Site Setup FAQ Q: What if a user uses a Web-based email address? A: If your users use one of the common Web-based email solutions, such as Yahoo™, or Hotmail™ you can still use this email address with Aloha Insight. Select ‘Web Email’ when you create your users and enter the email address in the ‘Web Email’ text box. Q: Can I set up multiple email addresses for the same user account? A: You can set up only one email address per user account. To set up multiple email addresses for a user, create another account for the user and enter the additional email address. Q: How do I prohibit an ex-employee from accessing Aloha Insight? A: You can make any employee inactive to prohibit them from accessing Aloha Insight. You should make former employees inactive, instead of deleting them from the system. Users still receive reports or alerts created by the inactive employee. For example, one of your district managers leaves to work for anther restaurant. This district manager created numerous reports and alerts for his managers, and you want the managers to still receive these reports and alerts. Just make the ex-employee inactive on the User Account Setup wizard. Q: How do I unlock a user that is locked out of Aloha Insight? A: You must have appropriate security access to unlock a user. If you do not have security access, contact your system administrator for security access or to have them unlock the user. To unlock a user, select System Setup > User Account Setup. Scroll through the list of users in the list and select the name of the locked user. Click ‘Locked’ to clear the check box. The user can now log in to Aloha Insight. Q: Do you provide any training or additional information for setting up users in the User Account Setup wizard? A: Yes, Aloha Insight provides training via Web conferencing for many of the modules. Look for the link with the complete list of classes on your Aloha Insight home page. All you need to participate is a phone line and a Web connection. You will have the opportunity to interact with the instructor and follow along on your own screen. For related questions, refer to the To select multiple store groups, hold down Shift and click the first and last store group. To select non-adjacent store groups, hold down Ctrl and click one store group at a time.. Q: What is my store ID? A: Your store ID is the number assigned to your store location. Many companies often refer to a store by its ID number and using the same number enables you to quickly identify the store on reports and alerts. Q: How and why does Aloha Insight contact my store? A: Aloha Insight staff use the phone number entered in the ‘Store Voice Number’ text box on the Store Setup tab to call your store in the event your store does not poll. If your store does not poll, an incident is logged and an Aloha Insight employee uses the back office number entered in ‘Store Voice Number’ text box on the Store Setup tab to contact the store. In addition to the store numbers, it is important that store times are selected so the Aloha Insight staff know when to call to speak with a manager. Q: What do the red asterisks mean in the Site Setup wizard? A: The red asterisks indicate the field is required and must contain information before saving. Q: How does Aloha Insight know when to contact my store? A: You select the hours your store is open on the Store Setup tab. Aloha Insight uses the information entered here to know when to contact your store. It is very important that this information is accurate. Q: How do I determine the day my store starts polling? A: You determine the day Aloha Insight installs at your store and the day to begin polling. Type the date to install Aloha Insight in the ‘Desired Install Date’ text box on the Polling Configuration tab. This is the date Aloha Insight installs the store components at your store. To determine the date Aloha Insight starts polling, type the date in the ‘Poll Start’ text box. Q: Can I seed Aloha Insight with information before I go live? A: Seeding Aloha Insight with information is a great way to acquire historical data for your reports so you can see an immediate impact with Aloha Insight. If your store has Aloha POS data prior to installing Aloha Insight, you can enter a date up to 30 days prior to the install date on the Polling Configuration tab. Q: How can I group stores with like concepts but in different regions? A: If your company has stores that have the same concept but in geographically different regions, you can use store groups to compare these stores. For example, you group your stores by geographic regions. If you have a concept in two different regions, you can group these stores together using store groups. The Store Group wizard allows you to organize your stores into logical reporting groups, and then assign security classes to them to determine who has the ability to access the information for the stores in the group. Q: What if I have a store that closes on a specific day of the week? A: You configure individual store closed days in Site Setup; whereas, you configure days of the week your entire company is closed in Company Setup. When you make changes in Site Setup, you are making changes to the individual store. Click Store Closed Days and select the day of the week the store is closed. Use Exception Polling to define the days you do not want Aloha Insight to poll your stores, such as holidays, store remodels, or for any reason the store does not have sales. Q: What happens if I have Aloha POS data missing when Aloha Insight attempts to poll? A: There is an application that resides at the store level that verifies there is data for each date. If a date does not have data, an event for the missing date is sent to Aloha Insight. Q: What if I do not know the back office server information or ISP information for my store? A: It is very important that you determine this information and it is correct in Aloha Insight. When Aloha Insight attempts to install components at your store and they are unable to connect, it will delay your install. If you are unsure of the ISP information, check your dial-up networking settings at the store site. It is also very important to have PCAnywhere running on the back office file server when the store is scheduled to have Aloha Insight installed. If you are unsure of the information, you need to find out the information before the store can be installed. Q: Is there a quick way to add stores to Aloha Insight? A: If you have several stores with the same attributes, you can select a store and click Copy. This enables you to copy the attributes of one store and quickly assign them to a new store. You still enter information for the new store; however, attributes like ADP codes, GL settings, and regions and areas are already assigned to the new store