Uploading Online Sampling

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1 Uploading Online Sampling To ensure Learner s units are passed on their qualification and issued certificate, you now must select the units you wish to be passed on a sampling batch and upload a sample of work on the CMI HUB so it can be verified by a CMI Moderator. This document goes through the upload procedure step by step giving you detailed instructions to complete this process. Note: Please note this guidance was written using Internet Explorer 8. Functionality has been tested with other browsers and more advanced versions of Internet Explorer. However please be aware that page layouts may differ slightly from the pictures in this guidance dependent on the browser you use. Step 1 - From the CMI HUB s home page please select the Assessment tab from the blue menu at the top of the screen and select Sampling. Version 3 Page 1 of 14

2 Step 2 - The next page you come to will ask you to select your Centre from a drop down menu. Please select your Centre. Version 3 Page 2 of 14

3 Step 3 - Once you have selected your Centre the screen below will appear. This is the overview screen, if you have already completed online sampling then previously submitted batches can be viewed here. If you have never uploaded sampling before there will be no data for you to view (like in the picture below). Whether you have uploaded before or not you will always see an Add Batch button. Please select this button to create a sampling batch. Version 3 Page 3 of 14

4 Step 4 - Once selected, a new box will appear, this will ask you to Please select a qualification from a drop down menu. This menu will list all the qualifications that your Centre is approved for. Please select the qualification from the drop down for which you are uploading sampling for. You will see the words, Assessment Information with the word Incomplete next to it in red. This reads Incomplete as currently you have not uploaded any documentation. To start upload sampling documentation select the button Click Here. Version 3 Page 4 of 14

5 Step 5 - A new screen will appear like the picture below. From here you will start uploading documents for the moderator to sample:- Above the top upload box is written, Please upload your Internal Verifier Feedback document. There is a Browse button located to the right of the upload box. Please press this button as this will enable you to upload files from your computer. In this box you should upload feedback given by the internal verifier regarding the sample assignments you will be uploading later on. If you need to upload multiple documents all our upload facilities accept WinZip (.zip) and RAR (.rar) files. Above the bottom box is written Please upload your Assessment Brief document. There is a Browse button located to the right of the upload box. Please press this button as this will enable you to upload files from your computer. In this box you should upload the assignment briefs (the questions you gave the Learners to answer) for the work which you are uploading as a sample. If you need to upload multiple documents all our upload facilities accept WinZip (.zip) and RAR (.rar). On this screen there is also an Override IV Feedback and Assignment Brief Upload tick box. PLEASE LEAVE THIS UNTICKED unless permission has been given by your Quality Manager. Once you have uploaded these documents, please press the green button at the bottom right hand corner (Note: This button will turn red when you place the cursor over the button, which it is supposed to). Version 3 Page 5 of 14

6 Step 6 - Once the green button has been pressed you will return to the screen below. However please note the Assessment Information sign will now say Complete and will have changed green. If this is still red, something has not been uploaded correctly, so please return to step 4. If the writing is green and it says Complete select the button titled Select Unit to Pass on Batch. Version 3 Page 6 of 14

7 Step 7 - Now you have added your Internal Verifier feedback and Assignment Briefs, you now must enter the units you wish to have passed following the completion of the sampling. The screen below will allow you to do this. At first all you will see is the qualification title you previously selected with a + symbol to the left hand side. On pressing the + symbol all Learners registered with your Centre on the selected qualification will appear. Learners who have units to be passed will have a + symbol next to their names. Pressing the + symbol next to the Learner s name will produce the list of units you have previously added on the PAR as optional units. (Note: If a + symbol does not appear next to a Learner s name, then this means that there are no units to be passed. If this occurs please stop the sampling process and add the correct optional units in the CMI PAR prior to uploading sampling. Failure to add optional units prior to uploading sampling can severely delay the receipt of certificates.) Version 3 Page 7 of 14

8 Step 8 - Once you have the list of Learner s units open you can start to select which units you would like to be passed. You must select all the units from each Learner you wish to be passed on this batch of sampling. In order to select a unit to pass, there will be a tick box located to the left hand side of the unit. To select this unit simply select the tick box. Once this is done it will highlight that it has been selected with a green tick arrow appearing in the box, similarly to deselect press the box again and the tick arrow will disappear. Please select all the units you wish to be passed on this sample. Version 3 Page 8 of 14

9 Step 9 - When you have finished selecting all the units you wish to be passed, you now have to confirm that this is correct. At the bottom of the list of Learners there will be a button which says Submit. When you are happy with your selection please press this button. Note: Please ensure you have checked your selection as the information cannot be rectified after this point. If you have made a mistake you will have to delete the Batch and start the online sampling process again. Version 3 Page 9 of 14

10 Step 10 - Once you have pressed the Submit button, you will now be asked to upload your samples on a screen like in the picture below. Here you will have to upload your assignment samples and the accompanying assessor marking sheets relating to those samples. To do this you may need to place the two documents together in a.zip or.rar file. To the right of the screen you will see a Submit Batch button, DO NOT press this just yet. Toward the bottom of the screen you will see blue boxes with the Learner s name and number which you selected earlier (you can minimise these boxes by pressing the Learner s name). Below their names will be a list of units which you previously selected as units you would like to be passed. Located to the right of each unit will be an upload box (all of which accept.zip and.rar files) and to the right of that a button which reads Browse. Although all the units will appear which you previously selected to be passed, you only need to upload a sample of the work. (Please note we need a minimum 15% sample from each batch submitted by a Centre. Some Centre s MAY need to send in a greater sample than 15% dependent on the time they have been approved, for further details please see CMI s Moderation Rules. There is a 15% sampling matrix at the end of this guidance to assist you.) Version 3 Page 10 of 14

11 Step 11 - To upload a Learner s assignment as a sample you must select the Browse button next to the unit you would like to upload for, as this will enable you to upload files from your computer. Once you have selected the appropriate file this will then appear in the upload box. When the file appears in the upload box a green arrow will appear to the right hand side of the Browse button. To upload the file, please press this button. Once this has been uploaded the upload box will disappear and the file name will turn pink. (Note: You must upload each file individually. Do not select all files then press the green arrow as this will not successfully upload all files.) If you do make a mistake a circular symbol with an arrow in it will appear to the left of the file. By pressing this will delete the file you have uploaded and will allow you to upload a new file. Please note in the picture below the top unit has been successfully uploaded as there is the circular symbol to the left of it. Whereas in the upload box below that a file has been selected yet not uploaded. This is highlighted by the green arrow symbol to the right of the Browse button. Version 3 Page 11 of 14

12 Step 12 - After you have uploaded all the assignments and assessor feedback forms in the upload boxes you will now be ready to submit your Batch. At the top of the page is a button which reads Submit Batch, once you are happy to submit the batch, please press this button and the online sample will be sent off to a CMI Moderator. Version 3 Page 12 of 14

13 Step 13 - Once you have pressed the Submit Batch button, you will be returned to the CMI Sampling Page, which asks you to select your Centre from a drop down menu. Once selected a list should appear of existing batches connected with your Centre, the new batch you created should appear and have under the Status column on the list With Moderator. The Moderation period can take up to 20 working days to complete. Version 3 Page 13 of 14

14 15% Sampling Matrix Number of Learners Number of different units being sampled < < Example 1: A Centre would like four of its Learner s passed on the Level 5 Certificate in Management and Leadership. They have all completed the same 3 units each (5001, 5003, 5004), so 12 units in total which they need passing. Therefore the Centre would have to send in 2 assignments as a sample (Number of Learners = 4 and Number of different units = 3). Example 2: A Centre would like nine of its Learner s passed on the Level 3 Diploma in Coaching and Mentoring. They have completed 9 units each but between them have completed 10 different units (3001,3002,3003,3004,3005,3006,3007,3008,3009,3017), so 81 units in total which they need passing. Therefore the Centre would have to send in 14 assignments as a sample (Number of Learners = 9 and Number of different units = 10). Version 3 Page 14 of 14

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