Using the Dashboard

When you launch OTIS, the system displays the Dashboard’s HOME view by default. The top portion of this window is shown in the image below. A table describing the number keys immediately follows the image.

Number Key

Description

1

Click the arrows to toggle the banner's display.

2

Shows the status of instructors and their completions of the G2020 update course. Use the 2020 action center link to pay the fees required for completing the course.

3

Shows your current discount level and how much needs to be purchased to get to the next discount level.

4

Bot Bucks are points earned for discounts. One bot buck is equivalent to one dollar you can take off your order during the redemption period.

5

Displays a snapshot of your Training Center’s statistics.

6

Where system notifications display. Click the Period* drop-down menu (shown circled) to filter messages per a specific time frame. Click VIEW HISTORY, located at the bottom of the Notices section, (not shown in the image) to open the Notice History window to locate recent or archived notices. In the Notice History window, you can also choose to ARCHIVE ALL NOTICES, or individually archive a notice by clicking its Archive icon

Further down the page is shown in the image below. A table describing the number keys immediately follows the image.

Number Key

Descriptions

1

Displays your available credits.

2

Click to purchase credits.

3

Displays your previous purchases in the last 6 months. Selecting a hyperlink under Shipment Tracking takes you to your order's tracking information.

4

Displays a snapshot of training statistics.

Further down the page is shown in the image below. A table describing the number keys immediately follows the image.

Number Key

Descriptions

1

Displays your training schedule, and is also where you can click on a date and either display that day’s training schedule, view that day’s course roster, or create a course for that day.

2

A report that lets you know how many students have expired or will be expiring on a month to month basis.

3

Displays a snapshot of RSV (Remote Skills Verification) statistics.

4

Displays your training schedule, and is also where you can click on a date and either display that day’s training schedule, view that day’s course roster, or create a course for that day.

The last portion of the Dashboard is shown in the image below. A table describing the number keys immediately follows the image.

Number Key

Description

1

Quick access to reports you've saved and used frequently.

2

Access Video Help by clicking Topic and entering a feature name. Once you find the feature you are looking for, click the topic’s arrow (shown circled) to play. Locate additional videos by clicking the page numbers in the lower portion of this section.


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