iPad User`s Guide

 iPad User’s Guide For Company Administrators & Managers/Mentors 2 [SKILL MASTER USER’S GUIDE] Table of Contents Setting Up the System Creating Groups or Territories .......................................... Adding New Users ............................................................ Deactivating a User ........................................................... Transferring a User to a Different Group ........................... Skill Builder Getting Started ............................................................................ Creating a New Topic ........................................................ Creating a New Scenario ................................................... Adding Review Questions to a Scenario .............................. Recording a Video Scenario ................................................. Recording in the app ................................................ Uploading from the iPad .......................................... Recording a Video Response to a Scenario ....................... Scoring a Video Submission .............................................. Recording a Coaching Response to a Video Submission ..... Selecting a Best Practice Video ......................................... Dashboard Creating a Bullhorn Announcement ................................. Recording a Bullhorn Announcement ............................... Recording in the app ............................................................ Uploading from the iPad ...................................................... Creating a Calendar Event ................................................ Reviewing Team’s Progress .............................................. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 3 End User Functions Creating a Personalized Sign In ......................................... Responding a Videeo Response to a Scenario ................... Viewing Manager/Mentor Feedback ................................ Viewing an Announcement ............................................... Reviewing Scorecard ......................................................... Viewing a Calendar Event ................................................. ©2014 Matrix Achievement Group, LLC Setting Up the System [SKILL MASTER USER’S GUIDE] 5 Creating Groups or Territories Must be done on the computer After signing on to the MX Sales Coach Admin site, click “Company” link to locate your company. Scroll down the list to find your company and click “Groups” link. ©2014 Matrix Achievement Group, LLC 6 [SKILL MASTER USER’S GUIDE] Click “Add New Group” link. Type in the name of the group or territory. Ex: Memphis -­‐ Smith Select the Leader from the names in the drop down box. If the leader’s name does not appear, you must first add the person as a user. (See instructions for adding users on pg. 7.) Click “Save” button. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 7 Adding New Users To get to “Groups” screen: • Sign in to MX Sales Coach as Company A dmin. • Click on “Company.” • When you find your company, click on “Group.” Click “Add New User to Group” link. •
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Type in all applicable information about the new user. If this user will also be the group leader, make sure to check “Is Leader” box. If this user is the leader and needs to be hidden from the Leaderboard, click “Hide from Skillmaster Leaderboard check box. Click “Save” button. ©2014 Matrix Achievement Group, LLC 8 [SKILL MASTER USER’S GUIDE] Deactivating a User After signing on to the MX Sales Coach Admin site, click “User Accounts” link. To locate the user for deactivation: • Select the type of search you prefer from the dropdown list. • Type in information related to the search. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 9 Select the appropriate user and click “Deactivate User” button. ©2014 Matrix Achievement Group, LLC 10 [SKILL MASTER USER’S GUIDE] Transferring a User to a Different Group After signing on to the MX Sales Coach Admin site, click “User Accounts” link. To locate the user for transfer: • Select the type of search you prefer from the dropdown list. • Type in information related to the search. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 11 Select the appropriate user and click “Edit” link. From the dropdown menu, select the group the user should now be associated with. Click “Save” button. ©2014 Matrix Achievement Group, LLC 12 [SKILL MASTER USER’S GUIDE] ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 13 Skill Builder ©2014 Matrix Achievement Group, LLC 14 [SKILL MASTER USER’S GUIDE] Getting Started Must be done on the computer Log on as company administrator. If you are creating an entirely new topic, click “Add New Topic.” Ex: Negotiation Skills If you are simply creating a new scenario (Ex: Price is too high) within an existing topic (Ex: Negotiation Skills), click “edit” & proceed to instructions for adding a new scenario. Creating a new topic Type in a title for the new topic. Typing in a description of the topic is optional. Check the “Active” box & click “Save.” ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 15 Creating a new scenario Click “Add New Scenario” button. Type in a title for the new scenario. Type in information/scripting you want the user to see prior to responding to the video. • Select “Script” if user can record a submission multiple times. • Select “Rapid fire” if only one recording is allowed. Check the “Active” box & click “Save.” ©2014 Matrix Achievement Group, LLC 16 [SKILL MASTER USER’S GUIDE] Adding review questions to a scenario • Type in the first scoring criteria (Ex: Did rep acknowledge cost is an issue?) and click “Add.” • Continue this process until all criteria have been added. Recording a video scenario Log on as Company Administrator. Must be done on the iPad Click “Skill Builder” button. Click on topic where new scenario is located. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 17 Click on the scenario on which you want to record a new video. • Click “Record Scenario Introduction Video” to record directly in the app. • Click “Upload Scenario Introduction Video” if video file already exists on the iPad. ©2014 Matrix Achievement Group, LLC 18 [SKILL MASTER USER’S GUIDE] Recording in the app If you are not visible on the screen, click camera icon. • Click red button once to record scenario. • Click red button a second time to stop recording. • Recording may be up to 60 seconds. Click white arrow to review your recording. If you want to record the scenario a second time, click “Retake.” Retake Use Video • If you are happy with your video, click “Use Video.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. Uploading from the iPad • Once you find the video you want to upload, click “Use.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. Clicking “Upload Scenario Introduction Video” will open a window with all videos stored on the iPad. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 19 Recording a video response to a scenario This is the process users will go through each time they respond to a scenario. Log on as a User. Click on topic where new scenario is located. Click on the scenario for which you wish to record a video response. ©2014 Matrix Achievement Group, LLC 20 [SKILL MASTER USER’S GUIDE] Read the “Scenario Background” to learn more about the situation or see scripting/ instructions for responding. Click the red “Respond” button when you are ready to begin. Click “Continue” to proceed to video screen. If you are not visible on the screen, click camera icon. • Click red button once to record a response. • Click red button a second time to stop recording. • Recording may be up to 60 seconds. Click white arrow to review your recording. If you want to record the scenario a second time, click “Retake.” Retake ©2014 Matrix Achievement Group, LLC Use Video • If you are happy with your video, click “Use Video.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. [SKILL MASTER USER’S GUIDE] 21 Scoring a video submission This is the process mentors will use to review submission and the way a submission become eligible for u se as a best practice. Log on as m entor/ manager. Click the red numbered box to pull up alerts related to your team. Click the submission you wish to score. ©2014 Matrix Achievement Group, LLC 22 [SKILL MASTER USER’S GUIDE] • For each question, select a score from 1-­‐5. • “1” designates very basic skill usage. • “5” indicates m astery skill usage. Click the white arrow to view the video. Recording a coaching response to a video submission Click “Save Score” button. Click the red “Respond” button to begin recording. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 23 If you are not visible on the screen, click camera icon. • Click red button once to record a response. • Click red button a second time to stop recording. • Recording may be up to 60 seconds. Click white arrow to review your recording. If you want to record the scenario a second time, click “Retake.” Retake ©2014 Matrix Achievement Group, LLC Use Video • If you are happy with your video, click “Use Video.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. 24 [SKILL MASTER USER’S GUIDE] Selecting a best practice video This must for done on the computer. To be eligible as a best practice, video must have been scored by a manager/mentor. Make sure you are logged in as a company administrator. Find the appropriate topic and click “Edit” to access scenarios. Find the appropriate scenario and click “Edit” to access all videos eligible to be a best practice video. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 25 • Scroll down the page to the Best Practices section. • Click the white arrow to view potential best practice videos. • Click the checkbox next to the video you want to select as a best practice. Click “Save Best Practices” button. ©2014 Matrix Achievement Group, LLC Dashboard [SKILL MASTER USER’S GUIDE] 27 Creating a bullhorn announcement This must for done on the computer. The process for creating an announcement is almost identical to creating and recording a scenario. • Log in as company administrator. • Click the “Announcements” tab. Click “Add New Announcement” button. Type in a title for the new announcement. Type in the content of the new announcement. •
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Click “Active” checkbox. Click “Save” button. ©2014 Matrix Achievement Group, LLC 28 [SKILL MASTER USER’S GUIDE] Recording a video announcement This must for done on the iPad. Log on as company administrator. Click on the gray “News” icon. • Click “Record Scenario Introduction Video” to record directly in the app. • Click “Upload Scenario Introduction Video” if the video file already exists on the iPad. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 29 Recording in the app If you are not visible on the screen, click camera icon. • Click red button once to record scenario. • Click red button a second time to stop recording. • Recording may be up to 60 seconds. Click white arrow to review your recording. If you want to record the scenario a second time, click “Retake.” Retake Use Video • If you are happy with your video, click “Use Video.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. Uploading from the iPad Clicking “Upload Announcement Video” will open a window with all videos stored on iPad. • Once you find the video you want to use, click “Use.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. ©2014 Matrix Achievement Group, LLC 30 [SKILL MASTER USER’S GUIDE] Creating a calendar event This must for done on the computer. • Log in as company administrator. • Click the “Calendar Events” tab. Click “Add New Calendar Event” button. •
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Type in event date and time. Type in title of the event. Write a description of the event to appear on the calendar. Click “Active” checkbox. Click “Save” button. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 31 Reviewing Team Progress Log on as manager/mentor. Click blue “My Team” icon. Click gray arrow to open drop down menu of all team m embers. ©2014 Matrix Achievement Group, LLC Click on name of team member whose progress you want to check. 32 [SKILL MASTER USER’S GUIDE] • The first number shows how many scenarios the rep has completed. • The second number indicates total number of assigned scenarios within a topic. • Black designates completed topics. • Blue designates topics not fully completed. • Gray designates topics needing to be resubmitted. ©2014 Matrix Achievement Group, LLC End User Functions 34 [SKILL MASTER USER’S GUIDE] Creating a personalized sign in After signing into Skill Master as a User, click “User Profile” icon. To edit or add information, click in the appropriate gray box and type in new information. Click “Save” button. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 35 the To access “Update My Photo” screen, click the picture icon. • Click “Choose Photo” to select from among pictures stored on the iPad. • Click “Take New Photo” to access the iPad camera. • After selecting or taking photo, click “Use Photo” to add it to your profile. Recording a video response to a scenario Log on as a User. Click “Skill Builder” button. Click on topic where new scenario is located. ©2014 Matrix Achievement Group, LLC 36 [SKILL MASTER USER’S GUIDE] Click on the scenario to which you wish to record a video response. Read the “Scenario Background” to learn more about the situation or see scripting/ instructions for responding. Click the red button to begin responding. Click “Continue” to proceed. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 37 If you are not visible on the screen, click camera icon. • Click red button once to record a response. • Click red button a second time to stop recording. • Recording may be up to 30 seconds. Click white arrow to review your recording. If you want to record the scenario a second time, click “Retake.” Retake ©2014 Matrix Achievement Group, LLC Use Video • If you are happy with your video, click “Use Video.” • You will be prompted by the system that it will take some time (approx. 15 min.) for the video to be processed & posted. 38 [SKILL MASTER USER’S GUIDE] Viewing manager/mentor feedback After receiving an email notification, log on to Skill Master as a user. Click on the red box in the corner of the Skill Builder icon to open the alert. Click on the gray alert message to access feedback. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 39 Viewing an announcement To access the Announcements screen, click the news icon. Click on the new announcement. ©2014 Matrix Achievement Group, LLC 40 [SKILL MASTER USER’S GUIDE] Reviewing scorecard Click on the orange scorecard icon or white scorecard button. • Click on the level you wish to view – group or company. • Note your score against both the best in the group/company and the average. • View photos of top 4 leaders in the category. Click “Leaders” button to view entire leaderboard. ©2014 Matrix Achievement Group, LLC [SKILL MASTER USER’S GUIDE] 41 Viewing a calendar event Click on the red box in the corner of the calendar icon. Click on the gray alert message to pull up calendar item. ©2014 Matrix Achievement Group, LLC