is comprised of the following subject matter areas:

• Background Information

• EMS online application use

• Business Program Maintenance

• Business Authorization Maintenance

• Maintain Supporting Companies

• Job Title Maintenance

1.1.2 Related Documents and References

The documents listed below provide additional information regarding the EMS project.

This document may include extracts from these sources or refer to them.

1. WEB Enrolments Maintenance Technical Specifications

(Version 1.0 – dated 2006-03-13)



1.2 Background Information

The Enrollments Maintenance project consists of three (3) components (outlined

below).

This application is maintained by Nissan / Infiniti dealership personnel and NCI

corporate personnel.

COMPONENT #1

An Enrollment maintenance application will be created to maintain Enrollment data

except for the Enrollments ID that will be generated by the system.

COMPONENT #2

A program to extract Enrollment updates for transmission to vendors (Enrolments

Changes File).

A program to extract data from the Enrollments Changes file to load into Access for

those programs that are flagged appropriately (currently ASP Cash Rewards).

A program to extract data from the Enrollments and Enrolled Programs tables to create

a file to load into Excel for Club Tieban programs.

A program to extract EID-SIN data to create a file to FTP to the Mainframe

COMPONENT #3

A separate program to maintain each of; business programs, email recipients,

supporting company data, and job titles.

Batch update for the mini dealers table from a flat file from the Mainframe.


2. EMS Online Application The Enrollment Maintenance System (EMS) application web site is located via the

following link:

www.nissandealer.ca/A_enrolment/login.asp

2.1 EMS Main Screen

The following illustration represents the main screen of the EMS web site.

Note: Enrollment ID’s and passwords will be managed by NCI corporate

administrators.


http://www.nissandealer.ca/A_enrolment/login.asp


3. Programs

3.1 Business Program Maintenance

After submitting your enrollment ID and password, you will view the EMS Main Menu

web page as follows:

Click on the “Business Programs Maintenance” panel located near the top left

corner of the web page (as shown below).



A new web page will automatically appear as follows:

Click on the “Programs” panel located near the top left corner of the web page in

order to review program information.

A new web page will appear (as pictured below).



You can select a business program by clicking on the down arrow and highlighting a

specific business program from the drop down list (as illustrated below).

Once a business program is selected, you can edit the program details by clicking on

the “Edit Business Program” button (as shown below).

After selecting the “Edit Business Program” button, the lower section of the web

page will automatically be populated with the program details (as pictured below).



You can edit the details within the program by revising the text within the program

description fields and by making different selections within the drop down lists (as

illustrated below).

Note: In the example above, the business program “ASPINCENT” was selected. The

program description field was edited to include “Quebec” and the supporting

company was changed from “ABC” to “ILS”.

Click on the “Update/Add Business Program” button. The program information will

be updated automatically and the web page will refresh to its original blank state (as

shown below).



You can verify that the business program information has been updated by selecting

the business program from the drop down list and clicking on the “Edit Business

Program” button again.

The web page will refresh and the revised business program details will automatically

appear as follows:

Note: The business program “ASPINCENT” is illustrated in the lower section of the

web page. The previous revision to the program description field now contains

“Quebec” and the supporting company is shown as “ILS”.



Click on the “Programs” panel located at the top left corner in order to refresh the

web page (as pictured below).

You can create a new program by entering information within the “Add / Edit New

Program Below” section (as shown below).

Note: In the example above, a new program named “ABC Plus” with an English

program description of “ABC Plus Program” and a business URL of

“www.abcplus.com” was entered.



Click on the “Update / Add Business Program” button.

The web page will refresh and the newly added business program will appear within

the drop down listing for “Select Business Program” (as illustrated below).

Note: You can edit the newly added program and add additional information by

selecting the “Edit Business Program” button.

Select the newly added business program and click on the “Edit Authorizations”

button (as shown below).

A new web page for “Business Authorization Maintenance” will appear.



3.2 Business Authorization Maintenance

After you select a business program and click on the “Edit Authorizations” button, a

new web page for “Business Authorization Maintenance” will appear as follows:

Note: In the example above, the “ABC Plus – ABC Plus Program” was selected.

You can select authorizing positions by clicking on the down arrow and making

selections within the drop down lists for “This Position Can Authorize” and “This

Position” (as illustrated below).



Review the authorization selections (as pictured below).

Note: In this example, the “Business Manager” can authorize the “Dealer

Administrator” for the “ABC Plus Program”. The “Dealer Administrator”

will have authorizing ability for positions relevant to the business program.

Click on the “Add This Authorization” button. The web page will refresh

automatically and the authorization details will be listed as follows:

Note: The “Business Manager” is listed as the “Authorizing Position” with the

“Dealer Administrator” as “Can Authorize Positions”. You can delete this

arrangement by clicking on the “Delete” button. You can select additional

authorizing positions and add them to your listing by clicking on the “Add This

Authorization” button.



4. Supporting Companies

4.1 Maintain Supporting Companies

Click on the “Supporting Companies” panel. A new web page will appear as follows:

You can select a company by clicking on the down arrow and highlighting a company

from the drop down list (as shown below).



After selecting a company, click on the “Edit Company” button.

The lower section of the web page will automatically be populated with the company

details (as shown below).

Note: In this example, the Company ID is “ABC” and the Company Name is “ABC

Acme”.

You can the revise the company information by entering new text within the

“Company Name” field (as pictured below).

Note: In example above, the company name was changed from “ABC Acme” to

“ABC Incorporated”.



Click on the “Update Company Info” button located near the bottom right corner of

the web page (as shown below).

The company information will be updated automatically and the web page will refresh

to its original blank state (as shown below).



You can verify that the company information has been updated by selecting the

company and clicking on the “Edit Company” button again.

The web page will refresh and the revised company details will automatically appear as

follows:



Click on the “Supporting Companies” panel located near the top left corner in order

to refresh the web page (as pictured below).

You can create a new company by entering information within the company section (as

shown below).

Note: In the example above, the Company ID of “ZZZ” was entered for the company

named “The Zero Network Company”.



Click on the “Update Company Info” button.

The web page will refresh and the newly added company will appear within the listing

for “Select Company” (as illustrated below).

Note: You can edit the newly added company and add additional information by

selecting the “Edit Company” button.

Select the newly added company and click on the “Edit Company” button (as shown

below).

Note: In the example above, the “ZZZ” company was selected.



The web page will refresh automatically and the company details will be listed as

follows:

Note: In the example above, the “Transmit?” selection was left at the default “N”

(i.e. No) position. You can change the “Transmit?” selection to “Y” (i.e. Yes)

to indicate that the company will receive a data feed for the program.



5. Maintain Job Titles

5.1 Job Title Maintenance

Click on the “Maintain Job Titles” panel. A new web page will appear as follows:

You can select a job title by clicking on the down arrow and highlighting a specific job

title within the drop down list (as shown below).



After selecting a job title, click on the “Update Job Title” button.

The lower section of the web page will automatically be populated with job details (as

shown below).

Note: In this example, the job title code is “20” and the English job title is “Area

General Manager”.

You can the revise the job information by entering new details within the various text

fields (as pictured below).

Note: In example above, the job title code was changed from “20” to “01” and the

English job title was changed from “Area General Manager” to “National

Manager”.



Click on the “Update Job Title” button located near the bottom right corner of the

web page (as shown below).

Note: French job title descriptions are to be entered within the “Job Title French”

field prior to clicking on the “Update Job Title” button. If the “Update Job

Title” button is selected without a French description, an error message

window will appear (prompting the user to enter a French job description).

The job information will be updated automatically and the web page will refresh to its

original blank state (as shown below).



You can verify that the job information has been updated by selecting the job title

from the drop down list (i.e. “01 – National Manager”) and clicking on the “Edit Job

Title” button again.

The revised job details will automatically appear in the lower section of the web page

as follows:

Note: The new job title code “01” and the English job title “National Manager”

appears within the lower section of the web page.



Click on the “Maintain Job Titles” panel located near the top right corner in order to

refresh the web page (as pictured below).

You can create a new job title by entering information within the “Add New Job Title

Below” section (as shown below).

Note: In the example above, the job title code “75” was entered for the English job

title named “Senior Corp Admin”.



Click on the “Update Job Title” button.

The web page will refresh and the newly added position will appear within the drop

down listing for “Select Job Title” (as illustrated below).

Note: You can edit the new job title and add additional information by selecting the

“Edit Job Title” button.

Select the newly added job title and click on the “Edit Job Title” button (as shown

below).

Note: In the example above, the newly added job title of “75 – Senior Corp Admin”

was selected.



The web page will refresh automatically and the new job title details will be listed in

the lower part of the web page (as pictured below).

Note: The web page will indicate that you are in “EDIT MODE”.

You can revise the job title information within the lower part of this web page.

Click on the “Update Job Title” button to save the revised job title information.

Once saved, you will return to the “Job Title Maintenance” web page.



5.2 Job Title Maintenance & Existing Job Titles

As previously described, you can create a new job title by entering information within

the “Add New Job Title Below” section (as shown below).

Note: In the example above, the job title code “75” was entered for the English job

title named “Senior Corp Admin”.

If the job title already exists, then an error statement will appear in the following web

page (as pictured below).

Note: In this example, the job title “Senior Corp Admin” with the job tile code of

“75” has been identified as already existing within the EMS database.



Select the “Click to Return to Job Title Maintenance” button to return to the “Job

Title Maintenance” web page (as shown below).

Select the appropriate job title within the drop down listing (as shown below).

Click on the “Edit Job Title” button to edit the existing job title (i.e. “75 – Senior

Corp Admin”) and continue the process of revising the job title details.




6. Appendices Appendix A – List of Acronyms



7. Appendix A - Acronyms List

NCI Acronyms List

ASP Added Security Plan

ADP Automatic Data Processing

AGM Area General Manager

ASE Automotive Service Excellence

ATF Automatic Transmission Fluid

BOMT Business Office Management Tool

CAA Canadian Automotive Association

CCI Customer Commitment Index

CCM Customer Communication Manager

CIS Customer Information System

CPIA Claims Processing Interactive Analysis

CRM Customer Relationship Management

CSI Customer Satisfaction Index

CV Customer Voice

DIY Do It Yourself

DMi Digital Motorworks Inc.

DMRC Dealership Marketing Resource Centre

DMS Dealership Management System

EDW Enterprise Data Warehouse

eNCATS Electronic Nissan Customer Activity Trigger System

F&I Finance and Insurance

FOB Freight On Board

FOM Fixed Operation Manager

G/L General Ledger

GAP Goal Achievement Plan

LOI Loss of Income

MSRP Manufacturer Suggested Retail Price

MTBP Mid-Term Business Plan

NCF Nissan Canada Finance



NCI Acronyms List

NCI Nissan Canada Inc.

NESCO Nissan Extended Service Contract Company

NISMO Nissan Motorsports

NML Nissan Motor Company Ltd.

NNA Nissan North America

NSSW Nissan Sales and Service Way

OE Original Equipment

QTOP QTOP

RDR Retail Delivery Report

RO Repair Order

SAP Systems, Applications & Products in Data Processing

TMS The Marketing Store

UIO Units In Operation