User Guide 3 2 1

User Guide
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Welcome to Platinum
This guide will take you through everything you need to know about the Platinum Learning Site
01 How to login and edit your
02 How to access and complete
03 How to download your
information
your training
certificates
Once an account has been created
Once you have set up your account,
After successfully completing a
for you on the Platinum Learning Site
you will want to access and complete
programme, you will be able to
you will be sent a welcome email with
your training. This section will take you
download and print or save your
instructions on how to login. This
through the simple steps on how to do
personalised certificate. This section
section will talk you through how to set
this correctly.
will explain how to do this.
up your account correctly.
Welcome to Platinum
This guide will take you through everything you need to know about the Platinum Learning Site
04 How to view a report on your
05 How to access your Group
06 How to purchase more
progress
Documents
programmes
At any point whilst completing your
If you are accessing your training via an
If you wish to further your learning and
programme(s) you will be able to view
organisation, they may have uploaded
complete additional programmes, you
a report on your progress. This will
additional documents for you to view.
can do so by following the simple steps
section take you through the simple
This section will show you how to access
in this section.
steps to run this report.
them.
How to login and edit your information
01 Step one
02 Step two
03 Step three
As soon as your account has been
You will then see your group Homepage.
To amend your password, simply click on
created you will receive a Welcome
Before you do anything else we
the Change Password tab. This will give
Email containing your username and a
recommend that you ensure your
you access to amend Your Password
link to set your password. Read the
personal information is correct.
and add a Security Question to your
instructions carefully and make a note
account, we recommend that you fill in
of your username before clicking the
From any page, click on the top menu
this section to enhance the security of
link to set your password.
item My Profile, this will take you to
your account.
the My Information page.
This will take you to a page where you
When you have amended either of these
will need to create a password for your
From here you can amend all the
records, please click the corresponding
account.
information held about you with the
button at the bottom of the page.
exception of your username, this is
fixed and cannot be amended.
Once you have finished editing your
details, click Save at the bottom of the
page.
Read Instructions.
Click Link.
Click My Profile.
01
Amend Information.
02a
Click Change Password.
Amend Details.
Click Save.
02b
Update Security Question.
03
How to access and complete your training
01 Step one
02 Step two
03 Step three
From any page, click on the top menu
This will take you to all the materials
Once you have completed all modules
item My Training, this will take you to
associated with that programme. From
and questionnaires for a programme
the My Programmes page.
here, you will need to open up the first
we recommend that you view the
module. This will appear in a new
Resources tab which will help you
You will then see the full list of
window, we recommend maximising
to further your learning and provide
programmes available to you. Find a
this window by clicking the square
more detail on the key areas of the
programme you wish to complete and
button at the top right of the window.
programme.
Once you have read the module click
You can also download the modular
the Save & Close button in the top
content from the Resources tab, which
right of the window to save your
you can print or save to your computer
progress.
to refer back to later.
then click on the Launch button next
to it.
We then recommend you complete
the corresponding questionnaire in the
same way.
Click My Training.
Click Launch.
01
Launch Module.
02b
View Resources.
02a
Maximise Window.
Click Save & Close.
03
How to download your certificates
01 Step one
02 Step two
03 Step three
Once you have completed a programme
From here click on the My Certificates
A new window will then open showing
(ie all modules and questionnaires are
tab. This will show you a list of all
your name as it will appear on your
marked as Completed) you can then
the certificates available for you to
certificate, if you wish to amend it you
download a certificate for that
download.
must do so before clicking Generate.
Simply click the Generate button next
Once you have clicked Generate, a
To do so, from any page click on the
to the programme name to generate
message will appear asking you to
top menu item My Training, this will
your certificate.
confirm your name is spelled correctly,
programme.
take you to the My Programmes
Click Yes to confirm.
page.
The system will then generate your
certificate and the Generate button
will change to Download. Click this
button to download your certificate.
You will then be able to Print it or
Save it to your computer.
Click My Certificates.
Click My Training.
01
Click Generate.
02
Check Name.
Amend Name.
Click Generate.
Click Yes.
03a
Click Download.
03b
How to view a report on your progress
01 Step one
02 Step two
03 Step three
From any page, click on the top menu
From here click on the My Reports
If you wish to generate the report as a
item My Training, this will take you to
tab. This will show you a full list of all
pdf document you can do so by clicking
the My Programmes page.
the programmes you have started,
the Generate Report button. This will
completed or failed.
then open a new window, check that
your name is spelled correctly and then
You can then export the report as an
click Generate Report.
excel document by clicking the Export
to Excel button on the top right of the
Once you have clicked Generate
page.
Report, a message will appear asking
you to confirm your name is spelled
correctly, Click Yes to confirm.
The system will then generate your report
and the Generate button will change to
Download. Click this to download your
report. You will then be able to Print it or
Save it to your computer.
Click My Reports.
Click My Training.
01
Click Export to Excel.
02
Check Name.
Click Yes.
Click Generate Report.
03a
Click Download.
03b
How to access your group documents
Please note
02 Step two
03 Step three
Documents will only appear in this
Click on the Resources tab which will
From this page you will be able to see
section if your organisation has
take you to the Documents section.
the documents made available to you
uploaded them for you to access.
by your organisation.
01 Step one
To view any of the documents, simply
click View next to the document title.
From any page, click on the top menu
item Home, this will take you to the
This will open up a new window
Information page.
containing the document. You will then
be able to Print it or Save it to your
computer.
Click Home.
01
Click Resources.
02
Print Document.
Click View.
03a
Save Document.
03b
How to purchase more programmes
01 Step one
02 Step two
03 Step three
From any page, click on the top menu
If you’re considering purchasing a
After selecting the programme you wish
item Shop, this will take you to the
bundle of programmes rather than just
to purchase and have logged back in to
full range of programmes available to
one, then click on any of the following
the Platinum Learning Site, you will be
purchase. Simply click the Read more
sectors:
taken to your Shopping Basket. Follow
button for the programme you want
the instructions on screen to complete
and then click Buy. This will take you to
• Education
your purchase and once payment has
the New to EduCare page, click Login
• Health
been received the programme will be
at the top right of the page and then
• Sport & Leisure
added to your profile.
re-enter your login details to proceed to
the payment section.
If you are looking to by 25 or more of
the same programme please contact
Please note
EduCare for a tailored pricing package.
You will need to select Platinum
If you wish to complete a free trial of one
from the Select your Learning Site
of our programmes, then click on the
dropdown list to login correctly.
Read more button for the programme
you want and then click Free Trial. You
will then need to login to receive the trial.
Click Shop.
Click Read More.
Click Buy.
01a
Login to Platinum.
01b
Click Read More.
Click Free Trial.
02
Follow Purchase Instructions.
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