Welcome to the Industrial Services Group Online Training System. We are confident that you will find this new training format to be an excellent resource. This Administrator’s 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 Industrial Services Group Online Training System to manage, participate in, and set up online and/or instructor-led courses. It is assumed that anyone who uses the Industrial Services Group 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 5.0 (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) 283-2859,

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

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 your login page.

Step 2: 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 Course Catalog. This Course Catalog lists all courses available to you.

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

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.”

Document your new password in a safe place and use it the next time you log on.

Viewing Reports Section 1.7

A complete list of reports with descriptions is located on page 29 of this guide.

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.

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 Course 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 courses. 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 view the following menus:

Manager Section 2.2

The Manager role enables users to review and approve the learning activities of users assigned to them. Managers can assign learning tasks to their users, review user 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 (as determined by your subscription).

User Administrator Section 2. 3

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. 4

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 Course Catalog, reviewing course sessions, and creating learning plans.

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. A more detailed description of student tasks can be found in the Student Guide.

Viewing Course Details

To view course details:

Step 1: Click the “Catalog” link.

Step 2: Click on a desired title from the Course Catalog. The Learning Activity Detail screen appears.

Beginning a Course

To enroll in a course:

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

Step 2: Click on the “Enroll” link on the Course Details page.

Step 3: Launch the course and view the content.

Step 4: When you have completed the course, mark it complete and return to the Course Catalog.

NOTE: Once finished with the course, a student must mark the course complete and return to the Course Catalog screen. By returning to the Catalog screen, information is written to the student transcript. If a student does not return to the Catalog before exiting the system, the course (or test) will not reflect completed status on his or her transcript.

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, as determined by your subscription.

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.

Viewing Group Members

To view information about members of your Group:

Step 1: Open the Manager menu by clicking the “Manager” link on the Navigation Bar, and click Group Members.

Select the number of results on each page, and the status of the students you wish to view. If you have access to multiple domains, you may choose to select individual domains. Click Continue.

A list of members in your group appears.

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

Step 3: Use this page to view and edit user profiles and/or review transcript information about group members.

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:

Step 1: Open the Manager menu and click “Enroll Group Members.” A Batch Enrollment page appears.

Step 2: Select the names of the Students you want to find for enrollment. And Add Selected students. You may remove any students from the list as you continue the process.

Step 3: Search for any learning activities in which you wish to enroll your group members.

Step 4: Select Courses you want to enroll the student in and click “Add.”

You may change the student list or the learning activity list at any time before you complete the transaction by clicking the link for Users or Learning Activities.

Step 5: Select the enrollment dates required, and click Continue.

The system will show a confirmation of the transaction. To complete the enrollment, click Continue.

Approving Course Enrollment

Some customers require manager approval before allowing a student to enter a test or course.

Students who have enrolled themselves for a course that requires Manager approval cannot take the course until their Manager approves the enrollment. The Manager is notified by e-mail when a student has requested approval. An e-mail message is automatically sent to the student after the Manager approval step, provided the student’s e-mail address is captured in the student's profile.

To approve or deny course enrollment:

Step 1: Open the Manager menu and click “Pending Approval.” A list appears, showing all members of your group who have requested approval for enrollment.

Step 2: Select one or more members and click “Approve” or “Deny” enrollment.

When enrollment is approved, an “Approved” page appears as confirmation.

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:

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

Step 1: Open the User Administrator menu by clicking the “User Administrator” link on the Navigation Bar, select “Users,” and “Add New.” Select the domain to which this user will be assigned and Continue. The “Add User” page appears.

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 user’s access to the system; typically the users e-mail address	Required
Job Category	Job category assigned to the user	Optional
Manager	Name of user’s manager who will approve use of courses	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 student’s 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
Active	Allows the administrator to "turn off" a user's ID. By selecting NO, the login and password will not allow the student to log into the system.	Yes or No Yes = Active No = Inactive
Time zone:	Set to student’s local time zone.	Defaults to Pacific Time. Can be changed by the user

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.

Listing Users and Viewing User Profiles

To list users and view user profiles:

Step 1: Open the User Administrator menu, click “Users,” and “List Users.”

Select the number of results per page, and the status of the users. If you have access to multiple domains, you may select an individual domain to view.

A list of users appears. All users who have a login ID 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.

To change information about a user, enter/edit information as desired and click “Save.”

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

Searching for Users

To search for users:

Step 1: Open the User Administrator menu, click “Users”, and “Search.”

A Search page appears.

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

For best results, enter 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 appears. Each user’s name, e-mail address, and job category (when available) appear on this page. For more information on the search result, click the user’s name, etc.

Click on the users Name (not e-mail) to edit the user information.

By clicking the user's e-mail address, your browser will launch a new mail message addressed to that user.

How Training Administrators use the system Section 3.5

Training Administrators have unique capabilities in the system, which allow them to manage enrollments for all users within the system. These capabilities include batch enrollments, enrollment cancellation, conditional enrollments, and various enrollment reports.

Batch Enrollment

The Batch enrollment feature is virtually identical to that of the Manager (see section 3.2). However, a Training Administrator may enroll any student within his or her domain, while a manager is limited to members of his or her own group.

The Enrollment Management Menu allows the Training Administrator to change enrollment status for students within his or her domain. This may be accomplished by searching by course, or by other criteria as defined within the Advance Search screen.

NOTE: Changing a student's enrollment status will change the listing of courses on his or her Learning Plan.

Group Learning Plans

Training Administrators (and Managers) may assign Learning Plans to students.

Click on the Group Learning Plans link. Enter the information required to name the Learning Plan. Set the validation period (this will create a certification). Assigne the plan to a manager group or a job category, and click Save.

Once the Plan is created, select the Learning Activities to be included. You may search for these activities by course code, title, or type.

When you complete the learning activity assignments, the plan will automatically be assigned to the students defined in the group. They will receive an automated e-mail from the system, and the plan will now appear on their Plan Details page of their Learning Plan menu.

GLOSSARY OF TERMS Section 4

Link bar: The five links on the top on the course screens include: “Safety,” “Glossary,” “Main Menu,” “Course Text,” “Notes,” and “Posttest.”

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.

Course Catalog: A listing of all of the Online Training System courses available.

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 (Course Catalog) with several link options, specific to your role.

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.

Transcript: A listing of courses 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 Section 5

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

	Reports by Role	Description	Location

	Manager
	Employee Scores	Lists scores on all courses for employee of this Manager	Reports/ Manager Reports/ Employee Scores
	Competency Evaluation Report	Lists Student scores per test module Available only to subscribers of Competency Evaluations.	Reports/ Manager Reports/ Competency Evaluation Report
	Training Administrator
	Total Enrollment Counts	Lists all courses along with their total enrollment counts	Reports/ Enrollment Reports/ Total Enrollment Counts
	Time Period Enrollment Counts	Lists all courses along with their total enrollment counts during a specified time period	Reports/ Enrollment Reports/ Time Period Enrollment Counts
	Completed Enrollment Lists	Lists all courses and all Students who have completed the course	Reports/ Enrollment Reports/ Completed Enrollment Lists
	Time Period Completed Lists	Lists all course sessions started within a specified time period and the Students who have completed the course	Reports/ Enrollment Reports/ Time Period Completed Lists
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
Test Performance Data		Report to track student test results to document training	Reports/ Course Results Reports/ Test Performance Data
Training Data Exports		Exports a range of scores for an account.	Reports/ Training Data Exports