Transcript: SD WIZARD EEM WIZARD DETAILED INTERFACE SINGLE-RUN REPORTS START HERE WHY? HOW? QUALITATIVE VS. QUANTITATIVE DD Wizard MULTIPLE BUILDING FOOTPRINTS EQUEST ENERGY MODELING WORK-FLOW 2 HVAC SYSTEM TYPES PER MODEL MODIFY WIZARD INPUTS TO CREATE ALTERNATIVES MOSTLY GLOBAL CONTROLS WHAT? MAKE INFORMED DESIGN DECISIONS EARLY IN DESIGN PROCESS ~70 INPUT SCREENS THAT COVER MORE BUILDING CONTROLS PARAMETRIC RUNS OR START HERE GRAPHS & REPORTS ~50 INPUT SCREENS THAT COVER BASIC BUILDING PARAMETERS SINGLE BUILDING FOOTPRINT COMPARISON REPORTS CUSTOM COMPONENTS, MATERIALS, AND CONTROL OVER LOCAL PARAMETERS ANALOGOUS TO EEM WIZARD USED WITH THE DETAILED INTERFACE METHOD MOSTLY GLOBAL PARAMETERS MANY HVAC SYSTEM TYPES PER MODEL
Transcript: 1.) Qualify Name Title Company Email Phone Address 2.) Categorize By Source of lead? Marketing Event? Sponsored Event? Advertising? ect? 3.) Upload Type of Account? Are they enterprise or commercial non-customer? Prospect Vendor Vendor Contact Group? Lead Prospect Customer? Check against database Prospect Are they enterprise or commercial customer?
Transcript: Common Troubleshooting Call is received End of call Product Support Looking for Sales Opportunities - Explain customer about license per rooftop terms and consequences -Rename Licenses -Release Licenses -Reset Password -Repeat per all Terminals at Shop -Log in on each individual terminal one by one. -Create Shortcut - Asked for other Locations or if it belongs to an Auto group - Explain once again about License and Rooftop Subscription - In case of ALLDATA Service needed or required at different location, send information to ResearchTeam email. Finish Call Guideline - Ask if there is something else with can assist him with. -Thanks for Choosing ALLDATA -Finish Notes on COOL -Send email to Research Team in case of ALLDATA Required - Determine which Product he is using - Identify Problem during Call -Check agent previous Notes -Verified Address & Shop Phone# -Calling Shop Phone # -Determine if is Service Manager, Owner, etc. CSI Workflow Chart ID Verification
Transcript: Workflows Training Thank You! Costumes workflow Training topics 1. Workflows: why to use them? 2. Any classification doubts should be posted on C-Ops Insight as query 3. Additional feedback is always welcome 4. Time management: Q & A. What it is? What it is? WORKFLOW = DECISION TREE Definition Definition shows specific steps to follow in ASIN classification process. It provides questions to answer which leads to "TP" or "FP" category. General workflow General workflow Costumes workflow Costumes workflow Stationary Products Workflow Stationery workflow Scale Models and Craft Modeling Workflow Scale Models and Craft Modeling Collectibles Workflow Collectibles Workflow
Transcript: EASTERN SHOSHONE TRIBE- TRIBAL HISTORICAL PRESERVATION OFFICE TRIBAL FIELD TECHNICIAN WORKFLOW TRIBAL FIELD TECHNICIAN WORKFLOW FIELD TECH PLACED ON CALL FOR UP-COMI... FIELD TECH PLACED ON CALL FOR UP-COMING JOBS CONSULTATION IS REQUESTED THROUGH THPO OFFICE CONSULTATION IS REQUESTED THROUGH THPO OFFICE FIELD TECHS WILL BE ASSIGNED TO PROJECT VIA TELEPHONE FIELD TECHS WILL BE ASSIGNED TO PROJECT V... REPORT TO THPO OFFICE TO PICK-UP TRAV... REPORT TO THPO OFFICE TO PICK-UP TRAVEL INFORMATION TRAVEL TO SITE AREA TRAVEL TO SITE AREA CONDUCT RESEARCH ON SITE AREA CONDUCT RESEARCH ON SITE AREA CHECK-IN WITH PROJECT MANAG... CHECK-IN WITH PROJECT MANAGER ON ARRIVAL TO SITE AREA CHECK-IN HOTEL CHECK-IN HOTEL ARRIVE AT PROJECT SITE AT LEAST ... ARRIVE AT PROJECT SITE AT LEAST 15 MINUTES PRIOR TO START COMPLETE DAILY LOG FORM FOR EACH D... COMPLETE DAILY LOG FORM FOR EACH DAY ON-SITE SUBMIT COMPLETED DAILY LOG FORM A... SUBMIT COMPLETED DAILY LOG FORM AND PHOTOS TO THPO DIRECTOR AT THE END OF EACH DAY NOTIFY OFFICE WHEN PROJECT ... NOTIFY OFFICE WHEN PROJECT IS COMPLETE WHEN RETURNING TO OFFICE, CONFI... WHEN RETURNING TO OFFICE, CONFIRM DAILY LOG FORMS AND PHOTOS COMPLETE AND SUBMIT FINAL REPORT FORM SUBMIT FORMS & PHOTOS THAT HA... SUBMIT FORMS & PHOTOS THAT HAVE BEEN APPROVED AND RETURN EQUIPMENT TO THPO OFFICE
Transcript: Set up a reminder in HubSpot to follow up if haven't received quote back Go to File Export Create PDF Download: 1. Excel Quote PDF 2. Product Terms and Conditions 3. License Agreement https://drive.google.com/open?id=0B2GOtdKd2NdOMW1weUVfZEp1U2c Excel Quote Template Complete Sales person to fill in and complete the blue 'Marketing & Sales' component Send Formal Quote Received Signed Quote Back Fill in the Order Tracking Log in 'Orders' folder in Google Drive https://docs.google.com/a/slantrange.com/forms/d/e/1FAIpQLSe9SgyFkwH_goZs_NhpB-Q0eh40nw1et9blym8X9G8oiNfCKw/viewform?c=0&w=1 Mike Ritter sends invoice Add sent copy to 'Proposals' folder in Google Drive https://drive.google.com/open?id=0B2GOtdKd2NdOV2w2TUUwRXBfblU Save PDF with same file name Email Sales Representative (i.e. Matt Barre or Abe Roder) with attached Merged Quote Ex. 20160720 (Brown) or 20160720 (Best Drones) Place completed Invoice in the 'Invoices' Folder in Google Drive link to license: Submit work order form in 'Manufacturing' folder in Google Drive Depending on how urgent they sounded or when they said they would get it back to you by, set your reminder accordingly. https://drive.google.com/open?id=1TfugMvpFlY7AKgtqXnPJaXAo7EUYsLz7yeKwPNOMjDs Merged PDF Complete Draft up invoice using the Invoice Template in 'Invoices' Folder in Google Drive At time of shipping, send email to Mike Ritter to review invoice prior to sending https://drive.google.com/open?id=0B_V0_Rquu1SZTzdXcklhSFg3cFU Tool Box Move signed quote to 'Orders' folder in Google Drive Open Link to Excel Quote Template & Download as an Excel Sheet Attach a copy of signed quote to the HubSpot company's deal https://drive.google.com/open?id=0B4XJEdsuzv_SempqbXJ1UjNkbEk Change company's HubSpot deal status to quote submitted Save as Quote # (Client Surname/Company Name) Send Thank You email for the order along with an estimated shipping time (need to confirm this with manufacturing). Also, notify the customer that they will receive the shipping invoice at time of shipping. https://app.hubspot.com/sales/1963848/deals?_ga=1.190696363.1080407520.1466704707 https://app.hubspot.com/sales/1963848/deals/board/view/my/?_ga=1.190696363.1080407520.1466704707 Excel Quote in PDF Form Complete link to Product Terms: respectively https://drive.google.com/open?id=0B_V0_Rquu1SZVGNBNlZtN3FFbFU Go to Smallpdf.com and Select Merge PDF https://drive.google.com/open?id=0B2GOtdKd2NdOVTNEQjlFZFpZTFk https://smallpdf.com/ https://drive.google.com/open?id=0B4XJEdsuzv_STEFGSkJ2MXFod28
Transcript: WHAT I THINK I KNOW CONFIRMED FACTS MISCONCEPTIONS NEW FACTS WONDERINGS RAN CHART
Transcript: Workflow chart IC process for U.S. Citizens and Resident Aliens The department hiring the service provider identifies the need for the service and makes sure there is an available budget Guidelines for Limited Engagement: -A Limited Engagement Fee is a payment to an individual (non-employee/faculty, non-student) for providing a service of an academic nature, short duration, and/or low dollar amount. - ($1,000 or less per transaction; $5,000 per year max). This is intended for guest speakers, guest lecturers, artists, performers, writers/editors, board members, critics, preceptors, mentors and/or those services meeting the fee guidelines. If you are unsure if the service qualifies as a limited engagement process please contact Holly Marrone in the HR office at firstname.lastname@example.org 1. Use the space bars or these arrows to navigate through the presentation 2. Or click on each circle to enlarge and scroll out with the mouse to return 3. DO NOT use Back-page function in top left How to use Prezi Click Here 1st Limited Engagement If the individual is not an existing supplier, request Non-PO payee be added as a new Non-PO supplier. Signed Limited Engagement agreement is uploaded. Payee will complete the supplier registration and is responsible for uploading their W-9 (U.S. Persons)/W-8BEN, Passport, and Certificate of Foreign Source Income (Non U.S. Persons) in the secure portal. Global -services outside the U.S. If the payee is unable to access this portal/on board themselves, a proxy function is available. Non-PO Payment Request is prepared and the signed Limited Engagement Global agreement, statement of work/supporting documents, if any, are uploaded. Secure sign the completed Limited Engagement - Nonresident Alien documentation to either Cara Salsberg or Hillary Stein in the Tax Office to confirm the nonresident is eligible to receive payment for the limited engagement. Services within the U.S. (Non-resident Aliens) If the individual is not an existing supplier, request Non-PO payee be added as a new Non-PO supplier. Signed Limited Engagement agreement is uploaded. Payee will complete the supplier registration and is responsible for uploading their W-8BEN and Passport in the secure portal. If the payee is unable to access this portal/on board themselves, a proxy function is available. Non-PO Payment Request is prepared and the signed Limited Engagement agreement, and statement of work/supporting documents, and I-94 Departure Record are uploaded. If the individual is not an existing supplier, request Non-PO payee be added as a new Non-PO supplier. Signed Limited Engagement agreement is uploaded. Payee will complete the supplier registration and is responsible for uploading their W-9 in the secure portal. Services within the U.S. (U.S. Persons) If the payee is unable to access this portal/on board themselves, a proxy function is available. Non-PO Payment Request is prepared and the signed Limited Engagement agreement, and statement of work/supporting documents, if any, are uploaded. Need for service is identified Independent Contractor The hiring department initiates the purchase order process and engages the independent contractor for services. After completion of the project (or at intervals agreed upon in the contract), the independent contractor sends an invoice directly through Penn Marketplace referencing the PO number to receive payment. A) Service Provider Questionnaire D) Purchasing Services is responsible for reviewing and signing all Personal/Professional Service Agreements on behalf of the University, including agreements for activity outside of the United States. Hiring office requests the potential contractor to complete: i. Please contact the office of Taz and International Operations prior to engaging a nonresident alien as an independent contractor to understand the limitations of his/her visa and the additional paperwork required for processing payment. B) For nonresident aliens providing a service within the U.S. - Foreign National Information Form. i. Global Support Services as developed Hiring Abroad Toolkit to determine if the individual can be engaged as an independent contractor or whether a Professional Employment Organization should be utilized ii. Please contact Global Support Services prior to engaging an individual for services transpiring outside of the U.S. C) If the activity/service takes place outside of the United States. Using the completed Service Provider Questionnaire and what they know about the project, the hiring department completes the Service Provider Evaluation Worksheet. i. Hiring department forwards SPQ and SPE form along with hiring manager's description services to be provided to Human Resources for determination. A) Individual should be engaged as an independent contractor. i. Hiring department should continue to work with Human Resources to complete the hiring process. Note: If the individual is hired as an employee but is not located near main campus, the
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