culture of performance & accountability leader...

DinePLATE LMS | Guide

| 2.2016 ©2016 DineEquity, Inc.

Confidential and Proprietary Information

All of the information in this document is the property of DineEquity, Inc. (“DineEquity”); Applebee’s International, Inc. (“Applebee’s”); International House of Pancakes, LLC (“IHOP”); and their respective parents, subsidiaries and affiliates. The contents contain confidential and proprietary information about the Applebee’s Grill & Bar and IHOP restaurant systems and are for the exclusive use of employees and franchisees of DineEquity, Applebee’s, and IHOP. Do not reproduce, disclose, or distribute the contents of this guide in whole or in part, without obtaining prior consent from DineEquity. This guide is drafted for use by DineEquity and its subsidiaries and is being provided to franchisees of the Applebee’s and IHOP systems in an effort to share business practices, processes, and tools that may improve a franchisee's own operations and enhance the overall success, reputation, and shareholder value of the system. This guide is not intended to limit a franchisee’s control over, or a franchisee’s obligation and sole responsibility to manage, its restaurant(s), including but not limited to its labor, employment and customer relations practices. Use of this guide is optional and voluntary and not mandatory. Before using this guide or adopting the processes or tools described herein, franchisees should carefully evaluate the guide’s fit and function within the franchisee's own operations from a financial, legal, technological, and cultural perspective. In addition, franchisees should consult with their legal counsel to identify and address any legal considerations that may arise from the use of this material in the jurisdictions in which they operate.

DinePLATE Franchise Administrator | Guide

©2016 DineEquity, Inc. 2.2016 |

Table of Contents

Welcome to DinePLATE ........................................................................... 6

Roles and Responsibilities ...................................................................... 7

Franchise Administrator Checklist .......................................................... 9

Training with DinePLATE ....................................................................... 11

DinePLATE Franchise Organization Configuration .............................. 12

Creating and Maintaining User Accounts ............................................. 14

Site Access ............................................................................................. 15

User Management ................................................................................... 17

Creating a User..................................................................................................................... 18

Editing User Accounts........................................................................................................... 20

Shared Reports ....................................................................................... 22

Running Shared Report Templates ....................................................................................... 22

DinePLATE Shared Reports ................................................................................................. 25

Running Active Team Member Report .................................................................................. 26

Scheduling Shared Reports .................................................................................................. 29

UTC ...................................................................................................................................... 29

Ad-Hoc Reporting ................................................................................... 32

Create a Personal Template ................................................................................................. 32

Edit a Personal Template ...................................................................................................... 33

Delete a Personal Template.................................................................................................. 33

Run a Report ........................................................................................................................ 34

Manually Run a Scheduled Report ....................................................................................... 35

Save a Report ....................................................................................................................... 35

View Report Results ............................................................................................................. 37

E-Mail a Report ..................................................................................................................... 37

Removing Users from Report E-mail Distribution List ........................................................... 38

Delete a Saved Report .......................................................................................................... 39

DinePLATE LMS | Guide


Create a Report Schedule .................................................................................................... 39

Create a One-Time Schedule ............................................................................................... 41

Create a Daily Schedule ....................................................................................................... 41

Create a Weekly Schedule ................................................................................................... 42

Create a Monthly Schedule ................................................................................................... 42

Activate or Deactivate a Schedule ........................................................................................ 43

Edit a Schedule..................................................................................................................... 43

Delete a Schedule ................................................................................................................ 43

Support .................................................................................................... 44

FAQ .......................................................................................................... 45

Reference ................................................................................................ 49

DinePlate and POS Integration ............................................................................................. 50

Information Needed by DinePLATE Support ......................................................................... 50

DinePLATE Information Form ................................................................ 52

Equipment and Services Needed .......................................................... 54

Internet Connection .............................................................................................................. 56

Internet Browser Configurations ........................................................... 58

Configuring Google Chrome ................................................................................................. 58

Configuring Internet Explorer ................................................................................................ 68

Configuring SAFARI ............................................................................................................. 77

Configuring Firefox ............................................................................................................... 81



Congratulations! If you are reading this manual, it’s because you have been designated as the DinePLATE Franchise Administrator. You play a key role in the DinePLATE implementation for your organization. We are here to support you and provide you with the information you need to be successful. As a DinePLATE Franchise Administrator, your responsibilities include:

1. Attend DinePLATE Franchise Administrator training

2. Coordinate pre-launch activities

o Purchase and configure hardware

o Coordinate DinePLATE account creation with IT implementation

3. Manage user accounts

4. Generate reports

5. Provide DinePLATE first-line of support

6. Deliver DinePLATE training for your organization

This guide provides you with same great information and tools to guide you in your DinePLATE journey. Thank you for your commitment to excellence and to your organization. Your DinePLATE support team



WELCOME TO DINEPLATE

INTRODUCTION

What is DinePLATE? DinePLATE:

• Personal

• Learning

• And

• Training

• Environment DinePLATE is a web-based personal learning and training environment for the administration, delivery, tracking and reporting of learning. How will my franchise organization use DinePLATE?

• Deliver Brand Core training programs to Team Members

• Track training completion and test results

• Access Team Member performance and skill level

• Store and report Team member training records electronically What are the advantages to using DinePLATE?

• Allows for innovative learning activities, ensuring consistent & quality training • Provides web-based access to review learning, when and where needed • Delivers updated training content immediately • Provides measurable data for reporting • Offers 24/7 support via Skillsoft customer support

DinePLATE Software Platform

DinePLATE uses the Skillport platform developed by Skillsoft, a recognized learning and development industry leader. Skillport is a cloud-based learning management system that can run on any HTML5 compatible web browser. Specific hardware and software information is found in the Reference section of this manual.



Training Method

DinePLATE allows us to offer training in a variety of formats including e-learning, instructor-led and on-the-job learning activities. Team Members will access DinePLATE and locate the specific information necessary for their job including videos, e-learning activities, specific topics /standards and quizzes. DinePLATE provides a platform to

• Deliver consistent messages and information.

• Evaluate knowledge and manage the results. DinePLATE activities are integrated with on-the-job activities to complete position training. The practical experience and on-the-job knowledge administered by Certified Trainers and Managers is essential to a Team Member’s success.

ROLES AND RESPONSIBILITIES

Franchise Administrator Duties

Let’s look at the other responsibilities of the Franchise Administrator:

• Provide training for your restaurant leadership • Support training cascade to rest of your organization • Provide DinePLATE technical support for your organization

o Gain thorough understanding of DinePLATE user interface o Escalate training content errors or questions to

[email protected] o Contact Skillsoft support for technical questions @ support.skillsoft.com

or http://onlinesupport.skillsoft.com/contact.asp for a live chat session

• Manage user accounts o Provide support to ensure your Team Members can successfully access

DinePLATE o Create, edit and deactivate records for above restaurant leadership (If

using POS Integration) o Create/maintain accounts for all of your Team Members if not using POS

integration

• Generate reports o Create franchise specific report templates

mailto:[email protected]

http://onlinesupport.skillsoft.com/contact.asp



o Edit and manage reports templates as necessary o Create and generate scheduled reports for restaurants

Other Roles and Tasks

Managers This position is able to run reports on anyone within their responsibility. Responsibilities: • Ensure New Hire data is entered into the POS one day prior to orientation to

ensure they can access DinePLATE. • Check up on the progress of trainees. • Set up reports and report schedules if desired. • Review reports. • Contact Franchise Administrator if you have DinePLATE questions

Report any system or hardware issues with details of experience along with the date and time to the Franchise Administrator or District Manager. Certified Trainers and Neighborhood Experts

Responsibilities • Assist New Hire through training.

Certified Trainer/Neighborhood Expert must be available regularly for questions even when New Hire is engaged in a DinePLATE lesson.

• Check for Understanding and supplement knowledge (e.g. real life examples and tactical information) at the end of lessons and learning activities

• Report any system or hardware issues with details of experience along with the date and time to the Manager

New Hires and Team Members

• Complete coursework as assigned by Trainer and/or Manager while on the clock. The New Hire must feel free to ask any questions

• Follow the instructions and flow of the programs



FRANCHISE ADMINISTRATOR CHECKLIST

Pre-launch activities

After the DinePLATE Terms of Use is signed, what do you do to get started? We recommend that you begin by implementing DinePLATE in one restaurant first and ensure it is successful before launching DinePLATE in your other locations. Prerequisites (DinePLATE Franchise Administrator / Franchise IT)

• Complete and forward a DinePLATE Information Form to [email protected]. (See DinePLATE Information Form on page 52 in Reference section)

• To create DinePLATE user accounts, email the DineEquity IT implementation team regarding the POS Integration at [email protected]. Provide:

o IT contact(s) name, email address, and telephone number o Franchise organization name o Brand (Applebee’s or IHOP)

• Confirm hardware available to connect to DinePLATE. (See Equipment and Services Needed on page 54 in reference section)

• Configure hardware according to DinePLATE specifications. (See Internet Browser Configurations beginning on page 58 in reference section)

• Email DinePLATE Support at [email protected] when all activities listed above are complete.

6 weeks out

• Attend a DinePLATE Franchise Administrator Training session. • Determine launch dates for initial locations • Confirm with the DineEquity IT implementation team successful completion of

Micros or A1POS Integration by emailing DineEquity Implementation team at [email protected]

5 weeks out

• Attend conference call/QA session with Field Training Consultant/Certified Trainer to confirm readiness.







4 weeks out

• Facilitate initial location pre-launch meeting • Cascade training to first location

2-3 weeks out

• Pilot Restaurant using DinePLATE for training (new hire and menu campaign/window)

• Create scheduled reports for restaurant • Develop above restaurant leadership hierarchy

1 week out

• Franchise Administrator run reports, verify results, conduct Pulse Check with Restaurant. Determine franchise implementation dates.

Rollout

• Cascade to franchise organization



TRAINING WITH DINEPLATE

Training Routine for New Hire

Access the DinePLATE tutorials available from the Quick Links menu on the DinePLATE home page to learn more about how to use DinePLATE.

1. Log on to the system: go to https://dineequity.skillport.com. Follow login guidance available on the website.

2. Find the course: – Choose Library Select Position – Select position – Launch the level you want

3. Walk through the course: – When the course starts, follow the arrows at the bottom. – If you need to leave before the course is completed simply exit via the “x”

to the right (The course will automatically bookmark, allowing you to return to the same place when returning to the course).

4. Participate in hands-on training: When the trainer is ready, join him/her on the station for the live practical training activities.

5. Complete the course: Return to DinePLATE as needed to complete the course and take any assigned quizzes. Retake quizzes as necessary. Finals are via the Assessments tab on the left.

Review the Day: At the end of the shift the Trainer and Manager will check for Understanding and Progress.

Training Routine for Promotions and Menus

Videos and Standards – Review in groups or as schedules allow. Quizzes - Complete the quiz individually to register a score. 1. Log on: As listed above. 2. Find the course:

– Toggle Featured Topics (on left) – Select the menu window desired

https://dineequity.skillport.com/



– Select View. – Launch the course.

3. Walk through the course: – When the course starts, follow the arrows. – Access the quizzes with Begin Test button.

DINEPLATE FRANCHISE ORGANIZATION CONFIGURATION

Franchise Structure

When you complete the DinePLATE Information Form found on page 52, the system administrator creates your franchise organization in DinePLATE. You can view your organization structure by accessing the ADMIN site in the Quick Links menu. This is the structure for most franchisees:

Franchise Admin Create as many

regions and districts as necessary with your own restaurants beneath them

Leadership Regions (OPTIONAL) Director of Ops Districts

Area Directors Restaurants

Managers FOH Team Members

BOH Team Members Deactivated Team Members



The group codes will be created as listed below:

Group Name Org Code Restaurant XXXX_RestaurantName Axxxx or Ixxxx FOH FOH FOH_Axxxx or FOH_Ixxxx BOH BOH BOH_Axxxx or BOH_Ixxxx Deactivated Deactivated brand_Axxxx_deactivated or

brand_Ixxxx_deactivated

IMPORTANT: • DO NOT add additional subgroup(s) within the restaurant. That will interfere with

DinePLATE operations.

• When accessing the franchisee tree, everyone will only be able to see their level and those under their responsibility.

• A = Applebee’s , I = IHOP • XXXX represents the 4 digit Applebees or IHOP restaurant number.



CREATING AND MAINTAINING USER ACCOUNTS

Process

There are three ways to create and maintain your restaurant rosters in DinePLATE: 1. DineEquity Automated process.

This process will gather employee data from the restaurant Micros or A1POS. That information is transmitted automatically during POS end of day and imported into Skillport three times daily at 5am, 4pm and 9pm CST. If you are not using Micros or A1POS, DineEquity IT Implementation can supply the specifications to create your own export file for Skillport.

2. DinePLATE support will provide you with a spreadsheet which you will need to complete. Once completed, the spreadsheet provides all the same data as the Automated Process. DinePLATE support will upload this information into Skillport to create the initial user accounts. After the initial load, Franchise Administrators must manually maintain all employee changes, including creating new users and deleting users.

3. Contact Skillsoft directly to purchase an integration to your own specific HRIS system. This option is provided by Skillsoft at a cost.

If you choose the DineEquity Automated process, the DineEquity IT Implementation department will help you through this installation.

Export Methods

The Daily EOD Run which occurs at 5 AM CST. 1. During POS end of day, all employee information is exported and transmitted to a

secure Skillsoft SFTP Site. 2. Skillsoft then processes and updates the user accounts in DinePLATE.

Updates include:

• New Hires • Deactivations (Terminations) • Data corrections • Transfers

Because of the size and number of files, it may take a couple of hours for the user accounts to update in DinePLATE.



Optional Run at 4 PM and/or 9 PM CST: 1. The restaurant manager triggers a manual export:

a. For Applebee’s, there is an icon on the Back of House Office computer. Just click on the icon to begin the manual export.

b. For IHOP, on the Back of House Office computer there is an icon on the Auto Sequence Menu. Just click on the icon to begin the manual export.

2. Just as with the Daily EOD Run a file is transmitted to a secure Skillsoft SFTP Site and Skillsoft processes and updates the user accounts in DinePLATE.

The Data being updated are the changes that have occurred since the Daily Run. The Optional Run only occurs if it is triggered by the restaurant. This manual process can be done as many times as needed, but will only be processed by Skillsoft daily at 5am, 4pm, and 9pm CST. It may take a couple of hours for the user accounts to update in DinePLATE because of the size and number of files. Because of the timing involved, a best practice is to create the Team Member’s record in the POS one day prior to new hire orientation to ensure the Team Member can access DinePLATE.

SITE ACCESS

Site URL

• https://dineequity.skillport.com

o IMPORTANT: The DinePLATE (Skillport) site is offline every Sunday 1 PM to 3 PM Eastern Time. Adjust your training schedules accordingly.

• Sign in directions are on screen.

• Check the box to acknowledge the disclaimer.

https://dineequity.skillport.com/



• We recommend that your Team Members only train while on the clock. At company-owned restaurants, the franchisor requires employees to access training only in the restaurant while on the clock. Each franchisee should consult with your own HR and legal counsel to determine how best to train and manage your employees. The site will pop up a disclaimer message when signing in.

• Click OK to acknowledge.



USER MANAGEMENT

In most cases the process of creating and editing User records is automated. However, there may be instances when the Franchise Administrator must do it manually:

• Adding, editing, transferring or deactivating above-restaurant leadership

• Adding a new employee for a restaurant outside the Automated Process (The Automated Process requires new users to be in DinePLATE one day before access is needed)

• Editing the password for a User.



Creating a User 1. Click Users & Groups > User Management on the navigation bar. 2. In the group hierarchy, navigate to the group to contain the new user, and highlight

it. 3. Click New User. 4. Enter information for the

user in the fields provided. a. Status: Choose

Activate b. User Name: First

Initial, First 3 Letters Last Name, Last 4 SSN (ex. hkir4021)

c. Password: Birthdate (MMDDYYYY)

d. Verify Password: Birthdate (MMDDYYYY)

e. Force Password Change: DO NOT CHECK

f. First Name:Legal Name

g. Last Name:Legal Name

h. Email Address:Enter i. Display First Name:

First Name or Nickname

j. Location: 4 digit Applebees or IHOP Restaurant Number k. City: Enter l. State: Enter m. Country: Enter



n. Zip: Enter o. Hire

Date:Enter MM-DD-YYYY

p. Term Date:Enter if leaving

q. Hourly or Salary: Enter

r. Primary Job: Enter

s. Brand: APPB, IHOP or DINE t. Franchise: Select dropdown u. PositionRestFOH:

Yes if Dining Room. v. PositionRestBOH:Yes if Kitchen w. PositionRestManagerSupervisior: Yes if

Manager or Supervisor x. Group Membership: The process

should already have filled this in. If not follow this proceedure… Edit>APPB>Fran>District… Highlight Restaurant and select green Add Arrow

y. Role: Employee = EndUser All others = Manager

z. Customize (for Admin only): SELECT Customize and Uncheck everything except

• Users & Groups • User/Group Info • Reports

5. Click Save & Add Another to save this user and add another new user, or click Save to save this user and return to the User Management page.



Editing User Accounts Editing for transfers and personal information changes You can edit the information on your leadership at any time with the following process:

1. On the Admin screen choose User Management from the Users & Groups dropdown.

2. Expand your tree until you find the person you want.

3. Highlight the person and choose Edit on the right side pane.



4. Edit any of the necessary fields.

5. If the person is changing locations, choose the Edit button and go to step 7. 6. If changes are complete, select Save to complete the process.

7. Expand your tree until you find the level or restaurant of this person. Select the Add arrow.

8. Highlight the location to remove and choose Remove.

9. Select OK, and then Save.

Note: If the manager switches restaurants, you may want to reset their email to the new restaurant email, depending on your franchise protocol for the reports email.



SHARED REPORTS

Running Shared Report Templates The reporting feature is very robust. There are a total of 72 report templates with a dizzying number of options and methods to personalize each one. DinePLATE support has designed (and continues to update) several common reports that will help everyone get started. These are called Shared Report Templates and are listed in the Admin >Reports>Templates> Shared. Below you will see the steps on how to run these reports. In addition there are tutorials available which you may review. Begin using the reports in the Shared Templates to familiarize yourself with the report options before creating new Report Templates. 1. Navigate to the Shared page

• Follow: Quick Links > Admin • Then: Reports tab > Templates • Then: Shared sub-tab

2. Choose a Report (double click on the report title)



3. Adjust the information as needed. Activity Dates Adjust default if necessary. Groups /Users Default= Groups

If Choosing groups, ensure the Select Subgroups check box is checked (lower right side of window). Asset Filter Default= All

Asset = Individual video, topic or quiz.

Reset to Users if you want a specific Team Member. Expand the choices on the left side and highlight the groups or Team Members you need, then select the green arrow.

Default User Status = Activated If you need certain courses… – Expand the Applebees Library. – Expand to particular course. – Highlight the course and select arrow

4. Choose Save Result (Right Corner)



3. Format the report. 4. Choose OK Properties (Format)

Format: Select EXCEL from Drop Down.

Email Select Tab and check box. Enter an email address to send a link to the report.

5. Open Report Personal Double click on report to open it after the Status reads “Completed”



DinePLATE Shared Reports

Active Team Members List of all active Team Members in each selected group, sorted by Team Member.

Brand Monthly Activity Report Monthly detailed course activity data, sorted by Team Member. This can be run by individuals or by groups. Brand Weekly Activity Report Weekly detailed course activity data, sorted by Team Member. This can be run by individuals or by groups.

Brand Course Completions by Course Displays Team Members' access activity per course



APPB Monthly Quizzes Report (This report is currently available for Applebee’s brand) Displays quiz activity

Running Active Team Member Report 1. Navigate to the Shared page

• Follow: Quick Links > Admin • Then: Reports tab > Templates • Then: Shared sub-tab

2. Choose Brand Active Team Member (double click on the report title)

3. Expand Groups 4. Highlight Restaurant, select Green Arrow 5. Highlight brand (APPB or IHOP) and select remove 6. Check Select Subgroups 7. Choose Save Result



8. Format the report. Properties (Format)

Format: Select EXCEL from Drop Down.

Email Select Tab and check box. Enter an email address to send a link to the report.

9. Choose OK



10. Open Report Personal Double click on report to open it after the Status reads “Completed”

Active Team Members - List of all active Team Members in each selected group, sorted by Team Member.



Scheduling Shared Reports Each report can be set to run on a schedule… daily, weekly, or monthly. This reduces the time and effort of creating the report manually. You can configure the report once and automate it. You can also configure the report parameters to send a link to that report. This reduces the number of clicks to get the report and makes it available on another computer.

UTC When setting up schedules, it will ask for the time to run in UTC time. This chart will help you decipher the 24-hour time of your time zone into the UTC time.

UTC PST MST CST EST 7 0 1 2 3 8 1 2 3 4 9 2 3 4 5

10 3 4 5 6 11 4 5 6 7 12 5 6 7 8 13 6 7 8 9 14 7 8 9 10 15 8 9 10 11 16 9 10 11 12 17 10 11 12 13 18 11 12 13 14 19 12 13 14 15 20 13 14 15 16 21 14 15 16 17 22 15 16 17 18 23 16 17 18 19 0 17 18 19 20 1 18 19 20 21 2 19 20 21 22 3 20 21 22 23 4 21 22 23 0 5 22 23 0 1 6 23 0 1 2



1. Go to Admin>Reports>Templates>Shared Reports 2. Choose the report you want by double clicking 3. Adjust the report settings:

• Adjust the Group: Add each restaurant (with the Add Arrow) and delete Brand (IHOP or APPLEBEE’s).

– Make sure Select Subgroups is checked.

• Adjust any other settings you want.

• Choose Save As 4. Rename report with your franchise. Choose OK 5. Choose Yes at Do You Want to Create Schedule? 6. Change the format and schedule settings

• Format CSV to Excel

• Schedule One Time to Weekly

• Start Time from 3:00 UTC to 4:00 local time – To 11:00 UTC for PST – To 10:00 UTC for MST – To 9:00 UTC for CST. – To 8:00 UTC for EST

7. Choose Email Tab and check box 8. Choose the emails and select Add Arrow. Choose OK Notes:

• Limitation 1: All persons needing access to the report must be added to the distribution list even if they share an email address. The manager must access the report through the email address used in DinePLATE.

• Limitation 2: The report must target a group, and not an individual since the individual target is always changing.

9. Go to Admin>Reports>Templates>Shared Reports 10. Choose the report you want by double clicking 11. Adjust the report settings:

• Adjust the Group: Add each restaurant (with the Add Arrow) and delete Brand (IHOP or APPLEBEE’s).

– Make sure Select Subgroups is checked.



• Adjust any other settings you want.

• Choose Save As 12. Rename report with your franchise. Choose OK 13. Choose Yes at Do You Want to Create Schedule? 14. Change the format and schedule settings

• Format CSV to Excel

• Schedule One Time to Weekly

• Start Time from 3:00 UTC to 4:00 local time – To 11:00 UTC for PST – To 10:00 UTC for MST – To 9:00 UTC for CST. – To 8:00 UTC for EST

15. Choose Email Tab and check box 16. Choose the emails and select Add Arrow. Choose OK



AD-HOC REPORTING

Create a Personal Template

1. From the Reports menu, click Templates. 2. Select the desired template. 3. Click Edit.

4. If desired, click the following tabs or drop downs to access the associated filters:

• Activity Dates - specifies what period in time the report should include. • Group / Users - returns data only for the selected groups or users. • Asset Filter - returns data only for the selected content. • Filter Options - a variety of filters for selecting criteria such as assignment and

access dates, specific Skillport user and group information, completion status.

5. If desired, click Display Options and determine what column headers the report will include and how the data will display.



6. Optionally, you can run the report to preview the results before saving the template to determine if it meets your needs, or you can save the results.

7. To save the template, click Save As. The Save As dialog displays. 8. Enter a Name for the personal template. Name field is mandatory and cannot

contain more than 120 characters. The following characters are not allowed: \ / : * ? " < > | ; {}

9. Enter a Description of the template, if desired. Maximum character limit is 512. 10. Click OK. The new template will be saved to the Personal tab and a message will

prompt you to create a schedule for this template. 11. Click Yes to create a schedule or No to display the Personal template tab.

Edit a Personal Template

1. From the Reports menu click Templates. 2. Click the Personal tab. 3. Select the desired template. 4. Click Edit. The Template window opens. 5. Modify the filters and display options as desired. 6. Click Save.

Optionally, you can copy the Personal template by clicking Save As and renaming the template.

Delete a Personal Template

1. From the Reports menu click Templates. 2. Click the Personal tab. 3. Select the desired template. 4. Click Delete.

If a schedule is associated with this template, a message will display asking you to confirm whether or not you want to delete the template and its associated schedule. You must click Yes and delete the schedule in order to delete the personal template. Both the personal template and the associated schedule will be deleted.



Run a Report

1. From the Reports menu click Templates. 2. Select either the Default or Personal tab. 3. Select the desired template. 4. Click Preview. The results displays in the Preview window.

5. In the Preview window you can:

• Sort the data by clicking the column headers. Note: Changes to the sort order are not maintained when saving results.

• Edit the template to modify the dates, filters and display options in order to create a personal template.

• Save Template if this template has been modified.

• Save result of the report to the Results tab.



Manually Run a Scheduled Report

1. From the Reports menu, click Schedules. 2. Select the desired schedule. 3. Click Run Now. The report will be saved to the Results window at the top of the list. Notes:

• Reports with a large amount of data may take several minutes to generate a preview.

• In some instances, if the report contains no data the column headers will still display, but with empty rows.

• Reports can also be previewed from a Template window.

• Reports run from schedules do not display in the Preview window.

• Some Content Activity and Learning Activity reports contain a 'Completion Status' column. If the Completion Certificate option is enabled in Skillport, a Completed value in this column will be a hyperlink that allows you to view the certificate in a separate window. You can print the certificate from the File menu of the new window.

Save a Report

1. Click Templates and select either the Default or Personal tab. 2. Select the desired template. 3. Click Preview. The Preview window displays the results. 4. Click Save Result.

You can also save the result from the Edit Template window. The Save Result dialog displays with a Properties tab and an Email tab.



5. In the Properties tab, complete all fields as described below.

Name - (Required) Modifiable field pre-populated with the name of the saved template. Max character limit is 120. Cannot contain the following characters: \ / : * ? " < > |; {}

Description - Modifiable field pre-populated with the description from the saved template. Field can be blank. Max character limit is 512.

Format - Available options: HTML, CSV (default), PDF, Excel. Chart templates can only be saved in the PDF format.

Delete In - Determines when the report will be automatically deleted from the Reporting interface. Choices include: 7 Days (default), or 30 Days. To store a report for longer than 30 days, use the Download option.

Include Report Parameters - When checked, parameters such as template name, description, date generated, input options, and last successful database refresh will display in the results. Default is unchecked. You cannot include parameters in reports saved as a CSV file.

If desired, click the Email tab to configure the Email Notifications feature.



6. Click OK. The Results window opens with the saved report displayed at the top of the list. If you are saving the result of a chart template accessed from the dashboard, the Results window will not open.

Note: If you are saving the results from the Edit Template window, the template changes will not be saved. You must save the template first in order to maintain the changes.

View Report Results From the Results window you can: Refresh the screen to update the list of saved results.

Download the report results. Downloading results saves them to your hard drive or

external storage device. Delete a saved report result.

Delete All report results

E-Mail a Report

1. In the Skillport Admin menu, click Reports > Templates. 2. Select a template from the

list. 3. Click Schedule. 4. In the Save Schedule

dialog, click the Email tab. 5. Click Deliver report

results to selected users to display the Users and Groups selector.

Note: This check box is unchecked by default. If desired, use Search to display specific users in the Users and Groups pane.

6. In the Users and Groups pane, select the desired user(s). The Add arrow enables.



Note: You can select multiple users to add to the list, but you cannot select Groups of users. Users listed in red do not have an email address and therefore cannot be added to the list.

7. Click Add. The selected users are added to the list. 8. Click OK.

Removing Users from Report E-mail Distribution List

1. In the Send Email to... pane, click the users' name.

2. Click Remove.

Download a Saved Report

1. From the Reports menu, click Results.

2. Select the desired report result.

3. Click Download. 4. Use your browser's save options to save the results to your local storage device.



Delete a Saved Report

1. From the menu click Results.

2. Select the desired report result.

3. Click Delete.

4. Click Yes in the confirmation message. The report is removed from the list.

Optionally, you can delete all the results simultaneously by clicking the Delete All button.

Create a Report Schedule

1. Click Templates and select either the Default or Personal tab. 2. Select the desired template. 3. Click Schedule. The Save Schedule dialog displays with a Properties tab and an

Email tab.

4. In the Properties tab complete all fields as described below. Name - (Required) Modifiable field pre-populated with the name of the saved

template. Creates the name of the schedule and the name of the report generated by the schedule. Max character limit is 256. Accepts alphanumeric characters only. Does not support the use of any special characters.



Description - Modifiable field pre-populated with the description from the saved template. Field can be blank. Max character limit is 512.

Format - Determines the format of the saved report generated by the schedule. Choices include: Excel, HTML, CSV (default), PDF. When opened, a saved report displays in the viewer associated with the file type on the user's machine. Note: Reports saved in the Excel format may have an extra column in every row.

You cannot hide this column in the report template, however you can remove the column once you open the report in Excel.

Delete In - Determines when the report generated by the schedule will be

automatically deleted from the Results tab. Choices include: 7 Days (default), or 30 Days. To store a report for longer than 30 days, use the Download option.

Include report parameters - When checked, parameters such as template name, description, date generated, input options, and last successful database refresh will display in the report generated by the schedule. Default is unchecked. Cannot include parameters in a CSV file

5. In the Schedule section, select the type of schedule you want to create from the drop down. Complete all fields as described below.

Note: The time zone for all schedule start times is UTC.



Create a One-Time Schedule Complete all fields as described below. Start - (Required) Determines the date the schedule should become active. The

schedule will run the report once and not reoccur. Default is current day's date. Start Time - (Required) Determines the time of day the report will be queued for

execution. Default is 3:00 UTC time.

Create a Daily Schedule Complete all fields as described below. Start - (Required) Determines the date the schedule should become active.

Default is current day's date. End by - Determines the date the schedule becomes inactive and reports stop

running. If left blank, the report will reoccur indefinitely. On the following days - Determines which days of the week the report will run.

Select one or more days. Start Time - (Required) Determines what time of day the report will be queued

for execution. Default is 3:00 UTC time.



Create a Weekly Schedule

Complete all fields as described below. Start - (Required) Determines the date the schedule should become active.

Default is current day's date. End by - Determines the date the schedule becomes inactive and reports stop

running. If left blank, the report will reoccur indefinitely. On the following day - Determines which day of the week the report will run.

Select only one day. Start Time - (Required) Determines what time of day the report will be queued

for execution. Default is 3:00 UTC time.

Create a Monthly Schedule

Complete all fields as described below. Start - (Required) Determines both the date the schedule becomes active and

the day of the month the report will run. If the date is 29, 30, or 31 the report will not run for months that do not contain that date.

End by - Determines the date the schedule becomes inactive and reports stop running. If left blank, the report will reoccur indefinitely.

Start Time - (Required) Determines what time of day the report will be queued for execution. Default is 3:00 UTC time.

Click OK. The schedule displays on the Schedules window.



Activate or Deactivate a Schedule

1. From the Reports menu, click Schedules. 2. Select the desired schedule.

In the Active column click in the check box to modify the setting (add check for active, remove check for inactive).

Edit a Schedule

1. From the Reports menu, click Schedules. 2. Select the desired schedule. 3. Click Edit Schedule. The Edit Schedule dialog opens with all fields populated with

the current settings. 4. Modify the settings as desired. See Create a Schedule on page Error! Bookmark

not defined. for a description of all fields. 5. Click OK.

Note: If you change the name of the schedule, the name of any existing reports based on that schedule does not change. However, subsequently generated reports will use the new schedule name.

Delete a Schedule

1. From the Reports menu, click Schedules. 2. Select the desired schedule. 3. Click Delete. 4. Click Yes in the confirmation message. Optionally, you can delete all schedules in the list by clicking the Delete All button.



SUPPORT

IMPORTANT

Help options are available 24 hours a day, 7 days a week. Assistance with Skillsoft Support by email at [email protected] can take up to

24 hours for a response If you have a time sensitive issue you may wish to contact Skillsoft live agents at

http://onlinesupport.skillsoft.com/contact.asp You can access Skillsoft live chat and a complete list of Skillsoft Support telephone

numbers at http://support.skillsoft.com.

FOR CONTENT QUESTIONS

• Restaurants should pass their observations to their Franchise Administrators.

• The Franchise Administrator will forward observations to their Field Training Consultants and copy DinePLATE support @ [email protected]

USER ACCOUNT ISSUES The Franchise Administrator can reset by editing User Account information. However, if you are using the POS integration, ensure that all necessary user account information is included in the POS. FOR HARDWARE ISSUES

The field will contact the Franchise Administrator first. The Franchise Administrator may choose to escalate the issue to Skillsoft Helpdesk or DineEquity IT depending on the issue.


http://onlinesupport.skillsoft.com/contact.asp

http://support.skillsoft.com/




FAQ

How do you reset a password or an ID? If you forget your password or need to edit your information, your immediate supervisors will make the adjustment.

What do I do with current Team Members? Within the restaurants you have 3 groups of Team Members and each should be considered during the transition. Below are the recommendations:

• Current, fully-trained Team Members: Store their past training records according to your franchisee protocol and use DinePLATE for any future training, including menu training.

• New Team Members: Use DinePLATE for their training.

• New Team Members that have not completed their training: Allow the New Team Members to review all the electronic assets again and retake the quizzes on DinePLATE.

What is DinePLATE? Does it replace an HRIS? DinePLATE is a Learning Management System designed to deliver and track digital training. DinePLATE uses the Skillport platform developed by Skillsoft, a recognized learning and development industry leader. Though Skillport can be linked to an HRIS system it is not meant to replace it.

How do we use DinePLATE for menu training? There are various ways to use the site. One recommendation is to view the videos together in groups either on DinePLATE or via the menu DVD and then complete the testing individually on DinePLATE. Over a week’s time the entire staff can easily complete menu training.

What if I am experiencing connection issues or slow loading modules? Try the following solutions: 1. Restrict most digital training to less busy restaurant periods.

• LMS WiFi is sharing bandwidth with other systems. If you will be using a wireless network to view the training content, we recommend you do not use your guest WiFi but instead configure a separate VLAN for employee wireless. This should be able to be accomplished using your existing broadband internet service but may require upgrades to existing WiFi access points, routers or firewalls.

2. Log off, clear your cache and then reopen Skillsoft.



3. Call the Skillsoft Help Desk. How will individual stores get activated?

Franchise organizational structure will need to be created in DinePLATE after Franchise Agreement is received. Once the organizational structure is in DinePLATE, then the import will bring in the active team members from the POS.

How will my restaurant be notified that DinePLATE is active? It is the responsibility of the Franchise Administrator to notify the individual restaurants within their organization.

How can I view a list of all my Team Members who are activate in DinePLATE? Your Franchise Administrator can run the Active Team Member Report. Refer to the Franchise Administrator Manual for instructions.

My POS still has Team Members listed who are no longer with my company. Will those Team Members be included in the POS import?

The POS import will include all active Team Members. The POS system should only list those who are currently employed.

My name is included in the POS of several different restaurants. Will this result in duplicate licenses in Skillport?

The POS import will use the record with the oldest hire date and will remove duplicates.

Will my Team Members be able to access DinePLATE when they are not "on the clock"?

When a Team Member logs in, a disclaimer will pop up stating: “I will use this training website and the training materials in accordance with the policies of my franchisee employer, including by participating in training only during working hours.” The Franchise Administrator may generate reports showing when each Team Member logged in to DinePLATE. We recommend that you consult with your HR and legal counsel on how best to manage and train your Team Members.

Is DinePLATE integrated with Rosnet? Not yet. We are working with IT to add a link to DinePLATE in Rosnet.

Do I have to activate all restaurants in my organization? No. You will list which restaurants you wish to activate as part of the Franchise Agreement.

How can the Restaurant Manager view reports? Refer to Restaurant Manager tutorials.



Is there a way to set up the email function to send the report spreadsheet and not just a link to the report?

For now there is not an option to send just the spreadsheet. Part of the issue is that Skillsoft does not know how large the report will be. If it is too large, as it can be with some reports, then it will bounce off the size limitations of some emails and connections (or in some cases shut the system down). We continue to look into reporting solutions and best practices.

What are the advantages of creating a scheduled report? The result saves time and reduces the need to select the report and run the report (you just need to go to SkillPort and collect the report). Also the standard time of the running of the report each week or month is preserved with a schedule.

What are the benefits to the emailing feature of the reports? The email feature is an option if the computer you are using to access DinePLATE is not connected to a printer. The Manager can send the link to his home computer or to the office computer to get to the report.



REFERENCE



DinePlate and POS Integration DinePlate can integrate with your point-of-sale (POS) system to activate and deactivate new Team Members in DinePLATE, creating their user accounts. This integration process imports your current roster of Team Members from your POS (AppleOne / Micros) and imports them into Skillport automatically. In order to properly configure the integration, we need some information from you. You will need to provide the information below which allows us to configure DinePLATE for your franchise organization. Alternatively, you may provide the information via a spreadsheet. Send the completed information to DinePLATE Support @ [email protected]

Information Needed by DinePLATE Support

FRANCHISE

IHOP or APPB Franchise Name

o The Skillport Name will be the Franchise Name (or abbreviated preference)

o The Org Code will be APPB_FranchiseName or IHOP_FranchiseName

FOR EACH DISTRICT

District Number or Name City State

o The Skillport Name will be District_NNNNNNNN o The Org Code will be FFFFFFFF_DNNNNNNNN o FFFFFFFF = First 8 characters (or less) of Franchise Name o NNNNNNNN = First 8 (or less) characters of District Name or Number

FOR EACH RESTAURANT

Dine Restaurant Number (XXXX) Restaurant Name District City, State



TO ADD THE FRANCHISE ADMINISTRATOR

First Name Hire Date City Last Name Email Address State Last 4 digits of SSN Birthdate MMDDYYYY Zip



DINEPLATE INFORMATION FORM

Complete the DinePLATE Information form to designate your DinePLATE Franchise Administrator(s) & IT Contact(s). The form is accessed via SurveyMonkey using the following URL: https://www.surveymonkey.com/r/DinePLATE_Implementation_Information The form will ask you for the following information:

Franchise Organization Name

Brand (Applebee’s or IHOP)

Name of person completing this form

Email address of person completing this form

Designate Franchise IT Representative(s) DineEquity IT Implementation team will contact the Franchise IT representative(s) regarding the POS integration as well as internet browser configuration and firewall settings.

First Name

Last Name

Email Address

Telephone Number

Mailing Address

First Name

Last Name

Email Address

Telephone Number

Mailing Address

— continued on next page —

https://www.surveymonkey.com/r/DinePLATE_Implementation_Information



Designate DinePLATE Franchise Administrator(s) DinePLATE Franchise Administrators manage user accounts, generate reports, and provide DinePLATE training and support for your organization.

First Name

Last Name

Email Address

Telephone Number

Mailing Address

First Name

Last Name

Email Address

Telephone Number

Mailing Address

First Name

Last Name

Email Address

Telephone Number

Mailing Address



EQUIPMENT AND SERVICES NEEDED

For clarification, Skillsoft® is the company and Skillport® is the application we are using for DinePLATE. Skillport® is a cloud-based application for delivering highly targeted learning content. Skillport can be used with any HTML5 compatible browser and is capable of working on any laptop, tablet or mobile device. However, not all devices may be conducive to the training materials being displayed. Skillport will require internet connectivity in the restaurant for employee training. This Internet connection, whether this is Wifi or Ethernet, should not be on the restaurants POS network (PCI) but segmented to its own VLAN. If you are planning to use your guest Wifi for access and have that VLAN throttled to limit guest bandwidth, you may need to re-evaluate this limit so that performance does not suffer when Skillport and guests are using Wifi at the same time. Hardware

• Windows or iOS tablet or laptop with internet connectivity. o For proper viewing of content, we recommend a minimum screen size of

10 inches. o Recommend a minimum of 2 devices per location

• Speakers enabled or headphones to listen to audio

• Printer that supports the device you have chosen, wired or wireless Software

• Adobe Flash Player 8.0 or later

• Adobe Reader® 10.0 or later

• Java Oracle JRE (Dependent on browser used)

Web Browser Choices

• Google Chrome 29.0.1547 or later (recommended)

• Safari 5.1.8 or later

• Firefox 31 or later

• Internet Explorer 9 or later



Browser Settings

• Enable browser caching

• Enable Active Scripting and Scripting of Java™ Applets

• Accept cookies

• Support JavaScript™ 1.8.0 minimum and all updates

• Support .JAR Java™ Console

• Set browser display to 100%

Firewall Requirements Application Servers

Service DNS White List IP White List Port Skillport *.skillport.com

*.skillwsa.com *.books24x7.com

209.235.8.1 – 209.235.9.254 209.235.10.1 – 209.235.10.62 209.46.44.1 – 209.46.45.254 216.205.88.1 – 216.205.91.254 216.245.129.113 – 216.245.129.118

80 443

Support Services

Service DNS WhiteList IP WhiteList Port Live Help and Technical Support Mentoring

*.skillsoft.com *.velaro.com

67.132.9.26 216.230.116.40 - 216.230.116.61

80 443



Internet Connection

• If you will be using wireless network to view training content, we recommend you do not use your guest wifi but instead configure a separate VLAN for the employee wireless. This may be accomplished using your existing broadband internet service but may require upgrades to existing WIFI access points, routers or firewalls.

• The minimum recommended bandwidth for internet service is 1.5 mbps down. Since it is impossible for us to know all the variations a franchisee may have in their environment, this recommendation would be for basic internet usage of web search, email, credit card processing and DinePLATE.

• If you add services that use internet bandwidth (Guest Wifi, Video Surveillance, Music, Table Top, etc), your minimum requirements should also increase.

• The following calculator sample shows the download time for different bandwidths using our largest (to date) training video with a realistic value for normal internet usage overhead taken into account.



INTERNET BROWSER CONFIGURATIONS

Configuring Google Chrome

(FROM SKILLSOFT CUSTOMER SUPPORT) These instructions were created using Google Chrome v21.0.1180.89 as a guide, however alternate versions of the browser will be very similar in procedure as well.

1. Within Chrome, locate the Options icon to the far right of the address bar and click it. From the resulting drop-down menu select Settings.



2. In the Settings tab, scroll down to the bottom of the window and click Show advanced settings.

3. Scroll down the window and locate the Privacy heading and click the Content

settings button.



4. Scroll down to the Plug-ins section. Ensure that either Run Automatically (recommended) or Click to Play is selected.

5. Click the Disable individual plug-ins option.

6. Scroll down to the Java(TM) plugin. If it is disabled, select the Enable option. Choosing Always allowed is recommended.



Once completed, the default browser "recommended" option is fine, however if you are using one of the alternate options, you will need to add an exception to your plug-in rules. Click the Manage exceptions button to add a new exception.

2. In the Add a new hostname pattern field, type [*.]skillport.com and then push "Enter"

on your keyboard. Repeat the same steps to also add [*.]skillwsa.com. After both sites have been successfully added, you may exit the window by clicking on the OK button.

3. While still within the Content settings window, locate the Cookies heading. The default browser "recommended" option is fine, however if you're using one of the alternate options, you will need to add an exception to your cookie rules. Click the Manage exceptions button to add a new exception.



4. In the Add a new hostname pattern field, type [*.]skillport.com and then push "Enter"

on your keyboard. Repeat the same steps to also add [*.]skillwsa.com. After both sites have been successfully added, you may exit the window by clicking on the OK button.

5. While still in the Content settings window, locate the Pop-ups heading. The default browser "recommended" option is to block all pop-up windows. However within some Skillsoft content there are additional resources - JobAids, Skillbriefs, etc - built into the content that would open in a pop-up fashion. As a result, it is advised that you add an exception to your pop-up rules to prevent this from occurring. Click the Manage exceptions button to add a new exception. In the Add a new hostname pattern field, type [*.]skillport.com and then push "Enter" on your keyboard. Repeat the same steps to also add [*.]skillwsa.com.



After both sites have been successfully added, you may exit the window by clicking on the OK button. Click on the OK button again, to return to the main web browser window. You may now close the Settings tab.

You should now be able to login to your Skillport account, and launch your courseware. Should problems persist, proceed with the instructions outlined below.

Clearing the browser cache (steps 1-4) Within Chrome, locate the Options icon to the far right of the address bar and click it. From the resulting drop-down menu select Settings.



In the Settings tab, scroll down to the bottom of the window and click Show advanced settings.



Scroll down the window and locate the Privacy heading and click the Clear browsing data button.

1. Ensure that Empty the cache option is checked, and remove all checkmarks from the remaining options. Click the Clear browsing data button to start the process.

This process may take a few minutes to complete.

Clearing the Java cache. Clear the Java Runtime Environment (JRE) temporary cache: Access the Windows Control Panel on your computer. Click on Start > Settings > Control Panel.



Once in the Control Panel, locate the Java icon and open it.

On the General tab, click the Settings button under the Temporary Internet Files heading.



1. In the new window click the Delete Files... button.

In the new window ensure that both options are selected, and then click OK.

This process may take a few minutes to complete.

2. Click the OK button two more times to close out of the Java Control Panel window.

This concludes the optimization of the Chrome web browser and the Java Runtime Environment.



Configuring Internet Explorer (FROM SKILLSOFT CUSTOMER SUPPORT)

These instructions were created using Internet Explorer v8.0 as a guide, however alternate versions of the browser will be very similar in procedure as well.

1. Within Internet Explorer, select Tools from the menu at the top of the screen, and then in the resulting drop-down menu select Internet Options.



2. Clear the Cache (steps 2 and 3)

While on the General tab click on the Delete button under the Browsing History heading.

This will start the process to clear your web browser's temporary internet files.



3. In the new window that opens, ensure that there is a checkmark in only Temporary Internet Files and then click on the Delete button. This process may take a few minutes to complete.

4. Next, click on the Security tab.

Select the Trusted Sites icon and then click on the Sites button.



5. In the new Trusted Sites window, remove the checkmark for Require server verification (https:) for all sites in this zone.

In the top input box type skillport.com and then click the Add button. Repeat the same steps to also add skillwsa.com.

IMPORTANT: place https:// before these sites.

After both sites have been successfully added, you may exit the window by clicking on the Close button.



6. While still on the Security tab window with Trusted Sites highlighted, click the Default Level button and click Apply.



7. Next, click on the Programs tab.

Click on the Manage add-ons button.

8. Under the Show drop-down menu select All add-ons. Ensure that all Java Plug-in versions and the Sun Java Console are set to Enabled, then click Close.

9. Click on the OK button to return to the main web browser window.



Clearing the Java Runtime Environment (JRE) temporary cache. 10. Access the Windows Control Panel on your computer. Click on Start > Settings

> Control Panel.

11. Once in the Control Panel, locate the Java icon and open it.



12. On the General tab click the Settings button under the Temporary Internet Files heading.

13. In the new window click the Delete Files button.



14. In the new window ensure that both options are selected, and then click OK. This process may take a few minutes to complete.


This concludes the optimization of the Internet Explorer web browser and the Java Runtime Environment.



Configuring SAFARI (FROM SKILLSOFT CUSTOMER SUPPORT)

These instructions were created using Safari v5.0.3 as a guide, however alternate versions of the browser will be very similar in procedure as well.

1. Within the Safari browser, select Safari from the menu and then select Empty Cache....

2. Click on the Empty button to clear Safari's temporary internet file cache. This process may take a few minutes to complete.



3. Go back to the Safari menu and select Preferences....

4. In the new window click on the Security icon.

Ensure that both Enable Java and Enable JavaScript options are both checked.

You can now exit out of the Safari Preferences window.



5. To clear the Java Runtime Environment (JRE) temporary cache:

Within Finder, select Go from the menu and then select Utilities.

6. In the Utilities window, locate the Java Preferences application and open it.



7. Once the Java Preferences window is open, select the Network tab and then click on the Delete Files... button.

8. Ensure that both options are checked and then click the OK button. This process may take a few minutes to complete.

9. You may now exit out of the Java Preferences window.



Configuring Firefox (From Skillsoft Customer Support)

These instructions were created using Firefox v3.6.13 as a guide, however alternate versions of the browser will be very similar in procedure as well.

1. Within Firefox, select Tools from the menu at the top of the screen, and then in the resulting drop-down menu select Options.

2. In the Options window click on the Advanced icon. Select the Network tab and clear the browser's temporary cache by clicking on the Clear Now button.

3. This will start the process to clear your web browser's temporary internet files.



4. Click on the Content icon. 5. Ensure that the Enable JavaScript option is checked.

6. If Block Popup Windows is checked, click on the Exceptions button.

7. In the Allowed Sites window, add skillport.com and click on the Allow button.

Repeat the same steps to also add skillwsa.com.

After both sites have been successfully added, you may close the window by clicking on the Close button.



8. Click on the OK button to return to the main web browser window

Clear the Java Runtime Environment (JRE) temporary cache:

9. Access the Windows Control Panel on your computer. Click on Start > Settings > Control Panel.

10. Once in the Control Panel, locate the Java icon and open it.



11. On the General tab click the Settings button under the Temporary Internet Files heading.

12. In the new window click the Delete Files... button.



13. In the new window ensure that both options are selected, and then click OK. This process may take a few minutes to complete.


This concludes the optimization of the Firefox web browser and the Java Runtime Environment.

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