Skillsoft: Step-by-Step Guide

Transcription

1 Skillsoft: Step-by-Step Guide Running a Skillsoft Report This guide describes how to run a Detailed by Content report in Skillsoft for a user or group (campus or department), by learning asset. There are many report template options available. Important list of terms: Username a constituent id (CID). The CID applies to all employees and students at CU. It is a unique identifier for individual users. HR EmplID a six-digit employee id number or person of interest (POI) number assigned to all employees and POIs at CU. CS EmplID a nine-digit student id number assigned to all students at CU. Navigating to Reports 1. Log on to Skillsoft. 2. Under Quick Links, click Admin. 3. From the Reports menu, select Templates. The Templates > Default page will display. Note: the Skillsoft Admin ribbon may have fewer options depending on security access. 4. Expand Content > Content Activity. 5. Double-click Detailed by Content. 6. Continue to the next section of this guide. 1 Employee Services Step-by-Step Guide Skillsoft8i_Reporting2018

2 Filtering and Running a Detailed by Content Report Set parameters and add filters to your report to find specific information for your report. Navigation to specific reports is discussed later in this guide. 1. Navigate to the Detailed by Content report. 2. In the Activity Dates section, set the date parameters. There are two options for specifying the date range for your report: Previous: Select this option to choose a range of time up to the current date. Type a number in the box and then select the unit of time (Month(s), Day(s), Week(s), or Year(s) from the dropdown list. Leave the To Date box selected. From and To: Select the From option and enter a date range to specify a date from which to start (From) and when to end (To). Your results will be those records within this range. 3. If you want to run a report for specific users, expand Groups / Users. (If you want to run a report for a group of users, proceed to step 4.) a. Select the Users radio button. b. In the text box, type the address or last name of the user. c. Click Search. d. Select the user row in Search results so it appears highlighted. Note: If you have a user listed more than once, check that the Usernames match. If they match, this user has multiple assignments in Skillsoft. Select one row. If they do not match, select both users and contact system.training@cu.edu. 2 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

3 e. Click the green Add arrow to move your selection to the Users box. f. Repeat for additional users. By default, the report includes only Active users. g. If you want to include users that are no longer active, press and hold Ctrl while selecting both Activated and Deactivated users for your report results. Note: Deactivated users have a red slash in the icon to the right of their Username 4. If you want to run a report for a group (department or campus), select the Groups radio button. a. If you know the department number, type it in the box, click Search and then continue to step c. b. If you don t know the department number: i. Click Skillsoft (Skillsoft) > ALL CU DEPARTMENTS (ALL CU). ii. Expand the campus by clicking the plus button (+) at left. 3 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

4 iii. Continue expanding folders to drill down to the specific department. c. When you see the department you want, select the group row in Search results to highlight it. d. Click the green Add arrow to move the selected group to the Groups box. e. Click the Select Subgroups checkbox below the Groups box, to include all selected groups and subgroups. 5. Select the Asset Filter tab from which you can specify courses, both online and instructor led training courses that the selected users completed. Search by Library ID (ex. _scorm12_cu_s10007_0001; ilt_b10030): a. In the Search box, type the exact asset title or library ID and click Search. b. Highlight the course. c. Click the green Add arrow. 4 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

5 d. Repeat to add multiple learning assets. Use the Library folders to navigate to a specific course: a. Expand CU Custom Content. b. Expand the campus folder you want. c. Select the topic folder you want (ex. Finance for CU: Cash Control ). d. Highlight the course. e. Click the green Add arrow. f. Repeat to add multiple learning assets. 6. Select the Filter Options tab. Note: This is a section not often used, however it is available to you. ELD generally uses this section to select Completed in the drop down menu for Completion Status. You could also choose In Progress, which indicates whether a user accessed the training but has not yet completed the assessment. 7. Expand Display Options, at the bottom of the page: a. Select/Unselect fields to include in the report display. Note: Select the boxes for HR Emplid (for employee ID number), CS Emplid (for student ID number), and Address from the Display Fields > User Fields section. 8. Scroll to the top of the page and click Preview. Skillsoft runs the report and displays the results. If the results are not what you expect, click Edit to change or verify your report parameters. Click Preview again, and continue modifying parameters until you get the results you want. Note: Scroll to the far right of the report to view HR EmplID, CS EmplID, and Address. 5 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

6 Save a Report To save your report results: 1. Click Save Result at the top of the page. 2. In the Save Result window, type a Name and Description for the report. 3. From the Format list, select the file type: a. All listed fields will be include in a CSV format. b. Excel format requires you select Include report parameters to display fields you selected. Note: This can make a report look messy. Save the report without the report parameters to simplify the report. 4. Type the number of days after which the report should be deleted in the Delete In box. 5. Continue to ing a Report, or click OK to run the report. 6 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

7 a Report If you would like Skillsoft to notify you or someone else when your report is ready: 1. Click the tab (in the Save Result window). 2. Click the checkbox next to Deliver report results to selected Skillport users. 3. Enter an in the Search box. 4. Highlight the user. 5. Click the green Add arrow. 6. Repeat for additional users, if wanted. 7. Click OK to run the report. 7 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

8 Retrieving Your Report Results To retrieve your report results: 1. From the Reports menu, click Results. 2. Double-click the report name to download the report. Note: Reports are ready to view when the status column says Completed. 3. Save the report to your computer 8 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx

9 Running an ILT Student Roster Running an ILT Student Roster is similar to the Detailed by Content report, and can be used to format and print a sign-in roster for their ILT sessions. While the rest of this guide focuses on the Detailed by Content report, which can be used for both custom and ILT courses, this section focuses on the ILT Student Roster as a support to ILT Administrators. To run an ILT Student Roster and format for use as a sign-in roster: 1. Log on to Skillsoft. 2. Navigate to the Default Template Screen. 3. Select Content. 4. Select ILT Student Roster. 5. Double-click Detailed by Course and User. 6. Click Asset Filter. 7. Search for session by Library ID (ex., ilt_b10030). 8. Highlight the session on the left. 9. Click the green Add arrow. 10. Click Preview. 11. Click Save Result and download to print. 9 Employee Services Step-by-Step Guide Skillsoft8i_reporting2018.docx