MySkills Service Provider Approver Guide

Transcription

1 MySkills Service Provider Approver Guide

2 Documentation Control Page Contact for Enquiries If you have any questions regarding this document, please contact: Grid Skills Proposing Changes Version Control If you have a suggestion for improving this document, complete and forward a copy of the changes to the above person. Version Date Nature of Amendment 2 October 2014 Update of system changes and additions - AM 3 March 2017 Password updates Page 2 Version 3 March 2017

3 Table of Contents MySkills Service Provider Approver Guide This guide should be used in conjunction with the MySkills Learner Guide Log in to MySkills... 4 Reset password... 6 Proxy Enrolment... 8 Approve/Deny a Training Request Track Employees Report Training Reports Page 3 Version 3 March 2017

4 Log in to MySkills When to use To register your learners on Grid Skills training. To run reports on your learners training records within MySkills. 1 Grid Skills training can be accessed through this link MySkills Login Page Alternatively you can visit the Transpower website at Keeping You Connected MySkills How to access MySkills. 2 The MySkills page contains the link to the MySkills learning management system along with information about Grid Skills training. 3 Input your User ID and password then click Enter. Page 4 Version 3 March 2017

5 4 The MySkills page will now show Page 5 Version 3 March 2017

6 Reset password When to use If you cannot remember your MySkills Password or your password has expired. Passwords require changing every 90 days. s 1 To reset your password from within MySkills click on the cog in the top right hand corner of the Welcome page to display the My Account option. 2 Click on My Account and then click on Options in the top right hand corner and the option to Change Password will be displayed. 3 On the Change Password screen enter your current password and then enter your new password following the criteria displayed on screen. Confirm your new password then click Save. Page 6 Version 3 March 2017

7 4 If you have forgotten your password, click on the hyperlink click here located beside Forgot Password? 5 Enter your User ID - you will be ed a link to reset your password. Page 7 Version 3 March 2017

8 Proxy Enrolment When to use To request training for one of your staff. s 1 Select Admin > Users from the menu. 2 The Search Users box appears and various fields which can be completed to locate a User. 3 If you are looking for a specific user enter their last name and hit Enter or click Search. Page 8 Version 3 March 2017

9 4 If you are looking for a list of all learners in your company select Division from the Select OU Criteria option and using the icon that appears to the right of the field and hitting search. 5 Then select your company name by clicking on your company name then hit Search to dislay the list of learners within your company and which training approver they are under. 6 To Proxy as another User locate the learner you want to proxy in as using the steps above. Click on the dropdown under the Option icon. 7 Select Proxy in as another user from the dropdown menu. 8 Add a comment to indicate why you are logging in as the User and click Login. Page 9 Version 3 March 2017

10 9 Click Submit 10 The Users Welcome screen appears. 11 NOTE: The learner welcome screen is very different to the training approver screen. Please ensure you are proxied in as a learner BEFORE you request training. Any training requests made when you logging in as a training approver, rather than proxied in as a learner will be denied by Grid Skills. 12 You can now request training as if you were the User. See Learner Guide - Request Training in MySkills Approve/Deny a Training Request When to use If you are required to approve a Training Request for a Learner. You will receive alerts to approve Learner requests to attend Grid Skills training. Alerts will also be generated to approve certificates from external providers or your own company when a Learner adds them to their Training Record i.e. to Page 10 Version 3 March 2017

11 support prerequisites. Examples of external training are first aid certificates and company competency certificates. s 1 Located on the Home page is the Your Alerts box where you will be advised if there are any Training Requests requiring Approval. 2 Click on the Approve training link and you will view the Training Pending Approval list 3. Either Approve the request by clicking the tick under options Complete additional comments if applicable and click Submit. Page 11 Version 3 March 2017

12 4. Or Deny the request by clicking the cross under Options Complete the reason for denial and click Submit. 5. Requests are removed from the Training Pending Approval list once actioned What happens next? MySkills notifies the requester of the updated status of their request. Page 12 Version 3 March 2017

13 Track Employees Report When to use As and when you would like to run a report on training requests allocated to you for Approval. s 1 Access reports by selecting Reports, or Reports > Standard Reports from the menu 2 The Track Employees tab shows available reports. Click the blue report title Reports 1 Pending Requests View outstanding training requests that you must approve or deny. From this screen you can approve, deny and also print or Export the list to Excel. Page 13 Version 3 March 2017

14 Training Reports When to use As and when you would like to run a report on training for your employees. s 1 Access reports by selecting Reports, or Reports > Standard Reports from the menu 2 The Track Employees tab shows available reports. Click the blue report title Reports Enterprise Training This report also displays training requested by employees. It differs from the Divisional report with a lot more criteria options for training status. There is also the extra option to download the results as a text file. This report enables Approvers to print Learners certificates for Completed training from the Search Results page Divisional Training This report displays training requested by employees in your division (Note: Division = Company). Has the ability to report by training status e.g waitlisted only Page 14 Version 3 March 2017

15 Enterprise Training Amend the criteria fields to specify the records you want to show. 1 Date Criteria. By clicking the dropdown arrow beside the field you will have the option to choose various criteria - GridSkills will complete the date fields according to what is selected. Otherwise input the From and To dates. 2 User Criteria. Click the dropdown to Select. If you don t select anything you will view all users. 3 If you select a User Criteria the list icon will appear. Click and a list will appear to be more specific in the users you want to report. 4 Advanced Criteria. Tick the fields to narrow down your selection further. Page 15 Version 3 March 2017

16 5 Training Title will let you choose a specific course. Click on the List icon to view and select the course. 6 Once all criteria have been entered click. The results will appear at the bottom of the screen. There are options of Printable Version, Export to Excel or Text files 7 To print Learners certificates, select Completed from the Advanced Criteria section then click 8 Click on the View Details icon 9 Click on the Print Certificate link under the Training Progress Details section. Page 16 Version 3 March 2017

17 Divisional Training Amend the criteria fields to specify the records you want to show. 1 Date Criteria. By clicking the dropdown arrow beside the field you will have the option to choose various criteria - GridSkills will complete the date fields according to what is selected. Otherwise input the From and To dates. 2 User Criteria. Click the dropdown to Select. If you don t select anything you will view all users. 3 If you select a User Criteria the list icon will appear. Click and a list will appear to be more specific in the users you want to report. 4 Advanced Criteria. Amend the fields to narrow down your selection further. All Status are currently ticked untick those you do not want to see in the report. 5 Training Title will let you choose a specific course. Click on the List icon to view and select the course. Page 17 Version 3 March 2017

18 6 Once all criteria have been entered click. The results will appear at the bottom of the screen. There are options of Printable Version or Export to Excel. The current status of training is shown 7 Printable Version opens a web page. If you want to print the page, click the right mouse button and choose Print Preview. Page 18 Version 3 March 2017

19 8 Check the layout of the report. It may default to Portrait view so you can select Landscape if required before printing. 9 Export to Excel gives the option to Open or Save an Excel file version of the list. 10 Page 19 Version 3 March 2017