elearning Administrator User Manual

Transcription

1 elearning Administrator User Manual Ver. 2.0, Date: 11/05/2015 Author(s) Role Name Date Signature PM Developer Michele Montanari Daniela Caldarelli Reviewer(s) Role Name Date Signature QAS Chiara Ferro Approver(s) Role Name Date Signature MD QSUM Silvio Severini Simona Colazzo This document is part of TECHORIZON s.r.l. Quality System and as it is of TECHORIZON s.r.l. property. None of its parts can be reproduced electronically or manually, for any use, without a written permission by TECHORIZON s.r.l. TECHORIZON s.r.l. Page 1 of 34

2 Administrator User Manual Version 2.0 (Administrator) User Manual (Administrator) v.2.0 dated 11/05/ Page 2 of 34

3 Sommario Introduction... 4 Login... 4 Home page... 5 LIMITS for the use of this role:... 6 Functionalities... 6 Training Paths... 7 How to create a new Training Path ) General Data: ) Courses Details ) User Notification...11 Courses...12 How to create a Course...12 New Lesson...15 Area editor...16 New Exam...22 Groups...27 How to create a new Group...27 Users...28 How to add a new User...28 Uploads...30 Reports...32 User Manual (Administrator) v.2.0 dated 11/05/ Page 3 of 34

4 Introduction The user manual provide a full description of e-learning s version 2.0 functionalities and how it works. Login The application should be opened with a browser, typing the following address: You can also open the Designer application using the relative link in your elearning Home Page as in the picture below. Open Designer User Manual (Administrator) v.2.0 dated 11/05/ Page 4 of 34

5 Home page The Home Page provides the user for various information and useful functionalities Header of the page: 1. Application Logo. Use it to return to the Home Page; 2. It displays the user s name that logged in the application; 3. Info. It s a link for downloading the application user manual; 4. Log off button allows the user to close the connection to the application; Home Page User Manual (Administrator) v.2.0 dated 11/05/ Page 5 of 34

6 LIMITS for the use of this role: Must not add users that are not linked to Active Directory, therefore created by TECHORIZON; Must not remove users/groups from training paths/courses (if necessary contact TECHORIZON) already started by the users; Must not remove a user from a group (if necessary contact TECHORIZON). In any case, in case of doubts, the elearning Training Manager should contact TECHORIZON. Functionalities Training Path: It s a set of courses created for a specific department progress. Rights: only the administrator can manage the TP s. Profiles: Course: It s a thematic combination of lessons and exams refined for specific target. Administrator can manage all Course Owner can manage all. Contributor can manage one or more Lessons, one or more Exams. Usually is the same user who manage all. Group: It s a set of users related to a specific Sub Customer. Rights: only the administrator can manage the Groups. User: It is the person who can access to the elearning platform. Rights: only the administrator can manage the Users. Uploads: upload and list of documents and/or images saved in the elearning tool. Rights: All users who uploaded files and images can access to this section and see and manage his/her own uploads and all that were set as Sharable. Report: It s a detailed Training participants and or courses account. Rights: only the TP and or Course Manager create reports. User Manual (Administrator) v.2.0 dated 11/05/ Page 6 of 34

7 Training Paths How to create a new Training Path Click the + New Training Path button to open the Edit Form. The Training Path form has 3 sections: 1. General Data 2. Courses Details 3. Users Notification 1) General Data: It contains the identification data such as: Title (mandatory): the name of the TP Description: a short introduction. Code: you can use a numeric or an alphanumeric code. It will be shown in the page. User Owner: it s the TP manager, in other words who define TP s Courses, Training participant s and Trainer. Status: Work in progress: it means that TP is under construction; some features are not allowed during this status. Open: the TP is built and available for the Users; NOTE: When TP is in this status, no courses can be included in it. Admin must change status from Open to Suspend, add course/s and than re-open the TP. User Manual (Administrator) v.2.0 dated 11/05/ Page 7 of 34

8 Suspend: When the TP has this status, Training participants and Trainers cannot access on it. This status can be used to change the TP s structure, that is editing, adding or deleting course/s and or lesson/s. Close: TP s cannot be delayed, but only closed. Reset: This button re-open the TP when it s in Close status. It s an Admin s prerogative. Manage permission: allows Admin to link the TP to the group of Users in the same way, allows to link single users to the TP. Manage groups A A) From this window, administrator can choose one ore more existing groups and associate it/them to courses of this TP. NB: to create or manage groups, please use the Groups menu voice. B B) List of groups associated to courses of this TP. With Delete button, Admin can exclude one or more linked groups from the courses. Manage users User Manual (Administrator) v.2.0 dated 11/05/ Page 8 of 34

9 A B A) From this window, administrator can choose one ore more existing users and associate it/them to courses of this TP. NB: to create or manage users, please use the Users menu voice. B B) List of users associated to courses of this TP. With Delete button, Admin can exclude one or more linked users from the courses. a. Is trainer: please select the user to assign the Trainer role. b. Is disabled: users with this check cannot access to the specific course Save changes with the related button. Next section to complete the TP creation is Course Details. Please, remember to save your data before open a new section or a new page. User Manual (Administrator) v.2.0 dated 11/05/ Page 9 of 34

10 2) Courses Details In this section, the TP Owner can choose and add one or more courses in the TP. From the left column (Available Courses), drag and drop the course you want to add in the Central section. Doing this action your mouse cursor will change the pointer, because something is to be moved and the course box will change its color. After you have moved the course, a new section appear on the right: Course details. Select the properties using the check boxes. Near them you can find the meaning of each detail simply clicking on the question mark icon. If you need to go and see the selected course, use the shortcut clicking on Edit link Is Open: Status of TP. If it is closed, users cannot see it; Mandatory: It means Training participant s are obliged to study it; Show questions weights: show questions weights during the exams correction; Show wrong questions: during the exam correction the wrong questions are marked; Show wrong answers: during the exam correction the wrong answers are marked; Propedeutical Course: List of preparatory courses; Course s exams that generate certificates: List of exams of the course that generate certificate. User Manual (Administrator) v.2.0 dated 11/05/ Page 10 of 34

11 to Configurate every single Certificate, please fill-in the required parameters and save the data using the Done button Formattato: Tipo di carattere: Colore carattere: Testo 1 When all is completed, you can change the TP s status in GENERAL DATA from Work in progress to Open.Whit this action, the course owner set the TP ready to be seen to all allowed users. 3) User Notification The last step to set up your TP is to send a notification about the opening of a new Course User Manual (Administrator) v.2.0 dated 11/05/ Page 11 of 34

12 1 - Check box to select/deselect all users. 2 - Mail to users. If mail is blue it means that no mail were sent to the user about this TP. If it is green is because the mail were sent. 3 - Use the blue arrow to filter users by ascending or descending mode. Cours es How to create a Course Click the + New Course button to open the Course Form. User Manual (Administrator) v.2.0 dated 11/05/ Page 12 of 34

13 A Let s see now how the course is organized. A - Left section contains the course structure, in other words, lesson and lesson s pages a 1 Course name. Each course may has more than a lesson. 2 Lesson name. Each lesson may has more than a page. To add a new lesson use + button near lesson name (2a); lesson name as in this figure. 3 Page name. To add a new page, use green + near If the course is in a TP, using the azure eye icon, you ll be able to use the Preview function. The page you are building will be opened in a new browser tab, permitting you to verifying the page composition. A) Copy button. Use it to select the page to copy. B & C) Paste Buttons. Both of them allow user to paste the Page in the Lesson D) Delete Button B A C D To increase your right working space, move the mouse near the left vertical line (A). User Manual (Administrator) v.2.0 dated 11/05/ Page 13 of 34

14 A Doing this action your mouse cursor will change the pointer, because something is to be resized; you can now enlarge the right section as you need. B - Right section. It s the place where define the Course s attributes such as: Is Open: This status allowed users to see the course. Title: The title will be shown in the lesson page. Description: also the description will be visible in the page; Code: you can use a numeric or an alphanumeric code. This one will be shown in the Training participant Desktop, inside the TP s list. Course Owner: The person who manage the course. Using Change link you are able to set a different user as Owner. Can be shared: If checked, the course can be used in other TPs. NOTE: when you edit or delete this course and its lessons (if set as shared), changes will impact on all TP contains this course. Can be copied: if checked, the whole course (that is lessons inside this course) can be copied and used. Changes on this course and its lessons with can be copied status doesn t impact on the copies. After filling in the right section, you must add lesson pages. Please use the green + icon and add all pages you need to complete the lesson. User Manual (Administrator) v.2.0 dated 11/05/ Page 14 of 34

15 New Lesson As well as the course, the page is divided in 2 section: the structure and the attribute. Title: The title will be shown in the lesson page. Description: also the description will be visible in the page. Lesson Type: you can choose the type from a combo box containing Lesson and Exam. Lesson is a content page, exam is a questionnaire. Contributor: The Contributor is the responsible of the lesson. Using Change link you are able to set another user as contributor. Can be shared: If checked, the lesson can be used in other courses. NOTE: when you edit or delete this lesson (if set as shared), changes will impact on all Courses (and TPs) contains this lesson. Can be copied: if checked, the whole lesson can be copied and used. Changes on this lesson with can be copied status doesn t impact on the copies. Estimated hours: it s a forecast of lesson s duration (e.g. 1.5 hour) Now it s time to write the content of every single pages. Select the first page. In the right section (resizable as showed before) you ll find the title field and the text area editor. User Manual (Administrator) v.2.0 dated 11/05/ Page 15 of 34

16 Area editor Text Styling Text styling determines the way your text will look in the document. Font styling, changing the size of the text and its color, or applying a pre-defined set of consistent styles, all take seconds and one mouse click. The text styling features are grouped together on the toolbar. Some are simple buttons that turn the style on and off when you click them. Other text styling options are available as a drop-down list. Upon clicking them the list opens, and you can select a styling option. Among the styling features you will find: Font Name typeface that will be applied to the document text. Font Size determines how big or small the text will be. Bold, Italic, Underline, and Strike-through add bold, italic, underline and strike-through formatting to a text fragment. Text Color changes the color of the document text. Background Color changes the color of the text background. Subscript and Superscript text with subscript and superscript formatting is smaller and placed below or above the baseline, respectively. Formatting Styles pre-defined sets of formatting features that can be applied to block and inline elements of the document. Paragraph Format pre-defined sets of formatting features that can be applied to block-level elements only. Cut, Copy and Paste To cut a text fragment, start with selecting it. When the text is selected, you can cut it using one of the following methods: 1. Press the Cut button on the toolbar. 2. Open the Editor Context menu for the selected fragment by pressing the right mouse button, the Menu/Application key, or the Shift+F10 keyboard shortcut, and choose the Cut command. 3. Use the Ctrl+X shortcut on your keyboard. Note this method works even when the browser blocks Editor Toolbar access to the clipboard, so this is the most reliable way of cutting the text. To copy a text fragment, start with selecting it. When the text is selected, you can copy it using one of the following methods: 1. Press the Copy button on the toolbar. 2. Open the Editor Context menu for the selected fragment by pressing the right mouse button, the Menu/Application key, or the Shift+F10 keyboard shortcut, and choose the Copy command. 3. Use the Ctrl+C shortcut on your keyboard. Note this method works even when the browser blocks Editor Toolbar access to the clipboard, so this is the most reliable way of copying the text. To paste a text fragment, start with cutting it or copying from another source. Depending on the security settings of your browser, you may either paste directly from the clipboard or use Editor Paste dialog window. User Manual (Administrator) v.2.0 dated 11/05/ Page 16 of 34

17 When the text is in the clipboard, you can paste it using one of the following methods: 1. Press the Paste button on the toolbar. 2. Open the Editor Context menu for the selected fragment by pressing the right mouse button, the Menu/Application key, or the Shift+F10 keyboard shortcut, and choose the Paste command. 3. Use the Ctrl+V shortcut on your keyboard. Note this method works even when the browser blocks Editor Toolbar access to the clipboard, so this is the most reliable way of pasting the text. If direct access to clipboard is blocked, you will be asked to paste the text into the Paste dialog window using the Ctrl+V keyboard shortcut. Text Layout Text layout determines the structure of your document. Text alignment and indentation, adding horizontal lines and block-level elements, all take seconds and one mouse click. The text layout features are grouped together on the toolbar. Most are simple buttons that turn the layout option on and off when you click them. Among the layout features you will find: Text Alignment sets the alignment of the text. You can choose between Left, Center, Right, and Justify option. Text Indentation controls the indentation of the text. Block Quote formats a text fragment as a block quote to distinguish longer quotations from the main text. Rich Text Links and anchors: Rich text buttons grouped on the toolbar Check some of the elements that can be inserted into your texts: To insert a link to you document, press the Link button on the toolbar or use the Ctrl+L keyboard shortcut. If you want the link to be assigned to a text fragment, select it first. If no text is selected, the link URL will appear in the document as-is. (For complete details, please refer at this link: User Manual (Administrator) v.2.0 dated 11/05/ Page 17 of 34

18 Images: In order to insert an image, simply press the Image button on the toolbar. The Image Properties dialog window that will open lets you choose or upload the image you need. After uploading the image, use your mouse right button and select image property to define: Alternative Text a short textual description of the image that tells users with assistive devices (like screen readers) what the image is about. You should always provide your images with meaningful alternative text in order to make it accessible to users with disabilities. Width the width of the image in pixels. By default this is the size of the original image. Height the height of the image in pixels. By default this is the size of the original image. Border the size of the solid border around the image in pixels. HSpace the horizontal spacing (or margin) between the image border (if present) or the image itself and other document elements that surround the image, in pixels. VSpace the vertical spacing (or margin) between the image border (if present) or the image itself and other document elements that surround the image, in pixels. Align the alignment of the image in the document. Available options are Right and Left. Preview a preliminary view of the selected image formatted according to the options chosen on the left. (See more details at this link: User Manual (Administrator) v.2.0 dated 11/05/ Page 18 of 34

19 Tables: To create a table, press the Table button on the toolbar. The Table Properties dialog window that will open lets you set configuration options that define table size, its display properties, or other advanced properties. Table Properties The Table Properties tab is the default tab that opens after you press the Table button on the toolbar. It allows you to set the table dimensions and configure the way it will appear in the document. Rows the number of rows in the table (obligatory). Columns the number of columns in the table (obligatory). Width the width of the table in pixels or a percent value. Giving the width as a percent value lets you set the proportion of the editing area that the table will occupy. Height the height of the table in pixels. Headers the drop-down list that formats certain table cells as headers, which applies special formatting to them. You can apply header formatting to First Row, First Column or Both. Border size the thickness of the table border in pixels. Alignment the alignment of the table on the page. The following options are available: Left, Center, and Right. Cell spacing the space between individual cells as well as cells and table borders, in pixels. Cell padding the space between the cell border and its contents, in pixels. Caption the label of the table that is displayed on top of it. Summary the summary of the table contents that is available for assistive devices like screen readers. It is a good practice to provide your tables with meaningful summary text in order to make it more accessible to users with disabilities. User Manual (Administrator) v.2.0 dated 11/05/ Page 19 of 34

20 When all your lessons content are saved and well formatted you can set the course as Is Open. A little padlock will appear near the Course name. This is a warning to pay attention to modify it. To modify a Course, a Lesson or an Exam: Only Administrator and/or Course Owner can remove the IS OPEN check BEFORE starting editing; at the end of the work they must replace the check to set it as OPEN and visible to all users. If you need to add a new lesson, use the + button. The system will propose you 3 choice: Add a New Lesson Copy existing (a list of copying lessons) Insert existing (a list of sharable lessons except Exams: They cannot be sharable so they are disabled) (A). Please remember: when you edit or delete a shared lesson, changes will impact on all Courses (and TPs) contains this lesson. A User Manual (Administrator) v.2.0 dated 11/05/ Page 20 of 34

21 If you need to modify the lesson s organization, you can move the second lesson before the first, using the drag & drop function. When you assign the course to a TP, this will be visible in this way: Click the Present in link and the TP name will be showned. Collapse and Expand the Course tree view with + and - button You can change the order of drag & drop function. the pages, using the User Manual (Administrator) v.2.0 dated 11/05/ Page 21 of 34

22 New Exam As described in the Lesson section, we can create a Questionnaire selecting Lesson type as an Exam. For an Exam you must define a set of information such as: Title: The title will be shown in the Exam page. Description: also the description will be visible in the page. Lesson Type: choose Exam from the Lesson Type combo box. Contributor: The Contributor is the responsible of the Exam. Using Change link you are able to set another user as contributor. Can be copied: if checked, the whole Exam can be copied and used. Changes on this Questionnaire with can be copied status doesn t impact on the copies. Generate Certificate: If checked, the Training participant, if will pass the exam, will be able to see and download the certificate of attendance. A warning remember that the certificate must be configurated for each training path that contains the course, from the relative TP configuration page. Attempts Number: Number of allowed attempts that Training participant s have to pass this exam. 0 means infinite attempts. Estimated hours: it s a forecast of lesson s duration. (e.g. 0.5 hour) Passing Score: Minimum score to be reach by Training participant to pass exam. Questions total weight: Total score of questions. Pages Weights: List of weight of each page. Note: An Exam cannot be set as sharable. From the tree view structure, add a new page, a new section and a new question. Use the Copy and the Paste buttons as explained in the Lesson section. User Manual (Administrator) v.2.0 dated 11/05/ Page 22 of 34

23 For every single question, you must filling in this set of definitions: Question Type: from the combo box, please select in which way the Training participant must answer: Radio button: Students have an exclusive single choice in a predefined set of answers. Check box: With this type, students can give more than one answer. Open text: Choice this type if you want the student put into words the wright answer. No answer: generally used to insert a preface or a special description before a question, and so on. Open text multiline: Students have more space to specify the answer (see image below) Date: Choice this type if you want the student put the wright answer with a date. Combobox: Traditionally, it is a drop-down list, allowing the user to select a value from the list. Numeric:It is a specific field used to store numbers. Model of open text multiline answer in the Training participant s exam Note: elearning platform has an automatic exam correction system that allowed Training participant to have immediately the result of their questionnaire. When exam is built with open text answers Trainer must correct them and the Training participants must wait for the result. The exam will be put in pending status. Is Mandatory: Training participants must answer this question. Is Correction Required: A question without this flag won t attribute score to exam. This flag is settled by default. Is Fundamental: If a question is fundamental, Training participants cannot wrong it to pass exam. Text: Content of selected item. Passing Score: Minimum score to be reach to pass exam. Question Weight: Score of question. Answer Weight: Weight of answer. After the question, you must add an answer. Click on the Question green + icon User Manual (Administrator) v.2.0 dated 11/05/ Page 23 of 34

24 In the right section use the check box if the answer is correct and write the answer weight. In the example the question is a radio button question type and this is the only answer that can be defined as correct. If you need to add a new question inside this page, please use the Section green + icon and fill-in the right section. To add a new section inside the same page, click on the Page Exam green + icon. If you build the questionnaire all in the same page, the result for Training participant will be this one: Otherwise if you want a different page for each question, click on the Exam green + icon to create a new page. User Manual (Administrator) v.2.0 dated 11/05/ Page 24 of 34

25 Building the questionnaire with single pages for single questions, the result for Training participants will be this one: They can choose to leave exam before its end using the End Exam button. When you will have finished to build all questions and answers you will see this structure: User Manual (Administrator) v.2.0 dated 11/05/ Page 25 of 34

26 Lessons legend Lesson name Lesson selected Users have read the lesson Exam name Exam selected Users have made the Exam. Exam is locked and not editable User Manual (Administrator) v.2.0 dated 11/05/ Page 26 of 34

27 Groups How to create a new Group Click the + New Group button to open the Edit Group Form. Group identify a set of users who can access to the elearning platform related to a specific Sub Customer. It is also useful to quickly incorporate users in training paths. A group must be linked to at least one Sub Customer. B A C To create a new group fill-in the Group name field. From the Users list box (on your left), select users you want include in to the group. To select all, please use Select All link at the bottom of the list (A), otherwise choose every single user with Ctrl+clic. To associate user move selected list using the right blue arrow (B); to deselect use the left blue arrow (C). Warning: a Group cannot be deleted. Do not forget to save your data. User Manual (Administrator) v.2.0 dated 11/05/ Page 27 of 34

28 Users How to add a new User Click the + New User button to open the Edit User Form. DETAILS Please, fill-in the blank fields. If the User is in a domain and the domain field is compiled, and Password are disabled. If the user is outside the Active Directory (Domain) her/his credentials, to access the system, will be the and th password. To exclude user from the system platform, select Is Disabled check box; If an AD user fails for 3 time the login, automatically goes in blocked status. Is Admin: Assign the user the Administrator functions. Is Supervisor: Define an user as Supervisor, that is user can manage Administrator functions. Access to Designer: Allow user to access to the elearning designer. OU: Operational unit. User Manual (Administrator) v.2.0 dated 11/05/ Page 28 of 34

29 GROUPS Select from the left list box the group or the groups you want to associate to the new user and move it/them with the left blue arrow as described in the previous chapter. Warning: you cannot delete users. Only Block or Disable actions are allowed. User Manual (Administrator) v.2.0 dated 11/05/ Page 29 of 34

30 Uploads This section permit uploads and shows all files stored in the application. The files can be uploaded by you from this page or while you are building the lessons. The list contains all the files defined by users as sharables (That is Course Owners, Contributors or Administrators). Upload new file: Allows the user to save one ore more files in the system. File Name: is the name of the file you uploaded (or shared from other users) and it s also a link to a preview. NOTE: With IE browser, the File Name link will open the file with the associated program (for example: MS Paint for.gif file or MS Word for.doc or.docx files). All other browsers will ask you in which way or with which program you want to open this file. Description: it s a blank field where you can describe the uploaded file or where you have used it. Upload Date: it is the date you have saved the file in elearning system. Type: it is the file type. NOTE: if you have uploaded an image in a lesson as a link, the type will be file ; otherwise the type will be image. Is Shared: This check allows other users (Course Owners, Contributors or Administrators) to use this file. Delete: Allows the files cancellation. NOTE: if the file has been used in some lessons, the file will remain available for the final users. User Manual (Administrator) v.2.0 dated 11/05/ Page 30 of 34

31 The system search inside the PP/Courses/Lessons to verify if this file is used. In the first case (A) no use of the selected file has been found in any lessons. A In the second case (B) the system returns a Warning, because the selected file has been used in some lessons. B Please, remember to save all your changes. User Manual (Administrator) v.2.0 dated 11/05/ Page 31 of 34

32 Reports This section allows you to verifying the Training participant s progress. On the left there are links to open reports on your browser, on the right, links to the same report in Excel format. Training Participant Lessons The system allows the user to filter the report defying a specific TP and or an Operational Unit. After confirm the filter, wait for the loading report. A B Training participant Lessons report is very large so user have to scroll horizontally the window browser to read all data ) You can browse all data using the paging buttons 2) You can also choose the number of element you want see per page using the combo box. 3) Excel Export link allows you to open and/or download the report in Excel format. 4) Apply filter: use this button to confirm one ore more filter on the table. This report is filtered by TP Status (Open). Other Status are: Exclude work in progress - (All) Open Closed Suspended Work in progress User Manual (Administrator) v.2.0 dated 11/05/ Page 32 of 34

33 To order column data, please use the up down arrows (5). To search a specific data, use the text area filter (6). With this report you can control the status, the result and the score of every single Training participant. More details are available using Lesson Details link in the last column. 5 A 6 B Certificates Certificate page allows admin to view the TP, Course and Lesson related to the Training participant s certificate or to upload a specific one. User Manual (Administrator) v.2.0 dated 11/05/ Page 33 of 34

34 Certificate log A B Certificate page allows admin to view the the whole information about the Training participant certificate as showed in the pictures. Also this report report is very large, so user have to scroll horizontally the window browser to read all data. A B User Manual (Administrator) v.2.0 dated 11/05/ Page 34 of 34