1 System for Administration, Training, and Educational Resources for NASA Introduction for SATERN Administration

2 Agenda  Lesson 1: Introduction to SATERN  Lesson 2: Access, Navigation, and Searching: General Guidelines  Lesson 3: Learning Needs Management Overview  Lesson 4: Working with Learner Records  Appendix A: Learner Side Overview for SATERN Administrators  Appendix B: Running, Saving, and Creating Recurring Reports in SATERN  Appendix C: Published Admin Reports

3 Lesson 1 Introduction to SATERN

4 Lesson Objectives  Describe SATERN  Identify the modules that are included in SATERN  Explain the capabilities of SATERN  Describe the system architecture of SATERN

SATERN O VERVIEW 5

S YSTEM A RCHITECTURE 6

7 Lesson Wrap-Up  Described SATERN  Identified the modules that are included in SATERN  Explained the capabilities of SATERN  Described the system architecture of SATERN

8 Lesson Check

9 Lesson 2 Access, Navigation, and Searching: General Guidelines

10 Lesson Objectives  Identify administrators and learners in SATERN  Identify the differences between the SATERN environments  Navigate within SATERN as an administrator  Create search filters and search for records in SATERN

Accessing SATERN 11 Administrator Learner SATERN

SATERN Environments  Development  Training  Staging  Production 12

Administrator Screen Layout 13

Navigation Links, Buttons, and Icons 14

Commonly Used Search Icons 15

Searching 16

Searching  Add/remove search criteria Filter by criteria Select from list  Choose fields for results output Sorting results  Save searches 17

18 Lesson Wrap-Up  Identified administrators and learners in SATERN  Identified the differences between the SATERN environments  Navigated within SATERN as an administrator  Created search filters and searched for records in SATERN

19 Lesson Check

20 Lesson 3 Learning Needs Management Overview

21 Lesson Objectives  Describe the Learning Needs Management Model  Identify and define the terms associated with the model

Terms and Definitions  Assignment Profile  Assignment Type  Catalog  Curriculum  Item  Learner  Learning Event  Learning History  Learning Plan  Scheduled Offering 22

Learning Needs Management Model 23

24 Lesson Wrap-Up  Described the Learning Needs Management Model  Identified and defined the terms associated with the model

25 Lesson Check

26 Lesson 4 Working with Learner Records

27 Lesson Objectives  Identify the characteristics of a learner record  Identify and describe the main tabs of the learner record  Access an existing learner record

Learner Main Concepts  A learner may be a civil servant employee or a contractor.  He/she has access to SATERN to view his/her training information and, if identified as a supervisor, may view subordinate training information.  Refer to: age/SATERN_Splash.html, to find the process that is followed to set up contractor accounts in SATERN. age/SATERN_Splash.html 28

Learner Records: Main Tabs  Summary  Learning Plan  Learning History  Curricula  Registration  Requests  Online Status  Approval Role  Approvals  Custom Fields 29

Learners Added To SATERN  Learner records are added to SATERN automatically through a connection to the Human Resource System (FPPS) and NED.  There are two types of mandatory fields in SATERN.  SATERN requires that each learner record contain a unique learner ID (user name).  The following are two types of learners and examples of learner IDs (user name): cswinters – Civil Servant C-rjwoods – Contractors 30

31 Lab 1 Locate and View a Learner Record

32 Lesson Wrap-Up  Identified the characteristics of a learner record  Identified and described the main tabs of the learner record  Accessed an existing learner record

33 Lesson Check

Course Summary  Identified the different branches of SATERN  Described the SATERN system architecture  Navigated and used the search functions within SATERN  Defined specific terminologies associated with SATERN  Accessed learner records 34

35 Appendix A Learner Side Overview for SATERN Administrators

Main Menus for Navigation 36

Check Learning Status  View Learning Plan status and item details  View curriculum status and curriculum details 37

Self-Assign Training  Find and self-assign items  Find and self-assign curricula 38

Register for a Scheduled Offering 39

Launch and Complete Online Content 40

Complete a Course Survey 41

View Learning History  Filter Learning History – appears after 50 events  Generate a certificate of completion – for successful completion of items or scheduled offerings 42

Run Reports 43

Check Status of Goals and Competencies 44

Manage Approvals 45

Additional Task: Update Profile Details 46

Additional Task: View/Edit Personal Settings  Select a locale and time zone  Update the locale format options  Notification settings Note: Locale formats and notification settings are set globally and cannot be updated by the learners. 47

Supervisors Use SATERN to Manage Employees 48

49 Appendix B Running, Saving, and Creating Recurring Reports in SATERN

50 Lesson Objectives  Navigate through the SATERN report interface  Identify the report sections  Submit filter information as criteria  Run reports  Create saved reports  Create recurring reports and results  Explain the ability of the NSSC to create custom reports and the process followed

Becoming Familiar with the Report Interface 51

Saved Report 52

Report Jobs 53

Identifying the Reports Sections  Formatting The top section of the Run Report screen contains the following formatting options:  Modify the report title, header, and footer  Determine the report destination (the location where the report engine returns the data  Determine the report format  Criteria The selected report dictates the criteria displayed at the bottom of the Run Report screen Case sensitive search Filter by criteria 54

Submit Filter Information as Criteria 55

Running Reports in SATERN 56

Examples of Commonly Run Reports  Some of the most commonly run reports in SATERN include: Class Roster Verification report Learner History Admin Archived report 57

Creating Saved Reports 58

Create Recurring Reports 59

Creation of Custom Reports by NSSC 60

61 Lesson Wrap-Up  Navigated through the SATERN report interface  Identified the report sections  Submitted filter information as criteria  Run reports  Created saved reports  Created recurring reports and results  Explained the ability of the NSSC to create custom reports and the process followed

62 Lesson Check

63 Appendix C Published Admin Reports