LEAD Documentation. User Manual Aimereon Aimereon, Inc.

Transcription

1 LEAD Documentation User Manual 2018 Aimereon Aimereon, Inc.

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3 Table of Contents 3 1. Welcome Request an Account Manage Your Account Dashboard Milestones Assignments Analysis Initiative Management Team Members Assignments Training Needs Analysis Justification (TNA and TMD) Initiative Overview (TNA and TMD) Milestones (TNA Only) Safety Risks and Hazardous Materials (TNA Only) Target Audience (TNA and TMD) Qualification Earned (TNA and TMD) Associated Learning Events (TNA and TMD) Training Data (TNA and TMD) Facilities (TNA and TMD) Funding (TNA and TMD) Personnel (TNA and TMD) Resources (TNA and TMD) Task Analysis Job Duty Task Subtask Step Adding Conditions, Standards, and Resources Adding Knowledge, Skills, and Abilities Documents Objectives Editing Terminal Objectives Editing Enabling Objectives Selecting the Skill Basis Design Initiative Management Team Members... 78

4 Table of Contents Assignments Training Management Document Foreword (TMD Only) Changes from Previous Version (TNA and TMD) Initiative Overview (TNA and TMD) Purpose of Initiative (TMD Only) Target Audience (TNA and TMD) Qualification Earned (TNA and TMD) Associated Learning Events (TNA and TMD) Training Data (TNA and TMD) Schedule (TMD Only) Facilities (TNA and TMD) Funding (TNA and TMD) Personnel (TNA and TMD) Resources (TNA and TMD) Curriculum Development Course Level Module Level Terminal Objective Level Overview/Summary Enabling Objective Level Assessment Testing Plan Test Matrix Documents Develop Front Matter Course Level Module Level Terminal Objective Level Overview/Summary Enabling Objective Level Sheets Test Items Elements Pages/Paragraphs/Notes/Cautions/Warnings Storyboard Assessment Implement Competencies Resources Consumables

5 Table of Contents IETMs IMM Publications Software Tools/Equipment Library Verbs Conditions Standards Knowledge Skills Abilities Interventions Reports Admin Announcements Departments Locations Users Roles In-Use Licensing Customizations Lists Resource Sub-Categories Proficiency Levels Task Analysis Content Schedule Event Types Before Text Intervention Types Status of Training Type of Training Default Text Configuration

6 Table of Contents Common Actions Review History Resequence Items Using the Editor Table Wizard Index 267

7 Welcome

8 Welcome 8 1 Welcome LEAD is a learning event authoring suite for learning analysts, instructional designers, and curriculum developers. It is a mature and comprehensive solution from training needs analysis through content and assessment design and development. LEAD provides links from Performance requirements, to task analysis, to objectives, to assignments, and to content Resources to learning events, and to specific pieces of content Links make it easy for you to manage and make updates to learning events. About this documentation This help is designed both as a training aid in using LEAD and as an ongoing reference while you are working in LEAD. You can skim it for easy reference, work through it systematically for in-depth knowledge, and refer to it for additional information whenever you need. 1.1 Request an Account The easiest way to get an account to use LEAD is to select the Request an Account button on the login screen for your organization's instance of LEAD. Fill out your information on the screen and select the Submit button. The LEAD administrator will be notified of your request automatically. The Account Request Detail screen allows you to enter the following information: Type Information Tab There are two different user types in LEAD: Employee and Contractor. This distinction allows for additional data to be gathered about contractors (like what contract they are working on, as well as the contact details for the person in charge of the contract) that is helpful to the LEAD administrator in determining whether a user needs to have continued access to LEAD. First Name The First Name of the user. Last Name The Last Name of the user. The address of the user.

9 Welcome 9 Title The Title of the user. Phone The Phone number of the user. My Supervisor Tab Name The Name of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. The address of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the user's supervisor. This allows the LEAD Administrator to contact the user's supervisor, if there are any questions about the user's required access to LEAD. My Department's LEAD POC (Point of Contact) Tab Name The Name of the point of contact for the department that the user is requesting to access. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. The address of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. Phone The Phone number of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. My Department Sponsor Tab (for Contractors only) Name The Name of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD.

10 Welcome 10 The address of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. My Contract Information Tab (for Contractors only) Initiative The name or title of the Initiative the user is working on for the organization. This allows the LEAD manager to ensure the user requires access to LEAD. Contract # The Contract # (number) the user is working under for the company. This allows the LEAD manager to ensure the user requires access to LEAD. Contract Expiration Date The Contract Expiration Date of the contract the user is working under for the company. This allows the LEAD manager to ensure the user requires access to LEAD. My Access Information Tab Justification for Access The Justification for Access field captures the user's need to access LEAD. Access Ending Date The Access Ending Date is the last date the user needs access to LEAD. Department(s) The Department(s) field shows the department(s) that the user has been assigned to. In edit mode, select the Department(s) link to select the user's assigned department. Additional Information Tab Comments/Additional Info The Comments/Additional Info field captures any additional information about the user account that is needed.

11 Welcome 11 Password Tab Password The user's Password (or your's if you're entering your own information). Confirm Password A repeat of the user's password (or your's if you're entering your own information) to Confirm your Password. Login Once you have received the confirming that your LEAD account has been activated, go to login screen of your organization's LEAD instance (a link is provided in the you received with the subject: LEAD Account Approved). Use the User ID provided in the (usually first name.last name) and the password you created when you requested the account. If someone has created your account for you, you will receive a separate with a temporary password. If you use a temporary password to login with, you will need to change it the first time you login to LEAD. Forgot Password If, at any point you forget your password, select the Forgot Password? link on the login screen and complete the information requested. An automatic to the LEAD administrator will start the process of having your password reset. If the information provided matches an existing account, you will automatically be sent a temporary password. Otherwise, you'll have to wait for an administrator to review your request and send you a temporary password. If you use a temporary password to login with, you will need to change it the first time you login to LEAD. 1.2 Manage Your Account When you select your user name in the top right of the screen, you get a drop-down menu: My Profile - view and edit your account information and preferences Change Password - change your password Log Out - close your session in LEAD, remember to close your browser, too My Profile: View or Edit Your Account Information and Preferences

12 Welcome 12 The User Detail screen allows you to review or edit the following information. Fields that are marked (not user editable) can only be edited by an administrator: Information Tab Type (not user editable) There are two different user types in LEAD: Employee and Contractor. This distinction allows for additional data to be gathered about contractors (like what contract they are working on, as well as the contact details for the person in charge of the contract) that is helpful to the LEAD administrator in determining whether a user needs to have continued access to LEAD. User ID (not user editable) The User ID you use to login. Typically, this follows a format of: firstname.lastname. First Name The First Name of the user. Last Name The Last Name of the user. The address of the user. Title The Title of the user. Phone The Phone number of the user. My Supervisor Tab Name The Name of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. The address of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the user's supervisor. This allows the LEAD Administrator to contact the user's supervisor, if there are any questions about the user's required access to LEAD. My Department's LEAD POC (Point of Contact) Tab

13 Welcome 13 Name The Name of the point of contact for the department that the user is requesting to access. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. The address of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. Phone The Phone number of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. My Department Sponsor Tab (for Contractors only) Name The Name of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. The address of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the organization or department sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. My Contract Information Tab (for Contractors only) Initiative The name or title of the Initiative the user is working on for the organization. This allows the LEAD manager to ensure the user requires access to LEAD. Contract # The Contract # (number) the user is working under for the company. This allows the LEAD manager to ensure the user requires access to LEAD. Contract Expiration Date The Contract Expiration Date of the contract the user is working under for the company. This

14 Welcome 14 allows the LEAD manager to ensure the user requires access to LEAD. My Access Information Tab Justification for Access The Justification for Access field captures the user's need to access LEAD. Role (not user editable) Access Ending Date The Access Ending Date is the last date the user needs access to LEAD. Department(s) (not user editable) The Department(s) field shows the department(s) that the user has been assigned to. In edit mode, select the Department(s) link to select the user's assigned department. Additional Information Tab Comments/Additional Info The Comments/Additional Info field captures any additional information about the user account that is needed. My Preferences Tab Default List Size The Default List Size is preset to 20 rows. You can change the number of rows to display on screens with table lists (for example any of the screens under Resources) to your preferred value. For many wide screens, setting this value to 12 will allow you to view all list entries without scrolling, and still enable you to use the page buttons to navigate between different pages, if needed. When I login, return me to where I left off When I login, return me to where I left off will return the user to the last page/screen the user was on when they logged off when the box is checked. If the box is not checked, on login, the user will go to the Home > Dashboard screen.

15 Dashboard This chapter describes the dashboard that you can use to access your initiatives, milestones and assignments in one place.

16 Dashboard 16 2 Dashboard The Dashboard screen provides you with a list of your initiatives, any milestones for those initiatives that are assigned to you and not in completed status, and a list of any assignments you have. Selecting an Initiative will open that initiative in the > Analysis screen. Selecting a Milestone will open that milestone in the Home > Milestones screen. Selecting an Assignment will open that assignment in the Home > Assignments screen. Details on My Initiative Title The full name or Title of the initiative. Version The Version number of the initiative. All initiatives start with version 1. Once an initiative has been approved, changes can no longer be made, unless a new version of the initiative is created. Then changes can be made as needed in the new version. Scope The Scope or type of the initiative determines what the individual elements of the structure of the learning event are called on the Design and Develop screens. The scope can only be set when an initiative is created, it cannot be changed after the initiative is saved. Course / Distance Learning Course Module(s) - a grouping of one or more lessons o Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective Overview - each lesson has one overview area for content Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective Summary - each lesson has one summary area for content Module / Distance Learning Module Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective o Overview - each lesson has one overview area for content o Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective o Summary - each lesson has one summary area for content Lesson / Distance Learning Lesson - linked to one terminal objective

17 Dashboard 17 Overview - the lesson has one overview area for content Section(s) - the lesson has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the lesson has one summary area for content Manual Section(s) - a grouping of one or more chapters; each section is linked to a terminal objective o Overview - each section has one overview area for content o Chapter(s) - each section has one or more chapters that contain the actual content of the course; each chapter is linked to an enabling objective o Summary - each section has one summary area for content Mentoring - linked to one terminal objective Overview - there is one overview area for content Subject(s) - there are one or more subjects that contain the actual content; each subject is linked to an enabling objective Summary - there is one summary area for content On-the-Job-Training (OJT) Level(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each level has one overview area for content o Procedure(s) - each level has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each level has one summary area for content Performance Support Module(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each module has one overview area for content o Procedure(s) - each module has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each module has one summary area for content Workshop - linked to one terminal objective Overview - the workshop has one overview area for content Section(s) - the workshop has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the workshop has one summary area for content

18 Dashboard 18 Details on My Milestones Milestone Title The name or Title of the milestone. LEAD has some predefined milestones that generate automatically. Those milestone titles can be changed as needed, or even deleted. All milestones are automatically assigned to the owner of the initiative and will thus show on the Dashboard and Milestones screens for the owner. Milestones can be reassigned to other users as needed. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. Details on My Assignments Assignment Title The Title field shows the name or title of the assignment. Assignments are created for an initiative and assigned there. Any assignments that are assigned to you are shown on the Dashboard and Assignments screens, as well as on the > Analysis and Design screens under Initiative Management. 2.1 Milestones The Milestones screen provides you with a list of your milestones, grouped by initiative. Unlike the Dashboard, this screen will show all milestones of your initiatives, regardless of Status, for all of your initiatives (An initiative is 'yours' when you are the owner or creator of the initiative, or when someone has added you as a team member to an initiative.) that have been assigned to you. You can also create Self-Assigned Milestones, by selecting +New. From this screen you can select a milestone and then use the icons in each row in the Actions and Delete columns to: View the detailed information of the milestone Edit the milestone information 258 Review the history of changes made to the milestone, including the user name and date/time of saved changes, and revert to an earlier saved revision

19 Dashboard 19 Delete a self-assigned milestone - all other milestones can only be deleted on the > Analysis > Training Needs Analysis > Milestones screen (if the TNA has not been approved). Finding Milestones If you can't find the milestone you're looking for, enter a search term in the Find: field and select the Search button. The table will list all milestones that contain your search term on the screen. You can also sort the order of the milestone that are listed on the screen to find the relevant milestone. By default the milestones are sorted by the Start Date. Click on a column header to sort by that column. Columns that are currently being sorted by are highlighted in gray. You can sort by two columns at any time. To add a column to the sort, just click on a column header. To remove a column from the sort, click on a column header until the small arrows disappear and the column is no longer hightlighted. To sort within a column, just keep clicking on a column header until you see the order that you want to see. Small arrows in the column header let you know which way the data is currently sorted. Details on the Milestones table Milestone Title The name or Title of the milestone. LEAD has some predefined milestones that generate automatically. Those milestone titles can be changed as needed, or even deleted. All milestones are automatically assigned to the owner of the initiative and will thus show on the Dashboard and Milestones screens for the owner. Milestones can be reassigned to other users as needed. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. Viewing or Editing a Milestone After selecting the View or Edit icon in the Actions column, you will see the fields below. If you're editing the milestone, make the desired changes and select the Save button to save those changes.

20 Dashboard 20 If you're viewing the milestone, you can select the Edit button to make changes, or the Cancel button to close the Milestone screen and return to the list of Milestones. Milestone Title Enter a date (MM/DD/YYYY) or use the date picker to select the end date of the milestone. Initiative Title The full name or Title of the initiative. Location The Location or place where the milestone will take place or will be completed. Status The current Status of the milestone. The following Status options are available: Not Started, In Progress, Completed, Waiting, Deferred. Assigned Users The Assigned Users link allows you to select the users assigned to complete or track completion of the milestone. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. Note The Note provides additional space for more information about the milestone. 2.2 Assignments The Assignments screen provides you with a list of your assignments, grouped by initiative. Unlike the Dashboard, this screen will show all of your assignments (by initiatives, if related to an initiative), regardless of Status. You can also create Self-Assigned Assignments, by selecting +New. From this screen you can select an assignment and then use the icons in each row in the Actions and Delete columns to: View the detailed information of the assignment Edit the assignment information 258 Review the history of changes made to the assignment, including the user name and date/time of saved changes, and revert to an earlier saved revision Delete a self-assigned assignment - all other assignments can only be deleted on the > Analysis/Design > Initiative Management > Assignments screen.

21 Dashboard 21 Finding Assignments If you can't find the assignment you're looking for, enter a search term in the Find: field and select the Search button. The table will list all assignments that contain your search term on the screen. You can also sort the order of the initiatives that are listed on the screen to find the relevant assignment. To do that, click the up or down arrow in the top row of the assignments table. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again, will reverse the sort. Small arrows in the column header let you know which way the data is currently sorted. Details on the Assignments table Assignment Title The Title field shows the name or title of the assignment. Assignments are created for an initiative and assigned there. Any assignments that are assigned to you are shown on the Dashboard and Assignments screens, as well as on the > Analysis and Design screens under Initiative Management. Viewing or Editing an Assignment After selecting the View or Edit icon in the Actions column, you will see the fields below. If you're editing the assignment, make the desired changes and select the Save button to save those changes. If you're viewing the assignment, you can select the Edit button to make changes, or the Cancel button to close the Assignment screen and return to the list of Assignments. Assignment Title The Title field shows the name or title of the assignment. Assignments are created for an initiative and assigned there. Any assignments that are assigned to you are shown on the Dashboard and Assignments screens, as well as on the > Analysis and Design screens under Initiative Management. Initiative Title The full name or Title of the initiative. Assigned Users The Assigned Users link allows you to select the users assigned to complete or track completion of the assignment. Start Date The Start Date shows the expected start date of the assignment.

22 Dashboard 22 End Date The End Date is the expected end date of the assignment. Status The current Status of the assignment. The following options are available: Not Started, In Progress, Completed, Waiting, Deferred. Priority The Priority field shows the current priority of the assignment. The following options are available: Low, Normal, High. Note The Note field provides additional space for more information about the assignment.

23 This chapter is all about initiatives (or learning events), how to analyze, design, develop and implement them.

24 24 3 are the main reason for using LEAD. An initiative is a learning event, like a course or workshop, that is created to close an identified performance gap, where some kind of learning or training will help to close the gap. LEAD supports the development of several types of learning events (see Scope below). are developed in LEAD using the ADDIE (Analysis, Design, Develop, Implement, Evaluate) instructional design process. The main tabs under mirror that process. Unlike the Dashboard, this screen will show all of the initiatives in LEAD, depending on your Filter selection, of course. When you select an initiative on this screen you can select on of the subtabs under the tree on the left to open that initiative in that subtab, or you can use the icons in the Actions column to: View the detailed information of the initiative 32 Edit the initiative information 258 Review the history of changes made to the initiative information, including the user name and date/time of saved changes, and revert to an earlier saved revision You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again, will reverse the sort. Small arrows in the column header let you know which way the data is currently sorted. Create a New Initiative To create a new initiative, you need to use on of the following Filter options: My, Active, or (Default Text name). Then select on the New button. This opens the Initiative Detail screen, ready for you to enter the following information: Initiative ID The Initiative ID is the human readable identification or code of the initiative. This can be any mix of characters and numbers. For example, the first two to four letters identify the initiative subject area, the second three numbers identify the level of the initiative, followed by the first letter of the scope, while the last two numbers identify the year the initiative will start to be used. For example the Kitchen Design module's ID could be: KD-101-M-19. The Initiative ID can be edited on the: > screen > Analysis > Initiative Management screen > Design > Initiative Management screen Initiative Title The full name or Title of the initiative.

25 25 Version The Version number of the initiative. All initiatives start with version 1. Once an initiative has been approved, changes can no longer be made, unless a new version of the initiative is created. Then changes can be made as needed in the new version. Status The Status of the initiative shows whether the initiative is: Incomplete Complete Approved (no more changes can be made to this version, you have to create a new version of the initiative in order to make changes) The status is a user selected field. When trying to set the status to Complete, LEAD will check, when you save that change, to ensure that all required fields and elements are complete. If they are not, you get a text file that lists everything that needs to be completed before the status can be changed. For that reason, we recommend that you first change the status to complete, and only after that has been successful, change the status to Approved. Department The responsible Department that leads or owns this initiative. This cannot be changed after the initiative has been created. Owner The Owner of the initiative is typically the user that created the initiative. The owner can be reassigned to another Team Member at a later date, if needed. Start Date The expected Start Date the initiative will start. End Date The expected End Date of the development of the initiative. Scope The Scope or type of the initiative determines what the individual elements of the structure of the learning event are called on the Design and Develop screens. The scope can only be set when an initiative is created, it cannot be changed after the initiative is saved. Course / Distance Learning Course Module(s) - a grouping of one or more lessons o Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective Overview - each lesson has one overview area for content Section(s) - each lesson has one or more sections that contain the actual content

26 26 of the course; each section is linked to an enabling objective Summary - each lesson has one summary area for content Module / Distance Learning Module Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective o Overview - each lesson has one overview area for content o Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective o Summary - each lesson has one summary area for content Lesson / Distance Learning Lesson - linked to one terminal objective Overview - the lesson has one overview area for content Section(s) - the lesson has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the lesson has one summary area for content Manual Section(s) - a grouping of one or more chapters; each section is linked to a terminal objective o Overview - each section has one overview area for content o Chapter(s) - each section has one or more chapters that contain the actual content of the course; each chapter is linked to an enabling objective o Summary - each section has one summary area for content Mentoring - linked to one terminal objective Overview - there is one overview area for content Subject(s) - there are one or more subjects that contain the actual content; each subject is linked to an enabling objective Summary - there is one summary area for content On-the-Job-Training (OJT) Level(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each level has one overview area for content o Procedure(s) - each level has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each level has one summary area for content Performance Support Module(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective

27 27 o Overview - each module has one overview area for content o Procedure(s) - each module has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each module has one summary area for content Workshop - linked to one terminal objective Overview - the workshop has one overview area for content Section(s) - the workshop has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the workshop has one summary area for content State The State of the initiative denotes whether the initiative is Active, Inactive, or Archived: Active initiatives can be worked on and can be exported Inactive initiatives can only be viewed Archived initiatives can only be viewed Once you're finished entering all the information, select Save to save the initiative. Finding Use the Filter drop-down to narrow down the list of initiatives that are listed: All - lists all initiatives in LEAD, regardless of state Active - lists all active initiatives Inactive - lists all inactive initiatives Archived - lists all archived initiatives My (the default) - lists all of your initiatives (An initiative is 'yours' when you are the owner or creator of the initiative, or when someone has added you as a team member to an initiative.) Search Result - if you used the Search icon, this option allows you to return to the search results at any time (or at least until you've either left this screen, or run another search) (by department name) - lists all of the initiatives for the selected department If you don't see the initiative you're looking for, enter a search term in the Find: field and select the Search button. The table will list all initiatives that contain your search term on the screen.

28 28 Note: Find will only search through the Initiative ID and Initiative Title fields. To find an initiative with more parameters than is possible using the Find field, use the Search icon. Searching for Select the Search icon to find initiatives using the following fields: Initiative ID - enter text to search for Initiative Title - enter text to search for Department(s) - click on the link to select one or more departments Status - use the drop-down to limit initiatives to those that match the selected status Owner(s) - click on the link to select one or more owners of initiatives (based on user names in LEAD) State - use the drop-down to limit initiatives to those that match the selected state Once you've enter your search term and made any selections, select the Search button to generate the results. You can go back to the search results later, by selecting Search Result from the Filter drop-down. How to Change the State of an Initiative Select an initiative, then you can change the State from: Active to Inactive (using the Make Inactive icon) Inactive to Active (using the Activate icon) Inactive to Archive (using the Archive icon) Archive to Inactive (using the Unarchive icon) How to Delete an Initiative Warning: Deleting an initiative will remove it from LEAD. The initiative cannot be recovered, if you change your mind or make a mistake! We recommend that you Archive initiatives or make them Inactive instead. To delete an initiative: 1. Change the State to Archive (Hint: Select All from the Filter drop-down to allow you to move between the Active, Inactive and Archive states more easily)

29 29 o If the initiative is Active, change the State to Inactive by selecting the initiative and then the Make Inactive icon. o If the initiative is Inactive, change the State to Archive by selecting the initiative and then the Archive icon. o If the initiative is in the Archive, go to the next step. 2. Select the Filter drop-down at the top of the list of initiatives and select Archived. 3. Select the initiative to delete and then the Delete icon. 4. Select OK to the "Are you sure you want to delete?" message. Note: It will take a while to delete an initiative. Details on the Table Initiative ID The Initiative ID is the human readable identification or code of the initiative. This can be any mix of characters and numbers. For example, the first two to four letters identify the initiative subject area, the second three numbers identify the level of the initiative, followed by the first letter of the scope, while the last two numbers identify the year the initiative will start to be used. For example the Kitchen Design module's ID could be: KD-101-M-19. The Initiative ID can be edited on the: > screen > Analysis > Initiative Management screen > Design > Initiative Management screen Initiative Title The full name or Title of the initiative. Scope The Scope or type of the initiative determines what the individual elements of the structure of the learning event are called on the Design and Develop screens. The scope can only be set when an initiative is created, it cannot be changed after the initiative is saved. Course / Distance Learning Course Module(s) - a grouping of one or more lessons o Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective Overview - each lesson has one overview area for content Section(s) - each lesson has one or more sections that contain the actual content

30 30 of the course; each section is linked to an enabling objective Summary - each lesson has one summary area for content Module / Distance Learning Module Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective o Overview - each lesson has one overview area for content o Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective o Summary - each lesson has one summary area for content Lesson / Distance Learning Lesson - linked to one terminal objective Overview - the lesson has one overview area for content Section(s) - the lesson has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the lesson has one summary area for content Manual Section(s) - a grouping of one or more chapters; each section is linked to a terminal objective o Overview - each section has one overview area for content o Chapter(s) - each section has one or more chapters that contain the actual content of the course; each chapter is linked to an enabling objective o Summary - each section has one summary area for content Mentoring - linked to one terminal objective Overview - there is one overview area for content Subject(s) - there are one or more subjects that contain the actual content; each subject is linked to an enabling objective Summary - there is one summary area for content On-the-Job-Training (OJT) Level(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each level has one overview area for content o Procedure(s) - each level has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each level has one summary area for content Performance Support Module(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective

31 31 o Overview - each module has one overview area for content o Procedure(s) - each module has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each module has one summary area for content Workshop - linked to one terminal objective Overview - the workshop has one overview area for content Section(s) - the workshop has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the workshop has one summary area for content State The State of the initiative denotes whether the initiative is Active, Inactive, or Archived: Active initiatives can be worked on and can be exported Inactive initiatives can only be viewed Archived initiatives can only be viewed Version The Version number of the initiative. All initiatives start with version 1. Once an initiative has been approved, changes can no longer be made, unless a new version of the initiative is created. Then changes can be made as needed in the new version. Status The Status of the initiative shows whether the initiative is: Incomplete Complete Approved (no more changes can be made to this version, you have to create a new version of the initiative in order to make changes) The status is a user selected field. When trying to set the status to Complete, LEAD will check, when you save that change, to ensure that all required fields and elements are complete. If they are not, you get a text file that lists everything that needs to be completed before the status can be changed. For that reason, we recommend that you first change the status to complete, and only after that has been successful, change the status to Approved. 3.1 Analysis On the Analysis tab you can manage your initiative, complete the Training Needs Analysis and the Task Analysis. You can also generate the analysis documents under the Documents folder.

32 32 Use the tree structure to expand out the four main folders and get to the data you need to work with Initiative Management When you click on the Initiative Management folder, you can edit information about the initiative, and when you expand the folder, you can manage the Team Members and Assignments for the initiative. You can access this folder from both the > Analysis and the > Design screens. Editing the Initiative Initiative ID The Initiative ID is the human readable identification or code of the initiative. This can be any mix of characters and numbers. For example, the first two to four letters identify the initiative subject area, the second three numbers identify the level of the initiative, followed by the first letter of the scope, while the last two numbers identify the year the initiative will start to be used. For example the Kitchen Design module's ID could be: KD-101-M-19. The Initiative ID can be edited on the: > screen > Analysis > Initiative Management screen > Design > Initiative Management screen Initiative Title The full name or Title of the initiative. Version The Version number of the initiative. All initiatives start with version 1. Once an initiative has been approved, changes can no longer be made, unless a new version of the initiative is created. Then changes can be made as needed in the new version. Status The Status of the initiative shows whether the initiative is: Incomplete Complete Approved (no more changes can be made to this version, you have to create a new version of the initiative in order to make changes) The status is a user selected field. When trying to set the status to Complete, LEAD will check, when you save that change, to ensure that all required fields and elements are complete. If they are not, you get a text file that lists everything that needs to be

33 33 completed before the status can be changed. For that reason, we recommend that you first change the status to complete, and only after that has been successful, change the status to Approved. Department The responsible Department that leads or owns this initiative. This cannot be changed after the initiative has been created. Owner The Owner of the initiative is typically the user that created the initiative. The owner can be reassigned to another Team Member at a later date, if needed. Start Date The expected Start Date the initiative will start. End Date The expected End Date of the development of the initiative. Scope The Scope or type of the initiative determines what the individual elements of the structure of the learning event are called on the Design and Develop screens. The scope can only be set when an initiative is created, it cannot be changed after the initiative is saved. Course / Distance Learning Course Module(s) - a grouping of one or more lessons o Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective Overview - each lesson has one overview area for content Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective Summary - each lesson has one summary area for content Module / Distance Learning Module Lesson(s) - a grouping of one or more sections; each lesson is linked to a terminal objective o Overview - each lesson has one overview area for content o Section(s) - each lesson has one or more sections that contain the actual content of the course; each section is linked to an enabling objective o Summary - each lesson has one summary area for content Lesson / Distance Learning Lesson - linked to one terminal objective Overview - the lesson has one overview area for content Section(s) - the lesson has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective

34 34 Summary - the lesson has one summary area for content Manual Section(s) - a grouping of one or more chapters; each section is linked to a terminal objective o Overview - each section has one overview area for content o Chapter(s) - each section has one or more chapters that contain the actual content of the course; each chapter is linked to an enabling objective o Summary - each section has one summary area for content Mentoring - linked to one terminal objective Overview - there is one overview area for content Subject(s) - there are one or more subjects that contain the actual content; each subject is linked to an enabling objective Summary - there is one summary area for content On-the-Job-Training (OJT) Level(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each level has one overview area for content o Procedure(s) - each level has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each level has one summary area for content Performance Support Module(s) - a grouping of one or more procedures; each procedure is linked to a terminal objective o Overview - each module has one overview area for content o Procedure(s) - each module has one or more procedures that contain the actual content of the level; each procedure is linked to an enabling objective o Summary - each module has one summary area for content Workshop - linked to one terminal objective State Overview - the workshop has one overview area for content Section(s) - the workshop has one or more sections that contain the actual content of the lesson; each section is linked to an enabling objective Summary - the workshop has one summary area for content The State of the initiative denotes whether the initiative is Active, Inactive, or Archived: Active initiatives can be worked on and can be exported

35 35 Inactive initiatives can only be viewed Archived initiatives can only be viewed Team Members On the Team Members screen, you can give other users rights or privileges to the initiative, provided the user has been given a role for the department that the initiative belongs to. When you select the Team Members folder, you see the list of users currently assigned rights or privileges to the initiative. You can access this folder from both the > Analysis > Initiative Management and the > Design > Initiative Management screens. To Manage the Team Members on the Initiative 1. Select the Select icon. The list shows all available users that can be assigned a role in the initiative. 2. Select the Sel checkbox to give the user access to this initiative. 3. Save the changes. To View Users Assigned to a Department 1. Go to the Admin > Users screen. 2. Use the Filter drop-down to choose the department you're interested in. To View the Privileges a Role has in LEAD 1. Go to the Admin > Roles screen. 2. Select the role you wish to review and then the View icon Assignments This screen provides you with a list of all the assignments that have been created for the initiative. You can access this screen from both the > Analysis > Initiative Management and the > Design > Initiative Management screens. On this screen you can: Create a New assignment Select an assignment and: o View the detailed information of the assignment o Edit the assignment information 258 o Review the history of changes made to the assignment, including the user name and date/time of saved changes, and revert to an earlier saved revision o Delete an assignment