1. Welcome to the LMS Quick Manager Guide.
We will go through a simple walkthrough to get you familiarized with the LMS and its features.
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2. To get started, login with the appropriate credentials
To get started, login with the appropriate credentials. Then press enter or click Login.
Getting Started
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3. Overview Section – Quick Walkthrough
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4. Overview Section – Quick Walkthrough
The Overview is divided in 4 sections:
Status
Learning Metrics
Calendar
The Progress Report provides a way to quickly view your current learning status
and link to specific learning related items.
My Task List
Overview Section – Quick Walkthrough
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5. Overview Section – Quick Walkthrough
Learning Metrics
Click on any numeric link will update with the associated course details (e.g. Upcoming Courses).
Overview Section – Quick Walkthrough
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6. Overview Section – Quick Walkthrough
Status
If the Status Icon displays an orange-reddish open hand (aka “stop”), then items are overdue.
Click the text link below the hand to display the overdue items in the My Task section.
The Status Icon allows the user, in a single glance, to see if they are up-to-date or overdue in completing their learning related tasks
Overview Section – Quick Walkthrough
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7. Additional actions can be taken while looking at the date details.
Calendar
You can quickly view summary information by rolling your mouse over the specific day.
The Calendar will displays the current month. A blue triangle will appear on days where you are enrolled in a classroom-based course scheduled for that day.
Clicking on the date will show information pertaining to courses scheduled for the chosen day.
Additional actions can be taken while looking at the date details.
Overview Section – Quick Walkthrough
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8. Enrolling users in courses
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9. Using Manager roll – Enrolling users in courses
Click on the day in the Calendar to display Course Information
When finished selecting, press “Enroll” to enroll selected users.
From the ‘User List”, select the desired users you which to select
Confirmation messages confirms users enrolled.
You can enroll users in courses directly from the ‘Overview’ Tab
Using Manager roll – Enrolling users in courses
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10. A dialog window opens with a user list
When finished selecting, press Add Attendees to enroll selected users.
Clicking on the “Add” button gives you ability to enroll desired users in the selected instance.
Select the desired users you which to enroll.
In the Learning Object Tab.
A dialog window opens with a user list
Using Instructor – Enrolling users in courses
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11. Using Instructor – Enrolling users using Search
Once you found the desired course, click on Enroll to enroll users to that course.
You can use the “Search” Tab to search for a desired course, you can specify filters to narrow your search.
Using Instructor – Enrolling users using Search
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12. Using Team
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13. Using ‘Team’ – Viewing your Team
You can use Search to find a desired user.
You can view users information assigned to you.
Here you can see their info, courses assigned and taken and see their scores.
The Team section will display a list of all users who report to you.
Using ‘Team’ – Viewing your Team
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14. Clicking on the User will display detailed information.
Hovering over any user will display additional information on the right.
Clicking on the User will display detailed information.
Using Team – Viewing your Team
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15. You can view additional details from the user when
navigating between sections using the TABS.
Once inside a Users Information.
Using Team – Viewing your Team
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16. Using Reports
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17. Using ‘Reports’ – Viewing and Exporting Reports
Click View on the desired report.
The Reports Tab provides you with several reports. For this example, we will create an
Employee Completion Report.
Using ‘Reports’ – Viewing and Exporting Reports
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18. Select the desired courses to add.
When finished selecting, click Add Learning Object to add selected courses to the report.
Select the desired courses to add.
Click ‘Add’ to add courses that will be included in the report.
A popup window will appear with all the courses available to add. Select the desired courses to add.
You will be taken to the selected report.
Using ‘Reports’ – Viewing and Exporting Reports
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19. Click plus icon to expand the desired organization.
When added, click on ‘View Report’ to generate the report, and the option to export, with the selected filters.
You can run the report choosing selectors for the users and departments you manage
To select a department. Click on the ‘plus’ icon to expand the desired organization. Click on the first level to select its availability. Enter Information and other desired fields.
The Courses are added.
Click plus icon to expand the desired organization.
Click on first level.
Using ‘Reports’ - Viewing and Exporting Reports
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20. Select desired format. Then click ‘Export’.
Click on the export icon to export the report.
Select desired format.
The report exported.
Then click ‘Export’.
The report is generated.
A popup window will appear with several options, on the file format dropdown, select ‘Microsoft Excel’ from the list and then click ‘export’.
Using ‘Reports’ - Viewing and Exporting Reports
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21. When finished, don’t forget to log out
Click to log out.
When finished, don’t forget to log out