Reso 2021-3185 - Laserfiche WebLink

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• Homepage. View news and events, pending online user requests, flexible exception report notifications, and search and select both accounts and organizational units. • Fleet Manager. Managing cards, drivers, vehicles, authorization profiles, accounts, org units (or departments), contacts, and addresses. • Financials. Provides access to accounting fields and definitions, and allows you to assign financial profiles throughout your hierarchy. • Reports- Guides the user through the various reporting tools to meet your analysis needs. • Resource Tools. offers various, commonly -requested reporting tools to help locate sites where your fleet card can be used, to assist you in finding diesel and alternative fuel sites, and to direct you to locations with the lowest price per gallon. • Administration. Manage online users, view the roles and permissions to which these users are assigned; create custom roles to meet your security needs. The Implementation Manager will also work with the Agency to create a WEXOnline° Summary Guide that outlines how agency nuances and requirements will be captured and reported through the system as well as quick -step guides for the online system. 12.7 Contractor must provide updates to the user guides will be proactively communicated. Improving our end -user assistance, WEX is shifting away from static PDF user guides in favor of an online contextual and embedded help management system that's always available and is updated dynamically. PDF user guides will remain available on the site as we continue to add embedded content to the contextual and embedded help management system. • New contextual and embedded help management system content is prioritized based on information communicated from the call center, account reps, and direct user feedback. When new information is added, on -screen alerts appear. • Adding new contextual and embedded help management system content is ongoing, and new walk-throughs are added as quickly as resources and capacity allow. • Our site is coded such that video content can be generic or, if state -specific tutorials are available and supplied to WEX, branded by state. 12.8 Additional training. During the implementation phase WEX will source feedback from user to craft training to ensure customer input is received, needs are prioritized, training is tailored, the venue it needs to be presented in and how it is communicated. At the conclusion of the implementation, the Implementation Manager will create a final document outlining the program as implemented for a given Participating Entity and capturing the nuances of the different Agencies along with any customized servicing or reporting that has been designed for your team. This is a collaborative process between the customer and WEX and will be maintained throughout the life of the contract for support on an ongoing basis. See the response in 12.7 regarding how our system also provides dynamic training updates with pertinent on -screen alerts that notify of new training topics and learnings supplied by our call center, account reps, and direct user feedback. WEX will also provide training on an ongoing basis as technical releases are completed to ensure the Agencies are taking full advantage of all the WEX offerings. Your Strategic Relationship Manager along with your Premium Fleet Services Account Managers will work with the MASTER AGREEMENT No. 00819 - FLEET CARD SERVICES PAGE 129 OF 138