Sage CRM Saleslogix

View Central Training GuideSage Learning Services

View Central Training Document

Authorized TrainingCenterProcedures

The following list summarizes the procedures covered in the document. Click on the subject name to view the specific steps and details for a particular process.

View Central Access

• To log on to View Central

Course Schedules

• To schedule a course
• To assign Certified Trainers (Personnel)
• To access an existing course schedule
• To delete an existing course schedule
• To modify an existing course

Attendee Registrations

• To register an attendee for a course
• To monitor registrations through e-mail
• To monitor registrations in View Central using Quick Links
• To monitor attendees in View Central
• To cancel a registration
• To confirmstudentattendence

Course Materials

• To print the class rosters (sign-in sheets) before class
• To view name badges

Evaluations

• To locate evaluations
• To view a single attendee’s evaluation
• To run an evaluation report

Assessments

View Central Access

View Central is the Learning Management System (LMS) used by Sage Software. It provides you with all the administrative tools you need to manage your AuthorizedTrainingCenter courses, attendee enrollments, and ATC reports. Any changes you make using View Central will appear on the related Sage Software University Web site (

To log on toView Central

To log on ViewCentral, complete the following steps:

1. Open Internet Explorer, and go to

1. Enter the following information:

• Company ID – Sage
• User Name– First initial and Last Name
• Password – Existing ATC Online Scheduler password
• Application – Training Automation

1. Click Login.

The View Central Home page appears. Your name should be listed on the page.

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Course Schedules

Course schedules will be available on the Sage Software University Web site. Each course schedule will provide the course name, location, start/end times/dates, and personnel information. If you need to make any changes to a course schedule, you can modify the schedule through View Central.

To schedulea course

To schedule an ATC course, complete the following steps:

1. From the left navigation, clickClassroomSchedulesNew.

The Schedule tab appears. The following example shows a completed schedule.

1. From the Course Name drop-down list, choose thecourse name.
2. From theLocation Namedrop-down list, choose your location name. Only your registered ATC location will appear in the list.
3. Accept the default from the Sub-Location Name drop-down list.
4. Accept the default for the enteredMin SeatsandMax Seats allowed for this class.

1. From theSchedule Statusdrop down list, leave the setting asAvailable.
2. Enter the Start Date (first day of class) and End Date (last date of class). Course durations should be based upon the published course length by Sage Software.
3. Enter the Start Time and End Time of the course.

1. From the TimeZonedrop-down list, choose the time zone where the course is held.
2. TheSchedule Cancel Dateshould be left blank. Do not enter a date in this field.
3. In the Approval Statusdrop-down list, leave the setting asApproved.
4. Click to save.

An additional tab appears (Personnel) at the top of the schedule.

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To assignCertified Trainers (Personnel)

After you have entered and saved the schedule, you will need to complete the following steps in order to assign a Certified Trainer to teach the course. Courses not assigned to a Certified Trainer at time of entry will initially be accessible on the Sage University Website; however, Sage will monitor all courses not assigned to a trainer and will contact you if no trainer is assigned.

1. From the schedule record, select the Personnel tab.

1. From the Personneldrop-down list, select the Certified Trainer who will teach this course.

1. Accept theStart/End Dates and Start/End Times or, if you want to assign theCertified Trainer’s time beyond the class time (for example, for prep or set-up time) or schedule more than one Certified Trainer for this class, enter the Start/End Dates and Start/End Times as needed.
2. Select the following options as needed:

• Billable– Do not select
• Invoiced – Do not select
• Personnel Assigned Email Sent – Select the check box if you want to send an e-mail message to the trainer regarding this course assignment.
• Make name available for Attendee View display – Select the check box if you want the trainer’s name to appear on the course schedule on the Sage University Website.

1. Click to save.

View Central prompts you to send a Personnel Assigned Notificationto the assigned certified trainer.

1. Do one of the following options:

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• To send the e-mail message, clickOK.
• To not send the e-mail message, clear the check box, and then click OK.

The following text is a sample of a Personnel Assigned Notification e-mail message:

• After you save the record, the personnel assignment records appears at the bottom of the Personnel page. If you need to make changes to the assigned trainer or time, click next to the personnel assignment record.
• If you need to assign multiple trainers to teach a course, you can enter another recordhere. Each time you modify a personnel assignment record, View Central prompts you to send a new notification to the trainer.

To access an existing course schedule

After you schedule a course, you can locate the schedule at any time using a search.

1. From the left navigation, clickClassroomSchedulesSearch.

The Advanced SearchTab appears.

1. To limit the search, select any of the search criteria from the available fields.

1. When ready to search, click Search on the bottom or top of the screen.
2. Select the course you want to view from the list of search results.

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To delete an existing courseschedule

To delete an existing course schedule, complete the following steps:

1. Search for the course schedule you want to delete.

1. Click on the button.

1. When you delete a course schedule, View Central prompts you to send a cancellation e-mail to all registered attendees.

1. Do one of the following options:

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• To send a cancellation e-mail from View Central, click OK.
• To not send a cancellation e-mail from View Central, clear the check box, and then clickOK. For example, you may want to notify any registered attendees personally.

The following text is a sample of the default course cancellation e-mail message:

To modify an existing course

To modify an existing course, complete the following steps:

1. Search for the course schedule you want to delete.

1. Change the applicable course information.
2. Click to save.
3. If the change impacts the trainer for this class, select the Personnel tab.
4. From the list of assigned personnel, click next to the personnel assignment record you want to modify.
5. Change the personnel assignment information as needed.
6. Click to save.

View Central prompts you to send a Personnel Assigned Notificationto the assigned certified trainer.

1. Do one of the following options:

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• To send the e-mail message, clickOK.
• To not send the e-mail message, clear the check box, and then click OK.

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Attendee Registrations

All attendee registrations submitted through the SageSoftwareUniversity will be available for tracking through View Central. After anattendee registers for a course, the attendee will receive various confirmation e-mail messages from View Central.

To register anattendee for a course

You should encourage attendees to register for their own courses on the SageUniversityWeb site. That way, the attendee has control of his or her profile. The following steps outline how the processworks:

1. The attendee goes to and then selects the product line for which he or she needs training.
2. The attendee clicks My University.

The Customer Logon page appears.

1. The first time a student logs on to SSU, he or she must create a profile. The attendee clicks Click here to create your profile! link.

1. The attendee enters first name, last name, e-mail address, and then clicks Continue.

1. The attendee creates a new username and password, and then clicks Continue.

The attendee profile is created after confirming a password. View Central automatically sends the attendee an e-mail confirming his or her new logon information.

1. The attendee clicks Continue to search for and register for the appropriate course.

1. The attendee locates the course he or she wants to take, and then clicks Register to put the course in the Shopping Basket.

1. When finished adding courses, the attendee clicks Checkout.

The Checkout Confirmation page appears.

1. The attendee must enter additional required fields (denoted by *) in order to proceed. When finished, the attendee clicks Continue at the bottom of the screen.

The Billing Page appears.

1. The attendeereceives a message indicating that the Authorized Trainer will contact him or her for payment. The attendee must enter billing information. Whenfinished, the attendee clicks Finish at the bottom of the screen.

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When complete, the Confirmation page appears.

The attendee also receives a confirmation e-mail. Although the attendee is marked as “Confirmed” in View Central, the attendee’s confirmation e-mail serves as an acknowledgement indicating that the ATC will contact him or her for payment.

The areas highlighted in yellow represent merge fields that will automatically populate with your ATC’s information.

To monitor registrations through e-mail

After anattendee registers for a course offered at your ATC, your ATC Training Coordinator will receive an automatic e-mail notification confirming a new registration. At that time, you can contact the attendee and process payment and confirmation using the processes already established at your facility.

To monitor registrations in View Central using Quick Links

You can also monitor new registrations for the current day, week, or all registrations each time you log on to View Central.

1. Log on to View Central. (You can also click Home to access this list of quick links if you are already logged on to View Central.)
2. ClickToday’s Registrations from the Quick Links.

A list of registrations for the current day appears.

1. Click next to the registration you want to view.

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The registration record appears. Attendee information appears at the bottom of the registration information (required to scroll).

To monitor attendees in View Central

Another way to view a quick list of all attendees registered for a course is to open the course schedule.

1. Search for the course you want to view.

1. Click the Attendees button on the toolbar of the schedule record.

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A list of all attendees associated with this schedule appears.

To cancel a registration

Attendees are not allowed to cancel their registrations through SageSoftwareUniversity. In the default acknowledgement e-mail noticed sent to the attendee after initial registration indicates that you will provide your cancellation policy after you confirm them from your center.

The AuthorizedTrainingCenter will provide their written cancellation policy upon receipt of your registration.

If you prefer to include your cancellation policy directly within the attendee’s original acknowledgement e-mail from SageSoftwareUniversity, provide your policy in writing to .

To cancel a registration through ViewCentral, complete the following steps.

1. Complete Steps 1 and 2 outlined in To Monitor an Attendee in ViewCentral.
2. Click next to the registration you want to view.
3. Click to delete this registration.

To Confirm Student Attendance

To record the student’s attendance, complete the following steps:

1. Search for the completed course.

1. Click the Attendees button on the toolbar of the schedule record.

A list of all attendees associated with this schedule appears.

1. Click All under the Attended/Selected All/All Clearcolumn to select and record attendance for all attendees or click the box to record individually.

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Course Materials

View Central provides various reports to help you track course rosters, name badges, and attendee lists.

To print the class rosters (sign-in sheets) before class

1. From the left navigation in View Central, click Managing DataReports.

1. From the Reports drop-down list, select Roster with Instructor Signature Line.
2. Enter search criteria to search by course, date, or other filter.
3. Click Run the Report from the bottom of the screen.
4. Click Print.

To view name badges

1. From the left navigation in View Central, click Managing DataReports.

1. From the Reports drop-down list, select Name Badge.

1. Enter search criteria to search by course, date, or other filter.
2. Click Run the Report from the bottom of the screen.
3. Click Print.

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Evaluations

After an attendee registers for a course, an Evaluation link appears in anattendee’s MyUniversity profile on SageSoftwareUniversity. When the attendee clicks this link, he or she can answer the evaluation questions online. After the attendee submits evaluations, the evaluation answers will be logged under the attendee’s profile in View Central, as well as part of an evaluation report.

To locate evaluations

1. On the last day of the course,instruct attendees to log on to SageSoftwareUniversity and complete the evaluation form during class.

An online evaluation form appears.

1. The attendee completes the evaluation, and clicks Finish.

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The evaluation link becomes Evaluation Completed in the attendee’s profile.

To view a single attendee’s evaluation

1. From the left navigation in View Central, click ScheduleSearch.
2. Search for the class for which you want to view the evaluation.
3. Click the Attendees button on the toolbar of the schedule record.
4. The search results should automatically display the attendee’s record. If there was more than one attendee that matched your search, click next to the attendee record you want to view.

1. Click theEvaluation tab.

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The results will appear as read only.

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To run an evaluation report

1. From the left navigation in View Central, click Managing DataReports.

1. From the Reports drop-down list, select Evaluation Summary Report with Detail.
2. Enter search criteria to search by course, date, or other filter.
3. Click Run the Report from the bottom of the screen.

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The report opens using Crystal Reports viewer.

Assessments

The following guidelines are applicable to Sage CRM SalesLogix customers only.

Assessments are provided through SageSoftwareUniversity. It is the students’ responsibilities to add the assessments to their profiles and complete the assessment through SSU. No separate communication will come from Sage Software that automatically signs up attendees for an assessment.

Here are a few things to keep in mind regarding assessments:

• Each business unit prices assessments separately. Some assessments are available at no charge to the attendee.
• Typically, assessments that are available at no charge require that a prerequisite be met in order to add the assessment to one’s profile. Therefore, attendees must be marked as “Attended” in their View Central profiles in order to order those assessments that require prerequisites. Make sure you communicate to your students that the assessments may not be available for order until your facility has sent Sage Software the sign-in sheets for theclass.
• Assessments are delivered online through Question Mark. Attendees are not required to have a separate QuestionMark username or password. After the attendee orders the assessment, a Begin Assessment link will be available in the attendee’s profile.

• Tell students to read the assessment Full Description to find out what material is included, how many questions are on the assessment, and any retake policies.

Copyright 2006 Sage SoftwareLast Updated: 10/23/20181 of 27