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Wayne Portal Training - Using Wayne Portal 2015-01-20

Wayne PortalWayne Portal TrainingCONFIDENTIAL2 CONFIDENTIAL2 Accessing Wayne Wayne Portal Support linkNA Channel Partners sectionClick Wayne Portal linkOr, from any browser: Wayne Portal in Using new User Name and PasswordForgot User Name or Password?Click link to retrieveDid not pre-register?Click link to get User Name and PasswordUser who pre-registered for Wayne Portal by December 11 deadline:User name and password provided in email from Portal user name and password hereCONFIDENTIAL5 CONFIDENTIAL5 navigating Wayne Wayne PortalPortal Modules(modules may vary depending on access level of individual account) Dashboard Distributor Tools library Order Products Service ToolsClick on each module to access contentCONFIDENTIAL7 navigating Wayne Portal DashboardDASHBOARD MODULED ashboard allows users to view their favorite sections at a single glace when they first enter Wayne PortalUsers are able to pin certain content to their dashboard by clicking the Add to Dashboard icon found within Wayne PortalWayne Portal Dashboard is pre-populated with Recent News and Service MemosCONFIDENTIAL8 navigating Wayne Portal Distributor ToolsDISTRIBUTOR TOOLS MODULEI ncludes the following tabs.

PortalSupport@wayne.com Using Wayne Portal Wayne Portal Training. CONFIDENTIAL 2 Accessing Wayne Portal https://portal.wayne.com. ... Navigating Wayne Portal – Library To search for a document in Wayne Portal Library, simply type a search term into the search box Library content is …

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Transcription of Wayne Portal Training - Using Wayne Portal 2015-01-20

1 Wayne PortalWayne Portal TrainingCONFIDENTIAL2 CONFIDENTIAL2 Accessing Wayne Wayne Portal Support linkNA Channel Partners sectionClick Wayne Portal linkOr, from any browser: Wayne Portal in Using new User Name and PasswordForgot User Name or Password?Click link to retrieveDid not pre-register?Click link to get User Name and PasswordUser who pre-registered for Wayne Portal by December 11 deadline:User name and password provided in email from Portal user name and password hereCONFIDENTIAL5 CONFIDENTIAL5 navigating Wayne Wayne PortalPortal Modules(modules may vary depending on access level of individual account) Dashboard Distributor Tools library Order Products Service ToolsClick on each module to access contentCONFIDENTIAL7 navigating Wayne Portal DashboardDASHBOARD MODULED ashboard allows users to view their favorite sections at a single glace when they first enter Wayne PortalUsers are able to pin certain content to their dashboard by clicking the Add to Dashboard icon found within Wayne PortalWayne Portal Dashboard is pre-populated with Recent News and Service MemosCONFIDENTIAL8 navigating Wayne Portal Distributor ToolsDISTRIBUTOR TOOLS MODULEI ncludes the following tabs.

2 Collateral & Sales Tools Parts Management uLODmedia (coming soon) Manage Invoices Contractor ServicesuLODmediaCONFIDENTIAL9 navigating Wayne Portal Distributor ToolsCollateral & Sales ToolsAllows users to order Wayne collateral materialsThis section is a link to the existing website used to order marketing materials such as printed brochuresFor users WITHan existing account:1. Enter email address2. Enter password3. Check the I am a returning user button4. Click ContinueFor users WITHOUTan existing account:1. Enter your email address2. Create a password3. Check the I am a new user button4. Click continueuLODmediaDo not enter Portal user name or password hereUsers must enter user name and passwordCONFIDENTIAL10 navigating Wayne Portal Distributor ToolsCollateral & Sales ToolsThis section is a link to the existing website used to order collateral and printed materialsOnce logged in with a valid account, users are able to place order for printed brochures and other marketing materialsuLODmediaCONFIDENTIAL11 navigating Wayne Portal Distributor ToolsParts ManagementAllows users to run queries including.

3 Replacement Item Lookup RMA Tracking Part Warranty TrackingThese queries are the same as were previously available in WaynesbyThis tab is accessible only to those with active Oracle accountsuLODmediaNOT ALL USERS WILL HAVE ACCESS TO THIS SECTIONCONFIDENTIAL12 navigating Wayne Portal Distributor ToolsuLODmediauLODmediaAllows users to register for a uLODmedia accountNOT YET AVAILABLE, BUT COMING SOONCONFIDENTIAL13 navigating Wayne Portal Distributor ToolsManage InvoicesAllows users to view current account information as well as pay invoicesThis is the same tool that was available through the Manage Your Account link on WaynesbyThis tool is accessible to those users who used the Manage Your Account feature in WaynesbyuLODmediaDo not enter Portal user name or password hereEnter the same user name and password used when accessing Manage Your Account on WaynesbyCONFIDENTIAL14 navigating Wayne Portal Distributor ToolsContractor ServicesAllows users access to service reports and payment statusThis is the same tool as was available through the Contractor Services link on WaynesbyThis tool is accessible to those users who used the Contractor Services feature in WaynesbyuLODmediaDo not enter Portal user name or password hereEnter the same user name and password used when accessing Contractor Services on WaynesbyCONFIDENTIAL15

4 navigating Wayne Portal LibraryLIBRARY MODULEI ncludes the following tabs: Documents Recent News Service MemosThe following can be found in the Documents section:1. Graphic spec sheets2. Software downloads previously found on ASONet3. Installation manuals4. Other Wayne documentsBrochures are located on is where graphic spec sheets and software downloads are locatedCONFIDENTIAL16 navigating Wayne Portal LibraryDocuments tab contains thousands of files previously available on Waynesby and ASONetThis includes:1. Installation manuals2. Product photos3. Graphic specification sheets4. Software downloads5. Much moreWhile Waynesby and ASONet were based on a folder structure, Wayne Portal relies on search, much like GoogleCONFIDENTIAL17 navigating Wayne Portal LibraryTo search for a document in Wayne Portal library , simply type a search term into the search boxLibrary content is organized by content type, product type, product name, dispenser configuration, brand, general search, such as Ovation will deliver 1,500+ resultsMore targeted searches such as Ovation graphic Shell B12/3 will deliver a targeted responseLibrary is SEARCH basedCONFIDENTIAL18 navigating Wayne Portal LibrarySearch of Ovation returns numerous resultsCONFIDENTIAL19 navigating Wayne Portal LibrarySearch of Ovation graphic shell b12/3 returns a very targeted resultCONFIDENTIAL20 navigating Wayne Portal LibraryOnce specific file is located.

5 Click the Download iconCONFIDENTIAL21 Content TypeASONet contentReference GuideCalibration ReportRelease NotesCommunicationRetrofit KitComparisonRMAC ontact InfoSales ToolsDimensionScope of WorkDisclaimerService Kit ManualDispatch NotificationsService ManualFeaturesService MemoFootprintService ReportGraphic SpecificationsSite SurveyInstallation ManualSoftware UpgradeInstructionsStart Up ManualLicenseStart Up ReportMaintenance ManualSupported DevicesModel Designation Chart Technical Data SheetOperation ManualTechnical ReferenceParts ManualTechnical TrainingPolicyTestingProcedureTraining ManualProduct PhotoUpgradeProgramming ManualUser GuideExamples of terms that can be used in library searchNavigating Wayne Portal LibraryProduct Features2PM MeterCard ReaderHeater FanLoyaltyTED Box4000 SeriesCash AcceptorHose MastPower ConditionerTotalizer67 BoxCATHose RetractorPresetUDBADAC ontactlessHyperPIBP rice SignUnit price displayADA CAT KeypadDEF moduleiDPOSP rinterVapor RecoveryAdditive BlendingDispenser Secure AccessiGEMP ulserVGA displayAlphanumericDual CATiMeterPush-to-StartVistacardApple PayDual ComputerInlet Check Valve qVGA DisplayVistapayATGDual Unit Price DisplayiSenseRemote Key Injection WarrantyAutoGasDuplex IIiX CATS ales volumeWayne ConnectBack OfficeECB BoardiX FleetSAM BoxWayne PlusBezel LockElectronic HeadiX MediaSecurityWayne SCANB ezel Secure Access External FilteriX PayService CodingWayne TAPBill AcceptorForecourt ControlleriX TechnologySonic WALLW ayne VacBlackPipeFujitsuKeypadSurePOSW ayneTRACCall ButtonHealy VACLift-to-StartTDS BoxXflo MeterProduct TypeAdvanced TechnologyAftermarket ServiceCNG DispensersComponentsFleet Fuel DispensersMarketing MaterialsRetail Fuel DispenserRetail Gas Station SystemsSecurityuLODmediaProduct Names1/VistaCVNG lobal StarReliance140 SeriesD2400 HarmonySchlumberger160 SeriesD8000 HelixSelect2/VistaDD SeriesHS1/VistaTokheim3/GDEFHS3/VistaVan tage3/VistaDL

6 SeriesHS4/VistaVista4/VistaDS SeriesinOvationTVVista CNG700 SeriesFusionNucleusWayne 1000 Centurion SeriesGatewayOvationWayne ConnectCenturyGenuine PartsOvation2 Wayne PIBC loud SolutionsGlobal CenturyPremier BWayne PlusCNGG lobal OvationPremier CTerms listed on this page are examples and may not be a complete listNOTE: misspellings will result in incorrect or incomplete search resultsCONFIDENTIAL22 navigating Wayne Portal LibraryRecent News tab contains communications from Wayne Fueling SystemsThis is the same content that was previously located in the Wayne North American Announcements section of Waynesby, including content from Wayne s weekly distributor communication emailThe Recent News tab includes a search barCONFIDENTIAL23 navigating Wayne Portal LibraryService Memos tab contains all service memos previously located on Waynesby as well as ASONetThe Service Memos tab includes a search barCONFIDENTIAL24 navigating Wayne Portal Order ProductORDER PRODUCT MODULEI ncludes the following tabs:1.

7 Retail Dispensers2. Fleet Dispensers3. Retail Systems4. Upgrade Kits5. Media6. Service Parts7. Order Parts OnlineOrder Parts OnlineNOT ALL USERS WILL HAVE ACCESS TO THIS SECTIONCONFIDENTIAL25 navigating Wayne Portal Order ProductTo download a product order form, select the appropriate tabClick on the Order Form name on the right side of the screenThe Order Form will downloadOrder Parts OnlineNOT ALL USERS WILL HAVE ACCESS TO THIS SECTIONCONFIDENTIAL26 navigating Wayne Portal Order ProductOrder Parts OnlineOrder Parts OnlineAllows users to:1. Order Genuine Parts2. Check status of parts orders3. Check status of dispenser ordersThis is the same tool available through the Order Genuine Parts Online link on WaynesbyEnter iStore user name and passwordNOT ALL USERS WILL HAVE ACCESS TO THIS SECTIONNOT ALL USERS HAVE A iSTORE USER NAMEDo not enter Portal user name or password hereEnter the same user name and password used when accessing Wayne iStoreCONFIDENTIAL27 navigating Wayne Portal Service ToolsSERVICE TOOLS MODULEI ncludes the following tabs.

8 Start-Up ReportService FormsCONFIDENTIAL28 navigating Wayne Portal Service ToolsCore to provide info on what should happen hereStart-Up Reports allows users to submit Site Start-Up Registration forms (previously in Support Central)The new form will allow users to submit site information and equipment serial numbers in one stepThis form must be submitted immediately equipment commissioning at a siteCONFIDENTIAL29 navigating Wayne Portal Service ToolsService Forms is a connection to Wayne s new Services SharePoint Page which contains onboarding and request forms, such as EM1, Site Account Site Account Registration, and Xflo Meter Follow UpClink link to access Services SharePoint PageNOTE: once connected to Services SharePoint Page, users are required to re-enter their Portal User Name and PasswordThis link is for Distributors and ASOs onlyCONFIDENTIAL30 navigating Wayne Portal Service ToolsAccess point for Wayne s new Services SharePoint PageSign in with Wayne Portal User Name and PasswordEnter your Portal user name and password hereCONFIDENTIAL31 navigating Wayne Portal Service ToolsService Forms is a connection to Wayne s new Services SharePoint Page which contains onboarding and request forms, such as EM1, Site Account Site Account Registration, and Xflo Meter Follow UpCONFIDENTIAL32 FAQsI ve lost my user name and / or password what do I do?

9 Click the Forgot user name or password? link this will open an email3. Be sure to include your name and company in the email4. You will receive an email from pre-registered for a Portal account but didn t receive anythingAll users who pre-registered with a valid email address by the December 11thdeadline had accounts created in advance of Wayne Portal launchLogin credentials were sent too all pre-registered users on January 19 from who did not receive this email should check their spam folderI didn t pre-register for a Wayne Portal account by the December 11thdeadline what should I do? Click the New User button3. Fill in form and hit submit4. Failure to provide accurate information will delay registration5. Portal user names and passwords will be provided in an email from This process may take up to 24 hoursCan I change my password?No, not at this timeI can t find graphic specification sheets where are they?Graphic specification sheets, along with all other Waynesby and ASONet content can be found in Portal library ; all content is keyword searchableI can t find software downloads where are they?

10 Software downloads previously found on ASONet, along with all other Waynesby and ASONet content can be found in Portal library ; all content is keyword searchableA co-worker does not have a Portal account but needs access should I share my login credentials?No, your username and password are unique to you and should not be shared; if a co-worker needs an account they can register at clicking the New User buttonWhere can I find brochures?Sales brochures and public documents and as such, are not located on Portal ; brochures can be found on


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