FMS5 - Franchisor Training Points User Guide for Divisional Support

Owned by Arthur (Unlicensed)
Last updated: 01, Nov, 2022
5 min read

FSO Points - Franchisor Training Points

Description

Franchisor Training Points is a set of tools embedded in FMS5 that aims to bring the FSO points process online. It includes an online points submission portal for Franchisors as well as an approval process and records maintenance for the administrators of this business process.

 

An Excerpt from section 11.1 in the https://jimsgroup.atlassian.net/wiki/spaces/DTS/pages/29989362/Franchisor+Manual+Part+2?preview=/29989362/29989399/Franchisor%20Manual%20Part%202.pdf :

This user guide includes the following sections:

Process Flows and information

The points submission process involves Franchisors and FootHills staff to access a page to create a “Training points submission” request through FMS5 to Finance team for approval. This can be accessed via Franchisor Site as well as through the menu in FMS5. The approval process will utilize the Action List page in FMS5 where new submissions will appear in a to-do list on the landing page on FMS5.

Each Franchisor will have a single set of points, all trainings and meetings for any division/region that they own will go towards the total count. A single event/training/meeting will only count towards the additional of a single set of points. E.g. Franchisor with 2 regions attends a divisional conference call will only accumulate 5 points instead of 10.

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:

Status before Round up

Status after Round up

FMS4 non-compliance setting / notification

Status before Round up

Status after Round up

FMS4 non-compliance setting / notification

OK

1st year non-compliance

1 month FSO point non-compliance

1st year non-compliance

2nd year non-compliance

3 months FSO point non-compliance

2nd year non-compliance

3rd year non-compliance

Notification to Documents team for Termination

 

User guide:

Points Submission (Franchisors and Foothills staff)

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:

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

  1. On the Add Training Points page:

  2. Select a Division

  3. Select FSO type and Click on the Search Icon

  4. 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

  5. Select an Item for the points awarded for E.g. National Conference

  6. Select the Date of the event

  7. Check to see if the correct points has been assigned from the Item selected in step 5

  8. Attach a supporting document (Just any pdf will do)

  9. Submit the request

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

Points Approval (Divisional Support)

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

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.

Points Summary and Maintenance (Divisional Support)

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

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.

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

 

Points Reminder(Divisional Support)

Points Yearly Round Up (Divisional Support)