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TRANSCRIPT
Foundational Training Opportunities & Requirements
for Employees of North American Roofing
NARSI Training Library
Revised- Fall 2016, Version 2
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Contents
Position Requirements ................................................................................................................................... 3
Trainers by Class ............................................................................................................................................... 6
AC Overview ........................................................................................................................................................ 9
Aerial & Scissor Lift Safety ...........................................................................................................................10
Brand NARSI ......................................................................................................................................................11
Concur .................................................................................................................................................................12
Concur for Supervisors .................................................................................................................................13
CRM Basics .........................................................................................................................................................14
CRM- Production..............................................................................................................................................15
CRM- Customer Contact Center ..................................................................................................................16
CRM- Service .....................................................................................................................................................17
Customer Action Center- Overview ..........................................................................................................18
Customer Contact Center- Prospecting Calls .........................................................................................19
Dashboards- Overview ..................................................................................................................................20
DoT .......................................................................................................................................................................21
Econz ....................................................................................................................................................................22
Equipment/ IS...................................................................................................................................................23
Estimating Overview- General ....................................................................................................................24
Estimating Overview- Sales .........................................................................................................................25
Financial Overview .........................................................................................................................................26
First Aid & CPR .................................................................................................................................................27
Fleet Training ...................................................................................................................................................28
Fork Lift Training ............................................................................................................................................29
Metal Shop- Overview ....................................................................................................................................30
Orientation/ HR ...............................................................................................................................................31
Orientation/ NARSI Welcome .....................................................................................................................32
OSHA 10 ..............................................................................................................................................................33
OSHA 30 ..............................................................................................................................................................34
Procurement & Logistics- Overview .........................................................................................................35
Production- Drawings & Uploads ..............................................................................................................36
Production- Equipment Rental ..................................................................................................................37
Production- iPad..............................................................................................................................................38
NARSI Training Library
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Production- Overview ...................................................................................................................................39
Production- Permits Overview...................................................................................................................40
Production- Warranties ................................................................................................................................41
Purchase Orders ..............................................................................................................................................42
Qorus Document Generation ......................................................................................................................43
Quality Overview .............................................................................................................................................44
Quality Inspections .........................................................................................................................................45
RoofGuard- Field .............................................................................................................................................46
RoofGuard- Overview ....................................................................................................................................47
Roofing 101 .......................................................................................................................................................48
Roof Tech- Overview ......................................................................................................................................49
Roof Tops- Intro to Roofing Basics............................................................................................................50
Safety- Overview ..............................................................................................................................................51
Service- Administration ................................................................................................................................52
Service- Billing .................................................................................................................................................53
Service- Customer Based Web System .....................................................................................................54
Service Estimating- Overview .....................................................................................................................55
Service- Home Depot Process .....................................................................................................................56
Service- iPad Overview .................................................................................................................................57
Service- iPad Advanced .................................................................................................................................58
Service- Manufacturer 3rd Party Warranty ............................................................................................59
Service- Overview ...........................................................................................................................................60
Service- Phone Intro/ Service Calls ..........................................................................................................61
Service- Photo Taking ....................................................................................................................................62
Service- TouchDraw .......................................................................................................................................63
SOP- General Overview .................................................................................................................................64
SOP- Department Overview .........................................................................................................................65
Strategy- Kelly Wade ......................................................................................................................................66
Walmart- Strategic Account Overview ....................................................................................................68
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Position Requirements
Tech Sales
Production Service Sales CCC All Other Positions
Class TECH FC FM PM LT RSR RG PM SR SSR PT FT DIR
.25 AC Overview .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25
4 Aerial & Scissor Lift* 4 4 4
2 Brand NARSI 2 1
1.5 Concur 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5
1.5 Concur for Supervisors 1.5 1.5
1 CRM Basics 1 1 1 1 1 1 1 1 1 1 1
2 CRM- Production 2
2 CRM- Sales & CCC 2 2
2.5 CRM- Service 2.5 2.5 2.5 2.5
.5 Customer Action Center 0.5 0.5 0.5 0.5 0.5
1 CAC- Prospecting 1
1 Dashboards- Overview 1 1 1
14 DoT Training* 14 14 14 14
.5 Econz .5 .5 .5 .5
1 Equipment/IS 1 1 1 1 1 1 1 1 1
.5 Estimating- Overview General
.5 .5 .5 .5
.5 Estimating- Overview Sales .5
1 Financial Overview 1
8 First Aid & CPR* 8 8 8
1.5 Fleet Training 1.5 1.5 1.5 1.5 1.5
3 Forklift Training* 3 3 3
0.25 Metal Shop- Overview .25 .25 .25 .25 .25 .25 .25
1.5 Orientation/ HR 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5
1 Orientation/ Welcome 1 1 1 1 1 1 1 1 1 1 1 1 1
10 OSHA 10** 10 10 10 10
30 OSHA 30*** 30 30
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Tech Sales
Production Service Sales Sales
Support All Other Positions
Class TECH FC FM PM LT RSR RG PM SR SSR PT FT DIR
.25+ Procurement & Logistics .25 .25 1 1 0.5
1 Production- Drawings & Uploads
1 1 1
1.5 Production- Equipment Rental
1.5 1.5 1.5
.5 Production- iPad .5 .5 .5
.25+ Production- Overview 1 1 1 1 2 .25 .25 2
1.5 Production- Permit Overview 1.5 1..5 1.5
1.5 Production- Warranties 1.5 1.5 1.5
.25 Purchase Orders .25 .25 .25 .25 0.25
1 Qorus Document Generation 1
1 Quality- Overview 1 1 1 1
10 Quality Inspections 10 10
2.5 RoofGuard- Field 2.5
1 RoofGuard- Overview 1 1 1 1 1 1 1 1 1
10 Roofing 101 10 10 10 10 10 10 10
1 Roof Tech- Overview 1 1 1
1.5 Roof Tops- Intro to Roofing Basics
1.5 1.5 1.5 1.5 1.5 1.5
.25+ Safety- Overview .25 .25 .25 .25 2 2 2 2 2 .25 .25 2
1 Service- Administration 1 1
1 Service- Billing 1 1 1 1
4 Service- Customer Based Web System
4 4 4
.5 Service Estimating- Overview .5 .5 .5
2 Service- Home Depot Process 2 2 2 2
1 Service- iPad Overview 1 1 1
1.5 Service- iPad Advanced 1.5 1.5 1.5
1.5 Service- Manufacturer 3rd Party Warranty
1.5 1.5 1.5 1.5
1 Service- Overview 1 1 1 1 1 1 1
3 Service- Phone Intro/ Service Calls
3 3
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Tech Sales
Production Service Sales Sales
Support All Other Positions
Class TECH FC FM PM LT RSR RG PM SR SSR PT FT DIR
1.5 Service- Photo Taking 1.5 1.5 1.5
2 Service- TouchDraw 2 2 2
.25 SOP- General Overview .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25 .25
2 SOP- Department Overview 2 2 2 2 2 2 2 2 2 2 2 2 2
2 Strategy- Kelly Wade 2
.5+ Tech Services- Overview 1 1 0.5
1 Walmart- Strategic Acct Overview
1
.5 Warehouse- Overview 0.5 0.5 0.5 .5 0.5 0.5
Shadowing X X X X X X X X X X X
Tours X X X X
Q&A Sessions X X X
Additional Job Specific Training
X X X X X X X X X X X X X
All Training Requirements above must be received within the first 3 weeks of employment.
Unless noted by the following:
*DoT Training- Must be currently certified or receive within 30 days of Director request. Aerial & Scissor Lift- Must be currently certified or receive within 30 days of Director request. CPR & First Aid- Must be currently certified or receive within 30 days for Director request. Fork Lift- Must be currently certified or receive within 30 days for Director request. ** OSHA 10- Must be currently certified or certified within 30 days of hire.
*** OSHA 30- Must be currently certified or certified within 30 days of hire.
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Trainers by Class Class Trainer Trainer Hrs
AC Overview Training Department .25
Aerial & Scissor Lift Training Department 4
Brand NARSI Sales Department 2
Concur Training Department Accounting Department 1.5
Concur for Supervisors Training Department Accounting Department .25
CRM Basics Training Department 1
CRM- Production Sr. Prod Coordinator 2
CRM- Contact Center Sales Department Training Department 2
CRM- Service Service Department Training Department 2.5
Customer Action Center Customer Action Ctr .5
Dashboards- Overview Accounting Dept 1
DoT Training Safety/Quality Dept n/a 14
Econz HR Department .5
Equipment/IS Training Department IT Department 1
Estimating- Overview General Estimating Manager n/a .5
Estimating- Overview Sales Estimating Manager n/a .5
Financial Overview Executive Team n/a 1
First Aid & CPR Training Department Safety Department 8
Fleet Training Procurement/Logistics 1.5
Fork Lift Training Safety Department Training Department 3
Metal Shop- Overview Procurement/Logistics .25
Orientation/ HR HR Department 1.5
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Class Trainer Trainer Hrs
Orientation/ NARSI Welcome Training Department HR Department 1
OSHA 10 Safety Department Virtual 10
OSHA 30 Training Dept/Virtual Safety Department 30
Procurement & Logistics- Overview Procurement/Logistics .5
Production- Drawings & Uploads Training Department Production Department 1
Production- Equipment Rental Procurement/Logistics 1.5
Production- iPad Training Department 1
Production- Permits Overview
Production- Overview
Prod Department
Training Department
Production Department
.5
.25
Production- Warranties Prod Department .5
Purchase Orders Procurement/Logistics .25
Qorus- Document Generation Service Department 1
Quality- Overview Safety Department 1
Quality Inspection Training Training Department Safety Department 10
RoofGuard- Field Service Department 2.5
RoofGuard- Overview Service Department 1
Roofing 101 Tech Services 10
Roof Tech- Overview Tech Services- RT 1
Roof Tops- Intro to Roofing Basics Training Department 1.5
Safety- Field Safety/Quality Dept 2
CCC- Prospecting Calls Customer Contact Ctr 1
Service- Administration Service Department 1
Service- Billing Service Department 1
Service Estimating- Overview Service Department .5
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Class Trainer Trainer Hrs
Service- Customer Based Web System Service Department 4
Service- Home Depot Process Service Department 2
Service- iPad Introduction Service Department Training Department 1
Service- iPad Advanced Service Department 1.5
Service- Manufacturer 3rd Party
Warranty
Service Department 2
Service- Overview Training Department Service Department 1
Service- Phone Intro/ Service Calls Service Department 3
Service- Photo Taking Service Department 1.5
Service- TouchDraw Service Department 2
SOP- Overview Training Department 1
SOP- Department Dept Director Dept Manager 2
Strategy Executive Team 2
Tech Services- Overview Tech Services .5+
Walmart-Strategic Account Overview Sales Department 1
Warehouse- Overview Procurement/Logistics .5
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AC Overview Class Length .25
The AC Overview provides staff with general information about the Approved Contractor Program at
North American Roofing.
Trainers: Training Department- Mary Michael
Agenda/ Objectives:
1. ACs an Extension of NARSI- expectations for ACs. 2. How we recruit ACs. 3. Why ACs are Important 4. How NARSI ACs are managed 5. Q&A if necessary
Handouts/Tools/ Resources Required:
1. AC Overview Video
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Aerial & Scissor Lift Safety Class Length 4 hrs
This training is for employees who will use aerial and scissor lift devices to perform various work duties.
Trainers: Training Department-
Randy Johnson
Roberto Bermudez
Safety Department-
Armando Quintero
Agenda/ Objectives:
1. Definitions 2. OSHA Standards 3. Types of Aerial Lifts 4. Scissor Lifts 5. Training Requirements 6. Selecting the Right Lift 7. Inspections 8. Safety Procedures for Aerial & Scissor Lifts 9. Specific Safety Procedures for Aerial Lifts 10. Specific Safety Procedures for Scissor Lifts 11. Fall Protection 12. Shutdown Procedure
Handouts/Tools/ Resources Required:
1. Aerial & Scissor Lift Handouts 2. Aerial Lift(s) 3. Certification Cards
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Brand NARSI Class Length 2
An overview of the NARSI brand from the Marketing Director.
Trainers: Sales Department- Jonathon Santiago Agenda/ Objectives:
1. Provide an Overview of Marketing Materials a. Literature b. Samples c. Presentations d. Proposals e. Other tools available
2. Industry Associations & Publications 3. Trade Shows 4. Targeted Campaigns 5. Social Media
Handouts/Tools/Resources Required:
1. Powerpoint 2. Marketing Materials- Proposal Binders, Brochures 3. Campaign Calendar 4. Trade Show Publication
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Concur Class Length 1.5 hrs
Concur teaches staff how to utilize NARSI’s Online Expense Reporting & Travel program.
Trainers: Training Department- Mary Michael
Accounting Department- Stephanie Milford
Agenda/ Objectives: 1. Update user Profiles & Preferences
2. Complete E-Receipt Activation
3. Create an Expense Report 4. Manage Receipts Electronically
5. Upload receipts with Expenseit 6. Report Out of Pocket Expense
7. Reconcile Charges & Submit a Report 8. Utilize Aladdin- Travel Services in Concur 9. Additional training resource locations shared
10. Review the Travel Policy
Handouts/Tools/ Resources Required:
1. Participants must have access to an iPad or Computer 2. Must have id set up in Concur by Stephanie- email sent to trainee 3. Receipts from NARSI credit card purchases 4. iPhone for Expense It 5. Apple id set up- to down load Expenseit & Concur as necessary
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Concur for Supervisors Class Length .25 hrs
This training course will guide Concur Expense Approvers through the general process of approving
expense reports in Concur, as well as provide some tips and tools on how to best utilize the platform.
Trainers: Training Department- Mary Michael Accounting Department- Stephanie Milford
Agenda/ Objectives:
1. Familiarize yourself with your direct report’s Travel and Expense Policy 2. Understand the expense approval process 3. Learn some simple tips and tools for reviewing expense reports 4. Approve an expense report efficiently and accurately 5. Send back expenses to be corrected 6. Act as an Expense Delegate 7. Review Travel Policy
Handouts/Tools/ Resources Required:
1. Laptop or Desktop Computer 2. iPhone or iPad (ideally both if applicable) 3. Handout/Cheat Sheet outlining the list of Expense Types