franchise application system agent guide manual.pdffill up the remaining required fields (reason for...
TRANSCRIPT
Franchise Application System
Agent Guide
System Requirement
• System has been tested using a PC with Windows XP and Windows 7
OS • Internet Explorer version 7.0
• Google Chrome version 2.0 • Mozilla Firefox version 4.0
Getting Started
System Overview
Button / Fields Description / Use ___________________________________________________________________
1 – View submitted franchise/status Use this to view list of agent’s submitted
franchise
___________________________________________________________________
2 – Create PSR Access screen to create and submit
Preliminary Survey Report
___________________________________________________________________
3 – View Submitted Extension Request Use this to view list of agent’s submitted
Extension Request
___________________________________________________________________
4 – Request for Franchise Extension Access Screen to Create Request to
Extend Franchise Expiration
___________________________________________________________________
5 – My Info Page Access Screen to view/edit Agent’s Info
___________________________________________________________________
6 – Log-Out Log-out from the system
___________________________________________________________________
7 – Enter Company Name Use for Searching Companies; Enter
Company name inside the field
___________________________________________________________________
8 – Search Click this button to display search result
___________________________________________________________________
9 – Search Click this button to display search result
___________________________________________________________________
10 – Status Checkbox to enable company status as
filter
___________________________________________________________________
11– Franchise Status Use to filter list of submitted franchise by
Franchise Status
___________________________________________________________________
12 – Company Name Filters list of submitted franchise by
Company Name
___________________________________________________________________
13 – Agent Name Displays the name of the current
User
___________________________________________________________________
14 – Submitted Franchise List Displays the list of Submitted Franchise
___________________________________________________________________
15 – . . . Redirects user to company search screen
___________________________________________________________________
16 – Add Sub office Redirects user to another screen so that
Sub offices can be added to a company
___________________________________________________________________
17 – Attach Basic Requirements Redirects user to another screen so
Agents can attach necessary documents
Related to the franchise being applied
___________________________________________________________________
18 – Submit PSR Click this button to submit PSR
___________________________________________________________________
Button / Fields Description / Use ___________________________________________________________________
19 – Cancel Cancels Transaction
___________________________________________________________________
20 – Update Save any changes made on the screen
___________________________________________________________________
21 – Back Go Back to the previous page
___________________________________________________________________
22 – Calendar Shows a drop-down calendar for selecting
Dates
___________________________________________________________________
23 - Submit Submit Franchise Extension Application
___________________________________________________________________
24 - Cancel Cancels Transaction
___________________________________________________________________
25 – Submitted Franchise Extension Displays the list of submitted Franchise
List Extension
Franchise Application System
User Registration
� First time Franchise Application users will have to register in order for
them to use the system for the first time � Only Philcare accredited agents will be able to register and use the
system � Click Register here to access Registration Screen
Agent Registration Screen
� Agent supplies fields with necessary information � Supplied e-mail address will serve as username � Click Submit after filling out the fields with corresponding information
� System will prompt user if Registration was successful
Logging In
� Supply username and password to access main screen � Supplied e-mail address will serve as username � Click Log-In to access Franchise Application main screen
Franchise Application Main Screen
� If user supplied a valid username and password, system will redirect user to Franchise Application Main Screen
� From here, User can view all submitted franchise with status
Submitting Preliminary Survey Form
Preliminary Survey Form
� To submit Preliminary Survey Form (PSR), user should access the
Preliminary Survey Form Screen � To access the screen, click the Create PSR link
Searching for a Company
� After Clicking Create PSR link, system should redirect user to
Preliminary Survey Report Screen � From this screen, Agents enter corresponding information of the
company being franchised inside each field
� User have the option to enter company name in the Company Name field or click and use button #15 to search for a company
� After clicking button #15 user will be directed to Company Look-up Screen
� Enter company name inside Company field � Click Search button to return search result
� After clicking Search Button, system should return search result
� Name of the company will be returned with the corresponding Status � Click Select beside the company name to choose a company
� Only those company whose status is “Open for Franchise” can be selected
� System will prompt if user tries to select a company whose status is
not “Open for Franchise”
� System will only allow users to select companies with “Open for Franchise Status”
� Prompt will be generated by the system if user selected a company
with “Open for Franchise” status
� Click Submit PSR to continue with the submission of Franchise request, otherwise click Main Screen
� Clicking Main Screen will direct user to List of Submitted Franchise/status screen
� Name of the selected company should reflect on the Company
Name Field � User should fill-up the corresponding information on the PSR
Adding Affiliates
� To add sister company/affiliates, click Please indicate sister company/affiliates, if any link under the Company Name field
� Clicking the link will direct user to Affiliates Entry screen � Enter Affiliate name on the Affiliate Name Screen
� Enter Affiliate address on Address field � Then click Add button
� Company Name should now be viewable at the bottom of the screen
� Click the X beside the Address field to delete an encoded company � Click Back to go back to PSR screen
Attaching Files
� System will not allow submission of PSR without attachment � Related documents can be attached by clicking Attach Basic
Requirement button
� Clicking Attach Basic Requirement button will transfer user to File
Upload Screen where user can attach documents related to the Franchise being applied
� Click Browse button to locate the file to be attached
� Locate for the file
� Click Open to select the file
� Screen below shows that the file has been properly selected
� To add file, click Add File then go over the process of attaching a file
� To remove a file, click Remove
� After the needed documents have been located, click Attach button to attach the file
� System prompts user if document/s has been successfully attached � Click OK then click Close to go back to PSR screen
Submitting the PSR
� To submit the PSR click submit PSR button after filling-up all the required field and attaching related documents
� After clicking Submit PSR button, a prompt will appear reminding user that he has 60 days to franchise the account, select “I agree” then
click Proceed button, otherwise select “I Disagree” then click Cancel button
� After submission, a prompt will be generated acknowledging the receipt of the application
� An e-mail will be sent to the user to confirm the receipt of the application
Viewing Submitted Franchise
� Click View submitted franchise / status button to view all submitted franchise
� User can view all of his submitted franchise and can search using company name or franchise status (Approve, Declined, Pending)
� Once the desired parameters has been provided, click search
button to display result
Request for Franchise Extension
� Click Request for franchise extension button to request for extension of the expiry of a franchise
� Fields with asterisk will be automatically be filled up by the system
once a company has been selected
� Fill up the remaining required fields (Reason for Request, Status of Negotiation)
� Click save to forward the application for extension
� After submission, a prompt will be generated acknowledging the receipt of the application for extension
� An e-mail will be sent to the user to confirm the receipt of the application
Viewing Submitted Extension Request
� Click View submitted extension request button to view all submitted franchise extension request
� User can view all of his submitted extension request and can search using company name or franchise extension request status (Approve, Declined, Pending)
� Once the desired parameters has been provided, click search button to display result
Updating Agent’s Information
� Click My Info Page button to edit agent information
� User will then be directed to Agent’s Information Page wherein user
can change and save basic information related to him � Click update to apply any changes made
Retrieving Forgotten Password
� Access Forgot your password link from the User Log-In page then click it
� System will prompt user to provide the e-mail address he supplied during the registration process
� Enter e-mail address then click Send my password button
� System will prompt that password will be sent to the provided e-
mail address