INFOMAN User Manual Teacher PDF

Helen Doron User Manual
Helen Doron
INFOMAN User Manual
For Teachers
May 2010
1
Table of Contents
General Icons 4
Abbreviations 4
Sort Displayed Data 4
LOGIN 5
Login Panel 5
DEFAULT PAGE FOR THE LOGGED-IN USER 6

Logged-in User 6
Navigation Menu 6
News Panel 6
Sub Menu 6
TEACHER CARD 7
LEARNING GROUPS 10
Group List 10
Creating a new Learning Group 11
Learning Group Owner & Royalty Receiving Franchisee 11
Weekly Sessions 11
Course Types and Sub-Types 11
Course Dates 11
Payment Types 12
Payments – Large Kindergarten Group (LKG) 13
Special Price Requested 13
Students in Learning Group 14
Individually Entering a Student 15
New Student 16
Delete Student from a Group 16
Group Royalties 17
Student Payments & Special Price Requests 17
Student Payments & Monthly Sessions Change 19
Students in Group 20
Student Data Base 21
ORDERS AND PRODUCTS 22

Creating a New Order 22
New Order - Creating a List Order 23
My Orders 24
2
SEMINARS AND EVENTS 25
SEMINARS IN MY REGION 25
Apply to Seminar 25
All Seminars Worldwide 26
Events in My Region 26
PORTAL 28
Portal Downloading 28
Newly Updated 29
Troubleshooting 29
ROYALTIES 30
Royalties to be Paid 30
Royalties to be Paid - Monthly 31
REPORTS 32
General 32
Students - Student Details 32
Students – Students’ Birthdays 33
Students – Students’ Monthly Payment 34
Learning Groups - Students LG summary 36
Learning Groups - LGs by Date 37
Learning Groups - Student Numbers per Course 38
Orders report 39
3
General Icons
- This button, at the top right-hand corner of a table, enables selection of the fields to be
presented or hidden in the resulting report/query.
Mandatory input fields are marked in blue and must be filled in.
- Most of the screens have the option to go back to previous screen by

pressing the “Back" button. When filtering information, screen filter parameters are saved,
enabling you to return to the previous screen with your chosen parameters.
Click on the Excel icon to export the displayed list to Excel; click on the printer icon to
send the displayed list to the printer.
Abbreviations
DF – Direct Franchisee
MF – Master Franchisor
FP – Franchise Partner
LC – Learning Centre
LG – Learning Group
LKG – Large Kindergarten Group
Sort Displayed Data
When you click on the title of any column displayed on the INFOMAN screen, the contents
are sorted alphabetically from A-Z; a second click will sort from Z-A.
4
Login
The INFOMAN is entered through the internet by typing:
https://infoman.helendorongroup.com
Login Panel
The user name is set by Helen Doron Customer Service or the MF in charge of the teacher.
The user name cannot be changed once set; however, the password can be changed by you or
by contacting the Master Franchisor.
(1) To log in - enter user name and password, and then click on the Log In button, or press
Enter on your keyboard.
(2) News - displays new information items that are not franchisee specific.
(3) The right side of the news panel shows scrolling news items.
After you log in you reach the home page, which will be presented with specific news and
articles for Teachers from the Head Office and from your MF.
5
Default Page for the Logged-in User
Logged-in User
(1) Your teacher name and the logged in user name, is displayed in the top right corner. You
can sign out any time, in order to protect your information and maintain a secure working
environment.
Click on the Change password option to open the screen for changing your password.
Navigation Menu
(2) The navigation menu displays the main topics available in the INFOMAN system. When one
of the menu items is clicked – a sub-menu navigation panel (4) appears (see below).
News Panel
(3) In this panel new items that are specifically related to you are displayed.
Sub Menu
(4) The sub-menu contains topics related to the selected main navigation item.
6
Teacher Card
The teacher card is split into multiple tabs for easy access.
1. General Tab: Contains general information about the teacher – name, direct franchisee
name, status and so on.
2. Contacts Tab: contains teacher contacts. Most of the details were entered by your
direct franchisee. Each contact can have multiple phone numbers and email addresses.
You can upload your photo by clicking on Choose picture
7
3. Agreement Tab: this tab contains the important parts of the teacher’s agreement with
the DF. It does not include all the details of your agreement –it includes the agreement
details used in INFOMAN – Date of TTC (Teacher Trainer Course), type of agreement
(Independent, Self-Employed or LC Teacher), price list, and default royalties to be paid
to your DF.
4. Qualifications Tab: This tab contains all the courses (TTC, seminars) you have applied
for, been registered for and participated in.
8
5. User Login Tab: This tab contains the user name and password.
9
Students and Groups
Learning Groups
Group List
The Learning Groups screen is one of the important parts of the INFOMAN System. It allows you
to keep track of students, manage the cost of the course for students, the weekly sessions and
other parameters needed to maintain the INFOMAN system functionality.
The group list contains all the groups that are relevant to you and a comprehensive filter is used
to filter the relevant groups that are of interest.
You can also choose the fields you would like to see with the field selector icon ( )
Pressing the New button at the bottom of the screen allows you to create a new learning group.
10
Creating a new Learning Group
Learning Group Owner & Royalty Receiving Franchisee
You can choose who is the Group Direct Franchisee for this group (use the select button in
the Group Direct Franchisee Details section). This option is to choose who will receive the
royalties for this group.
Once a group has been saved, you will not be able to change the Group DF.
Weekly Sessions
Mandatory data – you have to specify at least one day that the group meets.
Course Types and Sub-Types

The courses are divided into main learning units, and also into specific learning units,
defined by your MF. When creating a learning group, you specify what is learnt in the learning
group. Examples are EFAC, MEFAC etc. Sub-Units examples are EFAC 40 minutes, MEFAC special
group etc. These settings also affect the payment types and other settings that are set by your
MF for this learning group type.
A group name must be provided.
Course Dates
Start date and end date are mandatory fields.
These dates determine the period of the royalties payments.
The end date can be updated at any stage to lengthen or shorten the duration of the course.
11
Payment Types
The payment types define how the students pay for this course. The options are preset by your
MF, and include the following options, split into two main types – individual student
management and group management. In individual student management, the students are
managed through the Manage Students button that redirects you to the student management
page, while the group management is simply a declared number of students (the field is enabled
for certain types of groups only).
Individual student management payment methods are:

• Session based payment
o This option means the students pay for each session they participate in. This
does not mean you will manage each attendance. It does mean, however, that
from a royalties point of view, the course sum for each student is calculated by
the number of sessions that took place in the months the student is in the group
(if the student left before the course ended, the end date of that student will be
the date he left).
• Monthly fee for course
o The student pays for each month he attended the course.
• Course payment
o The student pays in advance for the whole course. This type of payment is
suitable for short courses, such as Holiday Courses.
Group management payment methods should be chosen when the group lesson fee is not
dependent on the number of students in the group:
• Group Session
o This means the group pays for each session the group attends.
• Group Monthly fee
o Group monthly payment
• Group course fee
o Group course fee – payment is at the beginning of the course in full.
The recommended price is defined by your MF and is automatically retrieved when the
payment type is chosen. If no special Price Request is made, the recommended price will
become the Authorized price.
12
Payments – Large Kindergarten Group (LKG)

When LKG Group is opened (for example, PTC), a new mandatory field appears - HDEE
Regular price.
The student count scaling factor will be calculated according to the ratio between the
Authorized price and the HDEE Regular price. You need to enter the HDEE Regular price.
This ratio will be multiplied by the student number in order to get the calculated number of
PTC students. See illustration below.
Special Price Requested

If you enter a special price request for a group, a special price request will be sent to your
MF. Your MF can approve your request or set a new amount and the learning group price will
be updated with the authorised price.
13
When the group is saved, a unique group ID will be attached to the group and 4 new tabs
will be available: Royalties, Manage Students, Place Order and Add Continuation Group.
Students in Learning Group

Students in regular HDEE groups must be entered individually. When entering students
individually you can either assign a student to the group, or create a new student and it will be
automatically assigned to the group. Declaring the student count is permitted only in certain
group types such as RSM and Super Nature.
14
Individually Entering a Student
On the Learning Group page, click the Manage Students button to get to the following screen:
In the group’s students list there are three buttons. Two of them deal with students – the
Add New and Add Existing the difference between these buttons is that the Add New calls up
the student editing pop-up for a new student, while the Add Existing button shows the popup of
the student who has been chosen.
New students are discussed in the next section.
15
New Student
When entering a new student in a learning group context, the discount and payment fields are
visible. When entering a student in a general context, these fields will not be present. Note that
the Kangi Club user name and password are generated, while only the password is editable. The
user name correlates to the internal user id in the INFOMAN System; therefore it will not be
shown until you save the student.
Delete Student from a Group
In order to permanently delete a student from the group, the teacher should contact his MF.
Clicking on the ends the student's participation in the group with today's date. The date
can be changed by clicking on it.
The MF can click on the a second time and the student will be deleted from the group
permanently. This will erase all financial information regarding the student in the group.
16
Group Royalties
On this page you can view the income for the selected group over its life-cycle. When
clicking a month/year you will be presented with a page with students in the selected month. In
this screen you can request special prices for students in specific months.
If you would like the royalties to be recalculated to better reflect the learning group income,
you can click the Recalculate Royalties button.
Student Payments & Special Price Requests
17
This page presents the students in the selected months, in the selected learning group. This
page also lets you request special prices. For requesting a special price for a student, click the
payment sum. This will bring up a payment request pop-up.
Enter the amount you request for the student and click Ok. Note that the requested special
price is updated with the amount you entered.
When your MF approves the price, the authorized price will be updated as requested.
Note that you can also get authorization with a different price than the one requested.
The approved amount is shown in the list and the student payment is updated with the
approved amount for the selected month.
18
Student Payments & Monthly Sessions Change
Via the Learning Group Royalties screen, it is also possible to change the number of sessions
per month. Note that this option exists only when the course payment type is “Session”.
Clicking on the bold black number of sessions in the following window will enable you to
update the actual number of sessions in a specific month.
The updated number of sessions will appear on the royalties screen. It is recommended to
press recalculate royalties since the royalties are calculated according to session in this case.
19
Students in Group
The Student in Groups query presents a list of your students along with their group details.
The list can be filtered according to various details, as shown below.
20
Student Data Base
This screen enables you to manage all of your students – regardless of their participation in
groups.
Each student should appear once on the list. Sort the list by name to find duplicates.
You can view your student details, edit the details or add a sibling to a specific student by
clicking on the Add Sibling icon.
21
Orders and Products
Creating a New Order
Clicking on Create New Order opens the New Order page.
The top two boxes contain your franchisee details , and the franchisee that you will order
from . Fill in the relevant fields, and, if necessary, who you would like to order from. This
option is not always available and depends on your type of franchise and other settings specific
to you.
Clicking on a certain category displays the items under this category . Filling in the
quantity for each product will add this product to the order, according to the quantities entered.
Save will save the order as a draft, allowing for further possible changes – and Send order
button will send it to your DF.
22
New Order - Creating a List Order
At any stage, you can switch to List Order by clicking on List Order Details button.
Clicking on Add Product to Order will bring up the products pop-up. The product pop-up
contains products with their corresponding price. Enter a quantity and click Save.
Products pick pop-up.
The product will be added to the products list of the order.
You can edit the product order details after you added the product by clicking the edit
button ( ) of the relevant product, or you can delete the product by using the delete button
( ).
IMPORTANT: Clicking Save order will not send the order – it will simply save the order as a
draft, for later review and update.
Clicking Send order will send the order to the franchisee from whom you ordered. Note
that once sent, the order is read-only and cannot be changed. Contact your DF if it necessary to
change your order.
23
My Orders
This page allows you to view your orders. All orders that originated from you are listed on
this page, with the relevant statuses. You can also open the orders to view the order details.
Note that once the order is sent, the details are read-only.
24
Seminars and Events

Seminars in my Region
Apply to Seminar
A teacher can apply to seminars by clicking Seminars in my Region in the menu on the left.
On clicking , a new pop up window will be opened where you can click on
the Apply to Seminar button.
Click on Save in the pop up window and a message “Thank you for applying” will appear.
25
Contact your MF if you wish to apply for a seminar that is not in your region.
All Seminars Worldwide

This report displays all the planned seminars around the world. You can filter by country,
type of seminar and date.
Events in My Region
Please note that Events are handled in a separate list, because they have different
characteristics from seminars.
A teacher can apply for an event by clicking
26
A new screen will appear where you can click on the Add Participants
button.
27
Portal
Portal Downloading
The portal is used to open or download content. You can search for a document in two
ways:
1) When the Portal opens up, all the items appear in the right hand panel and you have a
search box on the top. You can type part of the document name and all the items
containing that wording in their name will appear.
2) Use the Portal menu on the left:

a. Choose the category that best suits the subject matter.
b. To see the sub-categories, click on the triangle next to that category.
c. Choose the desired sub-category. If it’s not bold, there are no more sub-
categories under that – so this time, click on the name of the subcategory.
You’ll see all the documents in that sub-category in the right panel, and can
choose what you want.
28
Newly Updated
This page contains newly updated items. You can check this page periodically for new
content.
Troubleshooting
• Should you click on a file name on the Portal and nothing happens – there is a possibility
that the Explorer blocked the download. If this is the case, a yellow bar will appear on
the top of the page explaining that the download was blocked. Click the yellow bar and
select Download File.
• To add INFOMAN to your “safe” websites: Click Tools from the main menu bar on your
Internet Explorer browser and select Internet Options. Select Privacy, then Sites and
enter the website https://infoman.helendorongroup.com under Address of website.
Click Allow, and OK.
• See “Frequently Asked Questions” for additional troubleshooting information.
29
Royalties
Royalties to be Paid
This page displays a summary of the Royalties to be paid to your DF.

Each row shows the royalties per Quarter. You can drill down into further detail by clicking
on the bold name in the “From” column. Please note that the following layers will give you the
details of the Royalties to be paid according to your incoming royalties report.
Another option to expand the information is by clicking on the Show Learning Groups button
(see below)
30
Royalties to be Paid - Monthly
This page displays a summary of the Royalties to be paid, allowing you to filter your search
by year and month or any number of months.
By clicking on the row, you will be able to see what the royalty you are paying consists of in
a particular month.
31
Reports
General
Various reports are available to you under this tab. The Reports are organized by the
following subject menu – Students, Learning Groups and Orders.
Each report has a filter area (1) which consists of selected fields – this enables you to drill
down into your desired view.
Each report displays default fields (2) while pressing on enables select/unselect fields
view.
Students - Student Details
This reports on all of your students with the courses they have been registered in, contact
details and Kangi logins. To view all students ever assigned to a learning group, tick off the Only
Active Students box.
Filtered & Presented information

Fields presented Report filter
Student ID Student ID
First Name First Name
Last Name Last Name
Birth Date Group Name
Learning Group Gender
Group Type Student active/not active
Phone
Email
Kangi User Name
Kangi Password
Gender
32
Students – Students’ Birthdays
This is a report of all your students with the option to search and sort according to their
birthdates. This report is helpful in order to check and record the upcoming birthdays. To display
all students born in a particular month, type the birth month in the filter.

First name Learning Group name
Last name Birthday day
Birth date Birthday month
Learning Group Birthday date range
Teacher name Student Active/not active
Hosting entity name
Phone
33
Students – Students’ Monthly Payment

This is a report of all the students’ payments in a specified month. This report can help you
compare the payment differences due to any special price requests, as it displays the list of
students, their payments and the original price.

First name First name
Last name Last name
Group name Learning Group name
Group ID Date
Payment Only Active/non active
Payment month groups
Original price
Course
Course type
34
35
Learning Groups - Students LG summary
This is a report of all the groups running in your area, Active and non Active.

Group ID Learning Group ID
Teacher Learning Group Name
Group Start Date Group Status
Group End Date
Host Name
Learning Group
Name
Ages from
Ages to
Student Number
Status
36
Learning Groups - LGs by Date
This report allows you to search for the running groups during a specific time frame.

Group ID Group start date range
Group start date Group End date range
Group end date Group ID
Host name LG name
Area name Group status
Course type
Course name
Student No#
Group status
For example, entering the date 1/1/2009 in the first field only, will search for all the groups
that started between 1/1/2009 and now.
Entering 1/1/2009 in the first box and 2/2/2009 in the 2th box will search for all the groups
that started between the specified dates only. Groups that started before or after the specified
dates will not be included in the report.
The end date fields work similarly.
37
Learning Groups - Student Numbers per Course
The report gives a breakdown of the number of students for each course you teach.
The number represents all students who joined the Learning Groups during the period of
1 July – 30 June.
38
Orders report
The report allows you to filter your orders by Order Date, Requested Arrival Date, Product
Name and Order Status. The handling franchisee is the one managing the order and responsible
for delivery to the person ordering.

Order No Ordering Teacher
Legacy Order No Order Date Range
Ordering Franchisee Requested Arrival Date
Handling Franchisee Range
Order Status Order No#
Product Code Order Status
Product Product
Quantity
Order Date
Requested Arrival Date
39

INFOMAN User Manual Teacher PDF

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

INFOMAN User Manual Teacher PDF

Uploaded by

Copyright:

Available Formats

Helen Doron User Manual

Sort Displayed Data 4

DEFAULT PAGE FOR THE LOGGED-IN USER 6

ORDERS AND PRODUCTS 22

SEMINARS AND EVENTS 25

- Most of the screens have the option to go back to previous screen by

Sort Displayed Data

The INFOMAN is entered through the internet by typing:

Default Page for the Logged-in User

Students and Groups

Creating a new Learning Group

Learning Group Owner & Royalty Receiving Franchisee

Course Types and Sub-Types

Individual student management payment methods are:

Payments – Large Kindergarten Group (LKG)

Special Price Requested

Students in Learning Group

Individually Entering a Student

Delete Student from a Group

Student Payments & Special Price Requests

Student Payments & Monthly Sessions Change

Student Data Base

Orders and Products

Creating a New Order

Clicking on Create New Order opens the New Order page.

New Order - Creating a List Order

Products pick pop-up.

The product will be added to the products list of the order.

Seminars and Events

All Seminars Worldwide

2) Use the Portal menu on the left:

• See “Frequently Asked Questions” for additional troubleshooting information.

This page displays a summary of the Royalties to be paid to your DF.

Royalties to be Paid - Monthly

Students - Student Details

Filtered & Presented information

Students – Students’ Birthdays

Filtered & Presented information

Students – Students’ Monthly Payment

Filtered & Presented information

Learning Groups - Students LG summary

Filtered & Presented information

Learning Groups - LGs by Date

Filtered & Presented information

Learning Groups - Student Numbers per Course

Filtered & Presented information

You might also like