9/14/2018 6:28 AM How to create Learning Plans in Partner University Mary Sutton October 2017 © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Access to the Organization Dashboard The Organization Dashboard in Partner University is the spot where you can see your learners’ training activity, create Learning Plans, assign them to your team and generate reports of your learners’ progress. Who can access the Organization Dashboard in Partner University? If you have the Global Administrator or Training Administrator role on behalf of your organization in the MPN system, the Organization Dashboard is available to you. If you manage a group in your company and you want access to the Organization Dashboard, you can ask the MPN Global Administrator in your company to make you a Training Admin or Global Admin. Every partner company can create as many Global Administrators as they choose. Here is the direct link to the Org Dashboard: https://partneruniversity.microsoft.com/administration?whr=uri:MicrosoftAccount

Signing in When you log into Partner University, your profile box on the top right hand corner will give you the option to switch between the Learner Dashboard and the Organization Dashboard. Click on your name in the top right corner and select “Admin Site” to launch the Organization Dashboard.

This is what your Organization Dashboard looks like (Note: You can click on your name in the top right corner to switch to the Learner Dashboard as needed)

Exploring the Dashboard: Groups If you’re launching the Organization Dashboard for the first time, we recommend exploring the Groups tile first. The Groups tile contains the names of the learners in your organization who have onboarded to Partner University and who have taken at least one action in the system. For example: you’ve hired a new employee and she has successfully onboarded to Partner University. You are eager to assign a Learning Plan to the learner, but her name isn’t appearing in your Groups tile. To solve this issue, your new hire must sign in to her Learner Dashboard, select a course and begin moving through the course modules. That action or activity will cause the system to “see” her and she will appear in your Groups tile. As another example: let’s say your company is just getting started with Partner University and when you open your Groups tile, you find no one’s names. This means that none of your learners or employees have yet onboarded to Partner University – or if they have onboarded, they haven’t yet begun to consume courses. We recommend that you organize an onboarding effort with your team to get them active in the Partner University system before you create your first Learning Plan and assign them training. Remember: each person to whom you want to assign training will need to complete two steps: The employee will need to associate to your company’s MPN ID account, using these instructions. The employee will need to create a profile in Partner University, using these instructions.

Adding new Groups, part 1 These screenshots will walk you through the process of creating Groups. Start by opening your Groups tile. Click on the hyperlink Add Group.

Adding new Groups, part 2 Give the new Group a name, then click Save. A message will appear, confirming that the Group has been created and offering the option to Add members. Click Add members.

Adding new Groups, part 3 In the Manage members box, select the people to add to the Group by checking the box next to their names. In the box on the right, click Edit assignment and two options will appear: to Assign or Unassign these people to the Group. Click Assign, then click Apply.

Adding new Groups, part 4 9/14/2018 6:28 AM A confirmation box will pop up, stating that you’ve added members to the Group. Click Ok and you’ll be taken back to the main view of your Groups. You’ll see that the Group you just added appears at the top of your list. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Learning Plans You are now ready to create a Learning Plan. Exit the Groups tile and open the Learning Plans tile on the Organization Dashboard. Click the green Add learning plan box.

Creating Learning Plans, part 1 There are two ways to search for the courses/Learning Paths to add to your plan: a) use the filters on the left to search by category, or use the scroll bar on the right to browse the entire PartnerU catalog. Note: most recently published courses always appear at the top of this course list. Note: Avoid clicking anywhere in the black bar for the course, as you will inadvertently launch the course in the Learner dashboard. Click the green Add button when you’re ready to add a course to your plan. If you change your mind, you can de-select the course by clicking Remove.

Creating Learning Plans, part 2 As with all PartnerU pages, the black X at top right corner always takes you out of this screen. Note: clicking on the tiny green Excel icon will give you a downloadable list of all courses in PartnerU (with most recently published courses appearing at the end or bottom of the list). You can click on Courses in Learning Plan to review the list you’ve created so far, and you can toggle back to Add courses to keep building your Learning Plan. Many Training Managers browse the Learning Portal first to create a list of the MPN course numbers they want to assign. They type each unique MPN course number into the Search for courses field, to pull up the exact courses they want. Final step: When you’re done, give your Learning Plan a name and click Save.

Creating Learning Plans, part 3 When you’ve saved your Learning Plan, a confirmation screen will appear, showing you the list of courses you’ve chosen for your Plan. You have the option to remove the courses and start again – or if all looks good, click OK. After you’ve clicked OK, this screen appears. This is a known error in the system, as you haven’t yet assigned your plan, nor sent it to any learners. We are working to remove this error. Click OK to proceed.

Assigning Learning Plans, part 1 You will be taken back to the home page for Learning Plans, where you will see that the Plan you created is at the top of your list. Now you will assign learners to the Plan. Note the icons at the bottom of your Plan: hovering your cursor over each will give you specific options. The video icon = Manage Courses. The People icon = Manage Users. The page icon = Course Activity Reports. The list icon = Assessment Activity Reports. Select the People icon to begin the process of assigning your learners.

Assigning Learning Plans, part 2 You will be taken back to the Groups home page, where you can see your learners and choose who to invite/assign to the new Plan. Note that the title of the Plan is at top left of your screen. Click Edit assignment, then Assign and Apply to add learners to the Plan.

Assigning Learning Plans, part 3 When you’ve chosen the learners to assign to your Plan, the system will give you a confirmation message, showing you the list of names you’ve chosen. Clicking Ok will prompt the system to send the invites to learners. Another confirmation screen appears, noting that the invite emails have been sent to your learners. This one is not an error message.  Click Ok.

The Learning Plan email your learners will receive Here’s an example of the email invite your learners will receive. The hyperlinked languages at the top of the email give learners several translations of the invite email. Your learners can click on the language of their choice, to jump down to the localized text further down the page (English is served up first). When your learners sign in and visit their My Courses tile, the Learning Plan you’ve assigned will be at the top of their list of courses.

Tracking your learners’ progress, part 1 After you assign the Learning Plan, you’ll want to track your learners’ progress through the training. You can run reports of your learners’ progress using the Reports tile. Click on the Reports tile to begin.

Tracking your learners’ progress, part 2 The Reports function allows you to pull a report of your team’s or learners’ activity as they consume Courses or Assessments. Use the calendar icon to select a Date range in which you expect learners to be active and click Download to generate the report in Excel. You can also follow the guidance at the bottom of the tile, to pull reports for an individual’s activity. You can Open or Save the reports as you see fit.

Tracking your learners’ progress, part 3 Below is an example of a Course Report. The data shown includes date the course was first accessed and last accessed, percent complete, etc. Be sure to save the report as an Excel workbook for your records.

Tracking your learners’ progress, part 4 Below is an example of an Assessment Report. The data available in this report includes number of questions attempted; correct answers; score; date started; etc. Be sure to save the report as an Excel workbook for your records.

Help Resources As with the Learner dashboard, there are Help files available in the blue tile on the home page. These Help files will give you instructions for navigating the features in the dashboard. For suggestions or feedback about the Partner University experience, please send email to: partnerup@Microsoft.com