Instructions for LMS Managers
Table of contents
Class vs. Certification Definition ………………………………………………………3
Manager
Assigning a Class as a Manager………………………………………………………....3
Deleting an Assigned Class as a Manager……………………………………………...7
Assigning a Certification as a Manager………………………………………………...7
Deleting an Assigned Certification as a Manager…………………………………….10
Viewing Learner’s Transcript as a Manager…………………………………………11
Adding Training to a Learner’s Transcript as a Manager………………….…….…14
Alternate Manager
Assigning a Class as an Alternate Manager…………………………………………..15
Deleting an Assigned Class as an Alternate Manager………………………………..16
Assigning a Certification as an Alternate Manager…………………………………..16
Deleting an Assigned Certification as an Alternate Manager……………………….17
Viewing Learner’s Transcript an Alternate Manager……………………………….11
Adding Training to a Learner’s Transcript as an Alternate Manager…………..…14
March 21, 2012
Instructions for LMS Managers
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Managing Your Assigned Learners
When you are listed as a Manager for a Learner, the names of those Learners will appear
on your Team Dashboard page
If you are an Alternate Manager you will need to go the “My Team” tab, and then select
the Alternate Team Tab to see your Alternate Team Members.
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Instructions for LMS Managers
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To Assign Classes or Certifications to a Learner:
(To add Training as an Alternate Manager, see instructions beginning on page 13)
Definition:
Class – one time course that does not need recertification (i.e., IWIN).
Certification – course that does require periodic recertification (LEADS, Haz Mat, etc.).
To Assign a Class:
1. Click on Add Learning in the Team Enrollments box. A new window will appear
that will allow you to search for a course.
Or you can click “browse” on the left to bring up the Learning Catalog:
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2. Select the desired category. In this example we will select IWIN.
3. Now select “register” next to the desired course. In this example we’ll select
“register” next to IWIN Non-ISP. Click Add Learners:
4. You may either register Learners by name or select from a list. If registering by
name, simply enter the Learner’s name in the name fields in the below window.
If selecting from a list, click the picker box next to the Organization field.
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5. A new window will appear. Select the green box next to your agency.
6. Click “search”
A list of Learners assigned to you will appear:
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7. Check the box to the left of the Learner’s name who you would like to register
and click “select”.
A new list will appear.
8. Click “Register Seats and Learners”. The Learner is now registered for the class.
Offerings will now be listed for Learners on your Team Dashboard page:
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As well as on the Learner’s Home page:
How to Delete an Assigned Class:
1. Select the Team Learning tab and Team Enrollments (left side)
2. Select “View Enrollments” next to the Learner’s name.
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3. This will bring up the Learner’s Enrollments page. Under the “Action” column
for the course you want to delete, click on “Drop”.
4. A “Drop Offering” screen will come up for the course you selected to drop.
Check that it is the correct course and then click the “Drop” button at the bottom
of the screen.
5. The “Enrollments” screen for the selected Learner will come back up. The
dropped course will no longer be listed under the Enrollments.
To Assign a Certification:
1.
Click “All Mandatory Training” on your Team Dashboard page.
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2.
Click the “Add Mandatory Training” link next to the Learner’s name.
3.
That will bring up the Learner’s Certification page. Click Add Certification.
4. A new window will appear. On this screen you can either enter the course name
in the “Name” field and click “Search” or you can leave the “Name” field blank
and click on “Search” to view all Certifications available to the Learner. In this
example, we will reassign the Full Access LEADS certification to the Learner.
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5. Once the course comes up, click the green box to the left of the course name to
assign the course to the Learner. The Learner now has the Full Access course
assigned to him.
Once the Learner completes the course, it will move to his Certification page and the
status will change from “assigned” to “acquired”. A program will run nightly that will
remove expired courses from Certification pages when an “acquired” course of the same
type also appears. So in the above example, the program will remove the expired Full
course once the Learner has acquired the Full certification course.
How to Delete an Assigned Certification:
1.
Select the Team Learning tab and Team Mandatory Training (left side)
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2.
Select Mandatory Training Summary tab
3.
Select “View Mandatory Training” next to the Learner’s name
4.
In the Actions column, click the red X next to the certification you wish to drop
To View Learner Transcripts
As a Manager, you may view the transcripts of your Learners, which should contain all
courses – both class and certifications – completed by a Learner.
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1.
Select the Team Learning tab and Team Transcripts (left side)
NOTE: To view Transcript as an Alternate Manager, change “View Transcripts For”
drop down to Alternate team.
2.
Under the Actions column, select “View Transcripts” for the Learner you wish to
view.
3.
This will bring up the Learner’s Transcripts page showing courses completed in
the last three months. If no courses were completed during this time, the page
will indicate “No items found.”
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4.
To view older completed courses, expand the date range, as shown in this
example:
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To Add Training to a Learner’s Transcript
LMS can be used to track all training obtained by a Learner. Training taken through
methods other than LMS can be added to a Learner’s Transcript.
1. Select the Team Learning tab > Team Training
NOTE: To add to Transcript as an Alternate Manager, change “View Transcripts For”
drop down to Alternate team.
2. Select Add Learning to Transcript
3. The Add Learning to Transcripts page will appear.
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Follow the steps outlined in the instructions called “Entering Video Class Results/Other
Training”.
ALTERNATE MANAGER INSTRUCTIONS
To Assign a Class as an Alternate Manager:
Follow steps 1 – 4 in the To Assign a Class section on page 3.
On step 4, select “alternate team” in the drop down and then perform your search.
Follow remaining steps 5 – 8.
To Delete a Class as an Alternate Manager
1.
Select the Team Learning tab and Team Enrollments (left side) and change to
Alternate Team in the “View Enrollment for” drop down
Follow steps 2 – 5 on page 7.
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To Assign Certification as an Alternate Manager:
1. Select “All Mandatory Training”
2. Select “Alternate Team” from the drop down.
3. Click “View Certification” next to the Learner’s name.
4. Follow steps 3 – 5 under the “To Assign a Certification” section beginning on
page 8 above.
To Delete Certification as an Alternate Manager
1.
Select the Team Learning tab and Team Mandatory Training (left side) and
change to Alternate Team in the “View Enrollment for” drop down
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Follow steps 2 – 4 on page 10.
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