TLM Enterprise Job Aids

Transcription

1 TLM Enterprise Job Aids Procedure Page VISUAL PROPERTIES... 2 Change Logos... 2 Change Colour Scheme... 3 NAVIGATION... 4 Optimize Navigation... 4 CURRICULUM DEVELOPMENT... 5 Create a Module... 5 Method 1: Use learning materials you ve developed with an authoring tool... 5 Method 2: Link to content on a website... 6 Method 3: Use TLM templates to add learning content for objectives of a module... 6 Method 4: Use TLM templates to create Flash objects... 7 Reuse a Module, Assignment or Survey in a New Course Map... 8 Copy Course, Module, Assignment, Survey to a New Course Map... 9 Reuse a Content Object* in a New Course Copy a Content Object* to a New Course Reuse a Question in a New Course Copy a Question to a New Course Import a SCORM Course Use SCORM Content in a TLM Map USERS Enroll New Learners in a Course Enroll Existing Learners in a Course Automate Learner Enrollment CATALOGUE Publish a Courseware Catalogue for Self-Enrollment LEARNER MANAGEMENT Change Learner s Course Status Change Learner s Map Node Status and/or Result RIGHTS Set Rights INSTALLATION Manually Install a TLM Instance Create a SQL Server Database Move TLM and Database to a Different Server MAINTENANCE Clean Up a Database page 1

2 VISUAL PROPERTIES Change Logos Note: Changing the graphics on the log in page and at the top of all other pages requires access to the manage.aspx page. This is initially only possible at the web server itself; for example, at On the manage.aspx page, the administrator can set up remote access so other users can access these options without being at the web server. 1. Browse to the manage.aspx page, either at the web server as or via remote access, as set up by the server administrator. 2. On the System Configuration page, click Browse and find the graphic file for the Login Page Logo. Recommended resolution for the graphic is 472 x 124 pixels. 3. Click Browse and find the graphic file for the Main Page Logo. Recommended resolution for the graphic is 549 x 101 pixels. page 2

3 Change Colour Scheme Note: Changing the colour scheme requires access to the manage.aspx page. This is initially only possible at the web server itself; for example, at On the manage.aspx page, the administrator can set up remote access so other users can access these options without being at the web server. 1. Browse to the manage.aspx page, either at the web server as or via remote access, as set up by the server administrator. 2. On the System Configuration page, select Enterprise for a black background. Select Voyager for a blue background. 3. Empty the browser cache and refresh the display to see the change. page 3

4 NAVIGATION Optimize Navigation 1. Click on the blue bar of any expanded menus at the left to open/close them. 2. Click on the button at the right of a blue bar and drag to a new vertical position. 3. With the most-used menu at the top of the list, click on its blue bar to open it if it is collapsed. 4. Click on the blue bar to close any expanded menus you use infrequently. 5. Click on Interface Assistance at the top of the menu list to Save Side Menu Positions. 6. When saving a page, click on Save at the bottom of the page OR on the icon which is fixed to your current location. 7. To navigate quickly to the options at the bottom of a page click on the icon which is fixed to your current location. page 4

5 CURRICULUM DEVELOPMENT Create a Module Note: Modules provide learning content in a TLM course map. There are 4 different ways to create them, as described below. Method 1: Use learning materials you ve developed with an authoring tool This method lets you author content using preferring applications; for example, PowerPoint, HTML editors, Word, Acrobat, Flash. The content development happens outside of TLM with the files uploaded to the TLM server for delivery. 1. Select the course. 2. Click Map Design in the Course menu. 3. Click on the line where the module is to go. 4. Select Add and Edit New Module. 5. Enter a title. 6. Click Save. 7. Click on the Content tab. 8. Beside Asset click Upload. 9. Browse to find the file and click Open. 10. Click Upload. 11. Click Save. 12. Note: If you are prompted to upload file dependencies, find and upload them.* 13. Click Preview. *Where there are many file dependencies, perhaps including sub-folders, it s preferable to FTP or otherwise copy the remaining files to the web server. The system administrator can set up FTP access to the FileStore. page 5

6 Method 2: Link to content on a website Use this method when learning materials are already published on a web server and you want to link to them from within TLM. 1. Select the course. 2. Click Map Design in the Course menu. 3. Click on the line where the module is to go. 4. Select Add and Edit New Module. 5. Enter a title. 6. Click Save. 7. Click on the Content tab. 8. In the Link field enter the address to the content in the form here>. 9. Click Save. 10. Click Preview. Method 3: Use TLM templates to add learning content for objectives of a module TLM provides a simple rich text editor for development of content. A special toolbar provides options for inserting graphics, video, hyperlinks and for formatting the output. 1. Select the course. 2. Click Map Design in the Course menu. 3. Click on the line where the module is to go. 4. Select Add and Edit New Module. 5. Enter a title. 6. Click Save. 7. Click on the Lead In tab. 8. Enter any relevant information about the module. 9. Click Save. 10. Click on the Objectives tab. 11. Click Add Objective. 12. Enter a title. 13. Enter the learning content for the objective by typing with the rich text editor, entering a link to a website, uploading or reusing an asset. 14. Click Save. 15. Repeat steps 11 through 14 for each objective for the selected module. 16. Click on the Wrap Up tab. 17. Enter any additional information about the module. 18. Click Save. 19. Click Preview. page 6

7 Method 4: Use TLM templates to create Flash objects An asset builder uses different page layouts to create Flash packages. Combine text with graphics and Flash files. 1. Click Assets in the Content menu. 2. Click Add Asset. 3. Enter the asset title. 4. Click Use Builder. 5. Click Save. 6. Click on the Content tab. 7. Select New Page and click on a Page Style. 8. Enter a Page Title. 9. Depending on the selected Page Style, enter the text with the rich text editor and upload a jpg file or Flash object. 10. Click Save. 11. Repeat steps 7 through 10 for each page. 12. Click Preview. 13. With the asset in your briefcase, add it to a course with the Use Existing option for a module or other content objects. page 7

8 Reuse a Module, Assignment or Survey in a New Course Map Note: When an object that s used in more than course is changed, that change is seen in all the courses. If you want to use an existing object in a new course but make some changes to it, refer to Copy a Course, Module, Assignment or Survey to a New Course Map. 1. Click on World View. 2. Select the Resource Type. 3. Enter some consecutive letters of the object s title as a Search Criteria (optional). 4. Click Search. 5. Locate the object in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the object is to be reused. 8. Click Map Design in the Course menu and click on the map where the copied object should be added. 9. Select Add an Existing <object type>. 10. Click on the object in the Briefcase listing. page 8

9 Copy Course, Module, Assignment, Survey to a New Course Map Note: Copying an object duplicates everything associated with it. For example, if you copy a course all the modules, questions, handouts, etc. which it includes are also copied. This increases the data maintenance requirement if something needs to be edited in the object, the change will have to made to each copy of the object as well. If you want to re-use a module, assignment, or survey without changing it, refer to Reuse a Module, Assignment, or Survey in a New Course Map. 1. Click on World View. 2. Select the Resource Type. 3. Enter some consecutive letters of the object s title as a Search Criteria (optional). 4. Click Search. 5. Locate the object in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the object is to be copied. 8. From the Course menu click on Map Design and click on the map where the copied object should be added. 9. Select Add an Existing <object type> (Independent Copy). 10. Click on the object in the Briefcase listing. 11. As the object is now duplicated, it s recommended that you change its title so it can be differentiated from the original version. If you have copied a module, all of the questions associated with it have also been duplicated and should be renamed as well. page 9

10 Reuse a Content Object* in a New Course *announcement, FAQ topic, glossary item, handout, link, outline, reference, schedule Note: When an object that s used in more than course is changed, that change is seen in all the courses. If you want to use an existing object in a new course but make some changes to it, refer to Copy a Content Object* to a New Course. 1. Click on World View. 2. Select the Resource Type. 3. Enter some consecutive letters of the object s title as a Search Criteria (optional). 4. Click Search. 5. Locate the object in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the object is to be reused. 8. Select the type of object in the Content menu. 9. Click on the Listing for Briefcase Only tab. 10. Locate the object in the list and click to add a checkmark in front of its title. 11. Click on Add Shortcut to Course. 12. Click on the Listing for Course Only tab and note that the object is listed. page 10

11 Copy a Content Object* to a New Course *announcement, FAQ topic, glossary item, handout, link, outline, reference, schedule Note: Copying an object duplicates it in the curriculum repository. This increases the data maintenance requirement. For example, if you copy a glossary item, there will then be two versions which need to be maintained. If a change is made to the item, both versions would have to be edited. If you want to re-use a content object without changing it, refer to Reuse a Content Object* in a New Course. 1. Click on World View. 2. Select the Resource Type. 3. Enter some consecutive letters of the object s title as a Search Criteria (optional). 4. Click Search. 5. Locate the object in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the object is to be copied. 8. Select the type of object in the Content menu. 9. Click on the Listing for Briefcase Only tab. 10. Locate the object in the list and click to add a checkmark in front of its title. 11. Click on Copy to Course. 12. Click on the Listing for Course Only tab and note that the object is listed. 13. As the object is now duplicated, it s recommended that you change its title so it can be differentiated from the original version. page 11

12 Reuse a Question in a New Course Note: When a question that s used in more than course is changed, that change is seen in all the courses. If you want to use an existing question in a new course but make some changes to it, refer to Copy a Question to a New Course. 1. Click on World View. 2. Select Question. 3. Enter some consecutive letters of the question s title as a Search Criteria (optional). 4. Click Search. 5. Locate the question in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the question is to be reused. 8. From the Content menu click on Question Bank. 9. From the drop-down list, select the Module which the question tests. If you want, you can also select the specific Objective. 10. Click on the Listing for Briefcase Only tab. 11. Locate the question in the list and click to add a checkmark in front of its title. 12. Click on Add Shortcut to Module. 13. Click on the Listing for Module Only tab and note that the question is listed. page 12

13 Copy a Question to a New Course Note: Copying a question duplicates it in the curriculum repository. This increases the data maintenance requirement. For example, if you copy a question, there will then be two versions which need to be maintained. If a change is made to the question, both versions would have to be edited. If you want to re-use a question without changing it, refer to Reuse a Question in a New Course. 1. Click on World View. 2. Select Question. 3. Enter some consecutive letters of the question s title as a Search Criteria (optional). 4. Click Search. 5. Locate the question in the list and click to add a checkmark in front of its title. 6. Click Add Shortcut to Briefcase. 7. Select the course to which the question is to be copied. 8. From the Content menu click on Question Bank. 9. From the drop-down list, select the Module which the question tests. If you want, you can also select the specific Objective. 10. Click on the Listing for Briefcase Only tab. 11. Locate the question in the list and click to add a checkmark in front of its title. 12. Click on Copy to Module. 13. Click on the Listing for Module Only tab and note that the question is listed. 14. As the question is now duplicated, it s recommended that you change its title so it can be differentiated from the original version. page 13

14 Import a SCORM Course Note: A SCORM package can act as a complete course in TLM but does not use the usual map interface, TLM assessments, assignments, etc. If you want to use a SCORM package as a module node in a conventional TLM map, refer to Use SCORM Content in a TLM Map. 1. On the Courses page, click on Import (SCORM). 2. Click Browse and locate the SCORM package. 3. Click Open. 4. To make the content work in different contexts, click Copy all files to each SCO. (If in doubt, select this option.) 5. Click Save. 6. Click Back to Course List when the import is complete. 7. In the Courses listing, the course title has a suffix of (SCORM imported). 8. Select the course. 9. From the Course menu click on Map Preview. 10. Navigate to content through the SCO Viewer and click Launch to view. page 14

15 Use SCORM Content in a TLM Map Note: Test results from a SCORM package are passed back to TLM and viewed in the History & Status and other reports. You can integrate this kind of content with TLM assessments and other map nodes. If you want to use the SCORM course without the conventional TLM map, refer to Import a SCORM Course. 1. On the Courses page, click on Import (SCORM). 2. Click Browse and locate the SCORM package. 3. Click Open. 4. To make the content work in different contexts, click Copy all files to each SCO. (If in doubt, select this option.) 5. Click Save. 6. Click on World View. 7. Select the Asset resource type. 8. Click Search. 9. Locate the asset in the list. It might have the non-specific name scorm sco. To verify, click on the title and click on Preview. You can change the name of the asset to make it easier to locate in future. 10. Navigate back to the Search Results page and click to add a checkmark in front of the asset s title. 11. Click Add Shortcut to Briefcase. 12. Select the course in which the SCORM content is to be used. 13. From the Course menu click on Map Design. 14. Click on the map where the content is to go. 15. Select Add and Edit New Module. 16. Enter the module title. 17. Click Save. 18. Click on the Content tab. 19. Beside Asset click Use Existing. 20. Find the SCORM content asset in your briefcase and click on its title. 21. Click to add a checkmark in front of Module with SCORM Content. 22. Click Save. 23. From the Course menu click on Map Preview. 24. Click on the module with SCORM content and select View Module. page 15

16 USERS Enroll New Learners in a Course Note: Use this procedure for learners who do not have TLM IDs. 1. From the Courses I am Managing/Developing page, select the course. 2. Click on User Management from the Administrator menu. 3. Click Add User. 4. Enter the last name, first name, ID and password. 5. Ensure the option to Enroll user to current course, offering is selected. 6. Choose the appropriate offering from the drop-down list. 7. Click Save. 8. As required, complete other fields on the other tabs. page 16

17 Enroll Existing Learners in a Course Note: Use this procedure for learners who have TLM IDs. 1. From the Courses I am Managing/Developing page, select the course. 2. From the Course menu click on Enrollment. 3. Select the offering. (Create an offering with the Offering/Scheduling option if necessary.) 4. Click on the Search for Specific Users tab. 5. Beside Focus on select a search criterion from the drop-down list. 6. In the Look For field, enter initial letters or select from the drop-down list to narrow the search. 7. Click Go. 8. Check the box in front of the name of each learner to be enrolled. 9. Click Enroll. page 17

18 Automate Learner Enrollment Note: To use the following procedure, the Human Capital Development module must be enabled. Confirm this by clicking on Database Options in the Administrator menu. On the Module Options tab the option to Use Human Capital Development Features must be selected. 1. From the Administrator menu click on Jobs. 2. Click Add Job. 3. Enter the job title. 4. Click Add Course. 5. Select a course required by the job from the drop-down list. 6. As the Start date do one of the following: a. Enter nothing to have the automated enrollment start immediately. b. Select a start date to have everyone with this job start on the same day. c. Select and enter the number of days, months, or years from the time the employee is assigned to the job before s/he is enrolled in the course. Select Use Personal History if you are going to manually add course completion data from a time before the employee was added to TLM. 7. As the Frequency enter the number of days, months, or years after which the employee has completed the course that it must be re-taken. If the course is not recurring, leave this blank. 8. As the Duration enter the number of days, months, or years in which the employee must complete the course. Leave this blank if there is no completion deadline for the course. 9. As the End date do one of the following: a. Enter nothing to have automated enrollment continue indefinitely. b. Select an end date when automated enrollment will stop. c. Select and enter the number of days, months, or years from the time an employee is assigned to the job until automated enrollment stops. 10. Click Save. 11. Repeat steps 4 through 10 for each required course for the selected job. 12. From the Administration menu click on User Management. 13. Select a learner who has the job assignment. 14. On the HR Info tab, select the Primary Job from the drop-down list. Check any other Secondary Jobs assigned to this user. 15. Click Save. 16. Repeat steps 13 through 15 for all users assigned to the particular job. 17. The maintenance routine, which usually runs every night, will initiate enrollment based on the required courses for each job. To run the routine manually at any time, browse to where <tlm_url> is the address of your TLM site; for example, Review the log for enrollments. page 18

19 CATALOGUE Publish a Courseware Catalogue for Self-Enrollment Note: Self-enrollment sees the learner adding his or her TLM ID to the list of users in a particular course offering. If the user does not have a TLM ID, it is possible to allow for self registration, wherein the user creates his or her own TLM ID and then proceeds to self-enroll in available courses. To allow for self-enrollment, the option Allow Self Enrollment must be selected on the Database Options page, accessed from the Administration menu. To allow for selfregistration, the option Allow Self Registration must be selected on that same page. 1. From the Course page select the course to be added to the catalogue. 2. From the Course menu click on Offerings/Scheduling. 3. Select the offering. To appear in the catalogue, this cannot be the test offering. 4. Click on the Registration tab. 5. Select the option Learner can self enroll. 6. Under Publication, select one of the following: a. Publish for current users to make the course available to those who log in with their TLM ID and who have right to self enroll. b. Publish for new users to make the course available to those who create their own TLM ID from the link on the log in page. c. Both of the above adds the course to the catalogue for users with or without a TLM ID who have the right to self enroll. 7. Click Save. 8. On the Courses page the course is listed under the heading Courses Available for Self Enrollment. page 19

20 LEARNER MANAGEMENT Change Learner s Course Status Note: As well as a status (not started, active, complete, etc.) for each map node, TLM tracks a learner s overall course status. If the course option Automatic Course Completion is not set, even though the learner has completed everything in the map, the course is not complete. It remains under the listing of Courses I Am Taking. Use this procedure to mark the course complete, moving it under the listing of Courses I Have Completed. 1. From the Course page select the course. 2. From the Course menu click on Learner Activity. 3. Select the offering in which the learner is enrolled. 4. Click on the first map node, labelled Click here to change learners overall course status. 5. Select one, all, or some learners and click Edit Activity. 6. From the Course Status drop-down list, select the status. Note that if the course status is Incomplete, set it to Extension Granted to let the learner continue in the course. 7. Click Save. page 20

21 Change Learner s Map Node Status and/or Result 1. From the Course page select the course. 2. From the Course menu click on Learner Activity. 3. Select the offering in which the learner is enrolled. 4. Click on the map node for which you want to change the status 5. Select one, all, or some learners and click Edit Activity. 6. From the Status drop-down list, select the status. 7. If there is a mark for this node, to change it, replace the current value. 8. If this is an assessment node, review a completed attempt by clicking Snapshot. 9. If this is an assessment node, access a file uploaded in response to an instructor evaluated question by clicking Submitted Files. 10. If this is an assignment node, access a file uploaded by the learner by clicking on the file name. 11. Click Save. page 21

22 RIGHTS Set Rights 1. From the Administration menu select Default Rights. 2. For each of the access levels, select the Default System Rights that every user assigned to that level requires. If certain users in an access level need different rights than assigned globally on the Default Rights page, select the user record from the Administration/User Management page. On the System Rights tab click Modify, change for this user, and Save. 3. On the Administration/Default Right page, for each of the access levels select the Default Course Rights that every user assigned to that level requires. Normally, the Student and Manager access levels have NO default course rights. Students enrolled in a course automatically have the rights they need within just that course. Managers assigned to a course are given explicit rights to that course. See #6-9 below. Note: If managers log on and see all courses under the heading Courses I Am Managing/Developing, it is because one or more default course rights have been assigned to the manager access level. 4. For each of the access levels, select Default Content Rights that every user assigned to that level requires. Normally, the Student access level has NO default content rights. The Manager access level is given content rights in order to be able to view, add, change, and delete data in courses to which they are given rights. See #6-9 below. 5. Click Save. 6. Select a course for which a particular manager needs rights. From the Course menu select Rights. 7. Click Add User and select the manager. 8. For the added user, check off the rights s/he needs for this course. If the Manager has Map Content or Manage Other Content rights and s/he needs to be able to change data, make sure the Administration/Default Rights page shows Managers with the appropriate default content rights. For example, to be able to change data, the manager needs the default content right Edit Design. 9. Click Save. page 22

23 INSTALLATION Manually Install a TLM Instance Note: Use this procedure when the installation does not go past the configuration page because of.net permissions or non-default IIS settings. 1. Run the installer to get to the configuration screen. 2. Back up the files in the inetpub/wwwroot/tlm40 folder. 3. When the installer quits, move the backup files to the inetpub/wwwroot/tlm40 folder. 4. Set permissions manually. Rights to the TLM40 folder (and everything inside it) and to the TLM40FileStore folder (and everything inside it) are Modify, Create, Delete, Rename Files and Folders. These rights are given to the user that ASP.NET identifies for its worker process. You can confirm the user by browsing to the System Dump section of the manage.aspx page at the server -- and finding the UserName value. 5. Put copies of duzactx.dll and dzactx.dll (which you can get from TLM Support) in the Windows/System32 folder. Register them by getting to the Windows command prompt and typing the following, replacing the c drive letter if necessary. run regsvr32 c:\windows\system32\dzactx.dll run regsvr32 c:\windows\system32\duzactx.dll. 6. Install the last TLM update package, which you can get from TLM Support. 7. Create a database and test by creating an empty course, exporting it, and importing it back. Test the parser by creating a custom question with variables. page 23

24 Create a SQL Server Database 1. From the manage.aspx page, select the Database Maintenance/TLM Databases option. 2. Select the TLM Database option New 3. Enter a Title for the new connection database. 4. Click Select to access the SQL Server databases. 5. Log in to SQL Server with a privileged account UserID and Password. It might be necessary to use the machine name rather than IP address for the SQL Server. 6. Click Retrieve. 7. Click Add SQL Server Database. page 24

25 8. Create a new SQL Server database by entering a name to correspond with the connection database. It's not necessary to use the same name. Click OK. 9. Make sure the name of the SQL Server database shows up in the SQL Server Database* field. Click Save. page 25

26 Move TLM and Database to a Different Server 1. On the target server, install TLM from the product CD. 2. Apply the latest update. Contact tlm-support@w-win.com for download information. 3. Create a new database on the target server. Refer to Create a SQL Server Database. 4. Move the database by either doing a backup then restore OR use the DB Data Transfer utility on the manage.aspx page. To use the latter, first create a connection database on the TLM Databases page, accessible from manage.aspx. 5. Log in to the new server. If you get this error login failed for user tlm40, use the following osql command to re-attach the user. From the Windows Start menu, select Run... At the Open: prompt, enter cmd and click Okay. At the prompt, enter the following, substituting the appropriate database name: osql E q <Enter> use <database name> <Enter> go <Enter> sp_change_users_login 'update_one', 'tlm40', 'tlm40' go 6. Repeat steps 3 through 5 for each database. page 26

27 MAINTENANCE Clean Up a Database 1. To delete users from completed courses, do one of the following. Note that these actions will permanently erase learners histories so ensure reports have been exported, printed, or otherwise archived before proceeding. a. Delete a course offering i. From the Course page select a course which has been completed by a group of learners. ii. From the Course menu click on Offerings/Scheduling. iii. Click on the offering to select it. iv. Click Remove. v. Select the option to enrolled learners, if applicable. vi. Click on Delete Course Offering. b. Unenroll completed learners i. From the Course page select a course which has been completed by one or more learners. ii. From the Course menu click on Enrollment. iii. De-select any learners who have completed the course. iv. Click Unenroll. v. Note the warning message about deleting user histories then click OK. c. Delete users i. From the Administration menu click on User Management. ii. Click in front of the users to be deleted to add a check mark. iii. Click Remove. 2. Follow these steps to delete a course. Any of the learning objects used in the course (modules, announcements, questions, etc.) remain in the curriculum repository until they are purged. See below. a. From the Course page select the course. b. On the Basic Info tab click on Remove. c. Note the warning message about deleting course components then click Delete Course. d. Note the warning message and click OK. 3. To permanently delete any objects not used in any courses or linked to any user s briefcase, click on Purge Unused TLM Content from the Administrator menu. Select one, some, or all objects and click Remove. 4. To permanently delete any assets not used in any objects in any courses or linked to any user s briefcase, click on Purge Unused Assets. Select one, some, or all assets and click Remove. page 27