This is the yearly points roundup process where the system will determine if a Franchisor has accrued sufficient points to meet the requirement and determine the FSO points Status.

For Franchisors that has sufficient points, their status will be set to “OK”

For Franchisors that has insufficient points their status will be changed based on the following table:

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FSO Points Round up process

This is a page designed for FSOs and Foothills staff to submit a Points addition request. We will add a link to this page for FSOs in FMS5 and also on the Franchisor Site.

1. Access the Submit FSO Points screen either by accessing the “Compliance” → “Submit FSO Points” menu item or directly from the FSO site:

Open Access FMS5 and select FSO Points Submission from the Compliance menu

Open Alternatively you can find a link to the page from the FSO site that will redirect you to FMS5

1. Fill in the details on the Add Training Points page

Open FSO Points Submission page.

On the Add Training Points page: Select a Division Select FSO type and Click on the Search Icon Select the FSOs that needs the points added to (Use the controls between the two fields to add/remove FSOs to the list of selected Select an Item for the points awarded for E.g. National Conference Select the Date of the event Check to see if the correct points has been assigned from the Item selected in step 5 Attach a supporting document (Just any pdf will do) Submit the request

2. Divisional Support team will receive a notification when you submit the Points Addition Request.

1. FSO points Submissions will go to the Approver’s Action list, this is the default landing page if you are the approver:

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Action List : FSO training points addition requests

Alternatively, you can access your action list by clicking on your name in the top right hand corner and access the Action list from the dropdown.

2. You will see a list of FSO points requests in the queue on the left hand side of the screen. Click on a ticket to open it up for Approval. The 1st item in the queue will be open by default.

3. To Approve/Reject a submission, use the controls on the bottom right hand corner on the Ticket details section.

FSO point administrators have the access right to add/remove FSO point records from the FSO Points Summary page:

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FSO Points Summary Screen

This page can be accessed via the “Compliance” → “FSO Points Summary” Menu item

To view/modify the FSO point records for a Franchisor record, access the details page by clicking on the corresponding row from the table.

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FSO Points Details page for Selected Franchisor

From this screen, you are able to Add/Delete an FSO points record for the selected Franchisor

This is a page where you will be able able to select and modify a reminder notification to Franchisors.

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FSO Points Reminder page.

To access this page, select the “Compliance” → “FSO Points Reminder” menu item.

Select a template from the dropdown. Check the contents of the reminder and hit “Send”.

A copy of the reminder will be sent to all Franchisors.

The Round Up button can be access via the “Compliance” → “FSO points Summary” page.

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FSO Points : Round up button.

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*NB* This button will be disabled throughout the year. When the business process owner is ready to proceed with the round up, I.e. when all the requests from the previous year has been processed when returning to the office in January, he will request to have the button enabled by emailing InfoTech@jims.net with the subject “FMS5 - FSO Points annual round up ready” .