demo: mykpaonline group level and facility level navigation
TRANSCRIPT
DEMO: myKPAonline Group
Level and Facility Level
Navigation
MJ Zappe
Field Office Manager, KPA
Moderator
Rebecca Ward
Sr. Marketing Content Specialist
(303) 219-7802
KPA minimizes risks and maximizes profit for
5,200 dealers nationwide.
KPA
Environmental
Health &
Safety
KPA Human
Resource
Management
KPA Sales &
Finance
Compliance
Compliance
A comprehensive solution for Environmental Health & Safety, HR
Management, and Sales & Finance Compliance.
• 8/10 of the largest dealership groups in the
country count on KPA.
• KPA has been endorsed by 26 national and
state dealer associations
• Founding member of the Clean Auto Alliance.
KPA delivers Environmental Health & Safety, HR Management and Sales & Finance
Compliance programs that help our clients achieve regulatory compliance, control risk, protect
their assets and effectively manage people through a combination of innovative software,
award winning training and on-site consulting. Over 5,200 clients, including 8 out of 10 of the
largest dealership groups in the country, count on KPA for Environmental Health & Safety, HR
Management and Sales & Finance Compliance programs that save them time and money.
Questions
If you have questions during
the presentation, please
submit them using the
“Questions” feature
Questions will be answered
at the end of the webinar
In order to access all myKPAonline features, you will need to have admin rights.
You will have the ability to:
• Add management accounts for users at any child account• Add training users one at a time or import several at a time at any child account• Assign purchased tokens for ALI training to any user at a child account• Access to training users certificates of completion• Reset pin numbers for training users• Reset passwords for management accounts• Inactivate user accounts• Edit user information• Access documents custom populated for each individual facility• Enter accidents at facility level
Navigation at Group Level
Navigation at Group Level
To Start – Choose Summary>Facilities.
This will bring you to the list of facilities within your group. To access the particular facility you need, click on the facility name hyperlink.
Navigation at Group Level
You will now be at the facility page. Each tab will give you access to another pagecontaining the different types of information for this specific facility.
Navigation at Group Level
Navigation at Group Level
View your scheduled visits, Regulatory Activity
Outstanding, previous issues for this facility
Online and instructor led training records
Where to enter and review accidents
Where to manage users
Facility specific documents
Facility SDS and chemicalinventory
The facility’s Elite status
Navigation at Group Level – Managing Users
To manage users, start by choosing the people tab.
You have 3 choices to add an account.Add Employee – Add training userAdd Manager – Management accountUpload employee roster – This option will give you a link toan excel file and after you fill it out with the requested information, you can choose “upload” and this will import The multiple users.
Navigation at Group Level – Managing Users
You will see a list of management log ins and training only log ins.
Navigation at Group Level – Managing Users
You have 3 choices with a management account:
• Edit user –moving accounts, changing email address, changing job title• View Details – resetting password, logging in as that employee• Edit Training – Takes you specifically to their list of training, where you can edit their training, grab certificates
Navigation at Group Level – Managing Users
move user to another facility within group
Update/edit username
Access level to account
When no is chosen, user account is inactivated
Update/change email
Update/edit title
This title decides what training is assigned
Optional
When these boxes are checked, the userwill receive these reminders/activities in their email.
Edit User
Navigation at Group Level – Managing Users
View Details
Resets password
Accesses their account view
Navigation at Group Level – Managing Users
Edit Training
This box will pop up after choosing this option. Once you selectthis button, it will take you to the training management page for this user. You will be able to check their history, make a training required, and download their training certificate.
You have 4 choices with a Training user account:
• Edit User – Similar to the management accounts• Inactivate – Easily inactivate without having to use edit user• Fix duplicate – Merge accounts that may have been duplicated • Edit training – Same as with management accounts• After the duplicate is fixed, you will then see the option to reset the pin number.
Navigation at Group Level – Managing Users
To manage training, start by choosing the training tab.
Navigation at Group Level – Training Management
Choose the training you want to manage and then click on the name.
Navigation at Group Level – Training Management
Once you get to the training page, choose “Administer Topic”.
Navigation at Group Level – Training ManagementThe page will then show you 3 different options:
• History – This will show you their online and onsite training for this course.• Make Required – This makes sure the course will show up under required training in their account• Certificate – Once a course I completed, it will generate a certificate you can download and print.
Navigation at Group Level – Training Management
You also have the option to enter training that was conducted onsite via an instructor. You can also add users that were on the roster, into the system to reflect in their training account.
Navigation at Facility Level – User Management
To Start – Choose My Facility>Manage Users.
Navigation at Facility Level – User Management
You will now be on the User Management page.
Add a single userUsing the spreadsheet, uploadmultiple users
Reset Pin
Inactivate User
Edit User
PDF trainingInstructions fortraining users
Navigation at Facility Level – User Management
Edit UserThis will let you know whether the user has a management accountor training account.
Navigation at Facility Level – User Management
The position that you choose for your employee will determine what training is considered required.
The role will determine what access a manager accountHas in the system.
Edit User
Navigation at Facility Level – Training Management
To Start – Choose Training> Training Management
Navigation at Facility Level – Training Management
You will now be on the Training Management page.
You can either choose to viewby employee training or training topic.
Navigation at Facility Level – Training Management - Employee
To edit training, choose “Administer Student”
Once you select this button, it will take you to the options for thisuser. You will be able to check their history, make a training required, and download their training certificate.
Navigation at Facility Level – Training Management - Training
To edit training, choose “Administer Topic”
The options will be the same as when you edit by employee: History, Requirement, and Certificates.
You can also chooseanother training type to administer or type of position to search for while you are on this page.
Questions and Answers
Contact Information
The recorded webinar and presentation slides will be emailed to
you today including your local representative’s contact information.
www.kpaonline.com