AQLnet User Guide - Sirius Concepts Ltd
Contents
1. Paean e Project Viet Review L Observations LD Analysis GP cos o Products and services Purchasers end users of product or service Software solutions for assessing strengths and weaknesses and action planning Client support Start up agencies How products services are sold Main competitors License and Distributor Key markets Competitive strengths Develop own products Work closely with customers to develop new fications EDA s and Consultancy firms Education schools education authorities and FE colleges Trademarks and Intellectual Property Unique selling points Range and integration or products User Guide 3 3 Management tab This section is used to record the management team of the organisation The right hand side of the display shows the team members The left hand side has the edit panel where new member can be added existing members removed or details amended To WY Observations ates 01282521375 6 AST Email tsesircon co uk add anew member click Jo Mem Mobile 5 Primary contact Y Data Protection Act To indicate the primary contact click on Primary contact Ll A ae Direct contact allowed To send an email select the contact and click on Send email To add contact to Outlook select the click on Add to Outlook contacts 3 4 Adviser tab This tab is used to record details on advisers who are involved in providing assistance to2. Email support sircon co uk User Guide Table of Contents lo II e E o A ace tacestoceemteee ene 6 e lar eT 2 AAA A 8 A Beete Ee BE a a N E N E S E E E E E EE A E E EE A E A 9 o GE 11 NK A Tete K rte kel TE 12 2 Cie alte a MEW O e E 14 2 1 Kei gc 15 2 2 OCP EE 16 2 3 eT Ee e E 16 a ele E g tz e ME 17 3 1 General LE 17 3 2 BSUS SMO SE 17 3 3 Manade mental sarna NN AAN 18 3 4 eg LE 18 30 Slaizlele AN CAO D 19 O de epa E 22 Sick MCN CUA OD CIN y ean A E RERE nam nas 23 Oe e 1 1 eiu OD dato 23 A Cito E 24 4 1 A 24 4 2 AESOr Ina ime and Expenses COS sarro lic 24 SAP PP eee re 25 5 1 EIERE 25 User Guide 5 3 1810 110 PP OC OC er CE Se eee 26 Bs ee e 27 6 1 Recording ODSEMV AllONS ss ica 27 ENEE E 28 7 1 5 o o E S A AA 28 1 2 EE EE AE e E 29 7 3 A A E 29 PP 0 E Pr O E PE PSP US ER O O O O SU OO EIA 30 8 1 Sia e e PARDO AD RAROS 30 8 2 PC WON S SUG JE SIONS rua acen 32 8 3 Pr VOUS AC NOI L 32 8 4 Observation Teen 33 8 5 AEAEE LE A E E E E E E E E 34 I o one Ann 35 9 1 A PP Ay iS Pr IR E O SR SU 00 O 0 O UU US OS EE 35 10 BEERS ene IO ee ro N II 36 11 o o o 5 nea 37 11 1 Database reporting AP 37 11 2 View compleiedreporte sese eee ee eee 38 PPP A 38 12 Bez 39 121 Transfering a Wer 39 Part Il Set up and Review Lreaton sese eee ee ee ee 40 13 o 41 User Guide KENE o AAPP e POE O A AA A A A A E A EA A ARA 42 ISS AO in 42 TSN R O e e GU pS E A A A E EE O A A A
3. Select All r L Alnet File Options Notes DGA e Jk Home eno ed Project US Review Y Observations i Ly Analysis C Actions 2 Report GP cos o Tools Help New World Services Ltd Business Review General Business Management Adviser Financial Exporting Intellectual Property Organisation name New World Services Ltd Active Y Include in benchmark Y Trading name NWS Ltd Business Registration Number Address line 1 Oswald Hal Year end month May D Address line 2 Auchincnive Year established 1995 Number of years trading Address line 3 Town City Ayr Number of employees 12 County South Ayrshire Type of organisation Postcode KAB 5HW Controlled by Management y Telephone 01292 521376 Fax 01292 525939 i ow hip Y Email info sircon co uk Local ownership Data Protection Act Direct contact allowed Y Website Www sircon co uk CRM ID Date registered 27 09 2007 Hv Organisation name disclosure V sic SIC 7220 Software and A Services Business to Business B2B Selection 1 Services Selection 2 Computer Services y gt Selection 3 Computer Software consultancy and supply D Sectors Aerospace Civil D 15 e Alnet File Options Notes GSM e Tools Help P RE New New World Services Ltd Business Review Services Ltd Business Review General Coe ee nae E Business Management Adviser Financial Exporting Intellectual Property
4. the organisation Adviser notes and prior contact details may be added RES Telephone 912222 7889 l i Email edu coub To indicate the lead adviser click on Lead Adviser L pan Lead adviser Y Adviser notes Company approached us seeking assistance to develop a growth strategy To send an email select the adviser and click on Send email To add adviser to Outlook address book click on Add to Outlook contact Prior contact 3 5 Financial tab The Financial tab is used to gauge the basic financial status of an organisation and to x mnn re Khan measure the economic impact of the organisation on the local economy by measuring gt Year _ gross value added GVA wa P Total sales Total sales Export sales Export sales 10 Export e Gross Value Added To added data for a new year click New T Net profit before tax Not prot beer tnx Toi alaa orat Total employment cost Depreciation A Interest paid received Key Ratios and GVA are shown in the right hand display area The definition of terms Gees Geste equity y used in the Financial tab is shown in Table 1 Curent asst ings Pat Current liabilities Key Ratios Profitability Borr ty and overdraft Current assets Average employees Current liabilities during Year FTE Source of information Management Liquidity ratio Borrowings Loans and overdraft tenis Other y am Shareholders funds equity Gearing Delete User Guide La
5. Spellcheck dictionary language English United Kingdom EI System region Set the region for currency symbol and spelling dictionary TE oe System currency symbol Override the region setting Default chargingrate 1 Spell check dictionary language Override the region setting iinanaiibaly Default charging rate Unit value used by timesheet el eoo Other sources 3 Budget screen labels Other source 1 budget label Other source 2 budget label Other source 3 budget label 13 1 5 Owner Details Configuration Appearance Hyperinks Regional Owner detais Surname Forename Information on owner of software Company Sirius Conccepts Ltd Telephone 01292 521376 Fax Email sirius sircon co uk Address line 1 Oswald Hall Address line 2 Auchinctuive Address line 3 Town City County South Ayrshire Postcode KA6 5Hw pnt User Guide 13 1 6 Custom tab An additional tab will be displayed in the Organisation module if the enable custom tab box is ST CST GSS OEE SE Custom Tab checked Define the labels to be used for up to 10 text 10 numeric and 10 check boxes To activate Enable custom tab RB Teb name the fields check the box next to the label Available fields Text fields Numeric fields Checkbox fields ame New Designs Number per yer In house OOOOoO0Oo00 0 g D O oO O oO O E O O O O O O O O O O O E ES pnt User Guide 13 2 Look up
6. and if it is a new exporter or not retire E 78000 Key Ratios Sales Bonowings ken Profitability Balance sheet and overdraft Current assets Average employees Current liabilities during Year FTE Liquidity ratio Source of information Borrowings Loans and overdraft Shareholders funds equity Gearing The Chart options panel allows the financial data to be viewed Chart options graphically Click from Sales Net Profit or GVA display the Sales chart Right click on the chart to view a further list of ch art options Copy Save Image As GVA Chart for New World Services Ltd 16 Page Setup G E Net Profit EM Employee Cost Depreciation Interest Paid 2004 GVA 2005 GVA Print Show Point Values Un Zo0om Undo All Zoom Pan Set Scale to Default User Guide To record previous support that the organisation has received dick PsMinimus Click Mex Enter details on support received 10 000 00 3 6 Export tab This tab is used to record data associated with exporting activity To add data click Select the country from the drop down list then from the Status option select banana v whether this country is a current export location of a target location For target Analysi Visit date month Year 2007 ms Critical date 26 04 2008 BJ location further data may be recorded of planned visits and how business in the em Plan to
7. ener market target market is to be won The country is added to the list of target current export Jr a countries Marketing to active overseas market Representation in market pnt User Guide 3 7 The organisations status with regard to Intellectual Property is recorded here Intellectual Property 3 8 Custom tab This tab is used to record data on custom fields You may define up to 10 text 10 numeric and 10 check boxes The title of the tab may also be customised see section 13 1 6 G emm Business Management Advise Trade Marks Do you know what counts as a Trade Mark Do you have any Trade Marks registered Please list below Do you have Trade Marks that should be registered Please list below Have you taken steps to protect Trade Marks in target markets Desi Does this business own designs Are these designs registered Please list below e Have you taken steps to protect Designs in target markets Do you know what copyright covers Have you identified the copyright items in the business and who owns it Please list below Have you taken steps to protect your copyrights Patents Do you have Patents filed Please list below ee Do you have products and or processes that should be Patented Please list below Do you know that disclosure of your invention before you file a patent is likely to invalidate it Confidentiality Are you aware of the importance of confidentiali
8. profit loss account htm Action statement Previous Actions Budget Anticipated outcome Performance measure Key responsibility GS Status Active Status change date 15 08 2008 Jy Targetdate 14 08 2008 v Delete LO N y Question Set Builder List all questions that have scored below the cut off score for the question set use during the review section List all questions that have scored above the cut off score for the question set use during the review section List all questions for the question set use during the review section List all questions that have been flagged as being a priority nt User Guide r Actions To add an action click on business must generate sufficient profits to cover all costs and provide a Need to i need the business to generate sufficient profits to support growth Action statement A business must generate sufficient profits to cover all costs and provide a surplus to replace existing plant and equipment http www tutor2u net business accounts profit loss account bim Anticipated outcome Performance measure In the Actions panel enter details of the action to address the issue The Need to statement may be edited by clicking into the text box d Key responsibility Ip Status Status change date 15 08 2008 Targetdate 14 08 2008 Y To add budget data for the action click Funding for the action can be allocated to three differe
9. tables The Look up tables contain the data display when a drop down button is clicked To change the data shown in a drop down click On options Lookup table maintenance Project Maintenance Settings Select the table to be changed from the list shown under Add or amend the text in the column Display Company controlled by C i ck Save Countries Export Status Management Roles Milestone Status Months of the year Observation category Project Status Question Groups Route to market Sectors Source of information Type of Assistance Type of company pnt User Guide Projects Milestones 13 3 Project Maintenance eem e Project MIC copy J Project Title Projects may be added or amended using Project Maintenance masse T Project Objective In the project tab click Enter a project title and description Use the add and remove buttons to assign milestones to the project 13 3 2 Adding milestones Projects Milestones Milestone ans In the milestone tab Click Enter the milestone name and description When Proposal accepted Milestone title Interim report Rege S complete the new milestone is available to add to new or existing projects Final report Detailed description of milestone User Guide 14 Question Set Builder Gye vestionset Buitaer A Question Set is a structured set of questions used in the Review section of AQLnet to determine
10. the next 3 to 6 months Q Do you have a formal framework in place to drive continuous E Q Is the environment considered when you are developing prodi E Q Do you understand and comply with all regulations relating tol There is a vision and plan for growth over the next 3 years A People C Communications Q Is everyone aware of the vision and plan for the business Q Does everyone receive regular updates on personal and gew e There is a vision and plan for growth over the next 12 months pnt User Guide 14 7 Question Bank The question bank holds a list of questions grouped by topic that may be used to create a question set Questions in the bank may be used in several question sets The question bank screen is the default display when the Question Set Builder is started The question bank can be viewed at anytime by clicking ON Q sora To view questions in the bank use the Filter by group drop down option or the Filter by search option The search option displays all questions which contain the search text 14 7 1 Adding questions To add a question to the bank click Mew then enter the question text followed by the Need to text The Need to text is the action statement that appears in the action plan when this question is identified as a priority Add guidelines by clicking Add guideline Guidelines describe the score assigned to the question in the Review process The number of guidelines for a que
11. you have a growth strategy for the business Q ls a business plan used to help you manage the business Financial Strength and Control Q ls the business generating sufficient profits Q Will your finances support growth Ambition is demonstrable Vision is clearly articulated and long term Q ls the business dependent on borrowings Strategy is also clear Q Do you produce management accounts and keep them up to Supported with core values lt Q Do you use management accounts to monitor and control sale Written up to date business plan Resouces Financial projections beyond 12 months E Q Have you identified and planned premises and equipment req Copy text from question Q Have you identified and planned skill requirements A Products and Marketing We need a growth strategy for the business C New Products and Processes Q Do you have a track record of introducing new products proc Q Are resources dedicated to product development Marketing and Customers Q Are your products or services differentiated from those of com Q Is your marketing plan well developed and communicated Q Are you aware of your competitors and their market share Q Are customers contacted on a regular basis i i Q Do you monitor and act on customer satisfaction poi C Quality and Improvement Growth is planned but the extent and timing is unclear E Q ls quality designed into your products services and processes The focus is on meeting objectives set for
12. AQLnet User Guide User Guide Copyright Sirius Concepts Ltd This manual and the methodology it describes are protected by copyright and are the sole property of Sirius Concepts Limited Oswald Hall Auchincruive Ayr KA6 SHW No part of this manual may be reproduced without the express permission of Sirius Concepts Limited Reproduction of any part of this manual will be construed as acceptance of a user licence and render the relevant party individually and or as an agent of their employer liable for the user licence AQLnet is supplied under the terms of a Service Agreement that sets out the level of support and other information as regards the user of material included in this manual For more information contact Sirius Concepts Ltd Oswald Hall Auchincruive Ayr Scotland KA6 SHW Telephone 44 0 1292 521376 Fax 44 0 1292 525939 Or find us on the Web http www sircon co uk Updates Sirius Concepts reserve the right to revise this publication and make changes from time to time in content This is not a controlled document It is the responsibility of the licensee to ensure that their user manual is up to date Updates can be downloaded from AQL Web Resources Client Engagement This manual sets out how AQLnet functions and options available to users The context in which it used the protocols and guidelines surrounding its use in providing client services are not covered Support Telephone 44 0 1292 521376
13. AR 43 ES eet ee E E E E E A IEE E ISAE E I EEEN I EEE EANNAN NEE A EAEE AA 43 o E O OO 44 82 GOK ek e 45 A e e OU EEN ue 46 RE Addn E Mal o iO e e A IEEE E EEEE E N E E NEE E SEE E E EE E E EEEE E E 46 Ee Ke oa 46 14 ce Ton A a E ee ee 47 141 Question Set StrUCtUre ccc cecccccccceececeeeeceneeceeeeca E EENEN IEEE E EAEE E RR EEEE EEEE EE 47 142 Crealo anaw e Ten E 48 14 3 Creating the question set structure eee ee eee eee 49 14 4 Adding questions and suggested actions sese eee eee 50 e CNIS el ln 53 E Zeen Adding GUC E 53 14 7 2 Managing ouestons sese eee eee eee 54 A PPP A 54 149 COIS SHO IN SSE FS og A PPP 55 Sieg IR lat eidel wih AOL TOO ING Eeee 56 15 o EE E EEEE E E E EOE EI GE AE I N E IE I E EENE I E E E OA E AN 57 wA AOL R O E 57 r aoad t e AOL R eee ee E EER EE E EE ETOT E eee A EEE eee ee ee ee ee ee eee ee 58 192 DOWN TOM AL Fi eeepc wee reina 59 15 2 Login to ele age 60 pnt User Guide Introduction User Guide AQLnet is a system to help professionals deliver advice and support to their clients The system allows a detailed action plan to be created from an assessment against a set of specialist questions and or from a SWOT Analysis A library of Questions Sets provides general business developments reviews while a Question Set builder enables experts to create Question Sets in their speciality AQLnet can be used as a support tool by individual advisers and consultants to delive
14. C A0Lne File Options Notes Tools Help QA e y Home ITB organisation BD Project CD Review H Observations CP Actions Report New World Services Ltd Business Review Scorecard Summary SWOT Score range Compare Benchmark Online Benchmark Clear comparison Options ScoreCard for New World Services Ltd Business Review 11 08 2010 v DI o o G o a L kea 9 gt SL 1 2 3 4 5 6 7 Category Cut off EE 1 Strategy and Vision 2 Financial Strength and Control E MD 5 Resources MA 4 New Products and Processes MN 5 Marketing and Customers BS 5 Quality and Improvement Communications BS 5 Management and Training SO Question Set Builder Le A0Lne B xX File Options Notes Tools Help DO HO K New World Services Ltd Business Review Scorecard Summary SWOT Score range baal Organisation Compare Benchmark Online Benchmark Clear comparison Options 2 Project ScoreCard for New World Services Ltd Business Review 11 08 2010 2 Review H Observations Average Score 1 Strategy and Vision 4 New Products and Processes MAA 5 Quality and Improvement 7 Communications MA 2 Financial Strength and Control MW 5 Resources MA 5 Marketing and Customers MD 5 Management and Training SS Question Set Builder pnt User Guide 7 2 Analysis summary Under the summary tab is a tabular display of the review scores showing the percen
15. SB Organisation 2 Project Oswald Hall E gt Review Ayr Y Observations South Ayrshire KA6 5HW db Gees Vie Review Summary 01292 521376 Oh gem dem C Actions il SHE cok C Actions Tom Shaw Ei Report i i Software solutions for assessing strengths and weaknesses and j E Report bn GER Organisation Information Y Observations 140 32 u110Ju uo nestuebio ER a Created C icati Management and Training 3 7 27 09 2007 A A 10 06 2008 lt C Action Summary 3 Actions O Complete 27 11 2007 Dy 3 Actions O Complete Number Action Number Action lt 1 A business must generate sufficient profits to cover all costs and 1 A business must generate sufficient profits to cover all costs and provide a surplus to replace existing plant and equipment Ces See se ee eg http www tutor2u net business accounts profit_loss_account htm lt eont An important first step is to understand what practical strategy options exist k test action for issue 2 See also the Subject menu for further information Se N 7 http www tutor2u net business strategy what_is_strategy htm Question Set Builder 3 test action for issue pnt User Guide 2 Entering a new organisation To enter a new organisation select File or click wad from the Tool bar In the displayed dialogue window type the name of the organisation from the Review drop down select the set o
16. ance sheet In almost all cases this will be the balance sheet total that is used to assess SME status SME SME status is based on employment sales and balance sheet total Loss of SME status only occurs if the thresholds are exceeded over two consecutive financial years Total Employment Costs This includes wages salaries directors drawings NI contributions employment taxes and pension costs Interest paid received Net any interest paid and received Net interest received is entered with a minus Average Employees during the year FTE FTE stands for Full Time Equivalents Part time employees count as part of a FTE employee i e someone who works for half a week is 0 5 FTE Profitability This is ratio of net profit before tax to total sales Strong profitability ensures that organisations generates the money that it needs to invest in growth and to repay borrowings Current Liabilities This value is shown on the balance sheet as Creditors amounts falling due within one year It is trade and other creditors overdrafts and any loan repayments due within twelve months These are the liabilities that will have to be settled in the relatively short term Borrowings loans and overdrafts This will have to be calculated from the balance sheet and supporting notes Loan repayments due within 12 months and overdrafts will be included in Creditors amounts falling due within one year and remaining loans will be included in Cre
17. atures of the AQL Reporting Service are 1 Intuitive web interface for accessing information stored on a SQL database anywhere any time 2 Backup for Adviser QL users Individual logins and tiered access provides users with a suite of reports tailored to their needs 3 Fast turn around on report modifications ad hoc and new requirements Settings 15 1 AQL RS Setup File Options Configuration Appearance Hyperlinks Regional Owner details Custom Tab The AQL Reporting Service database and web interface is set up for the user a organisation by Sirius Concepts Ltd The url and login details will be supplied by the Database Type Access v local administration To enable the exchange of data between AQLnet and AQL RS a CA Siriu Concepts AlLnet Databare im arseremdb service tag must in added in the Configuration tab of the Settings option E iius Corcents AgLnet Databare 4S Completed reports directory CompletedReports The service tag is unique to each user organisation Once a valid tag has been entered AQL reporting service tag liibnettag the AQL Reporting Service upload and download options In the File menu bar become Default review Business Review active Default project Standard project d Show Question set builder option on sidebar Save and exit pL User Guide 15 1 Unloading to AQL RS From the menu bar select Export Organisation Data Import Organisati
18. ay area has five sections Review Sections Checklist Questions Guidelines Evidence A tree display of the question set Click the category to view the questions A list of points that should be considered when answering the question is the selected category The questions to be scored The valid scores for the selected question A description of the evidence that supports the selected score 5 1 Review actions O if x File Options Notes Tools Help PA TS New World Services Ltd BusinessiReview Review by category 2 Questions for 1 Strategy and Vision a Organisation Business Planning and Resources Y 1 Strategy and Vision o we 2 Financial Strength and Control 2 Project Y 3 Resources 1B ls a business plan used to help you manage the business 5 Products and Marketing k y Y 4 New Products and Processes Y 5 Marketing and Customers Y 6 Quality and Improvement Y Observations 3 People x 7 Communications e Y 8 Management and Training LD Analysis gt gt Category average score 5 5 D Se Actions Report E 2 Growth is planned but the extent and timing is unclear 3 The focus is on meeting objectives set for the next 3to 6 months 4 There is a vision and plan for growth over the next 12 months strable D There is a vision and plan for growth over the next 3years gt Vision is clearly articulated and long term S pe EE N A FE Supported with core val
19. ditors amounts falling due after more than one year New exporter A new exporter is defined as a company having a proactive export turnover not exceeding 10 of total sales and a total export turnover not exceeding 25 SME Employment An SME employs less than 250 Students apprentices and people on maternity leave may be excluded from the headcount SME Balance Sheet An SME has a balance sheet total less than 43m euros 28m SME Sales An SME has annual sales of less than 50m euros 33m Table 1 Financial definition of terms pnt User Guide With data for more than one year recorded a comparison between years can be made o Selected Comparison e GE S General Business Management Adviser inancial Exporting Intellectual Property Click on then select the years to be compared To a AAA EE ams v Year Your Total sales The percentage difference between the selected year and the comparison year is geng port sales port shown in the column headed 7 Gres Value At Net profit before tax Net profit before tax Tobi a Total Ree Selected year be eee a poss eligibility The Selected year eligibility panel provides check boxes to record v Gen plini New expo rter Interest paid received Gross Value Added GVA SME whether the organisation meets the definition of an SME based on Go td SR da Current assets GVA per employee eee employment sales and balance sheet
20. e menu bar select Import Organisation Data files in the default data file folder are listed Select the file required and click ren The selected organisation is added to the database Export Organisation Data SA New World Services Ltd scl i k em y Mes Wer Semices id Business Health Check Ed A 47 20 2007 pnt User Guide AQLnet xi Ss 11 Tools Use the options found under Tools in the menu bar to analysis data view stored reports and to backup the dat Data reporting Database tools View completed reports e A X ee p 2 tutordu net business tinance tinance_sources_s A AQLnet Geschl 11 1 Database reporting Database reporting provides summary and statistical reports on stored reviews oS Ee Reports are shown in a report viewer and may be printed or saved using the options gt Bla dal e 04S Capabilityand Alignment Review described in section 9 test gege anat New World Services Ltd 2709 2007 Active 04S Recessionary Market Audit New World Services Ltd 27 09 2007 Active RMA Ltd 04 02 2009 Dormant DAS Business Review New World Services Ltd 27 09 2007 Active Oswald Ltd 20 07 2009 Dormant Business Link Northwest New World Services Ltd 27 09 2007 Active EE pnt User Guide 11 2 View completed reports Lists reports exported from the Report module To view select the report and click view Use Browse to view report save
21. f questions to be answered and the project being undertaken To record only issues and ignore review questions select Issues Only in the review selection box isstion Name New World Services Ltd Standard project Click Create to confirm organisation name and selected set of questions to record data about this organisation pnt User Guide 2 1 Notes General notes on an organisation can be recorded at anytime using the Session Notes option on the menu bar The notes recorded here are not specific to any module of AQLnet however any note may be identified as an issue and will be added to the Issue module see section 6 To identify a note as an issue highlight the text then click D The text is added to the Observations module as an unclassified issue Once a note has been identified as an issue it will remain in the Observations module even if the note text is deleted The company recently completed a management team away dau team building exercise The company recently completed a management team away dau team building exercise There is a serious skills shortage in the design team There is a serious skills shortage in the design team pnt User Guide 2 2 Executive Summary The Executive summary is a special note for use in client reporting Text entered here is automatically included in all reports with an executive summary section To create a pro forma summary click on the Edit Template T
22. for the action click Action statement liest action for issue esa arer L Baa peomancemesue L Key resonsbiy eee Situs sae change date M Tan ee pnt User Guide 8 5 Action summary Under the Action summary are listed all the actions To modify the details on an action select the action from the list and edit the details in the Edit action panel To modify the budget details of an action click l Total cost D Total subsidy D Key responsibility Target date 07 05 2010 Gv Status Status change date Ey nt User Guide 9 Report Sheree Available reports are shown in the report options pane Click the folder icon to display the list of reports Double click the report description to create the report or select and click Generate Report Frequently used reports may be added to a My Favourites folder by doing a right mouse click on the report to be added and clicking on Add to favourites 1 2 Actions and budget no cover Actions and All priorities Add to favourites d Observation actions d 9 1 Print option The report is shown in the Report Viewer The following options are available New World Services Ltd Export report in Adobe Excel Word or RTF format Py ws REVIEW SCORES Business Review Business Planning and Resources D rl nt re po rt 1 Strategy and Vision Client A Doyou have a growth strategy forthe business E ji B Isabusinessplan usedto
23. gested click the JP Segel Actions icon In the Action Suggestion window click F to add a new suggestion Enter a description of the action that would be added to an action plan The suggested action may be supported by a link to an information source on the Web and the link description is the text that is used in AQLnet suggestion window however the url is placed in the action to ensure that the reports show a valid link Use Test link to verify that the web link is valid Action Suggestions WER ofi b NM dba Se Suggested action Cary out a training needs analysis Web link Wal microsoft com business peopleready Link description Test link Learn about people development pnt User Guide 14 5 Modifying a Question Set When results are held against a question set changes are limited to modifications of the text of Areas Categories Questions or Guidelines New elements Areas Categories or Questions may only be added or removed from a question set that has no results held against it To change a question set where results exist make a copy of the question set Open the question set to be modified by selecting File Open from the menu bar The question set is displayed in the Question Set overview Use drag and drop to change the order of areas categories and questions Choose question from bank A Business Planning and Resources S Do you have a growth strategy for the business gt C Strategy and Vision EE a Do
24. he template text is shown for each new organisation but may be edited in the usual way 2 3 Spell checker To check the spelling of entered text click into the text box and do a right mouse click From the displayed options select Check spelling Unde Cut Copy Paste Delete Find Replace Select All Check spelling Executive Summary File Edit Edit Template pnt User Guide 3 Organisation PB organisation The organisation module is used to record details on the client There are six fixed tabs An eight tab for custom fields may be created see section 13 1 6 3 1 General tab Under the General tab contact information on the organisation can be recorded For drop down options the items in the list may be modified using the setting option see 10 2 Underlined text labels indicate a hyperlink to an information web site The organisation may be classified using the SIC finder This Standard Industry Classification Code uses the UK DTI classification system For a custom classification use the Sectors option 3 2 Business tab The Business tab is used to record information on eight key indicators Text recorded here may be copied pasted from to other applications To copy text from any part of AQLnet click into the text box followed by a right mouse click to display the edit options Products and services Quality Management Software Inde Cut Copy Paste How products s Delete Find Replace
25. help you manage the business Page through report ese Ai SE 2 Fi ial Strength and Control inancial Strength and Control Category G t A Isthe business generating sufficie ntprofit O O p d g e Organisation B Will yourfinancessupport growth S C Isthebusinessdependentonborrowings Fi d t t 4 A D Doyouproduce management accountsand keep them up to date n ex jl E Doyouuse management accountsto monitor and control sales and costs Average score Z O O m y l 3 Resources A Have youidentified and planned premises and equipmentrequirement B Have youidentified and plannedskill requirements Average score Products and Marketing 4 New Productsand Processes A Doyou have a track record of introducing new products processes orservices pnt User Guide 10 Data Exchange Users working with an organisation that has implemented AQL Reporting Services can use that service to exchange review data When AQL Reporting Services is not implemented data can be exchanged as follows Step 1 Export to Data file From the menu bar select Export Organisation Data Select the required organisations from the displayed list and click Net Select the review and click to create a data file in the default data file folder see section 13 1 or Export and email to attach the data file to an email Save as Step 2 Import from Data file Load Save oa Save received data file to the default data file folder From th
26. in another location 11 3 Database tools This option is used to backup and restored the AQLnet database The restore option is only operational when the application has been started and before any data has been entered or stored data loaded i Backup database View completed reports Restore database pnt User Guide 12 License AQLnet is licensed per PC A user may install the software on as many PC as they wish but require a license for each copy however the license may be transfer from one PC to another as often as you wish 12 1 Transferring a license Use the Transfer License option found under Help in the menu bar Help system Quick start User manual Web resources Technical support Check for updates Transfer License Renew support subscription About AQLnet Install AQLnet on the PC that the license is to be transferred to then follow the instructions displayed Part II Set up and Review Creation User Guide 13 Setup Options This section describes how to set up AQLnet to meet your preferences Notes Tools Help Lookup table maintenance Project Maintenance 13 1 Settings anna The following settings may be amended 13 1 1 Configuration User identify Where more than one user accesses the same database and or Settings when a group of users are copying data to AQL Reporting Services then each user must have a unique id When none of these conditions app
27. les DataR eports ma emptyDB 5 Help CH Images Sy localisation 5 OSBReports 5 Report 5 ReviewDatafiles el AQLnet The installer vel guide you theough the steps required to instal AQ Lnet on your computes WARNING Thit computer program it protected by copyright law and intemnatonal treaties Unsuthoeced or dart dce of this program cY ary portion of it may result m severe ond ar cominal penales and vell be prosecuted to the maar gn extent possibile under the Laye a ee e a Updates AQ net UpdateAQLnet Updates for AQLnet have been found i j S lt S g Do vo ish to install the updates now Users with a support contract will receive free updates The software will periodically check for the latest version HA AS When a new update is found a message will be displayed before the update is applied pinstallupdates Cancel pnt User Guide L Learning AQLnet Use this manual and the online Help system to learn AQLnet An example organisation New World Services Ltd is included which can be used for practice and experimentation Useful information including tutorials may also be found on the Sirius web site Access these pages through the Web resources option on the menu bar Web Resources ACL net MY Downloads el Tutorials AQLnet Lesson 1 Getting Started Lesson 2 Financials Lesson 3 Financials H Lesson 4 Review Assessment Lesson 5 Recording Issues Lesson 6 Add Review Ac
28. ly the default value of 2 should be used Where an id number is required check you the system administrator what value should be used Database Type The database type may be set to either Access or SQL Server SQL Server users should contact the system administrator for connection details Database Location Applies only to Access databases and needs to be amended when database location is changed from that select during installation NB when connected to a different database for that select during the installation it is important to ensure that user id exists on the new database Data file Directory The default folder for exported data files AQL Reporting Service Tag Connection value for RS Service see Part III AQL Online ID Connection value for web system see Part III AQL Online url Host of web system see Part III Default review Default review when new organisation is created Default project Default project when new organisation is created File Options Configuration Appearance Hyperlinks l Regional Owner details Custom Tab User ID Access C Sinus Concepts 40 Lnet D atabase im assess mdb C Sinus Concepts 40 Lnet D atabasesD 45 Database Type Database location Datafile directory Completed reports directory ACompletedPReports AGL reporting service tag liibnettag Default review Business Review lt lt Default project Standard project Show Question set builder option on
29. nt sources as well as the organisation see 11 1 4 on how to set budget labels The budget window shows the total budget for all the action to address the issue and the overall budget for all issues bb b 9 pnt User Guide 8 2 Actions suggestions Action suggestions are pre defined actions to address the issue see section 14 4 on creating action suggestions Click Action Suggestions The action suggested window is displayed Where there is more than one action suggestion use the navigation panel l4 1 of H to view the next suggestion Cary out market research into customers attitude to competitors products and services Click Add to plan to add the suggestion to the action plan 8 3 Previous actions Actions created for use with a different organisation may be used with the current organisations Cary out cost review in all departments Click Add to plan to add to the action plan pnt User Guide 8 4 Observation actions Under the Action Detail tab click on The displayed issues may be changes using the following options it List all observations List observations belonging to the selected category List unclassified observations List iobservations belonging to the selected SWOT lt e r Actions To add an action click New Action In the Actions panel enter details of the action to address the observation To add budget data
30. on Data Retrieve Login to Reporting Service The transfer window is displayed click L Tessie to upload data Only data that has changed since the last upload is transferred Data held in the AQL Reporting Service is in read only mode Any changes must be made through AQLnet and will only appear in AQL RS after the next upload pnt User Guide 15 2 Downloading from AQL RS From the menu bar select Export Organisation Data Import Organisation Data The transfer window is displayed From the drop down select the review required a list of organisation held in the Reporting service is displayed Alternatively an organisation can be directly searched for using the search box Select the organisation to be retrieved and click went pnt User Guide 15 2 Login to AQL Report Services From the menu bar select Open Save Save as new session Delete Export Organisation Data Import Organisation Data Consolidate Retrieve If you have access right to AQL Reporting Services select the option from the menu bar and enter your user name and password w AQL Reporting Services User Name
31. own by Question set description A full description of the subject addressed Scoring range The number of possible answers to a question Cut off score The score below which a question will be regarded as a weakness and a priority for action To display the Question Set maintenance options click Create Question set The Raa button is used to amend a question sets while retaining the original It is also used when a question set cannot be changed because an organisation has already completed a review against the question set pnt User Guide 14 3 Creating the question set structure The steps in creating a new Question Set are to group questions into Categories then to group the Categories into Areas Questions are assigned to a Category from the question bank or a new question can be created An initial structure of one area one category one question is created for you Add additional areas and categories by clicking on the A then categories by clicking E As areas and categories are added the structure of the question set is displayed Double click each node to edit the text or right click to access options Drag and drop allows the order of modes to be changed oo A New Area i C New Category d 3 C New Category Q New Question i i Q New Question oA New Area C New Category pnt User Guide 14 4 Adding questions and suggested actions For each category click Q to add questions The question editor is shown Enter
32. question set The question set is written to installation folder ReviewDataFiles or be emailed immediately by clicking Business Review D45 Business Review D45 Capability and Alignment Review To add a question set use File Import question set and point to received data file aa Issues Only Leadership Quality Audi E por anderai EE pnt User Guide 14 9 Question Set Reports Available reports are shown in the Report options panel Click the folder icon to display the list of reports i H Blank Question Set Blank US with Checklists a Suggested Actions i List of suggested actions For print options see section 9 1 Business Planning and Resources 1 Strategyand Vision A 1 itk nckar kow growth can be achkued 2 Growth ls planned bit the exertand tmhg E nckar 3 The bers R on meeting objecties set Or the rext3 DS mortis 4 There R auki 310 pB Dr growth ouer tie next 12 mortis S There ls a UK b and pB Dr growth cuer the next 3years Evidence Part III Integration with AQL Reporting Services User Guide 15 AQL Reporting Service AQL Reporting Service is a web application that brings together the data for all AQLnet users working with a single agency The data is held in a central database accessible through a web browser The data held here may be used to monitor diagnostic activity identify service quality issues and to gain strategic insights to client needs and priorities The key fe
33. r a high quality service to their clients and to manage their work portfolio For consulting organisations AQLnet provides a common approach to service provision while retaining the individual strengths of their advisory team l l l l l l AQL Reporting Service AQL Online With reports in Word format and integration into Microsoft Office applications AQLnet is the ideal business professionals support application AQL Product Integration AQLnet can be combined with the web based AQL Reporting Service to provide monitoring we AQLNet a reporting and analysis on all the advisory services provided by a consultancy or economic development agency For a fully comprehensive service offering AQLnet can be linked with AQL Online a web vs an rar gr en based self assessment and action planning service which allows clients to undertake a basic t Sy review before an in depth engagement with an adviser Support l pnt User Guide L Installing AQLnet Run the installation package to place the AQLnet shortcut FR on the PC desktop AQLnet requires Microsoft s Net framework the PC will be automatically checked for this software if it is not found it will be downloaded and installed form a Microsoft site Installation folders The following folders are placed in the default installation location of Program Files E Sirius Concepts E 5 A40Lnet 5 Backup 5 CompletedReports CustomReports 5 Database C Datafi
34. rage without change individual scores 3 To view the actual average value of the consensus run the Individual scores report E O AQLnet x File Options Notes Tools Help 5 3 Scoring by role DaO Review by role 2 Questions for Financial Director Individual questions may be assigned to a specific role e g Financial Director HE he busi e using the Question Set Builder see section 14 4 When roles have been assigned e to questions the option to view questions by role or category is shown mmm C Actions e K Guidelines Renta 2 The business is breaking even 0 The business is profitable Profitability is generating the cash needed to support growth over the next 12 months 3 Financial Analysis completed ofits 5 Profitability is generating the cash needed to support growth over the next 3 years wi Delays in paying suppliers is a symptom of a lack of finance Evidence tock and Wip controls Borrowings are mainly long term Cash or Spare borrowing capacity Sales and cost trends x y Breakeven known Question Set Builder Profit sensitivity understood d Sustams are camnuterised and sunnart keu husiness functinns pnt User Guide 6 Observations The Observations module allows points to be captured for action planning that may not be covered in the formal Review section It can also used to add issues for action planning during the cou
35. rse of a project Issues may also be created using the Notes facility see section 2 The display area sections are A tree view of the categories to which recorded issues have been assigned The list of recorded issues Input section for new issues and modification of existing issues 6 1 Recording Observations To enter an issue click Newlssue Type the issue in the input box then classify the issue by selecting from the Issue category drop down and the SWOT Category drop down list User Guide 7 Analysis g anawsis The Analysis section is a graphical display of the Review section scores and allows comparisons to be made between organisations and against an average score benchmark Under the Scorecard tab is a histogram of the average score for the question set categories The dark to light shading for a colour represents categories that belong to the same question area The black line represents the question set cut off value Categories below this line are considered potential weakness and priorities for action 7 1 Comparing scores The scorecard options are Compare Benchmark Clear comparison Comparison with another organisation s score or a different session for the same organisation Comparison with the average score for all organisations that have completed the review Hide the compare display The benchmark scores are average for a question set and for a questions set and SI
36. sidebar Cancel Browse Browse Browse Save and exit pnt User Guide Settings x File Options Configuration Appearance Hyperlinks Regional Owner details 1 2 Appearance Owner logo Almages your_logo_img bmp Owner logo Image to appear on Home screen leave blank if no image required Your Logo in Logo strap line Text to appear next to owner logo Here e e LLL Overview Document Document to be shown when hp is clicked in Home display organisation SIRIS information panel Overview document H elp Overview Document dor Report logo Image to appear in reports leave blank if no image required Only bitmap images bmp are valid Report logo lmages your_logo_img bmp Save and exit Settings x 13 1 3 Hyperlinks Fle Options Configuration Appearance Hyperlinks Language and Regional Owner details Custom Tab Business Registration Number http wck2 companieshouse gov uk Enter the url of the information source to be shown when the described hyperlink is clicked GVA domestic and international benchmarks _ hitp 213 219 8 102 value_added home esp p home AQLnet web resources http www sircon co uk aqlnet resources asp P D4Sk34ui2fsd pnt User Guide 13 1 4 Regional Configuration Appearance Hyperlinks Language and Regional Owner details Custom Tab
37. st Year Proactive This is the of total sales that arose from proactive exporting This value cannot be greater than the export and if it exceeds 10 of the total sales the organisation is not a new exporter Depreciation Depreciation of intangible assets may be referred to as amortisation Gross Value Added This is the sum of Net Profit before Tax Total Employment Costs Depreciation and Interest paid received It is the impact that the business has on the economy GVA per employee This is a key measure of productivity Benchmark values can be obtained by using the Domestic and international benchmarks hyperlink High GVA per employee values indicate that the business exploits its intangibles and is a strong indicator of international competitiveness Current Assets This value will be shown on the balance sheet It is the total of stocks debtors and any cash These are the assets in the business that are either cash or will become cash in the relatively short term Liquidity Ratio This is the ratio of current assets to current liabilities If this is less than one then the liabilities that have to be settled in the short term are greater than the cash that will be available In these circumstances there is a distinct possibility that the business will be experiencing cash flow difficulties and that the time of key people will be taken up from day to day in dealing with this Shareholders funds equity This will be shown on the bal
38. stion is the same as the question set scoring ranges When a question is added to a question set the number of guidelines per question will be limited to the question set scoring range 8 AA Re Training Question Are the results of training and development activ Are there apprentices or are people developed th Does continuous improvement apply to all traini Does somebody specifically look after HR issues Does someone take overall responsibility for trai Is there a clear commitment to training and devel Is there a training plan for all staff Is there equal opportunity of access to training a Is training and development activity taken into ac Is training and development evaluated and the b al p Accounting Systems C SS Are latest financial accounts available Are monthly management accounts produced Do accounting systems make use of technology Does the business have access to the specialist s Does the company have in house accounting skil Are new people and people new to a job given the training and development they need to do the job e need new people and people new to a job to be given the training and development they need to do the job Human Resources EI delis HIT R pas There are no formal induction and training plans for people new to the organisation There is informal induction and training of people new to
39. strengths and weaknesses on a given subject Ready made Question Sets are supplied with AQLnet or may be purchased independently Users who wish to create their own Question Sets may do so using the Question Set Builder A Question Sets can be constructed using existing questions from the Question Bank or from new questions 14 1 Question Set Structure Understanding the Question Set structure makes the creation of new Question Sets a simple task Question Set Categories grouped in Areas Questions grouped into Categories Each question has scoring guidelines Each question has action suggestions Table 2 Question set structure Questions covering a specific subject matter are grouped into Categories which can in turn be grouped into Areas covering a general theme Each question is Supported with specific scoring guidelines Suggested actions for use when that question has been identified as one that needs to be addressed may also be added outlining a course of action and pointing to information sources on the Web There is no practical limit to the number of Questions Categories and Areas in a Question Set however there must be a least one Category and one Area per Question Set pnt User Guide 14 2 Creating a new Question Set To create a new Question Set select File New Ctrl M Export question set Ctrl P Import question set Exit Complete the new Question Set form Question set title The name the question set will be kn
40. t is all questions scoring below the question set cut off score are automatically made a priority To change a question status check or uncheck the Priority box Questions may also be categorised for inclusion in a SWOT analysis 2 v Weakness Ww Action may be created for other question by selecting one of the following options Improvement options Strength aptions All questions Priority Secondary List all questions that are not flagged as a priority Le AQlnet File Options Notes Tools Help D a d e A RER New World Services Ltd sins Review World Services Ltd Business Renien Action Detail Action Summary baal Organisation 2 Project Ref Question Score Priority SWOT Improvement options lt D Isthebusiness generating suficient profits Strength options Ue Review 4A Do you have a track record of introducing new products processes or services 1 7 f All questi 5D Are customers contacted on a regular basis 2 Y y q ons Y Observations Priority 5 v db Analysis Secondary 0 ps lt lt New Action Ta Report A business must generate sufficient profits to cover all costs and provide a Needto We need the business to generate sufficient profits to support growth Evidence A business must generate sufficient profits to cover all costs and provide a surplus to replace existing plant and equipment Action Suggestions http www tutor2u net business accounts
41. tage score achieved in each category Listed in the lower part are the questions for that category The questions with a score below the cut off value are marked as priorities The priority flag may be removed or added Those questions marked as priorities are available for action planning 7 3 SWOT Analysis Under the SWOT tab is a display of the categorised observations and any of the review questions classified in the Actions section When a question has been defined as a strength or opportunity the question statement is displayed when defined as a weakness or threat the need to statement is shown The buttons at the foot of the display allow the sections be enlarged L 2 L D E y 9 Si y k a i j i R 4 A f Li E 3 a Se 7 e 7 d q B Ageing management team no succession plans f i i j w Ovens makets we row evn corona eos a nod SR AAA User Guide 8 Actions The Action module is used to create an action plan from the results of the review and from recorded issues The action plan may be based on building on strengths or addressing weaknesses or a combination of both Action plans are created for the priorities from the review section then for the priority issues Once an action plan has been created it may be maintained through the Action Summary 8 1 Review actions Under the Action Detail tab click on Review Listed are the results from the Review module The defaul
42. te actions plans Part Il Set up and Question Set Creation How to configure AQLnet and make you own specialist question sets Part Ill Integration with AQL Reporting Services and AQL Online How to use AQLnet as part of management system for service delivery Part I Using AQLnet 1 Working with AQLnet Ze The view when AQLnet is started Menu bar Tool bar Info bar W Organisation 2 Project Vi Review L Observations Module pane dl Li Analysis BD Actions el Report Display area The AQLnet interface is made up of five sections e Menu bar execute commands and access dialog boxes e Tool bar a collection of buttons that use shortcuts to commonly used menu commands e Module pane access to the major modules of AQLnet e Info bar displays the name of current organisation and question set e Display area display and work area for the selected module E pnt User Guide When working with an organisation the Home display summaries the current position SS Project Summary Project milestones and their status C Review Summary Average score for each question set category te Action Summary Entries in the action plan a Organisation Contact information and last modification date Within the display area the size of each section may be adjusted to give the best display by moving the screen splitters O Alnet O Alnet x File Options Notes Tools Help File Options Notes Tools Help SW e Al
43. the organisation There is a formal approach to inducting and training people new to the organisation wh There is a formal approach to training and development that involves everyone and inclu Training and development is aligned with business needs is planned managed recogni Are accounting systems integrated with other key systems such as inventory and sales order processing We need accounting systems to be integrated with other key systems such as inventory and sales order processing Accounting Systems No supporting evidence or any actions have been ad hoc and uncoordinated Some evidence of coordinated actions Action has been taken and a basic approach is in place Evidence of systematic and regular actions Acknowledged excellence and recognised externally for this pnt User Guide 14 7 2 Managing questions To move a question from one group to another select the question then on the question maintenance screen select the new group from the Question set group drop down list To create a new question group select Options Question groups from the menu bar Click New then type the group name and group description Then click E Business Planning Business Planning and Strategy Business Analysis Business Units Capacity Clients 14 8 Sharing Question Sets To exchange a question set with another user of AQLnet select File and Export
44. the question text followed by text checklist that gives guidance on how to score the question The need to statement if entered will appear in the action planning section The question may be assigned to a specific role if this option is used the question list may displayed in role order in the Review section Scoring guidelines for each value of the scoring range may be recorded To add questions from the Question Bank click Then select the required question Choose question from bank When a new question has been created you may add t to the Question Bank by clicking Add question to bank bank group then selecting a question To apply the scoring guidelines for one question to all the questions in the question set click Use these guidelines for all questions AQLnet Question Set Builder P X File Options Help SS d e seen MQW Question set overview Question editor Q aati x iey Question 1A Choose question from bank C Category 1 Q New Question C Category 2 A rea 2 Checklist C Category 3 C Category 4 Need to statement Copytext from question Role vx Guidelines Order Guidelines 1 score 1 score 2 2 3 score 3 4 score 4 Use these guidelines for all questions Add question to bank pnt User Guide Suggested actions are activities which may be undertaken when the question is identified as a priority and included in an action plan To add a sug
45. tion Lesson 7 Reports nd Question Set Examples The following are examples of the different sectors in which AQLnet can be used You may download and amend these examples for your own use e AQLnet Software and Re Version Informatio e AQLnet User Manual Edition 2 1 e Balanced Scorecard Review e Financial Management Essentials e Operational Essentials e Strategy Essentials e Workforce Development Review 5 User Forum Share ideas and experiences with other AQLnet users Question Set Builder e Lesson 1 Adding a question set e Lesson 2 Adding areas and categories e Lesson 3 Adding questions Linked In CO To add an example to your AQLnet Join the AQL Group Click a Question Set Example above Click the Run buttons then click the Unzip button and then click the OK and Close buttons Then use the Question Set Builder toolbar option File import Question Set PAN cu S Click the Adobe Reader graphic to download Adobe PDF file reader if required Sirius Concepts Ltd is a company registered in Scotland Registered office Sirius Concepts Ltd Oswald Hall Auchincruive Ayr KAB SHW Tel 01292 521 376 Email sirius sircon co uk Web www sircon co uk Alternatively help may be received by calling 44 0 1292 521376 17 Help system User manual Technical support About AQLnet o AA pnt User Guide Part I Using AQLnet How to carry out assessments identify issues and crea
46. ty in protecting your Intellectual Property Full Time Number Training Plans pnt User Guide 4 Project The Project module is used to assign projects to an organisation and to maintain the status of project milestones The left hand side of the display shows assigned projects To add a new project to the organisation click the drop down button and select from the list To maintain the status of milestones in a project and to add comments on the project select the project from the list in the left hand display The milestone and its status are shown in the right hand side edit area 4 1 Creating new projects To create new projects see Project Maintenance section 13 3 4 2 Recording Time and Expenses costs To record Time and Expenses against a project milestone click the Timesheet or Expenses tab For time recording select the milestone and enter a description of the activity followed by the time spent and the unit cost a default unit cost may be set in the Language and Regional tab of Settings the total cost is calculated For expense enter the expense description followed by quantity and unit cost User Guide 5 Review The Review ome module is used to record scores against a set of questions on a specific topic AQLnet can hold any number of question sets Before beginning the review section the required question set should be loaded for the question set library The displ
47. ues p Written up to date business plan Evidence ial projections beyond 12 months Plan is used as a budget Review process is and documented Plan is circulated to all management team members Sy Question Set Builder Consensus score Individual Scores Update consensus from individual To score a question click the question to highlight it then click the guideline which best describes the situation for the organisation When all the questions in a category have been scored a Y appears against the category in the Review Sections panel Evidence to support the score can be entered in the Evidence box To move to the next questions click the tree view or use accessed d When all questions have been scored the Actions module may be pnt User Guide 5 2 Individual scoring When the members of the management team have been entered in the organisation module see section 3 4 individual scores may be recorded for each member Click Individual Scares to activate the individual scoring options From the drop down list that appears next to the navigation buttons select the individual whose scores are to be recorded When scores for a number of individuals have been recorded the consensus average score may be updated by clicking Update consensus from individual Notes on consensus scoring 1 Consensus scores are round down to the nearest while number e g 3 1 and 3 9 are both shown as 3 2 Consensus scores may be amended away from the ave
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