Step 1 - Careers Fast Track
Contents
1. Note Youcan update your personal and business info with your business logo so all reports are branded with your Name and Consultancy Jser lyla CareersFastTrack Schools Clients Profile Support Logout Client Groups Payments 20 CareerLifeCollege CareersFastTrack 9 5 Change Password Step 1 Click on Change Password under Profile in the top toolbar menu Step 2 Enter your old and new passwords and click Change Password CarsersFastTrack User lyla Change Password To update your CMS login password please enter your current password and the new password that you would like Password New Password Confirm New Password Change Password CareerL ifeCollege 10 Client Information Management 10 1 Client Information 10 2 Assessments amp Reports 10 3 Communication Log 10 4 Client Meetings 10 5 Client Resume CareersFastTrack 10 1 Client Information In this section you can maintain detailed information about your client including personal details contact details career pathways and program outcomes Click on Edit at the bottom of the section to update information Client Information Personal Details Contact Details Career Pathways Program Outcomes First Name Nadia Last Name Salim Birth Date Employment Status Organisation Occupation Signed Exclusion Clause Print Exclusion Clause Comments Create Da2. wenn Nadia Salim 20 07 2009 Assessment Invitation Step 4 Select the Assessments by checking the relevant boxes Please see picture 3 on the following page Step 5 Review and amend the message if Multiple lenis needed pm Step 6 Click Send Email Client Reports 20 CareerLifeCollege Client Groups Send Assessment Invitation Emails Use the form below to send invitation emails to the selected clients for completing career assessments a Please select at least one assessment and enter the email subject and message The text below is suggestion please customise it to suit your needs Ae amare MA Fomine o fud SAssessmentLink You may move the position of the text in message body SE psa or aet ein ae It is optional and can be removed from the Note FEES ee Se ee Career interest Assessment I Career Obstacies Assessment Ciient History Questionnaire Industry Exploration Assessment Resume Transferable Skills Assessment Bee natusally os cur Peimaey persona Many people who complete career related complete them quiis Cohteeieat persona your Shalisage is te ley to empesta sha assessments from the point 22 view of whe you are naturally idsntify your Primary persona Ramambae there right or wrong answers the answer that fita your Primary Persona is
3. 20 07 2009 Steven Grant 20 07 2009 Michelle Hans 20 07 2009 Prince Jack 20 07 2009 Nadia 20 07 2009 Client Information Personal Details Contact Details Career Pathways Program Outcomes First Name Bill Last Name Frost Birth Date Employment Status Organisation Occupation Signed Exclusion Clause print Exclusion Clause Comments Create Date 20 07 2009 CareersFastTrack 9 2 Updating Group Information Y To Edit Group Information Step 1 Go to Client Groups page Step 2 Click on the corresponding paper amp pencil icon in the far right column of the target group Please see in picture 1 Step 3 Change any record under Group Details Step 4 After Editing Click Update to record changes Client Groups Update Client Group To update the group details please make changes in the forr m The list below shows all the client groups stored in the system To view the clients in a particular group please click the group name Group Details Ifyou need to modify the information for a group please click the edit icon for that group Group Dynamics Client Type Adults Add New Group Engineers based in NSW Gi lame Client Type Comments Create Date 20 07 2009 Update Cancel CareersFastTrack Cont d v To Delete Group Step 1 Click on the red cross sign on the right hand side of the group You will be prompted to confirm if you rea
4. Add Meeting Date v Meeting Number Due Date 29 06 2009 2 29 06 2009 Email Feedback Email Progress Evaluation View Progress Evaluation X 3 06 2009 2 3 06 2009 Email Feedback Email Progress Evaluation View Progress Evaluation G 29 04 2009 a Email Feedback Email Progress Evaluation View Progress Evaluation amp 20 CareerLifeCollege CareersFastTrack 10 5 Client Resume Client Resume is a powerful tool to build a resume for your client Youcan automatically send resume to your client via email This becomes a living document you refine with the client Theresume is easily transferred to a document Client Resume Resume Status Not Completed Edit Resume 5 it 20 CareerLifeCollege CareersFastTrack M The Career Management System Client User Manual Help Desk 61 3 8844 9444 eo info careersfasttrack com au CareerLifeCollege
5. exactly the sight anwas for you Eee tha follewing link and complete each assessment in ona aitting away from 1 Assessment invitations are sent from Please ensure ply careersfasttrack com au by Career Assessments Welcome Prince Jack Please complete the following career life assessments as part of your program with Interface Fix Remember there is no right or wrong answer The answer that fits you bestis rightfor you The key is to identify the real you rather than who you d like to be or what others tell you Instructions Each assessment needs to be completed in one sitting do not log out or you will need to begin from the start When each of the following links is ticked you have completed this activity If you have any questions please contact Consultant Name Lyla Khan Organisation Interface Fix Phone 03 8844 9444 Mobile 0400 223322 Email Address infoGcareerlifecollege com au CareersFastTrack 6 How to access Client Reports 1 To view print client reports you would need to purchase and apply credit to each client A credit can be applied individually to a client or to multiple clients in a group Go to How to Apply Credits to learn more about how to apply credits 2 Please go to How to Purchase Credits for detailed instructions on how to purchase credits Client Tools Step 1 Go to Clients Group In the example we have used Add Single Client Lyla s g
6. oT download nere Helping YOU succeed Helping people grow Premium solutio si Update Hope you like the new look and feel to your CMS Ifyou have any i 2 Terms amp Conditions 2009 Careers Fast Track Home Forums Enquiry Form ContactUs Privacy Policy CareersFastTrack 3 How to Create a Group Step 1 Click on Clients in the top toolbar as shown in the picture 1 CareersFastTrack User la Lyla Khan s The list below shows all the client groups stored in the system To view the clients in particular group please click the group name If m need to modil rmation for a group pense cli edit icon for that group Add New Group No existing groups were found CareerLifeCollege CareersFastTrack User Client Groups Payments Reports 2 Client Groups Lyla Khan a The list below shows all the client groups stored in the system m To view the clients a particular group please click the group name a Ifyou need to modify the information for a group please click the edit icon for that group Add Nev Step 2 To create a Group click on shown in picture 2 3 Y No existing groups were found Update Client Group Lyla Khan note Group Name and Client Type are mandatory Group Detail fields Please see picture 3 Group Name Dynamics Client Type Adults Engineers based in NSW Comments CareersFastTrack Con
7. these terms and conditions Forgot Your Password Login Please review the Terms of Use and your obligations as a user of the Career Management System These terms are legally binding By clicking the above Login button you agree to these terms and conditions 9 CareerLifeCollege 2 Consultant s Home Page Your name appears here i CareersFastTrack gian C BI Careers Fast Track Career Management System Latest Promotions gt Welcome Lyla Khan Date Accredited 20 07 2009 Refer a Colleague This Career Management System has been developed to provide you with a cost effective and integrated Gain 10 school credits or 5 client career life counselling toolset and methodology to enable you to more easily assist your clients to find their credits for referring a colleague contribution niche across their life span who completes the workshop Click Here You are using this system because you have successfully completed accredited training with Careers Fast Track We ask that you keep your skills current and engage in continued professional development consistent with national guidelines Latest Information PD on the Roof Le Note Please review the Terms of Use your obligations as user of the Career Management System FE on the Roc 1 These terms are legally binding 4 Stage 1 Ppt presentation download here E Stage 2 Update p Stage 2 Ppt presentation
8. CareersFastTrack M The Career Management System Private Consultants User Manual Help Desk 61 3 8844 9444 eo info careersfasttrack com au CareerLifeCollege QA ems 5 IS po CareersFastTrack Table of Contents How to log into CMS Consultant s Home Page How to create a Group How to add clients to the Group How to send Assessment invitation to clients How to access client Reports How to Purchase Credits How to Apply a Credit 9 Updating Information in CMS 9 1 Updating Client Information 9 2 Updating Group Information 9 3 Changing a client from one Group to Another 9 4 Update Consultant s Profile 9 5 Change Password 10 Client Information Management 10 1 Client Information 10 2 Assessments and Reports 10 3 Communication Log 10 4 Clients Meetings 10 5 Client Resume 20 CareerLifeCollege CareersFastTrack 1 How to log into CMS Step 1 Go to www careersfasttrack com au Step 2 Click on Login to enter Career Management System Members Login Username Password Submit Register Forgot Password Career Management System 280 CareerLifeCollege CareersFastTrack Cont d Step 3 Enter your username and password check the Box Agree to Terms of Use Click Login CareersFastTrack CMS Login Please enter your login details Username lyla Password eseese agree to
9. aste the link onto your e learning platform Group Registration Link Please select at least one assessment and click the Create Link button to create a client registration link for the group Career interestAssessment Career Obstacles Assessment IV Client History Questionnaire Industry Exploration Assessment Assessments Personality Assessment Resume Skills Assessment Iv Transferable Skills Assessment I values Assessment Close Group Registration Link http asp2 careersfasttrack com au Assessments AdultClientRegister aspx idzAB1qvrRHBUE e3d amp assessid 1 9 6 Suggested text for sending the link an email Thank you for choosing a career coaching program with us In preparation for this program you are required to complete some career related assessments Human behaviour is complex and all of us can view who we are in several ways For instance 1 Who we are at work socially or our Contextual persona 2 Who we want to become or our Developmental persona 3 Who we are naturally or our Primary persona 280 CareerLifeCollege CareersFastTrack Quick Tip 1 Please avoid manually writing the Group Registration Link GRL for your clients Chances of making a mistake in copying the link with large number of characters is very high Step 6 The Group Registration Link will open the Registration Form for clients to comple
10. dd multiple client records please enter the information below Please enter the First Name Last Name and Email Address for each client First Name Last Name Email Address 1 Bir Frost bill hotmail com 2 Steven Grant steven gmail com 3 Nadia Salim nadia gmail com 4 Michelle Hans michelle yahoo con CareerLifeCollege CareersFastTrack toa 3 Group Link Registration Add Single Client E n Step 1 Click on Group Tools M Delete Clients Apply Payment Credits Step 3 Check Assessments that you wish your clients to Send Assessment invitation complete See picture 3 as an example Step 4 Click Create Link Step 2 Click on Group Registration Link Group Registration Link Change Group Please select atleast one assessment and click the Create Link button to create a client registration link for the group Group Registration Link Group Summary Careerinterest ssessment Career Obstacles Assessment IV Client History Questionnaire Industry Exploration Assessment Client Reports Assessments Personality Assessment Resume Skills Assessment IV Transferable Skills Assessment values Assessment Create Link Close CareerLifeCollege CareersFastTrack Step 5 Send the Group Registration Link to your clients It can be done through one of the following steps 1 via Group Email or 2 Post link on your website 3 Cut and P
11. er Path Interest Personal Profile Resume Snapshot Transferable Skills 0 ifeCollege CareersFastTrack General Instructions To print clients reports or PDF them select tick 20 clients at a time This is due to limited on board printer memory which may result in an incomplete print job 20 CareerLifeCollege CareersFastTrack 7 How to Purchase Credits Step 1 Select your consulting business name Step 2 Go to Purchase Credits under Payments in the second toolbar Step 3 Fill in the Order Form for the amount of credits and select the method of payment Step 4 Select Submit CareersFastTrack Order Form Number of Credits 200 Clients Administration Profile one Credit Card chool Payments Searc Payment Method C Cheque C Bank Transfer Purchase Credits View Order SS Submit 20 CareerLifeCollege CareersFastTrack 8 How to Apply a Credit Step 1 Go to the target Group Step 2 Select the client to whom you wish to apply credit by checking the box next to his her name Step 3 Under Client Tools click Apply Credit Payments Step 4 Click OK on prompt Once the credit is applied a letter Y will appear next to the selected student Please see picture 3 Note YOU CANNOT apply a credit to the same client more than once Message from webpage Client Tools Are z you sure you want to apply Payment Credits to selected
12. etails as shown in the following picture Step 3 Click Add Add Client to Group First Name Bill Last Name Pope Email Address bilghotmai com Add Cancel Client Tools Add Single Client Add Multiple Clients Delete Clients Apply Payment Credits Send Assessment Invitation G Tool Bill Pope has become the first client of Lyla s group called Dynamics Manage Dynamics Clients a The list below displays all the clients in the selected group a To view or edit information about a particular client click the View Edit icon for that client a To use any ofthe client tools or view client reports first select the clients by clicking the check box next to the client records Client results and reports would be viewable until credits are applied to the client record FirstName LastName a Paid Create Date Assessments Completed 19 07 2009 90 e CareerLifeCollege CareersFastTrack 2 Add Multiple Clients Add Single Client i u 1 n Add Multiple Clients Step 1 Click on Add Multiple Clients Delete Clients Step 2 Add Client Details as shown in picture 2 Apply Payment Credits Send Assessment Inviati Step 3 Click on Client Groups in the top toolbar menu to display your active Groups To view your new clients Group Tools click on the target Group Dynamics Client Reports 4 Add Multiple Clients Lyla Khan To a
13. lly want to delete the group Please note Groups once deleted can not be restored Client Groups a The list below shows all the client groups stored in the system Toviewthe clients in a particular group please click the group name Ifyou need to modify the information for a group please click the edit icon for that group Add New Group Group Name Client Type Dynamics Adults x 20 CareerLifeCollege CareersFastTrack 9 3 Changing a Client from one Group to Another Step 1 Open the client s current Group Step 2 Select the target client by checking the box and click on Group Tools as shown in picture 1 Step 3 Click on Change Group You will be prompted to select the new Client Group which can be selected from a drop down menu Step 4 After selection click Submit Client Tools Message from webpage 1 student records were moved 4 To move selected clients to another group please select a group from the list below M Interactive cance Client Tools Add Single Client Add Multiple Clients Change Group Change Group Group Reaistrat Group Summary Group Name Client Reports CareerLifeCollege CareersFastTrack 9 4 Update Consultant s Profile Step 1 Click on Update Profile under Profile in the top toolbar menu Step 2 Click Edit at the bottom of the page Step 3 Update your information and click Update
14. me Lyla Khan Organisation Interface Fix Phone 03 8844 9444 Mobile 0400 223322 Email Address _info careerlifecollege com au CareerLifeCollege CareersFastTrack 1 Clients must read instructions at the top of each Assessment As a counsellor you should clarify these instructions to clients as appropriate General Instructions After successful registration Clients are sent an automatic message confirming their registration This email also contains a link to the Career Assessments page for future reference As each Career Assessment is completed a Tick will appear next to the completed Assessments 20 CareerLifeCollege CareersFastTrack 5 How to send Assessment invitation to clients C Manage Dynamics Clients The list below displays all the clients in the selected group To view or edit information about a particular client click the View Edit icon for that client Step 2 Select the client clients you wish to client tools or view client reports first select the clients by clicking the check box nextto the send Assessment invitation to Please see Step 1 Access your Group Client results and reports would not be viewable until credits are applied to the client record picture 1 First Name LastName a Paid CreateDate Assessments Completed 7 Bill Frost 20 07 2009 9 T Steven Grant 20 07 2009 Step 3 Go to client Tools and click on Send 5 mssi
15. records Add Single Client Add Multiple Clients Delete Clients Apply Payment Credits w First Name LastName a Paid CreateDate Assessments Completed 19 07 2009 19 07 2009 Send Assessment Invitat Jo Blow Alic Friend Group Tools a Jacob Marshall 19 07 2009 Client Rel 5 Raj Patel 19 07 2009 fafa fajia a Pope 19 07 2009 9 Updating Information in CMS 9 1 Updating Client Information 9 2 Updating Group Information 9 3 Changing a Client from One Group to Another 9 4 Updating Consultant Information 9 5 Change Password CareersFastTrack 9 1 Updating Client Information Step 1 Open the Client group Step 2 Click on the corresponding paper amp pencil icon in the far right column Please see in picture 1 Step 3 To change any record under Client Information click on Edit Step 4 After Editing Click Update to record changes Manage Dynamics Clients The list below displays all the clients in the selected group To view or edit information about a particular client click the View Edit icon for that client use any of the client tools or view client reports first select the clients by clicking the check box next to the dient records Client results and reports would not be viewable until credits are applied to the client record x First Name LastName a Paid CreateDate Assessments Completed Frost
16. roup Dynamics Step 2 Select the client by checking the box on left side of their name See picture 3 on the next page Group Tools Client Reports 20 CareerLifeCollege Step 3 Click on client Reports as shown in picture 1 CareersFastTrack Client History Step 4 Click on the report title that you wish to display The CareerLife Valu download process may take few minutes Career Life Skills Career Obstacles Step 5 Once displayed reports can be printed from File menu in Career Path interest the tool bar These reports can also be converted into PDF using Resume PDF writer Transferable Skills Q Manage Dynamics Clients Lyla Khan The list below displays all the clients in the selected group Client Count 4 To view or edit information about a particular client click the View Edit icon for that client Credit Balance 0 To use any of the client tools or view client reports first select the clients by clicking the check box nextto the client records a Client results and reports would not be viewable until credits are applied to the client record First Name LastName 4 Paid CreateDate Assessments Completed Client Tools Bill Frost 20 07 2009 9 Group Tools Steven Grant 20 07 2009 9 Client Reports Michelle Hans 20 07 2009 Client History Nadia Salim 20 07 2009 Career Life Values Career Life Skills Career Obstacles Care
17. t d Lyla has created her first Group Dynamics Now she can add members to her new group Lyla Khan Client Groups m The list below shows all the client groups stored in the system To view the clients in a particular group please click the group name Ifyou need to modify the information for a group please click the edit icon for that group Add New Group CareerLifeCollege CareersFastTrack 4 How to add client s to a group There are Three ways to add clients to a Group 1 Add Single Client 2 Add Multiple Clients and 3 Group Registration Link in the Group Tools Link M Lyla Khan Qu Dynamics Clients The list below displays all the clients in the selected group Client Count 0 To view or edit information about a particular client click the View Edit icon for that client Credit Balance 0 Touse any ofthe clienttools or view client reports first select the clients by clicking the check box nextto the client records Clientresults and reports would not be viewable until credits are applied to the client record No existing clients were found in the selected group Client Tools Add Single Client Add Multiple Clients Your Newly Created Delete Clients Apply Payment Credits Group Name Send Assessment invitation CareersFastTrack 1 Adda Single Client Step 1 Click on Add Single client Step 2 Add single Client D
18. te It is important that clients complete each of the required sections in the form Please see sample Registration Form on next page as picture 5 20 CareerLifeCollege Career Program Registration Form Please complete the following form to register for your career program Make sure you use your correct email address as we will be sending you information in the future that could help you get your dream job If you need assistance please contact your career consultant or send an email to info careersfasttrack First Name Last Name Home Phone Work Phone Mobile Email Address CareerLifeCollege CareersFastTrack Step 7 After successful registration clients will immediately be able to complete the selected Assessments When registered the client will have access to the Assessments in a new screen see picture 6 Career Assessments Welcome Prince Jack Please complete the following career life assessments as part of your program with Interface Fix Remember there right or wrong answer The answer that fits you best right for you The key is to identify the real you rather than who you d like to be or what others tell you Instructions Each assessment needs to be completed in one sitting do not log out or you will need to begin from the start When each of the following links is ticked you have completed this activity If you have any questions please contact Consultant Na
19. te 20 07 2009 Edit CareersFastTrack 10 2 Assessments and Reports This section allows you to manage the assessments that you have conducted with your client All sent and completed assessments will appear in this section To send any new assessment click on Send Assessment Invitation and follow the instructions Assessments amp Reports Send Assessment Invitation To view the assessment results or client reports please purchase credits for the client 20 CareerLifeCollege CareersFastTrack 10 3 Communication Log The communication log allows you to record all of your communications with your client Itis highly recommended that consultants maintain records of their communication with their clients Most activities are auto recorded here eg Sending assessments Keep accurate records of telephone dialogue or tasks the client needs to perform These records are important to keep track of client progress Communication Log Add Activity Date Activity Completed 19 07 2009 Assessment invitation sent B x 20 CareerLifeCollege CareersFastTrack 10 4 Client Meetings Use this section to manage your meetings with your clients You can book clients for counselling and email them details e You use the template to send them feedback amp actions following counselling e You can evaluate their progress following counselling Client Meetings
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