services career path ms ts bis. the process used by an employee to chart a course within ricoh...
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The process used by an employee to chart a course within Ricoh Services (BIS, MS and TS) for his or her career path and career development
Involves understanding what knowledge, skills, personal characteristics, and experience are required for an employee to develop his or her career
Can be lateral, or through access to promotions and/or departmental transfers.
Requires the employee to make a plan to obtain what is necessary in each of these areas to carry out his or her career path.
Starts by defining the opportunities available to them……
What is a Services Career Path?
Non-Management Career Progression
Document Specialist–1H,3HCourier--2HOn Site Services Specialist –3HSr. On Site Services Specialist –4H
Technology Services Engineer–11H
Technology Applications Specialist H8Print Support Specialist I/II–6H, 7HTechnology Service Technician I/II–6H, 7H
Managed Services Training Continuum
OSSS/SOSS Site Supervisor Site Manager Integrated Account Manager
Field Operations Manager/Area Director
Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules−Applicable to Site
Site Employee Modules- Applicable to Site
eLearning Courses (Recommended)MS Office Fundamental Courses
General Employee Development (Recommended)Climbing the Ladder Preserving the Customer Relationship
Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules−Applicable to Site
Site Procedures Guide Site Employee Train-the-Trainer Site Employee Modules- Applicable to Site
eLearning Courses (Recommended)MS Office Fundamental Courses
General Employee Development (Recommended)Climbing the LadderPreserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersPresentation SkillsApplied Presentation SkillsSL Financial TrainingMOR TrainingAccountability & Problem SolvingSuccession Planning
Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules −Applicable to Site
Site Employee Modules- Applicable to Site
Site Employee Train-the-TrainerSite Procedures Guide Coaching ModelSM Tier ISM Tier IISL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the Ladder
Management & Leadership Development Program (Required)• Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process
Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules −Applicable to Sites
Site Employee Modules-Applicable to Sites
Site Employee Train the TrainerSite Procedures GuideCoaching ModelIAM Tier lIAM Tier llProject ManagementSL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the Ladder
Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules −Applicable to Sites
Site Employee Modules-Applicable to Sites
Site Employee Train the TrainerSite Procedures GuideCoaching ModelIAM Tier lIAM Tier llProject ManagementSL Financial TrainingSuccession PlanningClimbing the Ladder
Managed Services Training Continuum
Continued
OSSS/SOSS Site Supervisor Site Manager Integrated Account Manager
Field Operations Manager/Area Director
eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient Courses
General Employee Development (Recommended)Preserving the Customer Relationship Growing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your BusinessProject Management
Management & Leadership Development Program (Required)•Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process
eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient Courses
General Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your Business
Management & Leadership Development Program (Required)•Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process
eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient CoursesMS Office Expert Courses
General Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersPresentation SkillsApplied Presentation SkillsMOR TrainingAccountability & Problem SolvingManaging Your Business
Managed Services Training Continuum Continued
Print Support Specialist I Print Support Specialist II Service Delivery Specialist/ManagerRequired Training Steps to Success 1 RSE Customer Service RSE Culture and Tools Benefits HIPAA /HITECH Mail Safety Code of Ethics On Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules −Applicable to SitePSS1 Reference Guide
Site Employee Training Modules- Applicable to Site
eLearning Courses (Recommended)MS Office Fundamental Courses
General Employee Development (Recommended)Climbing the Ladder Preserving the Customer Relationship
Required TrainingSteps to Success 1 RSE Customer Service RSE Culture and Tools Benefits HIPAA /HITECH Mail Safety Code of Ethics On Site Safety Ricoh New Employee Orientation ISMS
Steps to Success 2TRAC Modules − Applicable to SitePSS2 Reference Guide
eLearning Courses (Recommended) MS Office Fundamental Courses
General Employee Development (Recommended) Climbing the Ladder Preserving the Customer Relationship
Required Training Steps to Success 1 Steps to Success 2 TRAC Modules applicable to site SET Modules applicable to siteSDS/SDM Reference Guide SDS/SDM Tier I Program GuideSite Employee Train-the-TrainerSite Procedures Guide Coaching ModelSM Tier ISM Tier IISL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the LadderManagement & Leadership Development Program (Required)Foundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the WorkplaceEnvironment Diversity for ManagersPerformance Mgt. ProcesseLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient CoursesGeneral Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your BusinessProject Management
Technology Services Training Continuum
TAS
Applications(First 90 days)
EDGE New Hire Training
Compliance(First 90 days)
See HR Compliance (including Customer First and ISMS Diversity)TS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required
Professional Development (First 90 days)
TAS Playbook The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Professional Development (Within 12 months)
Excelling at Customer ServiceDigital Color Basics or Competency Exam (6-12 months)
Professional Development (Within 18 months)
CTT+ certification
Core Requirements (First 90 days)
Technical Printing Technologies Scanning Technologies
Technology Services Training Continuum Continued
9
TASCore Requirements(90 -180 days)
Fax Basics
Hardware •Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator (optional)• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner•Fundamentals of Product Technology
Solutions(Within 12 months)
@Remote Tier 1 Self Paced for Service Professionals
@Remote Tier 2 Instructor Led for Service Professionals
Global Scan for 1st Responders Fiery Class Cloud Computing – online course Global Scan for 1st Responders
(recommended or required?) PCS Director recommended Fonality – recommended @Remote (Enterprise Pro)
recommended PPDM V3 (recommended)
Solutions(Within 18 months)
Hot Spot PrintingSupporting Security SolutionsMacintosh Fundamentals (1 day class)
Technology Services Training Continuum
Associate Technician and On Site Associate Tech
Technology Services Specialist I
Technology Services Specialist II
Production Systems & TS Specialist I
On-boarding(First 30 days)
Applications(First 90 days)
For On Site Associate Tech: RMS Steps to Success 1
For Associate Tech and On Site Associate Tech:EDGE New Hire Trainingwill include SCALT and Inventory
EDGE New Hire Trainingwill include SCALT and Inventory
EDGE New Hire Trainingwill include SCALT and Inventory
EDGE New Hire Trainingwill include SCALT and Inventory
Compliance(First 90 days)
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required
See HR Compliance Learning PathTS Specific::•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]
Professional Development (First 90 days)
Customer Awareness Training The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Customer Awareness Training The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Customer Awareness Training The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Customer Awareness Training The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Professional Development (Within 12 months)
Excelling at Customer Service Excelling at Customer Service Excelling at Customer Service A+ or Network+ or MCTS
Excelling at Customer Service Network+ or MCSA and either A+
or MCTS
Professional Development (Within 18mos.)
A+ Recommended A+ or Network+ or MCTS Participating in Teams Taking Control of Your Workday
Participating in Teams Taking Control of Your Workday
Participating in Teams Taking Control of Your Workday
Core Requirements (First 90 days)
Core Basics / Technology Essentials or Competency Exam
Digital Color Basics or Competency Exam
MFP Hardware Training
Core Basics / Technology Essentials or Competency Exam
Digital Color Basics or Competency Exam
MFP Hardware Training
Core Basics / Technology Essentials or Competency Exam
Digital Color Basics or Competency Exam
MFP Hardware Training
Core Basics / Technology Essentials or Competency Exam
& High Volume Equivalency Digital Color Basics or Competency Exam
Production Hardware Training
Technology Services Training Continuum Continued
11
Associate Technician and On Site Associate Tech
Technology Services Specialist I
Technology Services Specialist II
Production Systems & TS Specialist I
Core Requirements(90 -180 days)
Digital Troubleshooting Concepts Fax Basics Global Scan for 1st Responders
Digital Troubleshooting Concepts Fax Basics
Digital Troubleshooting Concepts Fax Basics
Digital Troubleshooting Concepts
Hardware Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner
Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner
Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner
Per local management direction based on Territory Requirements Accessory Controllers & RIPs Digital Duplicator Digital Wide Format Production Printing – Color Production Printing - B/W Scanner
Solutions(Within 12 months)
@Remote Technical Printing Technologies
Teknoforce Proactive Services Global Scan for 1st Responders
@Remote Technical Printing Technologies
Teknoforce Proactive Services Global Scan for 1st Responders
@Remote Technical Printing Technologies
Teknoforce Proactive Services Global Scan for 1st Responders
@Remote Technical Printing Technologies Teknoforce Proactive Services Global Scan for 1st RespondersPer local management direction based on
Territory Requirements @Remote (Enterprise Pro) Fiery Solutions v2 PCS Director DocumentMall
Solutions(Within 18 months)
Scanning Technologies App 2 Me
Per local management direction based on Territory Requirements• Hot Spot Printing• DocumentMall
Scanning Technologies App 2 Me
Per local management direction based on Territory Requirements• Hot Spot Printing• DocumentMall
App 2 Me
Per local management direction based on Territory Requirements•Hot Spot Printing• DocumentMall
Per local management direction based on Territory RequirementsSupporting Security Solutions
Electives Macintosh Fundamentals Macintosh Fundamentals Macintosh FundamentalsFTSM DevelopmentSee Also – Management & Leadership Learning Paths
Macintosh FundamentalsFTSM DevelopmentSee Also – Management & Leadership Learning Paths
Technology Services Training Continuum Continued
12
Senior Technology Services Specialist
Production Systems Technology Services Specialist II
Technology Services Engineer
Applications(First 90 days)
EDGE New Hire Trainingwill include SCALT and Inventory
EDGE New Hire Trainingwill include SCALT and Inventory
EDGE New Hire Trainingwill include SCALT and Inventory
Compliance(First 90 days)
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required
See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required
Professional Development (First 90 days)
Customer Awareness Training The Perfect Service Call Interpersonal Communication:
Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Customer Awareness Training The Perfect Service Call Interpersonal Communication: Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Customer Awareness Training The Perfect Service Call Interpersonal Communication: Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business
Professional Development (Within 12 months)
Excelling at Customer Service Network+ or MCSA and either A+ or
MCTS
• Excelling at Customer Service• Network+ or MCSA and either A+ or MCTS
Excelling at Customer Service MCSE or MCITP
Professional Development (Within 18 months)
Participating in Teams Taking Control of Your Workday
Participating in Teams Taking Control of Your Workday
Participating in Teams Taking Control of Your Workday
Core Requirements (First 90 days) Core Basics / Technology Essentials or Competency Exam
Digital Color Basics or Competency Exam
MFP Hardware Training
Core Basics / Technology Essentials or Competency Exam and High Volume Equivalency
Digital Color Basics or Competency Exam Production Hardware Training
Core Basics / Technology Essentials or Competency Exam
Digital Color Basics or Competency Exam
Core Requirements(90 - 180 days)
Digital Troubleshooting Concepts Fax Basics
Digital Troubleshooting Concepts Teknoforce Proactive Services Global Scan for 1st Responders Network Services: Essentials & SMB Technologies
Hardware Per local management direction based on Territory Requirements Accessory B to C MFP BW MFP/PrinterColor MFP/PrinterControllers & RIPs Device Management Digital Duplicator Digital Wide Format Geljet Printer Production Printing – Color Production Printing - B/W Scanner
Per local management direction based on Territory Requirements Accessory Controllers & RIPs Digital Duplicator Digital Wide Format Production Printing – Color Production Printing - B/W Scanner
Per local management direction based on Territory RequirementsControllers & RIPs
Technology Services Training Continuum Continued
13
Senior Technology Services Specialist
Production Systems Technology Services Specialist II
Technology Services Engineer
Solutions(Within 12 months)
@Remote Technical Printing Technologies Scanning Technologies Teknoforce Proactive Services App2 Me
Per local management direction based on Territory Requirements
@ Remote (Enterprise Pro) Fiery Solutions v2 PCS Director DocumentMall HotSpot Enterprise
@Remote Technical Printing Technologies Scanning Technologies Teknoforce Proactive Services App 2 Me HotSpot Printing Supporting Security Solutions Global Scan for 1st Responders
Per local management direction based on Territory Requirements
Hot Spot Printing DocumentMall
Supporting Security SolutionsNetwork Services: Active Directory Infrastructure
Per local management direction based on Territory Requirements Controllers & RIPs Global Scan SLNX
Solutions(Within 18 months)
Supporting Security Solutions
Per local management direction based on Territory RequirementsSLNXeCopy
Per local management direction based on Territory RequirementsSLNXeCopy
Network Services: Messaging & Collaboration
Network Services: SonicWall Network Services: Supporting Fonality
PPDM V3 HotSpot Enterprise
Electives Macintosh Fundamentals Network Services: Essentials & SMB
Technologies FTSM Development
See Also – Management & Leadership Learning Paths
Macintosh Fundamentals Network Services: Essentials & SMB
Technologies FTSM Development
See Also – Professional Services and / or Management & Leadership Learning Paths
Macintosh Fundamentals Network Services: Essentials & SMB
Technologies FTSM Development
See Also – Professional Services and / or Management & Leadership Learning Paths
Technology Services Training Continuum Continued
14
Field Technology Services Manager Field Operations Manager/Area Director
Required Training OnePlus Benefits HIPAA /HITECH Code of Ethics Ricoh New Employee Orientation ISMS Territory Manager Coaching ModelManagement & Leadership Development Program (Required)• Leadership Effectiveness Playbook Foundations for New Managers FTSM Development Assessing & Selecting Talent Managing Performance Managing the Workplace Environment Diversity for Managers Performance Mgt. Process RLI – Manager level functionalityeLearning Courses (Recommended) Project ManagementGeneral Employee Development (Recommended) Preserving the Customer Relationship Site Employee Train-the-Trainer Growing Your Account Time Management Skills Managerial Courage Empowerment: Empowering Others Presentation Skills Applied Presentation Skills MOR Training Accountability & Problem Solving Managing Your BusinessBACK TO BASICS TRAINING SERIESRefresherPayroll RefresherHR Policy RefresherLeave of Absence ProcessTime and Attendance RefresherCorrective Action RefresherWorker’s Compensation Process
Required Training OnePlus Benefits HIPAA /HITECH Code of Ethics Ricoh New Employee Orientation ISMS Territory Manager Coaching ModelManagement & Leadership Development Program (Required)• Leadership Effectiveness Playbook Foundations for New Managers Assessing & Selecting Talent Managing Performance Managing the Workplace Environment Diversity for Managers Performance Mgt. Process RLI – Manager level functionalityeLearning Courses (Recommended) Project ManagementGeneral Employee Development (Recommended) Preserving the Customer Relationship Site Employee Train-the-Trainer Growing Your Account Time Management Skills Managerial Courage Empowerment: Empowering Others Presentation Skills Applied Presentation Skills MOR Training Accountability & Problem Solving Managing Your BusinessBACK TO BASICS TRAINING SERIESRefresherPayroll RefresherHR Policy RefresherLeave of Absence ProcessTime and Attendance RefresherCorrective Action RefresherWorker’s Compensation Process
Technology Services Certifications
* Either Microsoft Certified Systems Engineer or Microsoft Certified Solutions Expert** Either Microsoft Certified Systems Administrator or Microsoft Certified Solutions Associate
• Two Certifications: Either A+, Net+, MCTS, or MCSA** AND Security+
Technology Application Specialist • CTT+
Technology Services Certification
Changes and Suggestions
FOR INTERNAL USE ONLY - DO NOT DISTRIBUTE OUTSIDE OF RICOH 16
• Changes: Add Security+
• Changes: Add Security+
• Changes: Add Security+
Technology Application Specialist • Changes: Added CTT+
BIS Training Continuum
17
Admin AssociateAdmin AssistantSr. Admin Assistant
Executive Admin Assistant Document Specialist I/IIQuality Assurance Specialist
Technical Document SpecialistTechnical Tech Ops Specialist
(includes National)
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites
Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices
Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing
Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites
Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices
Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites
Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices
Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
BIS Training Continuum Continued
18
Technical Document SpecialistTechnical Tech Ops Specialist
(includes National) cont
Assistant Shift Manager Assistant Shift Manager Assistant Shift ManagerContinued
Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501Oversize
Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced
Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing
Level 5B ContinuedCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition PoliciesLevel 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend Planning
Final CheckOrders OutError Reporting Process
BIS Training Continuum Continued
19
Technical Document SpecialistTechnical Tech Ops Specialist
(includes National)
Assistant Shift Manager Assistant Shift Manager Assistant Shift ManagerContinued
Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced
Ricoh MPW3600/3601BindingMailoutsOn-SitesLevel 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies
Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process
Level 7Management & Leadership DevelopmentRicoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication
BIS Training Continuum Continued
20
EDD Workflow Manager, Shift Manager, Site Manager
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites
Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced
Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing
Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies
BIS Training Continuum Continued
21
EDD Workflow Manager, Shift Manager, Site Manager
Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process
Level 7Management & Leadership Development
Ricoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication
Level 8 Where to get Ricoh FormsSOX Monthly Self AuditsState Law ResourcesFederal and State Law PostingsShift Manager Delegation SkillsMicrosoft Excel BasicMicrosoft WordOperations ResponsibilitiesSales ResponsibilitiesEquipment Combinations and PackagingBest Practices and Form UsageFIPSWorking with Percentages & QuizCosted SchedulesCredit RebillsNew Hire DocumentsSite Certification – Keeping Tasks Organized
How to Present a Huddle
Level 8 continuedOnsites-The Customer and YouOnsites-Sales ForceOnsites-RFP, SOW, BidOnsites-StaffingOnsites-Equipment DeploymentOnsites-Project Instructions/NeedsOnsites-FIPS BillingOnsites-Copier RentalFinancial Principals
BIS Training Continuum Continued
22
National Operations Manager EDD, Operations Manager I, Operations Manager II
Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report
Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501Oversize
Level 2 continuedRicoh MPW3600/3601BindingMailoutsOn-Sites
Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling
Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced
Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing
Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob Builder
Level 5B continuedInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies
Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process
BIS Training Continuum Continued
23
National Operations Manager EDD, Operations Manager I, Operations Manager II
Level 7Management & Leadership DevelopmentRicoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication
Level 8 Where to get Ricoh FormsSOX Monthly Self AuditsState Law ResourcesFederal and State Law PostingsShift Manager Delegation SkillsFundamentalsMicrosoft Excel BasicMicrosoft WordOperations ResponsibilitiesSales ResponsibilitiesEquipment Combinations and Packaging
Level 8 continuedBest Practices and Form UsageFIPSWorking with Percentages & QuizCosted SchedulesCredit RebillsNew Hire DocumentsSite Certification – Keeping Tasks OrganizedHow to Present a HuddleOnsites-The Customer and YouOnsites-Sales ForceOnsites-RFP, SOW, BidOnsites-StaffingOnsites-Equipment DeploymentOnsites-Project Instructions/NeedsOnsites-FIPS BillingOnsites-Copier RentalFinancial Principals
Level 9Conducting Productive MeetingsThe Meeting ProcessThe 15 minute Shift Manager (SMART) meetingProduction Management Meeting
Level 9 continuedExecutive Team Meeting / Contributing in Sales MeetingsEmail in the WorkplaceWriting Effective EmailsHIPAA Master ChecklistSafety CommitteeSupplies/Ordering
Level 10Month End Close Checklist – Short VersionPre-Close ChecklistUnderstanding the General Ledger (GL)Close Process (Day 1 Forward)Post Close ReconciliationReading & Understanding Additional Financial ReportsPolicy-Revenue RecognitionPolicy-3rd party vendors and sub contractor agreementsPolicy-Preferred vendorsPolicy-LaptopPolicy-Gift and gratuityPolicy-Signing authorityPolicy-COD/Default credit limitTrip Manager and Travel PolicyRisk ManagementAccounting
Level 10 continuedHRMRCLegalService Excellence WebsiteManager Self ServeApplicant Tracking SystemConcur Expense ReportingHow to use Webex/Bell South/Net MeetingGlobal Help DeskForecastingBreak EvenLabor and Revenue TrackingPayroll close processBad Debt and DSOThe Site CertificationThe Ops CouncilP Card-RoughMoving a locationWhat to do when (phones are down, evacuation, fire, natural disaster, network is down)Deadline ComplianceConducting IDP’sBehavioral InterviewingManaging Direct ReportsYour first 30 days as an OMThe Annual Review Process