Idea Transcript
System Administrators: Implementation Guide Recommended Implementation Flow: User Administration • Create and Manage User Accounts o Define and create desired user Customer Login accounts: Recommend creating a spreadsheet to organize, and then ID groups) o Define Access Rights, assign Learning Administrator rights to individuals who need to create assignments and track progress • Define and create desired groups o Groups should be determined by how you want to assign work and then track progress o Individuals can exist in more than 1 group o Recommendations/Considerations: Group by Store Group by Roles (Offer our list of Roles to help guide!) Group by Manager if alerts need to be generated by manager • Apply desired course restrictions o By default, all users have access to all content. Access can be denied per module by group. Learning Management Home Page Customization: • Add a employee Messages • Add desired links to Shortcuts • Add desired resources to Company Library
1
Learning Management System: Implementation Guide
Create and Manage User Accounts Before you can assign work or track the progress of individuals, they need to have an LMS Account. By default, all new accounts will be added as Students. If you want an individual to be able to assign work, they must be given Learning Administrator rights. When adding users you will need to make 2 decisions: • Functional Area: Controls messages individuals can see on the LMS Home Page. Recommend selecting General / No Specific Area • iSupport with Account Access: When you create an LMS User Account you are also creating an Activant Customer Account which allows access to the Customer Website and Oracle iSupport. The field determines if the account you are creating has rights to view existing Advice Line support tickets as well as billing information.
Adding Users 1. Select: Admin > Add User 2. Type: Required Fields a. First Name b. Last Name c. Work Phone d. Email address 3. Select: Desired Functional Area 4. Select: Desired access level for iSupport 5. Click Submit
Required decisions
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Assigning Learning Administrator Rights 1. Select: Admin > Assign Rights 2. Select: LrnAd Box to the right of desired employee 3. Click Submit
3
Learning Management System: Implementation Guide
When new users are created or rights are changed, a password similar to the following will be sent to the user.
Dear {UserName}, Welcome to the Activant Customer Web Site! {SYSADMIN NAME} is the Activant ADMIN user for {StoreName} and has added you as a user of the site. Your sign in name and password are below: Sign In Name: First.Last Password: XXXXXXXX You can sign in to the site by visiting http://wdncustomer.activant.com and entering your sign in name and password in the Customer Site sign in form. The sign in name and password were automatically generated for you to access the site. Once you sign in, you may change these to any value you prefer. Click on the "My Account" link above the search box in the upper right corner of the site and then use the "Change Sign In and Password" link. You are currently assigned the following role(s): Role: STANDARD Permissions: The STANDARD user has permission to access the Customer Web Site, but cannot view your company's support cases or financial transaction history. Standard users can access the Custom Education Program to take surveys, but they cannot administer the educational tools.
If you have any questions related to accessing the Activant Customer Web Site, please contact {SYSADMIN NAME} at {SYSADMIN Email Address}
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Requesting a Password When an LMS User has forgotten their password must request that it be emailed to them. Once they have secured their passwords, they can update it via My Profile. To request a password, click “Forgot your password” link on the sign in page, and then enter your email address.
5
Learning Management System: Implementation Guide
Updating Passwords Using My Profile: 1. Select: My Profile > Change Password 2. Type: Old password 3. Type: New Password 4. Retype: New password to confirm 5. Click: Submit
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Modifying User Records Learning Administrators can update person details such as name, email address or cell phone number for existing LMS Users. When selecting items from a drop-down list, you can type the first few letters of the desired record to move quickly to that section of the list. 6. Select: Admin > Edit User 7. Select: Desired User Name from drop-down list (Note, list is sorted by last name, so type the first letter of the last name to narrow your search) 8. Click: Submit 9. Edit: Desired fields 10. Click: Submit
Select Desired Employee
7
Learning Management System: Implementation Guide
Make desired changes and click SUBMIT
Deleting User Records Before deleting user records, please review your record retention policy with your management. When you delete a user, you also delete their training history. If you want to retain this history for legal or reporting purposes, then your LMS System Administrator can change the user password to lock them out. 1. Select: Admin > Delete User 2. Select: Desired User Name from drop-down list (Note, list is sorted by last name, so type the first letter of the last name to narrow your search) 3. Click: Submit When you remove a user, the following screen will display:
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Creating Groups Groups help streamline your training administration and reporting. You can create groups and then add all desired people, or add individuals to existing groups. More importantly, an individual can exist in more than one group. When creating new groups, think through how you want to assign work and track progress; • Group by Store – to allow aggregate reports and comparisons • Group by Roles or job functions to streamline assignments • Group by Manager if you want to generate alerts by manager
Step 1: Create Group 1. Select: Admin > Manage Groups > Add 2. Type: Desired Group Name in Group/Dept Name field 3. Click: Submit
You might want to create a group that includes all of your employees so that if needed, you can easily create assignments to everyone in the company at one time.
Step 2: Add Individuals Groups can be populated in one of two ways: • Editing the group, and adding one or more individuals • Displaying an individual and adding them to desired groups Editing the Group: 1. Select: Admin > Manage Groups > Edit 2. Select: Edit Members next to desired group name 3. Highlight: Desired name(s) in Employee list on left 4. Click: Add 5. Click Submit To select multiple names, press and hold as you click on each desired name. If you select the wrong name, simply keep pressed and click the name again to deselect. 9
Learning Management System: Implementation Guide
1. Select desired names – hold {CTRL} to select multiple names
2. Click ADD >>
Adding Individuals: 1. Select: Admin > Manage Groups > Assign 2. Select: Desired employee name from drop-down menu 3. Highlight: Desired name(s) in Group list 4. Click Submit
1. Select Desired Employee 2. Select Group names – hold {CTRL} to select multiple groups
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Restricting Course Access By default all employees can view all courses. Learning Administrators can deny access to any course on a group by group basis. 1. 2. 3. 4. 5.
Display: Desired course in Course Catalog (Browse or Search) Select: Control Access from Admin Actions box Select: Group(s) for whom you want to restrict access Click: Add Click: Submit
Individuals who belong to the restricted groups will not be able to see access this course.
11
Learning Management System: Implementation Guide
Customizing the LMS Home Page Learning Administrators can modify the LMS Home Page by adding Messages for employees, adding Shortcuts for frequently visited websites, or adding content to your Company Library.
Message Center: Use the Message Center to post information for your LMS Users. You can post general messages for all to see or post to limited groups using the Functional Areas assigned when you created accounts. Messages are date sensitive, and can contain URL’s if desired. Adding Messages: 1. Select: Admin > Message Center > Add 2. Enter: Mandatory fields a. Title: Displays on Home Page b. Site Message: Details that display when Title is clicked c. Release Date: When message should start appearing on Home Page d. Expiration Date: When message should be terminated, no longer appear on home page e. Functional Area: Determines who can see the message based on the Functional Area assigned when each account was created. f. URL: Optional – dynamic link to a website 3. Click: Submit
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Edit or Delete Messages Use the Browse feature of the message center to edit or delete existing message. The Edit feature allows you to update any Message field.
Note: You can click on Underlined column titles to sort views by that column. Each column title serves as a toggle; click it once to sort ascending and again to toggle to descending. Edit: 1. 2. 3. 4.
Select: Admin > Message Center > Browse Click: Edit next to desired message Enter: Desired changes Click: Submit to save changes
Delete a Message: 1. Select: Admin > Message Center > Browse 2. Click: Delete next to desired message 3. Click: Yes to confirm delete
13
Learning Management System: Implementation Guide
Shortcuts Shortcuts allow your users quick links to helpful sites. Use the Admin > Shortcut tool to add, edit or remove links from your LMS Home Page. Click Add New Shortcut to display lines for additional links. Use the Inactive or Delete buttons to remove shortcuts from the homepage.
Use links to toggle between viewing ALL and ACTIVE shortcuts
©2011 Activant Solutions Inc. All rights reserved. Activant, Activant Eagle, and the Activant logo are trademarks of Activant Solutions Inc. All other trademarks are property of their respective owners
Company Library The Company Library lets you upload documents and links for your employees. This is a great way to provide access to important information such as your Employee Handbook, Ethics Policy, Product Manuals, etc. Add Resources – File: 1. Select: Library > Add Resources 2. Select: Upload File 3. Type: Name of resource you are uploading 4. Click: Browse and find desired file 5. Click: Submit
Add Resource – Link: 1. Select: Library > Add Resources 2. Select: Add Link 3. Type: Name of resource you are uploading 4. Type: URL 5. Click: Submit
15
Learning Management System: Implementation Guide