QUICK START Guide for v1.06
Contents
1. Start Guide Welcome to WorldPoint One an easy to use complete solution for Training Center Management Here are some quick tips for installation and getting started You can find more information online at www worldpointone com or by calling 201 847 9250 MACINTOSH Apple G3 G4 or G5 256MB of RAM Mac OS X 10 3 9 or 10 4 WINDOWS Pentium II SOOMHz or higher 256MB RAM SVGA 800 x 600 or higher Video adapter and display Windows 2000 SP4 or Windows XP Service Pack 2 WP One is designed for single user control and is not supported in a shared drive environment Micro network and client server versions are available please contact your WorldPoint Sales Representative Printing requires either an inkjet or laser printer MACINTOSH Insert CD 1 double click to open it then double click on the left Installer icon Follow the on screen directions WORLDPOINT ONE Training Center Management Software WorldPoint ONE for OSX a WorlaPomeece RESMEN Quick Aa A Worlgpoin t _ One i g aining Center Management Software WPONE_OSX_Installer Tech Notes 4 items a i SESEL Seeee Wee 4 items Zero KE available Macintosh install screen Windows install screen WINDOWS Insert CD 1 The installer program should launch automatically f not click on the START button and choose RUN Enter the command D SETUP EXE the first letter should be your CD ROM drive which may vary dependin2. E Mail Addresa 3 Total ADEN EI PEE sindcnt D Po mp Se eg ae DELETE Omit vej a Heal h Care Provider C Ciera E Public g C L esa op Bei E Mall gt Symbols fail eal Toning O Bienal Course SEND Pick Course umber Heartsaver AED Anywhere Fire Headquarters Regional Fire Depas Rnd Type Then click on the FIND box in the left panel The next screen will look like a normal data entry screen and in that left panel you will see how many records were found for that search As you look through the results the records will only be the ones retrieved for your search WORLDPOINT ONE Training Center Management Software 11 Other WP One modules work much in the same way The concise menus lead you through how to enter information and can set prompt dates for inventory levels or when loan out equipment is due to be returned 1 Equipment Data Entry 4 Vendor Records 2 Equipment Listing Status 3 OverDue Notice Invoicing alr i Cresta ae Towdice 4 Cusiam r Bocords a GM iPiki PLE w ae PTE ia Lang A Gyer pure Noice Sample screens from the Loan Out and Invoicing modules Backing up data is critical and should be performed weekly if not daily With the standard or micro network version of WP One you must quit the program before backing up WP One Network users can set specific automatic back up procedures without quitting All files in the
3. PLAIN PAPER before printing on actual cards If you need to adjust alignment for your printer see the PRINTING SECTION in the User Manual on CD2 for details WORLDPOINT ONE Training Center Management Software When this process is done go back to the REGISTRATION module and click YES in the PAPERWORK COMPLETED section to close out the class Repeat from step 8 for all the classes If instructors send student data via an email attachment simply save the attachment to the WPOne_Imports folder manually create a CLASS REGISTRATION since the class number from the field staff can differ from TC class number then import the attachment file into the appropriate student modulel via the import screen All the student information will be automatically entered and matched up correctly This reduces registration time by 75 and eliminates the challenge of illegible rosters Also as classes and students are entered they will automatically be posted to the individual instructors history file eliminating the need to check if an instructor has taught enough classes for recertification KkKKEK One of the most convenient features of WP One is the ability to easily search out any data This FIND process can provide much greater detail and can help you quickly find specific records or information For example each new student is added to a general Student Record Group so to find a particular group of students you can perform a FIND by
4. for example class number before running any rosters letters or cards for that group To begin a search click on the FIND button on the right of any data entry screen BLS is shown on the top of page 11 10 www worldpointone com Browse BASIC LIFE SUPPORT CPR DATA ENTRY SCREEN J 4 LastEscension lari Jt Please enter Extensions such as Jr Sr or MI cic Layat Fmi Scoti L Osta Eae Address 234 main City A zaio J State Pror WJ p 12545 0123 Phem workhome 234 Si a 254 361 8995 Social Seconty 123 453 6735 1 01 1971 Danad Occupation Maree Other AACEL FIN i ji EMS Affiiation Samay Foods aA o bee FIND Button So ed C Heath Care Provider O General Public gt Empikoever E Mail List to Start CO Initia Training Renewal Course SEND E Mail Pitk Course Sumber l Start Date 11 25 2004 You will then see a screen with blank fields On the left will be a panel with FIND at the top This is the where you can enter search parameters such as a particular class number or student name tnd BASIC LIFE SUPPORT CPR DATA ENTRY SCREEN ale tl Last Extension y Please enter Extenmona such as Jr a a a d d L E a d E a a d E a d E seeeeeji eoa i City hacas J ren T i State Prov a ae EON id Phone work home n PQ lS rrr Serre reser eaten Social Security ME _ Sees Fapsk Occupation CANCEL FIND m o eo assasmnsssamaannnan SORT
5. AOL user you password is your AOL password lf Required by your email system enter your first part on your email address befor the here and also your password 4 Now return to the MENU and go to the EMAIL SETUP SCREEN above Enter any names email addresses for your staff typically TC Managers BLS FA ACLS and PALS Program Managers When sending emails a pop down list will allow you to choose one of these names Confirm email info like SMTP data with your IT department if necessary AOL users set SMTP to smtp aol com and port to 587 Pref SMTP Auth set to LOGIN SMTP User set to the first part of your AOL user name before aol com and your AOL password for the password WORLDPOINT ONE Training Center Management Software Training Center E Mail SetUp MENU i 5 s Enter YOUR baka nee ae eee ai So m FROM for sending email ama arre A E Mail Name to add E Mail Address to add your name You eee can also enter any other E Mail Names E Mail List Program Alan Test sales emssolutions org Delete El ADA nem s emails SENDING mails The information can be edited deleted from above once entered The information below is required to be able to send emails Contact your IT Department for help Example smtp mydomain com Port 25 SMTP Server smtp mydomain com SMTP Port 25 Pref SMTP Auth LOGIN Hint Use LOGIN if not sure SMTP User Hint Leave empty if SMTP auth is not requ
6. EJIIS z wlia E Ri y al S i ile ae lal Ie BSH IL Bele a E Go Pass Letter BLS Card Valid Materials Sent Group OverAll Grade C Written Test C Remediation Date Issue Date 09 01 2005 Exp Date 09 01 2007 Date Entered 10 24 2005 By Wallet Cards Notes 2 Cards per Page Format Cards per Page Format Cards Page Single Card 3 Cards Page Single Card Fee Category D Book ID Balance Due 0 00 Payment Method 3 Cards per Page Format _ Add Purchase Payment Waived Yes No Amount Paid 75 00 Check CC Main Menu Main Menu Date Paid CC Date 9 Enter student information f for example a student is already entered as an employee you can enter the employee ID number and all the information is transferred over Tab to the yellow box and chose a class number Instructor data and dates will be updated automatically If you filled in any financial information in the REGISTRATION module the student finances will be reflected here You can keep payment record and print receipts from this screen also When all students are entered their grades recorded and completions noted you will want to print rosters and cards To isolate a specific group for printing perform a FIND on the course number in the RESULTS section see page 10 for more details You can then print the backside of the rosters and wallet cards using whatever format you choose IT IS STRONGLY ADVISED THAT YOU PRINT A TEST ON
7. S lets you add courses and modify how the cross outs on the wallet cards are applied The E Mail SetUp screen customizes how you send emails to your instructors The GENERAL SETUP INFORMATION screen is where you create your identity Please fill in all appropriate fields and delete any you do not use The list entitled DATA ENTRY PERSONNEL should list anyone who will be filling in data and will appear in each file to document who has performed the work Training Center E Mail SetUp menu To Add Email Add to list t lect FROM fi di il Rint YOL o mail Addresses to list to se or sending email i enter below and click ADD button amai eee A E Mail Name to add E Mail Address to add your name You 4 canalso enter any other E Mail Names E Mail List Program Manager s emails who will SENDING mails The information can be edited deleted from above once entered The information below is required to be able to send emails Contact your IT Department for help Example smtp mydomain com Port 25 SMTP Server smtp mydomain com SMTP Port 25 w Enter your OUTBOUND SMTP server name HERE Pref SMTP Auth LOGIN Hint Use LOGIN if not sure SMTP User SMTP Password Hint Leave empty if SMTP auth is not required Hint Leave empty if SMTP auth is not required For AOL Users se Pref SMTP Auth set name before the Gaol erver to smtp aol com and port to 587 OWN SMTP User set to the first part of your
8. TION INFORMATION LETTERS in the STUDENT modules Repeat this process to add all your classes You can now proceed directly to the appropriate STUDENT module BLS First Aid ACLS PALS or MISC Go back to the MAIN MENU www worldpointone com 8 As an example this screen below will show how to set up student informa tion in the BLS DATA ENTRY section Choose BLS then click ADD STUDENT EFT BASIC LIFE SUPPORT CPR DATA ENTRY SCREEN 1 Ly Last Extension Williamson Please enter Extensions such as Jr Sr or MI etc Layout First MI Douglas A ADD Student Data Ent address 1448 Main StreetApt 1D MENU cay a PRINT A T State Prov IL Zip 12345 Prev Student Phone work home 234 567 8901 234 567 8908 d Social Security DOB Record Occupation Emergency Nurse CANCEL FIND 10 EMS Affiliation Anytown Community Hospital SORT Total E Mail ajj anytown com DELETE 10 Student Data Employee ID 10 Sorted Health Care Provider O General Public Employee E Mail List Initial Training Renewal Course Pick Course Number gt 1 Start Date 09 01 2005 Type HealthCare Provider End Date 09 01 2005 ype aoe Class Status Report Course Location Anywhere Fire Headquarters Training Site Regional Fire Department 2 Registration Letter Instr ID 101 Tom Jackson Pa Test Results 1 lt lt lt lt Use for FIND after Course eLearning Yes Key 5CAAA9659C6D is Completed 5 w pa 2 Sve le 2
9. WorldPoint_ONE_Solution folder are standard Windows files and can be copied directly It is best to backup the entire folder rather than individual files We hope you find WP One to be a useful and essential tool kKkKKEK 12 www worldpointone com
10. e PAPERWORK COMPLETED selection becomes most important DO NOT mark this YES until you are completely done with a class and have issued cards and finalized paperwork By marking YES this class will be removed from the pop down list 6 Now from the MAIN MENU click on CLASS REGISTRATION WORLDPOINT ONE Training Center Management Software Instructor Reports Report Period 07 01 2005 Start 12 31 2005 End ARE REQUIRED Asst Instructor Class Detail Report for these reports Asst Instructor Class Type Report Main Menu 7 Click on CLASS REGISTRATION DATA ENTRY To list a class click ADD CLASS at a later date you can delete the sample records if you wish Assign each class a UNIQUE ID NUMBER This number ties much of the data together and is very important Choose a COURSE TYPE and fill in the general information Choose BLS First Aid etc from the pop up list The gray buttons under START END ISSUED bring up a calendar The button under EXP will automatically add 2 years to the ISSUED DATE You need only fill in estimated attendance because the ACTUAL and COM PLETED fields are filled in from the STUDENT DATA section page 9 Choose a LEAD INSTRUCTOR and ASSISTANT INSTRUCTOR S from the respective lists If you need more than four click the button below the list to add more The button adjacent allows you to expand on instructions to students for example if you wish to use the REGISTRA
11. enter specific email addresses Now click MENU then MAIN MENU www worldpointone com Browse INSTRUCTOR DATA ENTRY SCREEN CREDENTIALS lp 913 oi Title Last NameExt Hendricks Please enter Extensions such as Jr Sr or II etc DD e Ey ADD instructor MEET ae City T State Prov Zip County Registration L gt Phone day night Instructor Card Dates SS Pager Mobile Use these fields to print Ascari E Mail info emssolutions org a single card Occupation SORT pute sees cee Ep De 3 Instructor ID 103 Attached to this TC Yes TE Sorted Current Instructor Data Training Site Instructor Type Exp Date Certifying Agency Current Provider Information 10 24 06 BLS ACLS PALS FA Current Active for Lists Initial Instructor Cert Date BLS Most Recent ACLS Class Taught PALS si Latest UpDate Recertification Record Type Date Monitored COURSE Current Current Life Life Life HISTORY Instr d Asst d Instr d Asst d Students ACLS 0 0 PALS 0 1 Title 1 BLS 0 1 Title 2 First Aid 0 0 Title 3 MISC 0 1 Title 4 5 From the MAIN MENU click on FACULTY PERSONNEL then on the next screen FACULTY DATA ENTRY Enter all instructors information and the programs they teach YOU MUST ASSIGN EACH INSTRUCTOR A UNIQUE ID NUMBER Once you have entered your instructor information you re ready to move on to registering classes Click on MENU and then MAIN MENU As the number of classes grows th
12. g on your computer and click OK Follow on screen directions While installing WP One CD 2 you will need the install code from the inside label on your WP One program CDs case The Installation will take you through the registration process which will be processed online automatically If you don t have internet access or are having difficulty call the Technical Support Team at 201 847 9250 After completing this process your software will be unlocked and ready to use Wite yourinstallcode here NOTE Users in a secure environment who do NOT have administrative access to their computer need permission for FULL READ WRITE access to the WP One Solution directory on their computer After installation make sure to turn your anti virus software back on www worldpointone com This CD provides a mini version of WP One for staff and instructors in the field Having field staff use WP One makes it easy to send and receive information consistently throughout your organization Staff who use this version can Create and track courses Fill in rosters and print clean copies Remind former students to renew Submit rosters electronically directly to your Training Center with the built in email function To use simply insert the CD and double click on the Install icon Mac or follow the automatic menu choices that appear Windows As a licensee of WP One you can also purchase additional copie
13. ired SMTP Password Hint Leave empty if SMTP auth is not required For AOL Users set SMTP Server to smtp aol com and port to 587 Pref SMTP Auth set to LOGIN SMTP User set to the first part of your AOL user name before the aol com and you password is your AOL password This set up screen above is for OUTBOUND email Enter your name and email address in the yellow boxes then click Add Sending Email to enter it into the list The infammabon below is required to be abla to send amails Contact your M Deparment for help Example Sgn iypdomainicon Poms STF Sever smite ysomain com S347 EP Port Prf EMITE Amih LOGI Hine Lie LOGIT if rst rare PATE Use Hii Leave ati SMTP dedi not pequirad OT Pasero Hint Larss amigas F587 p goth oe ner pegin For AOL Users s Aerver to smitpavlcom and port lo 527 Pref SMTP Auth set WN SMTP User set to the first part of your AOL user name before the manl Agl yoi prssiori is your ACH passeer _ IhRequired by your email system anter your first parton your email a befor the here and also your password Then define your email service by entering the SMTP info from your Outlook or other email program Tools gt Accounts enter the same info Port 25 is standard but check with your IT department to be sure You should leave Pref SMTP Auth as the LOGIN only enter your user name and password if your SMTP service requires it The Instructor and student modules allow you to
14. s of the Instructor Tools CD for sale to the rest of your field staff NOTE DO NOT install this version of WP One on the computer with the full version e Enter data by typing into any of the fields use the TAB key to move from field to field e Hold SHIFT TAB to go backwards through the fields e Avoid using the ENTER key as it adds extra returns that will interfere with printing clean reports e Do not change the name of any files as the program looks for specific file names for reference e To move between records click the Rolodex symbol in the upper left hand corner OR hold the CNTRL key and use the arrow keys to go UP DOWN or PREVIOUS NEXT Data is saved automatically as you enter it It is recommended that you BACK UP the WorldPoint_One_Solution directory on a daily basis see page 12 for more details WORLDPOINT ONE Training Center Management Software 1 Double click on the desktop icon to launch FileMaker Pro and the special files for WP One Friday Nov 11 2005 MAIN MENU Copyright WorldPoint ECG Inc and EMS Solutions Inc 2005 v1 06 About EMS Solutions SINGLE USER MODE 2 After the software fully loads you will see the Main Menu Click SETUP INFORMATION Main Menu 3 This screen allows you to select a variety of functions to customize your software www worldpointone com The COURSE TITLE LISTING and a menu inside called COURSE SUB OPTION
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