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Enrollment Maintenance System (EMS)
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
Enrollment Maintenance System (EMS)
Document: Enrollment Maintenance System v 1.0 Date: 2006-06-22 Page: 2 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
Enrollment Maintenance System (EMS)
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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
Enrollment Maintenance System (EMS)
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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)
Enrollment Maintenance System (EMS)
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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.
Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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”.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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”.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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:
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Enrollment Maintenance System (EMS)
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”.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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”.
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Enrollment Maintenance System (EMS)
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).
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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”.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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.
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Enrollment Maintenance System (EMS)
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6. Appendices Appendix A – List of Acronyms
Enrollment Maintenance System (EMS)
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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
Enrollment Maintenance System (EMS)
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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