IVECO Web Academy

IVECO Web Academy

DEALER ADMINISTRATOR User Guide

Contains confidential proprietary and trade secrets information of CNH Industrial. Any use of this work without express written consent is strictly prohibited.

Dealer Administrator User guide

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Table of contents (1/3)

1. Overview

1.1 Overview p.6

1.2 What is the Web Academy? p.6

1.3 Hierarchical organization of roles p.7

1.4 Web Academy Buttons and Roles p.8

1.5 Role of the Dealer Administrator p.9

2. Logging In

2.1 Access p.10

2.2 Privacy p.11

2.3 Domains p.12

3. How do the enrolments in the courses

work?

3.1 Catalog → Catalogues p.13

3.2 Catalogues → enrolments Status p.14

3.3 Enrol p.14

3.4 Pre-Enrol p.15

3.5 Waiting List p.15

4. How to enrol yourself in a course? 4.1 Catalog → Catalogues → List p.16

5. How to enrol a colleague in a course? 5.1 Catalog → Catalogues → List p.23

6. How to find a course in the system? 6.1 Catalog → Search → Search p.31

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7. How to find a material? 7.1 Catalog → Additional info → List p.33

8. How to manage the databases? 8.1 Curriculum Organization p.33

8.2 Curriculum Organization → Colleagues → List p.36

9. How to update/consult your data?

9.1 Curriculum Organization → My data → Personal

data

p.38

9.2 Curriculum Organization → enrolments → List p.39

9.3 Curriculum Organization → enrolments → History p.40

10. How to manage the training of

your colleagues?

10.1 Manager → Group p.41

10.3 Manager → Colleagues → Enrol p.43

10.4 Manager → Colleagues → Pending Approval p.50

10.5 Manager → Colleagues → Edit enrolments p.53

11. How to manage your

organization?

11.1 Manager → Users → New p.57

11.2 Manager → Users → List p.60

11.3 Manager → Users → Search p.61

11.4 Manager → Business Units → List p.63

11.5 Manager → Business Units → List Users p.66

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12. What is an account and how it it

created?

12.1 Report → Report Manager → Dealer Account p.69

13. How to monitor Training

activities?

13.1 Report p.73

13.2 Report → Admin Reports → Class Schedule p.74

13.3 Report → Admin Reports → Account Transactions p.75

13.5 Report → Report Manager → User Data p.76

13.6 Report → Report Manager → Dealer Data p.78

13.7 Report → Report Manager → Activities p.80

13.8 Report → Report Manager → Economic

Management

p.82

14. Where to find the News?

14.1 Information and Services p.84

14.2 Information and Services → F.A.Q. → Domain

F.A.Q.

p.85

13.3 Information and Services → Forum → Domain

Forum

p.85

13.4 Information and Services → News → News List p.85

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1. Overview

1.1 Overview

This user manual is designed to help you use and manage the Web Academy learning system effectively in

your role as a Dealer Administrator.

1.2 What is the Web Academy?

The Web Academy supports the Dealer Organizations’ continuous learning strategy every step of the way.

As a Dealer Administrator and a Student, you will use the system both in an administrative capacity and in a

learning capacity.

The main pluses for Dealer are:

•To reduce the training time spent in classroom

•To reduce the training cost

•To guarantee a continuous service training

•To introduce new training product and tools, always updated and easy to access

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Senior

Dealer

Administrator

Senior Senior

Junior Junior Junior

Field

Representative

Training Coordinator

1. Overview

1.3 Hierarchical organization of roles

The Web Academy is organized in “Profiles”, according to a hierarchical scale of privileges (that is to say, the

possibility of operating on the system). Juniors, that is to say salespersons and dealership technicians, operate at

base level while your profile, the Dealer Administrator, manages the entire group of your colleagues.

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1. Overview

1.4 Web Academy Buttons and Roles

The Web Academy features a set of functional areas, diversified according to the user’s visibility Profile and which

can be selected clicking on the buttons of the top browsing bar.

To navigate inside each functional area, simply use the browsing bar to the left. It differs according to the area

selected and the user’s visibility profile.

The functional areas for the Dealer Administrator are shown below.

Information &

Services to

access the latest

news on training

or to display the

FAQ

Report to monitor training

results and costs

Manager to

manage training

activities and

dealership

databases

Catalog to access the

training offer

Curriculum & Organization to

display your own data and

those of your colleagues

Browsing bar for the functional area

selected. In this case ”Catalog”

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1. Overview

1.5 Role of the Dealer Administrator

The Dealer Administrator role allows you to perform the following tasks:

1. Setting up of dealer employee users

2. Enrolment of users in to learning activities

3. Approve or Deny requests from users

4. To attend learning activities

5. Manage enrolments (cancellations, replacements, etc.)

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2. Logging In

2.1 Access To access the Web Academy, connect to the Internet address www.iveco-webacademy.com.

From the Home Page of the system enter your “log-in”: the User Name and Password provided. Login IDs

are unique identifiers used to access the system.

The Dealer Employee ID will be created by the Dealer’s Administrator and will generally consist of the first

initial of the employee’s first name followed by the surname and then by a two-digit number.

Enter your log-in

and click on

Enter.

The fields are

case sensitive.

WARNING!

To update your

password see page 38.

To update the password

of your colleagues see

page 60 or 67

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2. Logging In

2.2 Privacy The first time you log in, you will find a notice regarding privacy that protects treatment of the data loaded and

processed by the system.

Click on Continue to proceed.

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Select the Domain

2. Logging In

This is the case of an employee of a

Dealership operating for IVECO Trucks

and for IVECO Bus.

To access the training offer dedicated

to the Brand, select the option

concerned from the drop-down menu.

This screen page will not be displayed

if your Company operates in only one

sector.

2.3 Domains The system is organized in sections called Domains.

Each section/Domain represents the reference Brand. If the Dealership is Multibrand, it will belong to more

than one domain at the same time and its personnel will be associated to different domains.Each user will have

a single password and must choose the reference (Brand) domain on accessing the system.

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3.1 Catalog Catalogue From Catalog view the general training offer: you can navigate through the catalogue or search for a specific

course.

This is the access page to all the activities of enrolment or booking of resources for training.

3. How do the enrolments in the courses work?

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3.3 Enrol

The Enrol key permits direct enrolment in the course of yourself or your colleagues without any further

confirmations by the School

3.2 Catalogues enrolments Status As Dealer Administrator, you can enrol yourself or one of your resources in a course.

WARNING!

According to the course selected, the process of enrolment of your colleagues of of yourself produces different

results: Enrolment, Booking, wait in Waiting List.

The process of enrolment established for each course is indicated by the description of the action button.


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3.4 Pre-Enrol

The Pre-Enrol key makes it possible to book a course for yourself or your colleagues. The booking must be

confirmed and transformed into enrolment by the School. The users concerned will be notified when the

operation has been performed.

3.5 Waiting List

The Waiting key indicates that the course has already reached the maximum number of enrolments

established by the School. Select this key to access the Waiting List of the course. If enrolments are cancelled,

users in the Waiting list will be enrolled in the course.


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4.1 Catalog Catalogues List (1/7)

In the Web Academy you can consult a training offer personalised by professional category and by Brand.

To enrol in your course, follow the steps indicated below:

4. How to enrol yourself in a course?

(*) Note: see the section “What is an account and how is it created” on page 68

1. Select the Training catalog

2. Select any sub-catalog and the title of the course selected

3. Click on Enrol / Pre-enrol / Waiting List

4. Select Continue to proceed

5. Select Select to confirm the account* to be debited

6. Select Charge to account

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1

2


Clicking on the catalog you access the list of courses. Clicking on the title of the course you access the detail

sheet. The titles in red indicate non-active courses


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4.1 Catalog Catalogues List (3/7) From the detail sheet you can enrol directly in a course clicking on Enrol.

WARNING!

According to the course, you may also find the Pre-enrol or Waiting button. In this case, after the procedure,

you will acquire Booked status or continue to wait for any vacancies in order to access the course.


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4


Payment method is selected in this screen page.

Only payment via account is accepted (NOTE: see page 68 – cap. 12. What is an account and how is it

created).

Click on Continue to proceed.


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6


From this summary screen page, you can still cancel your enrolment (Cancel); if everything is correct, proceed

with Charge to Account, for definitive charging.


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Successful enrolment is confirmed in this screen page. Confirmation is also received via mail or fax.

As already explained, according to the type of course, the confirmation may refer to a booking or the waiting

list of the course you are interested in.


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As Dealer Administrator, you can enrol your resources in the courses directly from the Catalog section.

To enrol your resources in a course, carry out the following Steps:

5. How to enrol a colleague in a course?

1. Click on Enrol Colleagues

2. Enter the parameters to find the resource to be enrolled

and click on Find

3. Select the resources to be enrolled and click on Add


5. Confirm the resources to be enrolled in the course,

flagging these

6. Select Continue to terminate the operation

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1


From the information sheet of the course, click on Enrol Collegaues.


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2

5.1 Catalog Catalogues List (3/8) From this screen page you can search for the resource to be enrolled in the course. If you don’t know the

search parameters, simply insert the % symbol. To continue click on Find.


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3

4


All the resources of the Dealership who match the search parameters inserted are displayed. Select the

resources to be enrolled and click on Add to proceed.


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5

5.1 Catalog Catalogues List (5/8) Select the resources to be enrolled and click on Continue to proceed or on Remove to cancel one or all of the

names.


Click on Remove to

modify the selection

made in the previous

step

Click on

Continue to

proceed

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7

6

5.1 Catalog Catalogues List (6/8) Flag the resources to be enrolled in the course and click on Continue to proceed.


Confirmation of the

resources to be enrolled

in the course is requested

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5.1 Catalog Catalogues List (7/8) Click on Continue to proceed and to confirm charging.


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5.1 Catalog Catalogues List (8/8) In this screen page, you will find the confirmation of the operation. You will receive confirmation also via email

or fax. The colleague is therefore pre-enrolled in the course.


WARNING! If you try to enrol a resource already booked or enrolled in the same course, you will be alerted by the system which blocks the operation.

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1

2

6.1 Catalog Search Search (1/2) We will consider the case in which you are looking for a course in which to enrol.

For the search, use the open fields, such as the Code or the Title or if these are not known enter the %

symbol.

In the example, we are searching for all the Active courses.

6. How to find a course in the system?

Steps to find a course:

1. Enter the search

parameters or the % symbol

2. Select Search

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6.1 Catalog Search Search (2/2)

Here are the search results.

In this case, you see the list of all the active courses, that is to say those available at the moment and present in

the catalogues visible to you.

6. How to find a course in the system?

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7.1 Catalog Additional info List (1/2)

Very often, additional or more detailed materials are made available relating to the various topics of the course.

The list of extra materials can be consulted from List: the image shows how the materials are presented on the

system.

7. How to find a material?

Steps to find a Material:

1. Access the Catalog section and

select Additional Info, List

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7.1 Catalog Additional info List (2/2)

If you are looking for a specific material, use the search form, clicking on Search.

7. How to find a material?

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8.1 Curriculum Organization

In this section, you can manage all the information about your colleagues. In particular, you can update the

personal information of your group, consult your curriculum and your personal data.

8. How to manage the databases?

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8.2 Curriculum Organization Colleagues List (1/2) Clicking on Colleagues → List you will find the list of all the resources of Dealership. The name of the dealer

Administrator is in boldface, that of the seniors is in green.

Clicking on the icon you access the information sheet of the user and you can update his/her data


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From this sheet you can

update the password

(Changing/Resetting

Password) of your

resources each time they

have forgotten it

8.2 Curriculum Organization Colleagues List (2/2) This is the information sheet of the user selected. Each data item already entered can be modified. At the end

of modification, you must click on Save.


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8.2 Curriculum Organization Colleagues List (2/2) This is the information sheet of the user selected. Each data item already entered can be modified. At the end

of modification, you must click on Save.


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9.2 Curriculum Organization Enrolments List

With the Enrolments, List function you can display the list of the enrolments/bookings/waiting lists in which you

are involved

From here, you can check

whether you are enrolled, in a

waiting list or booked for a

course.


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9.3 Curriculum Organization Enrolments History

From Enrolments, History you can consult your training log, that is to say the list of the courses that you have

attended in the past and related results.


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10.1 Manager

Clicking on the Manager label, you access the management environment of the training of your group.

From here you can manage the database and the organization of your group, consult the courses that the

colleagues have asked to attend, manage the enrolments and the related account.

10. How to manage the training of your colleagues?

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10.2 Manager Colleagues Group

This is a summary screen page from which you can display: the list of your resources, the mail address, the

information sheet of each, enrolments in courses and courses attended in the past, the results and the training

offer proposed following assessment (when an assessment has been made).

Display or edit

personal data

History: display the

training curriculum of

the resource

Display the

results of the

assessment

Display the courses

recommended after

assessment

Enrolments: display the

enrolments of the resources


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1. Inserisci i parametri per ricercare le risorse da iscrivere

e clicca su Find

2. Seleziona le risorse da iscrivere e clicca su Add

3. Seleziona Continue per proseguire

4. Seleziona i corsi a cui iscrivere le risorse

5. Clicca su Continue

6. Inserendo i flag decidi a quali corsi deve partecipare

ogni risorsa

7. Seleziona Continue per terminare l’operazione

10.3 Manager Colleagues Enrol (1/7)

This capability allows you to enrol your colleagues in several courses with a single operation, without passing

through the catalogue section.

To enrol your resources in the courses, carry out the following Steps:


1. Enter the parameters to find the resources to be

enrolled and click on Find

2. Select the resources to be enrolled and click on Add


4. Select the courses in which to enrol the resources

5. Click on Continue

6. Flag which courses must be attended by each resource

7. Select Continue to terminate the operation

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1


Find the colleague to be enrolled using this search form and enter a parameter: for example, you can insert the

Job Category to enrol the entire professional family in an update meeting. If you don’t know the search

parameters, use the % symbol

Find to activate

the search


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2

10.3 Manager Colleagues Enrol (3/7) Select the colleagues to be enrolled. You can select more than one colleague, holding down the CTRL key and

clicking on the names. After, select Add.

After selecting the

colleagues, click on

Add to confirm your

selection


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3



The system shows the users selected. If you have made any errors, you can cancel the incorrect name by

selecting this and clicking on Remove.

Click on Remove to

modify the selection

made in the previous

step

Click on

Continue to

proceed

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4

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10.3 Manager Colleagues Enrol (5/7) At this point you, must select the course. In this screen page, the system shows all the courses available in the

catalogue according to:

- those already scheduled (first window)

- those to be scheduled (second window).

You can also select more than a course using the CTRL key.

Click on

Continue to

proceed


Clear Selections to modify the

selection of the courses

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6


The system shows you the confirmation matrix in which you can associate the courses selected to the

colleagues you want to enrol.

It is possible to choose

different courses for

different users


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7


The system shows the summary of the enrolments made so far and the related costs. Clicking on Continue

you confirm charging to your account.

Click on

Continue to

proceed


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10.4 Manager Colleagues Pending Approval (1/3)

Some courses require approval of enrolment by the Supervisor of the resource (Senior or Dealer

Administrator).

In these cases the junior will make, through the system, a request for enrolment to his/her supervisor, selecting

the Request Approval button.

This request will be displayed by you or by the Senior in the section: Manager, Colleagues, Pending

Approval.

You can decide whether to approve (Approve) or not approve (Deny) the requests received.


Steps for approving/rejecting an enrolment request:

1.Flag the request to be approved/rejected

2.Click on Approve or Deny

3.Click on Continue

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1

2

10.4 Manager Colleagues Pending Approval (2/3) Click on the check box to select the colleague and the enrolment request, then click on Approve or Deny.


Warning! If the course is not suitable for the role of the resource that has made the request, you will see this message. To confirm the operation, click on OK.

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10.4 Manager Colleagues Pending Approval (3/3)

To continue the operation, click on Continue.


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1

10.5 Manager Colleagues Edit enrolments (1/4)

From this screen page, you can modify an enrolment or booking for a course through cancellation,

substitution of the session or substitution of the participant.

In the case of absence at the course or of delays in modifying enrolment status, a fee will be charged to

the Contractor.


Steps to modify an enrolment:

1. Enter the search parameters or the

% symbol and click on Search

2. Locate the option you require and

continue the operation using the

drop-down menu and the active

buttons

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2

2.1


With Substitution, you can substitute the participation of a colleague with another name. WARNING! You can

replace the names one at a time. The system automatically checks that the colleague is not already involved in

another course on that day.

With Move Pre-enrolment to another date, you can substitute the date of participation at a course in pre-

enrolment with another of the same course. In this case also, the system automatically checks that the

colleague is not already involved in another course on that day.

.


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2.2


With Move booking to another date, you can substitute the date of participation at a course with with another

date. Click on Modify and use Select to confirm cancellation.


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2.3

10.5 Manager Colleagues Edit enrolments (4/4) With Delete Enrolment, you can cancel the participation at a course, after having selected it. As always, you

can select more than a course, holding down the CTRL key.

Same procedure as to cancel a pre-enrolment: Delete Pre-Enrolment.


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11.1 Manager Users New (1/3)

As Dealer Administrator and as Owner of the Dealership, you are responsible for keeping the databases and

the data entered on Web Academy updated.

More specifically, you must insert, as new user, each newly-hired person and indicate each resource who has

left the Dealership as “Not active”.

To add a new user on the system, carry out the following Steps:

11. How to manage your organization?

1. Select User, New

2. Compile the fields of the information sheet. Remember that

the fields marked with an asterisk are compulsory

3. Click on Save

4. Associate the user to the account of the dealership (see page

68 – the section on What is an account and how is it created)

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Follow the instructions to compile the various fields.

Select the name of

the Dealer for the

Brand indicated in the

Domain field

E-mail is a

required field: if

you haven't got

any personal

email, insert

name.surname@l

ms-cnh.com


! Go to page 67 for

discover what an

ACCOUNT is and

how it it created

Use the scroll bar

to access the

second part of the

sheet

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Follow the instructions to compile the various fields.

The user will display the

training offer for the

professional category

selected

Remember to indicate the role of the

user inside the platform

WARNING: the user must have the

same role for each Brand (Domain)

The Manager will have the task of

managing the training activities of

the resource, also from an

economic point of view.


To indicate the status of the user

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11.2 Manager Users List

Clicking on List display the list of the users of the Dealership.

Clicking on the name underlined, you access the user’s personal data sheet.


Clicking on the name of the user accesses

his/her information sheet. From here you

can also update his/her password.

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11.3 Manager Users Search (1/2) To find a user use the Search key.

As in the other search forms, you can insert more data to restrict the scope of the search.


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11.3 Manager Users Search (2/2)

These are the search results. Clicking on the name underlined, you access the user’s personal data sheet.


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11.4 Manager Business Units List (1/3)

From the Business Unit menu item, it is possible to view the organization of your Dealership and sub-dealer.

As shown, for the Sub Dealer it is possible to perform the following operations: New, Edit and Delete.

New –

Add a Sub

Dealer

Edit – Modifiies the information

sheet of the Dealer/Sub Dealer

Delete – Delete a Sub-Dealer.

The operation can be

completed only if the Sub-

Dealer does not contain

resources.


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11.4 Manager Business Units List (2/3) Creating a New Sub Dealer:

From List, select the + symbol A form is displayed which must be carefully compiled, making sure to insert the

fields with the red asterisk, that are compulsory: Name, City.


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11.4 Manager Business Units List (3/3)

Editing a New Sub Dealer:

from List, select the symbol .

The information sheet of the Sub-Dealer is displayed. Edit the data and click on Save.

Always remember

to save the data

entered

Remember to

leave Active


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11.5 Manager Business Units List Users (1/3)

From the List Users item, the list of the resources of the Dealership is displayed divided according to the

various Sub-Dealers. The names in boldface correspond to users with Dealer Administrator profile The names

in green correspond to users with Senior profile.

To modify the information sheet of a user, click on the icon.


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From the information sheet of the user, you can modify any field of the personal data of a resource.

ATTENTION – as usual - to the fields marked with a red asterisk.


Use the scroll bar

to access the

second part of the

sheet

From here you

can update the

password

68


In the second part of the form, you will find the fields relating to the profile of the user: his/her type of visibility of

the system, role at the Company and status, that is to say active (and participates in training activities) or not.


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12.1 Report Report Manager Dealer Account

Each Dealership is associated to a code called Account in which all the costs of the training activities

carried out by in-house personnel are calculated.

Following the procedure described below, you can assign the account of your Dealership to employees

whose training you intend to finance.

Warning!

Users who are not assigned to any Account cannot be enrolled or participate in training courses.

For this reason it is important to carry out the procedure for each newly-hired resources created on the

system (see page 56 – How to manage your dealership – Manager, User, New) and to de-associate

resources who have left

To associate the resources to an account, carry out the following Steps:

12. What is an account and how it is created?

1.Select View/Edit

2.Select New User

3.Find the resources to be associated to the account

entering name or %

4.Select the resources to be associated and click on Add

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1

12.2 Report Report Manager Dealer Account To access the screen page which shows the resources associated to the Dealer Account and allows you to

manage these, you must select the Report, Dealer Account area.

This screen page shows you the list of the courses purchased and the related amount. Clicking on

Transaction, Display you can display details of the charge.

Clicking on View/Edit you access the list of the resources associated to the account.


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2

12.3 Report Report Manager Dealer Account

In this screen page you will find the list of the resources associated to the account.

With Remove you can eliminating one or more resources from the account

With New User you have the possibility of adding a new resource to the account.


Assign Account to

a new user

After creating a new

new user, an

account must be

assigned to this so

as to enable his/her

ID for enrolment in

the courses.

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3

4

12.4 Report Report Manager Dealer Account Enter the parameters of the search (name or surname) or the % symbol and click on Find.

Select the resources to be added to the account and click on Add.

The new list of users associated to the account is displayed.


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13.1 Report

From this environment you have the possibility of accessing three types of Reports:

1. A set of reports dedicated to your activities as Administrator of the system

2. A set dedicated to economic management of the courses

3. A set dedicated to training activities and development of the competencies of your group

To extract a report, carry out the following Steps:

13. How to monitor Training activities?

1.Enter the parameters of the report

2.Select Search

3.Export the data to an excel file (if necessary)

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13.2 Report Admin Reports Class Schedule

As Admin, in the reports you will find the training schedule for your group and the situation of your account.

Class Schedule allows you to view the course schedule

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13.3 Report Admin Reports Account Transactions

This function makes it possible to view account movement. For each account it is possible to view the details,

clicking on ID Open.


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13.5 Report Report Manager User Data (1/4)

You can download, also in excel format, the constantly updated situation of your group. As first step – as usual

- select the field of your search (by role, by Business Unit etc.)


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13.5 Report Report Manager User Data 2/4

The screen page that appears shows all the fields in horizontal. Consult it using the scroll bar.


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13.6 Report Report Manager Dealer Data (1/2)

Same process to obtain Dealer level reports


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13.6 Report Report Manager Dealer Data (2/2)

The screen page that appears shows all the fields in horizontal. Consult it using the scroll bar.


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13.7 Report Report Manager Activities (1/2)

The Activity Report is a complete report that displays the data of the users intersecting these with their training

activities. The first form is important for defining the scope of your search and therefore of the report.


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13.7 Report Report Manager Activities (2/2)

In this case the request has generated a report regarding all the activities of all the users of a given Business

Unit.


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13.8 Report Report Manager Economic Management (1/2)

From Economic Management you can display the detail of all the charges, with the name of the resource, the

name of any Sub-Dealer and the number of the transaction. The view of the report may be on the Business

Unit, on the individual course, on the period.


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13.8 Report Report Manager Economic Management (2/2)

These are the reports of the economic transactions

The reports obtained

can be downloaded in

excel


84

14.1 Information and services

This environment allows you to communicate with colleagues of the training Community, through Message

exchange and Forums. In FAQ and News you will find replies to frequent questions and useful news.

14. Where to find the News?

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14.2 Information and services F.A.Q. Domain F.A.Q.

The Domain F.A.Q. function gives the user answers to the most frequently asked

questions.

14.3 Information and services Forum Domain Forum

The Domain Forum function allows the user to participate in online forums (if active).

14.4 Information and services

News News List

Using the News List function the user can view the

latest news items.

14. Were to find the News?

Documents

IVECO Web Academy