GETTING STARTED Section 1

Purpose and Scope Section 1.1

Welcome to the PRIMEnet Online Training System. We are confident that you will find this new training format to be an excellent resource. This Administrators Guide contains the information you need in order to use the Industrial Services Group Online Training System effectively.

This guide is intended for any user who needs to use the PRIMEnet Online Training System to manage, participate in, and set up online and/or instructor-led learning activities. It is assumed that anyone who uses the PRIMEnet Online Training System has a good working knowledge of the following:

        Using the conventions and common tools associated with Windows-based applications and computers

        Browsing the Internet

        Sending and receiving e-mail

Minimum System Requirements and Settings Section 1.2

        Operating system: Microsoft Windows 95, 98, NT, or 2000

        Internet browser: Microsoft Internet Explorer version 4.0 (higher recommended)

        Windows Media Player Version 6.4 (for Win95 or NT), or Version 7.1 (for Win98, 2000, or Windows ME)

        Internet Connection: of at least 33.6 Kbps

        Processor: Pentium 166 or compatible (Pentium II 233 or higher recommended)

        RAM: 32 MB (128 MB or higher recommended)

        Monitor: VGA

        Screen resolution: 1024 x 768

        Color settings: 16 bit High Color (24 bit True Color recommended)

Note: If your system does not meet the minimum system requirements, please contact your supervisor or company systems support.

Additional Resources and Help Section 1.3

If you need extra assistance with any aspect of the Online Training System, contact:

        Customer Support 800-727-8503

o       Service hours - Monday through Friday, 8 AM to 5 PM Central Time.

o       E-mail Support - contact us at: HealthcareHelp@pwpl.com


Logging On Section 1.4

Before you log on to the Online Training System, you must be assigned an e-mail address (or Login ID) and password for the system. If you do not have an e-mail address (or Login ID) and password for the system, contact your immediate supervisor.

To log on:

Step 1: Open Internet Explorer, and log on to http://www.pwpl.com/primenet/health/

Step2: Enter your Login ID and Password in the respective fields and click the Please click here to enter link.

NOTE: the password field is case-sensitive.


After you log on, the home page screen will appear will the Navigation Bar links available to your Role in the system, and the Learning ActivityCatalog. This Learning ActivityCatalog lists all learning activities available to you.

IMPORTANT: Please make sure that you always log on using your own Login ID and Password. Otherwise, your learning activities will not be credited to the proper Learning Plan.


Using the Navigation Bar Section 1.5

The home page includes a set of links you can use to take advantage of various Online Training System features and functions. The Navigation Bar links that appear on the left of the page, as well as the menu commands within each section that you can select, depend on which role(s) assigned to you. For example, the Administrator link only appears if you are assigned the Administrator role.

Changing Your Password Section 1.6

For security purposes, it is a good idea to change your log on password from time to time.

To change your password:

Step 1: Click the Personal Info link on the Navigation Bar. Your personal information will appear as seen below:

Step 2: In the Password field, type your new password. The password must be at least 2 alphanumeric characters.

IMPORTANT: the password is case-sensitive.

Step 3: In the Verify Password field, retype your new password, and then click Save. Do not forget to document your new password in a safe place and use it the next time you log on.


Viewing Reports Section 1.7

To view a report:

Step 1: Click the Reports link on the Navigation Bar. A Reports menu appears. This menu lists report topics available to the role(s) assigned to you.

Step 2: Review the list of topics and click the topic you want to view. A list of reports associated with the topic appears.

Step 3: Click the report you want to review.

For a list and description of reports assigned to each role, see page 27.


ONLINE TRAINING SYSTEM ROLES Section 2

A user is anyone who uses the Online Training System to perform a task. Users can be assigned roles such as Student, Manager, Instructor, User Administrator, and Training Administrator. A user must be assigned the Student role in order to allow them access to the Learning Activity Catalog. In order to perform various administrative tasks, users may have a combination of the following roles.

Student Section 2.1

The Student role is for users who want to take online and instructor-led learning activities. When users log on with the Student role only, the Manager, Instructor, Training Administrator, and User Administrator links do not appear on the Navigation Bar.

The Navigation Bar seen below allows users to perform the following Student tasks:

Manager Section 2.2

The Manager role enables users to review and approve the learning activities of students assigned to them. Managers can assign learning tasks to their students, review student scores, etc.

To open the Manager menu, click the Manager link on the Online Training System home page. Use this menu to perform the Manager tasks seen below.

User Administrator Section 2.4

The User Administrator role is for users who create and modify the user information of others needing access to the Online Training System. User Administrators can create user names and passwords as well as modify their personal information.

To open the User Administrator menu, click the User Administrator link on the Online Training System home page. Use this menu to perform the User Administrator tasks seen below.


Training Administrator Section 2.5

The Training Administrator role is for users who manage Student enrollment and learning paths on the Online Training System. Duties include enrolling users or groups of users, reviewing the Learning Activity Catalog, reviewing Learning Activity sessions, and reviewing certificate programs.

To open the Training Administrator menu, click the Training Administrator link on the Online Training System home page. Use this menu to perform the Training Administrator tasks seen below (as determined by your subscription).


ONLINE TRAINING SYSTEM TASKS Section 3

How Students Use the Online Training System Section 3.1

This section gives some examples of how Students perform common tasks. Use these as a guideline for performing other Student tasks. More detailed information about student tasks is available in the PRIMEnet student guide.

Viewing Learning ActivityDetails

To view Learning Activitydetails:

Step 1: Click the Catalog link.

Step 2: Click on a desired title from the Learning Activity Catalog. Information as seen below appears.

Beginning a Course

To enroll in a course:

Step 1: Select the Learning Activity you wish to take from the Learning Activity Catalog and verify that you meet the prerequisites.

Step 2: Click on the Enroll link on the Learning Activity Details page. Click the Launch, confirming your enrollment.

To add the course to your plan

Click Add to My Learning Plan. The course will now appear in the Plan Details section of your learning plan.

How Managers Use the Online Training System Section 3.2

This section gives some examples of how Managers perform common tasks. Use these as a guideline for performing other Manager tasks.

NOTE: Managers are responsible for a Group of Students. A Group is a collection of Students assigned to a specific Manager. Groups are simply a mechanism to organize sets of Students. Students cannot belong to more than one Group.

Managing Group Members

NOTE: Group membership is defined when the Online Training System User Administrator adds a user or edits a users profile. During registration, each user can be assigned a Manager. All users assigned to the same Manager are considered to be in the same

As a manager, you can access to information about your subordinates. This includes personal information, such as passwords, license info, etc, as well as the individuals Learning Plan.

From the managers menu, select Group Members. You may filter out inactive students before seeing the list. When you click Continue, this will create a list of all students who report to you.

By selecting the students name, you may see all the members in his or her group (only if he or she is also a manager).

Select Personal Data to see the user profile of that particular student.

In addition to editing personal information, you may also mark the student as Inactive. This is especially helpful when an employee leaves your facility or is no longer eligible to receive credit for learning activities. By changing the Active field to NO, the student is marked inactive and can no longer log on to the online system.


Batch Enrolling Students

Managers can search for multiple users on the Online Training System and batch enroll them in a course. To batch enroll Students:

Open the Manager menu and click Enroll Group Members.

Search for the Students you want to find for enrollment. You can find Students using any field in their profile.

Your search results will appear at the bottom of the page.

Select the students you wish to enroll. And Continue.

Now, search for learning activities.

Select the Learning Activities from your search results. Click Continue.

NOTE: You may continually add Students and Learning Activities during the Batch Enrollment process, until you complete the Batch Enrollment transaction.

The next step is to select the Enrollment Date for the transaction. The system defaults to the current date, but you may select a future date. Select Continue.

You have now completed a batch enrollment.

Participation Validation

As a manager, you are responsible for releasing your subordinates scores in order for them to receive credit toward certificates. This step replaces the signed affidavit portion of the answer sheets.

From your Manager Menu, select Participation Validation. A screen with a list of pending validation scores and instructions will appear.

From this screen, you can see all tests passed by students who report directly to you by selecting Direct Reports Only. If you have managers reporting to you, you may also view their subordinates pending tests, by selecting All Subordinates. Only active students with passing scores will appear on this list.

Review all pending tests, and check Yes or No next to each students name. By checking Yes, you will release this information for the certification process. By checking No, you will invalidate this students pending test and he or she will not receive credit for it. If you leave the check boxes blank, the student tests will remain in your validation list each time you log in, until you select Yes or No.

When you are satisfied with your selections, Click Submit.

NOTE: Once you submit your validations, you cannot change your answers. Please be certain of a students participation before you check either box.


Participation Reports

Also as a manager, you may see reports of your students and what learning activities or tests they have completed. There are many selection criteria for this report, and you may want to experiment to find the most appropriate version for you.

From the Manager Menu, select Participation Report. The Criteria Selection screen will appear.

From this screen, you may enter a date range, a Learning Activity number, or select from various attributes for your employees and their learning activities.

Once you have made your selections, click Begin Search.


This will show you a list of learning activities and students, based upon the criteria you have selected.


The columns of this report will show:

PID: Personal Identification number, as assigned by the system or SSN

Student Name

Learning Activity number

Learning Activity Name

Date Learning Activity Completed

The Students manager

Score (Pass/Fail) Yes or No

Status: If Passed says YES and Approved or Waiting.

Approved: Manager has validated students participation

Waiting: Manager has yet to validate students participation

If a certificate is awarded for this course, the status of the certificate will show in this column as well.

If Passed says NO, status will always read Waiting, since manager cannot validate a failing score.

You can resort the list by clicking on any of these column headers. You can return to the selection criteria screen, buy clicking Back to Search Criteria.

Once the list is sorted to your satisfaction, you can print a copy by clicking Display Printable Report. From this screen select Print Report to send to your printer. For best results, format the report in Landscape from your printer properties screen.


How User Administrators Use the Online Training System

Section 3.4

This section gives some examples of how User Administrators perform common tasks. Use these as a guideline for performing other User Administrator tasks.

Adding New Users

NOTE: Each user should have his/her own log on and password. Users sharing the same log on and password cannot access the Online Training System at the same time.

To add a new user:

Step 1: Open the User Administrator menu by clicking the User Administrator link on the Navigation Bar, select Users, and Add New. The select domain page appears.

Select your site domain and include all Learning Activity domains for the user to be able to view all learning activities. Click Continue

Text Box: To select multiple Roles, hold down the Ctrl key while selecting another role from the drop down menu. Remember ever user must be a Student regardless of other roles.

 

Step 3: Enter the following information as required and click Save.

FIELD

DESCRIPTION

STATUS

First Name

First name of user

Required

Last Name

Last name of user

Required

E-mail

Unique e-mail address.

Required

Password

Assigned password must be at least 2 alpha-numeric characters

Required

Password Verify

Verification of password accuracy

Required

Login ID

Unique login ID for users access to the system; typically the users e-mail address

Required

Job Category

Job category assigned to the user

Optional

Manager

Name of users manager who will approve use of learning activities

Optional

Roles

Role(s) assigned to the user. More than one role can be assigned.

By default, all users are assigned the Student role.

Preferred Domain

Should ALWAYS be set to the students location domain.

Required

Social Security Number

Another way to identify users in the system

Optional

Employee ID

Another way to identify users in the system

Optional

Locale

Can be set to international value.

Defaults to English

Timezone:

Set to students local timezone.

Defaults to Pacific Time. Can be changed by the user

Active

Yes = active, No = inactive

All new users should be entered as Active (yes).

NOTE: For best results, the Manager and Roles fields must be filled out accurately. For example, Group information and enrollment is based on the Manager field. Furthermore, in order for a User Administrator to select an Instructor for an Instructor-led course, a user must first be assigned this role.

In order to enter a users license information, you will have to re-enter their profile using the edit features described below. Without license information, your students Learning Plans will not transfer to the certification process.

Listing Users and Viewing User Profiles

To list users and view or edit user profiles:

Step 1: Open the User Administrator menu; click List Users.

A list of users appears. All users who have a log on and password on the Online Training System are included in the list.

Step 3: To display information about a user, click a name in the Name column.


NOTE: You cannot delete users from the Online Training System, but you can change the users Active status to NO to keep deactivate his or her login.

Searching for Users

To search for users:

Step 1: Open the User Administrator menu, click Search.

A Search page appears.

Step 2: Enter search criteria for users you want to find.

For best results, enter the search criteria in one of the first six fields and also specify a Preferred Domain. For example, you can search for a specific user by specifying a full user name or Employee ID. Or, you can search for all users assigned to a given Manager, etc.

Step 3: Click Search.

A list of users who match the search criteria you specified will appear. Each users name, e-mail

address, and job category (when available) appear on this page. For more information on the search result, click the users name, etc.

Note:

Click on the users Name to edit the user/student information.

The users e-mail address will prompt your computer to open its mail systems and send a new message.


GLOSSARY OF TERMS Section 4

Case-sensitive: Recognizes only symbols as they had been entered originally. Example: your e-mail is student@xxxx.com. If you type StudenT@xxxx.com, the system will not recognize it.

Catalog: A listing of all of the Online Training System learning activities available.

Learning Activity: Any course, test, or other session available in the Online Training system. These may be found in the Catalog.

Domain: A segment within the Online Training System. Domains can be setup by site or facility, as well as by field of study. Ex: Site Domain = ABC Hospital Louisville, KY. And Learning Activity Domain = Nursing HSTN. A students primary domain is his or her site domain. He or she may be assigned to multiple Learning Activity domains, depending on discipline.

Group: A collection of Students assigned to a specific Manager. Groups are simply a mechanism to organize sets of Students. Students cannot belong to more than one group.

Navigation Bar: The bar found on the left side of the home page (Learning Activity Catalog) with several link options, specific to your role.

Resources: For Training Administrator Role only. Resources are the materials and personnel you need to teach a course. Once defined you can book (reserve) resources for Learning Activity meetings to ensure you have the tool necessary to teach the course.

Roles: Your status in relation to the Online Training System. Possible roles are Student, Manager, Instructor, User Administrator, and Training Administrator. Every user must have a Student role regardless of additional roles assigned.

Session: Time and date when certain learning activities are available.

Learning Plan: A listing of learning activities a student is enrolled in and/or has completed.

User: Anyone who uses the Online Training System to perform a task Users can be assigned such roles as Student, Manager, Instructor, User Administrator, and Training Administrator.

REPORTS BY ROLES

This list represents the reports available to specific roles within the online training system.

1/7/02

Reports by Role

Description

Location

Student

Class Schedule

Lists upcoming learning activities sorted by date. Includes Learning ActivityID, name, location, start date, end date and space availability

Reports/ Class Schedule

Account Transactions

Lists debits and credits on a Student's account

Reports/ Account Transactions

Manager

Employee Scores

Lists scores on all learning activities for employee of this Manager

Reports/ Manager Reports/ Employee Scores

Comptency Evaluation Report

Lists Student scores per test module

Reports/ Manager Reports/ Comptency Evaluation Report


Instructor

Total Enrollment Counts

Lists all learning activities along with their total enrollment counts

Reports/ Enrollment Reports/ Total Enrollment Counts

Time Period Enrollment Counts

Lists all learning activities along with their total enrollment counts during a specified time period

Reports/ Enrollment Reports/ Time Period Enrollment Counts

Completed Enrollment Lists

Lists all learning activities and all Students who have completed the course

Reports/ Enrollment Reports/ Completed Enrollment Lists

Time Period Completed Lists

Lists all Learning Activitysessions started within a specified time period and the Students who have completed the course

Reports/ Enrollment Reports/ Time Period Completed Lists

Closed and Not Yet Started

Lists sessions of all up coming instructor-led learning activities (not yet started) which are currently full

Reports/ Enrollment Reports/ Closed and Not Yet Started

Open and Not Yet Started

Lists sessions of all up coming instructor-led learning activities (not yet started) which still have space available

Reports/ Enrollment Reports/ Open and Not Yet Started

Under Minimum Enrollment

Lists sessions of all up coming instructor-led learning activities (not yet started), which have enrollment levels below the minimum defined for that session

Reports/ Enrollment Reports/ Under Minimum Enrollment

Student Comments

Lists all Student-entered comments for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Student Comments

Instructor Comments

Lists all Instructor-entered comments for Students in a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Instructor Comments

Student Scores

List all Students scores for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Student Scores

Learning ActivityEvaluations by Session

Lists all Student evaluations responses for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Learning ActivityEvaluation by Session

Learning ActivityEvaluations by Date

Lists all Student evaluation responses within a date range and/or for a set of learning activities

Reports/ Learning ActivityResults Reports/ Learning ActivityEvaluation by Date

Revenue by Course

Lists total Learning Activityrevenue earned within a specified period of time

Reports/ Revenue Reports/ Revenue by Course

Revenue by Location

Lists total Learning Activityrevenue by session location

Reports/ Revenue Reports/ Revenue by Location

Revenue by Job Category

Lists total Learning Activityrevenue grouped by job category

Reports/ Revenue Reports/ Revenue by Job Category

Revenue by Student

Lists total Learning Activityrevenue grouped by a Student or a set of Students Sharing similar attributes

Reports/ Revenue Reports/ Revenue by Student

Session Expenses

Lists all session expenses based on the cost of booking Learning Activityresources for each session

Reports/ Expense Reports/ Session Expenses


User Administrator

List Users

Lists all users in the system

User Administrator/ Users/ List Users

Training Administrator

Total Enrollment Counts

Lists all learning activities along with their total enrollment counts

Reports/ Enrollment Reports/ Total Enrollment Counts

Time Period Enrollment Counts

Lists all learning activities along with their total enrollment counts during a specified time period

Reports/ Enrollment Reports/ Time Period Enrollment Counts

Completed Enrollment Lists

Lists all learning activities and all Students who have completed the course

Reports/ Enrollment Reports/ Completed Enrollment Lists

Time Period Completed Lists

Lists all Learning Activitysessions started within a specified time period and the Students who have completed the course

Reports/ Enrollment Reports/ Time Period Completed Lists

Closed and Not Yet Started

Lists sessions of all up coming instructor-led learning activities (not yet started) which are currently full

Reports/ Enrollment Reports/ Closed and Not Yet Started

Open and Not Yet Started

Lists sessions of all up coming instructor-led learning activities (not yet started) which still have space available

Reports/ Enrollment Reports/ Open and Not Yet Started

Training Status Report

Lists that tracks students who have been assigned training and have not completed it in 30 days, 60 days, or 90 days; also who has completed it

Reports/ Enrollment Reports/ Training Status Report

Under Minimum Enrollment

Lists sessions of all up coming instructor-led learning activities (not yet started), which have enrollment levels below the minimum defined for that session

Reports/ Enrollment Reports/ Under Minimum Enrollment

Student Comments

Lists all Student-entered comments for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Student Comments

Instructor Comments

Lists all Instructor-entered comments for Students in a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Instructor Comments

Student Scores

List all Students scores for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Student Scores

Learning ActivityEvaluations by Session

Lists all Student evaluations responses for a single session of a Learning Activityor for all sessions of a course

Reports/ Learning ActivityResults Reports/ Learning ActivityEvaluation by Session

Learning ActivityEvaluations by Date

Lists all Student evaluation responses within a date range and/or for a set of learning activities

Reports/ Learning ActivityResults Reports/ Learning ActivityEvaluation by Date

Test Performance Data

Report to track student test results to document training

Reports/ Learning ActivityResults Reports/ Test Performance Data

Revenue by Course

Lists total Learning Activityrevenue earned within a specified period of time

Reports/ Revenue Reports/ Revenue by Course

Revenue by Location

Lists total Learning Activityrevenue by session location

Reports/ Revenue Reports/ Revenue by Location

Revenue by Job Category

Lists total Learning Activityrevenue grouped by job category

Reports/ Revenue Reports/ Revenue by Job Category

Revenue by Student

Lists total Learning Activityrevenue grouped by a Student or a set of Students Sharing similar attributes

Reports/ Revenue Reports/ Revenue by Student

Session Expenses

Lists all session expenses based on the cost of booking Learning Activityresources for each session

Reports/ Expense Reports/ Session Expenses

Resources by Session

A session by session list or resources used. Reports are provided based on a number of different search criteria

Reports/ Resource Reports/ Resources by Session

Resource Utilization

Shows resource usage with respect to resource availability. Reports are provided based on a number of different search criteria

Reports/ Resource Reports/ Resource Utilization

Booking Failures

Lists all booking failures that occurred within a specified date range. This report enables you to examine unfulfilled resource requests to determine resource shortages.

Reports/ Resource Reports/ Booking Failures

Training Data Exports

Exports a range of scores for an account.

Reports/ Training Data Exports