Logging into your online campus:

Transcription

1 2018

2 TABLE OF CONTENTS Logging into your Online Campus... 3 Home, Training & Administration Tabs... 4 Training Tab... 4 Taking a course... 5 Administration Tab Managing User Accounts... 6 Adding a New User... 6 Deleting Users Deactivating Users Reactivating Users Editing users Assigning Training Choose the Training to Assign Choose who needs the training Setup Training Schedule Manage Assignments Edit an Assignment Unassign Assignments Preview Courses View Activities within a Qualification Create a Custom Qualification Create a Competency Create a Qualification Reports Activity Exception Report Select the Activities Select the Users Certificate of Completion Report Automated Reporting Features Manage Individual Completion Records How to Assign the Administration Role Notifications Online Campus Support

3 Logging into your online campus: 1. Visit your login page at 2. Enter your username and password in the appropriate fields. Note: (passwords are case sensitive usernames are not) 3. Click the green Login icon. Note: If you or any of your employees forget their password, you can use the link directly below the green Login button to reset your password. The system will send a new password to the that is entered into the user s account. If there is not an in this user account then please contact IPCed directly: Phone: Help Desk: help@ipced.com Account Management Team: clientcare@ipced.com 3

4 Home, Training & Administration Tabs Upon logging into the system, one is taken directly to the Training Page. This is because the site defaults on the Training tab in the upper right of the screen. Notice these 5 tabs: 1. Home: where a general user can go to view/edit their own profile Note: Administrators will spend little-to-no time in the Home tab since all those aspects are available in the Administration tab, thus we will not cover the Home tab in this Manual. 2. Training: where assigned training is displayed. 3. Electives: where catalog/electives are displayed. 4. Administration: where users with administrative access go to assign training, manage user accounts, select/preview courses, track user progress, etc. To have access to the Administration tab, one must be assigned the Administration Role. As administrators, this has usually already been set up for you by the IPCed Client Care team. Once you have access to the Administration tab, you have the ability to assign out the Administration role to other users. For these instructions, please reach out to IPCed s Client Care team at clientcare@ipced.com General, non-administrative users will only see the Home and Training tabs when they are logged in. Training Tab: This page displays the training that has been assigned to a user to complete. If no training has been assigned, the message shown in the screen shot below will 4

5 appear. This simply indicates that training has not been assigned yet. Training is assigned in the Administration tab (4) Taking a course: To enter into a training course, the user will click the green Launch icon to whichever course they wish to complete (see below). next The user will be prompted to complete an end-of-lesson quiz following the majority of our course presentations. For a more in-depth guide to taking courses, consult your User Guide for general, non-administrative users. Administration Tab: Administrative tasks that are conducted in the Administration tab include (but certainly not limited to) the following: Assign training Select/preview courses 5

6 Manage user accounts Track user progress Those individuals who are set up with the Administration Role access will see the Administration tab. Managing User Accounts The most basic tasks needed to manage user accounts include the following: Adding new users Editing existing users Deleting Users Deactivating users Reactivating users Adding a New User: 1. Click the Administration tab in the upper right. 2. Click the Organization tab from the menu on the left side of the screen. 6

7 3. From the sub-menu that pops down, click the Users tab (see screen shot above). Clicking this takes you to a page with a list of all the active users in your online campus (see screen shot below). 4. Click the blue + New icon located in the upper left of the screen (see arrow in screen shot above). This will take you to a Create User page with a number of data entry fields (see screen shot below). On this Create User page, only the fields in red are required. 7

8 5. Team: In the top Team field, click the green selector icon to the right of the blue text Click here to select (see screen shot below). Clicking this takes you to a list of Teams in your online campus (see screen shot below). 6. Select the Team you want the new user to be added onto by doing one of the 2 actions: Double click the Team you want to add the user onto. OR Click to highlight the desired Team then click the blue Select icon in the upper left (see arrow in screen shot below). 8

9 After selecting the team, you will be taken back to the Create User page. The top Team field will now read the name of the Team chosen in step 6. In this example, the Caregiving Team was selected. 7. Username: Create a username that is easy to remember and unique in the system. To check if it is unique in the system, click the green checkmark to the right of the username field (see screenshot above). 8. Password: Create a password that is 7 characters with at least 1 number and 1 letter. We suggest the password password1 as it satisfies these requirements. 9. First Name & Last Name: Please enter in their formal name (such as the one on their driver s license or passport) because these are the names that appear on their Certificates of Completion. Although it is not one of the required fields in red, it is highly recommended to include s as they are necessary to receive automated messages and notifications (such as their log in information, password resets, when training has been assigned, etc.). 9

10 10. After the fields in red have been correctly entered, click the blue Save icon in the upper left (see screenshot below). 10

11 Clicking Save will eventually prompt a message briefly in the upper right of the screen that says, Changes Saved (see screenshot below). 11. Click the blue Close icon in the upper right of the screen. Clicking Close will take you back to the Users page. The new user should appear among the other users in the online campus. DONE! Note: If you ever have more than 5 users to add at a time, simply contact the IPCed Client Care Team (ClientCare@ipced.com). They will send you an Excel Template to add in the users you need to import in bulk. Deleting Users: To remove users from the active user list, you can either delete or deactivate a user. Those actions both result in freeing up a space on the active user list, but differ in the following ways: 11

12 Deleting a user: Removes all records of that user, including completion records. Deactivating a user: moves the user to the inactive user list from the active user. When inactive, a user s account information and completion records remain intact; however, they are unable to log in or access training. In addition, they can be reactivated as if the user never left. The following steps detail how to delete 1. Begin on the Users page. (To get here, follow steps 1-3 on pages 6 & 7). 2. Click the red Delete icon next to the name of the user you wish to delete. 2. Click to highlight whichever user to wish to deactivate. Clicking Delete will prompt the message shown in the screen shot below. Click to continue. 12

13 DONE! Deactivating Users: The system is designed to deactivate former employees instead of deleting them entirely. This is a safeguard measure to ensure that past employee records remain in the system (for example, if you need to access their records for an audit or if you choose to re-hire this individual). This is why the grey Delete button next to the green Edit button does not work. 1. Begin on the Users page. (To get here, follow steps 1-3 on pages 6 & 7). 2. Click to highlight whichever user to wish to deactivate. 3. Click the Other Actions menu. From the drop-down menu, click Deactivate Users. 13

14 4. The message Users successfully deactivated will appear. Click OK. The deactivated user will disappear from the list of Active users on the Users page. This deactivated user has been moved to the Inactive user list. Here, their completion records and user account information remain intact, even though they are in an inactive state. 14

15 Viewing Inactive Users: When you need to view any users that have been previously deactivated and not deleted. (Usually former users that have their records still saved in the system i.e. temporary staff that work part-time) 1. Begin on the Users page. (To get here, follow steps 1-3 on pages 6 & 7). 2. Click the Other Actions drop down menu and select SHOW INACTIVE USERS. 3. This will display all inactive users so you can select an inactive user to be reactivated. 15

16 Reactivating Users: When you need to reactivate users that have been deactivated, such as when you re-hire a former employee, their records and user account information remain intact from before they were deactivated. 3. Begin on the Users page. (To get here, follow steps 1-3 on pages 6 & 7). 4. Click the Other Actions drop down menu and select SHOW INACTIVE USERS. 5. Clicking this will display a list of Inactive users. This inactive state is indicated with the circular red cross badge in the Active column (see screen shot below). 6. Click to highlight whichever user to wish to reactivate. 7. Click the Other Actions menu. From the drop-down menu, click Activate Users. 16

17 The message Users successfully activated will appear. Click OK. The reactivated user will disappear from the list of Inactive users on the Users page. To view the Active users again, simply reverse your steps by clicking the Other Actions menu and then Show Active Users. The Reactivated user now appears among the other Active users list. Editing users: To edit aspects of your profile (such as username, password, , etc.) you will need to go into the Edit User page. 17

18 1. Begin on the Users page. (To get here, follow steps 1-3 on pages 6 & 7). 2. Click the blue Edit icon next to the username of the user whose account you wish to edit. This will take you into the user s profile (screen shot below). This is a useful function for changing a user s team, username, password, names, , etc. 3. Make the changes in the appropriate fields. 4. Click Save in the upper left of the screen. Eventually, a message appears for a moment in the upper right of the screen that says, Changes 18

19 Saved (see screenshot below). After this, click the blue Close icon in the upper right of the screen. This will take you back to the Manage Users page. DONE! Assigning Training Assigning training is a 2-step process with an optional 3 rd step: Choosing the training to assign Choosing who needs the training The training in the online campus is connected to the following terminology: An Activity is an individual course. A Qualification is a bundle of courses ( Activities ). 1. Click the Administration tab in the upper right. 2. Click the Assignments tab from the menu on the left side of the screen. 19

20 3. From the sub-menu that pops down, click the Assign Training tab. Clicking this takes you to the Assign Training page, which shows a three step process (see screen shot below). Choose the Training to Assign: 1. Click the green selector icon to the right of the white box underneath Step 1: Choose the Training (See arrow in screenshot below). 20

21 Clicking this selector icon will take you to a screen with the available courses (Activities and Qualifications) in your online campus from which to choose (see screen shot below). The page defaults on a list of Qualifications. To change the list to view Activities, follow these steps: a. Locate the drop-down menu above the list of Qualifications where it says Look for: and to the right in the white box it says Qualification (see arrows indicating in screen shot below). 21

22 b. Click where it says Qualification to generate a drop-down menu. c. Click Activity within this drop-down menu to change the course list from Qualifications to Activities. Whether you decide to assign Qualifications or Activities (or both), the selection process is the same. In the following example, training will be assigned as Activities. 2. Select the Activities you would like to assign by moving them into the Selected Records box to right (see screen shot below). Do this in one of several ways: a. Double click the Activity OR b. Click to highlight the desired Activity, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). OR c. By clicking the green double arrows, all of the items will transfer to the Selected Records box. Note: To move Activities out of the Selected Records box, simply follow step b. (above), only click the 2 nd green arrow that points away from the Selected Records box. 22

23 Page size: Click Page Size at the bottom of the screen to allow a view of every Activity in your online campus. 3. Once the desired Activities are in the Selected Records box, click the blue Select icon in the upper left of your screen (see below). 23

24 This will take you back to the Assign Training page with the three-step process (see screen shot below). Notice now that the names of the Activities that were selected now appear in the white box underneath Step 1: Choose the Training Choose who needs the training: 1. To the right of the white box underneath Step 2: Choose Who Needs Training click the green selector icon (see arrow in screenshot below). 24

25 Clicking this green selector icon will take you to a screen with the Teams in your online campus (see screen shot below). You can change the list to view other user groupings, such as an individual user. To change the list to view, follow these steps: a. Locate the drop-down menu above the list of Teams where it says, Look for: and to the right in the white box it says Team (see arrows indicating in screen shot below). b. Click where it says Team to generate a drop-down menu. c. Click User within this drop-down menu to change the list from Teams to User. 25

26 Whether you decide to assign training to a Team, User, Group, etc., the selection process is the same. In the following example, training will be assigned to individual Users. In the following example, users will be assigned training. 2. Select the users would like to assign by moving them to the Selected Records box to right (see screen shot below). Do this in one of several ways: a. Double click the user. OR b. Click to highlight the desired user then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). OR c. By clicking the green double arrows, all of the users will transfer to the Selected Records box. Note: To move users out of the Selected Records box, simply follow step b. (above), only click the 2 nd green arrow that points away from the Selected Records box. 26

27 3. Once the desired users are in the Selected Records box, click the blue Select Icon in the upper left of your screen (see below). This will take you back to the Assign Training page with the three-step process (see screen shot below). Notice now that the names of the users that were selected now appear in the white box underneath Step 2: Choose Who Needs Training (see screen shot below). 27

28 At this point in the assign training process, the required steps have been completed: Choose the Training to Assign Choose Who Needs the Training To learn about the optional Assignment Dates (such as a Due Date, Start Date, End Date, read Setup Training Schedule (p 29). If you do not wish to impose Assignment Dates, proceed to step 4 below: 4. Click the blue Save in the upper left of the screen. 5. The message Training Assignments Saved with Next steps in the box will appear (see screenshot below). Click the green Close icon. Clicking Close simply generates a fresh Assign Training page. The assignment has been created. If you would like to view a record of the assignment or make 28

29 editions to the assignments (such as choosing to attach an Assignment Date), move on to Manage Assignments (p 30). DONE! Setup Training Schedule: a. Assignment Start Date is the date that the training first appears on the Training page. This can be useful for assigning future assignments. b. Assignment Due Date is the date that the completion status of an assignment changes from Incomplete to Overdue (see example in screen shot below). After a due date, a user can still launch the Activity and complete the assignment. c. Assignment End Date is the date that the training disappears from the Training page altogether. After Dates have been entered in, remember to click the blue Save icon in the upper left of the screen (see step 4. on p 28). 29

30 Manage Assignments When you need to view a record of the assignment or make editions to the assignments (such as adding in an Assignment Due Date) you will go to the Manage Assignments page. 1. Click the Administration tab in the upper right. 2. Click the Activities and Electives tab from the menu on the left side of the screen. 3. From the sub-menu that pops down, click the Manage Assignments tab (see screen shot above). Clicking this takes you to the Manage Assignments page (see screen shot below). 30

31 The Manage Assignments page shows the following: Assigned Activities The username (or Team, Group, etc.) that was assigned the training The date the training was assigned. These three categories are indicated with arrows in the screenshot below: Edit an Assignment: The changes that can be made to an assignment include the following: Adding in an Assignment Date Changing who receives the assignment One can NOT change the training in the assignment itself. Making changes to any assignments you have created. To make either of these changes to an assignment, follow these steps: 1. Locate the assignment you wish to edit: 31

32 2. Click the blue Edit icon next to the assignment. Clicking Edit takes you to the Edit Training Assignment page (see screen shot below). For information on adding an Assignment Date, go to Setup Training Schedule (p 29). For information on changing who receives the training, go to Choose who Needs the Training (p 27). 32

33 Unassign Assignments: Unassigning an assignment will delete the assignment. Do so in the following steps: 1. Locate the assignment you wish to delete. 2. Click the red Delete icon next to the assignment. 3. The Confirm Delete message will appear (see screen shot below). Click the green Yes icon. 33

34 4. Click the green OK when the Delete message appears with the statement Bulk assignments were unassigned. The assignment will disappear from the Manage Assignments page. DONE! Preview Courses When you need to preview or view the course details (such as estimated time duration) of an Activity you will go to the Activities page. 1. Click the Administration tab in the upper right. 34

35 2. Click the Activities tab from the menu on the left side of the screen. 3. From the sub-menu that pops down, click the Activities tab (see screen shot above). Clicking this takes you to the Manage Activities page, which shows a list of all the Activities (individual courses in the site) you have access to. Preview a course: Click the green triangle its content. next to the Activity to preview Searching: Click on the Search icon above the list of courses (see image below). Enter what you are searching for and you can use the filters to narrow down your search (Activity Name, Activity Type, etc. - see image below) 35

36 View: Click the blue View icon next to any course to access a description about the Activity (including its course Description, Estimated Duration and course Type). The example below shows the course description for the course CARE121 Nutrition and Hydration. 36

37 View the Activities within a Qualification Make sure you know the following terms before proceeding: Activity: An individual course Qualification: A group of courses To view the Activities within a Qualification, follow these steps: 1. Click the Administration tab in the upper right. 2. Click the Qualifications tab from the menu on the left side of the screen. 37

38 3. From the sub-menu that pops down, click the Qualifications tab (see screen shot above). Clicking this takes you to the Manage Qualifications page, which shows a list of all the Qualifications you have access to. 4. Locate the Qualification that you want to investigate. 5. Location the grey ribbon icon within the column titled Competencies (see below). Click the number next to that tiny ribbon icon. Clicking this will take you to the Manage Competencies page shown below. 6. Locate the grey book icon under the column titled Activities. This number next to the icon is the number of Activities within that Qualification (in the example below, there are 3 Activities). Click the number to view the Activities. 38

39 Clicking this grey book icon takes you to the Mange Activities page for the Activities that exist in the Qualification you selected in step 1. The example below shows the 2 Activities within the Qualification, CA-CARE121 Managing Nutritional Status Malnutrition and Dehydration Note: to preview or view course details of these courses, refer to Preview Courses (p 34-36). 39

40 Create a Custom Qualification The training in the online campus is connected to the following terminology: An Activity is an individual course. A Qualification is a bundle of courses ( Activities ). A Competency is a package of Activities within a Qualification. To create a custom Qualification, you will do the following: Create a Competency: Select which Activities will go into you Qualification Adjust parameters for order and requirements for completion Create a Qualification: Select the Competency that contains the Activities. Adjust parameters for order and requirements for completion Create a Competency: 1. Click the Administration tab in the upper right. 2. Click the Qualifications tab from the menu on the left side of the screen. 40

41 3. From the sub-menu that pops down, click the Competencies tab (see screen shot above). Clicking this takes you to the Manage Competencies page, which shows a list of all the Competencies you have access to. 4. Click the blue + New icon located in the upper left of the screen (see arrow in screen shot above). This will take you to a Create Competence page with a number of data entry fields (see screen shot below). 41

42 5. Name: Choose the name of the Competence. It is advised to make it the same as the name of the Qualification you plan on creating. 42

43 6. Select the Activities: Click the selector icon to the right of the white box under Which Activities should be included? Clicking this selector icon will take you to a screen with the available courses (Activities) in your online campus from which to choose (see screen shot below). 7. Select the Activities you would like to assign by moving them into the Selected Records box to right (see screen shot below). Do this in one of several ways: a. Double click the Activity OR 43

44 b. Click to highlight the desired Activity, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). Note: To move Activities out of the Selected Records box, simply follow step b. (above), only click the 2 nd green arrow that points away from the Selected Records box. Page size: Click Page Size at the bottom of the screen to allow a view of every Activity in your online campus. 8. Once the desired Activities are in the Selected Records box, click the blue Select icon in the upper left of your screen (see below). 44

45 This will take you back to the Create Competence page. Notice now that the names of the Activities that were selected now appear in the white box underneath Which Activities should be included? 9. Choose the order the Activities are to be completed (see below). 10. Choose the requirements in regards to the number of Activities that need to be completed in order to meet the Qualification requirements for completion. 11. Click the blue Save in the upper left of the screen. 45

46 Create a Qualification: 1. After your Competence has saved, click Qualifications under Qualifications in the menu on the left (see screen shot below). Clicking this takes you to the Manage Qualifications page, which shows a list of all the Qualifications you have access to. 46

47 2. Click the blue + New icon located in the upper left of the screen (see arrow in screen shot above). Clicking this will take you to a Create Qualification page with a number of data entry fields (see screen shot below). 47

48 3. Name: enter in the name of the Qualification. This is the name that you will display in your online campus. 4. Select your Competency: Click on the selector icon to the right of the white box under where it says, Which Competencies should be included? (See screen shot below). 48

49 Clicking this selector icon will take you to a screen with the available Competencies in your online campus from which to choose (see screen shot below). 5. Locate your Competency by searching for it in the search field to the right of where it says, Look for: and Competence (see screen shot below). 6. Once you have located your Competency in the list below, bring it into the Selected Records box it in one of the following ways: a. Double click the Competency OR b. Click to highlight the desired Competency, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). 49

50 Note: To move Competency out of the Selected Records box, simply follow step b. (above), only click the 2 nd green arrow that points away from the Selected Records box. 7. Once the desired Competency are in the Selected Records box, click the blue Select icon in the upper left of your screen (see below). This will take you back to the Create Qualification page. Notice now that the name of the Competency that was selected now appears in the white box underneath Which Competencies should be included? (see screen shot below). 50

51 8. Choose the order the Competencies are to be completed (see below). If you only have 1 competency, you will likely select Any order. 9. Choose the requirements in regard to the number of Competencies that need to be completed in order to meet the Qualification requirements. If you only have 1 competency, you will likely select Users must complete all Competencies above. 51

52 10. Click the blue Save in the upper left of the screen. Clicking this will create the Qualification. A message in the upper right of the screen will briefly appear that says, Changes Saved (see screen shot below). Now, this Qualification will appear among the others in the Assign Training process (see screen shot below). It will also appear among the Qualifications on the Manage Qualifications page. 52

53 DONE! Reports To track user progress and completion status as well as generate Certificates of Completion, run reports on the Frequently Used Reports page. 1. Click the Administration tab in the upper right. 2. Click the Reports tab from the menu on the left side of the screen. 53

54 3. From the sub-menu that pops down, click the Frequently Used tab (see screen shot above). Clicking this takes you to the Frequently Used Reports page shows the following: Names of Reports (see screen shot below) Descriptions of Reports (see screen shot below) The two reports that will be covered in this Manual are Activity Exception Report and the Certificate of Completion Report (described below): 54

55 Activity Exception Report: Run a report on the status (Expired, completed, in progress, incomplete) for selected Users on selected Activities. Certificate of Completion Report: Generate certificates of completion for selected Users on selected Activities. These certificates include instructor signatures, company logos, approval information, etc. Activity Exception Report: Run a report on the status (Expired, completed, in progress, incomplete) for selected Users on selected Activities 1. Begin on the Frequently Used Reports page. (To get here, follow steps 1-3 on pages 53 & 54). 2. Locate the Activity Exception Report among the list of Reports (see arrow in screen shot below). 3. Click the blue View icon to the left of the Activity Exception Report. 55

56 Clicking this will take you to the Activity Exception Report page (see screen shot below). 4. Click the green selector icon to the right of where it says, Activities 0 items (see arrow in screen shot below). 56

57 Clicking this selector icon will take you to a screen with the available Activities in your online campus from which to choose (see screen shot below). The page defaults on a list of Activities. Select the Activities: 1. Select the Activities you would like to run the report on by moving them into the Selected Records box to right (see screen shot below). Do this in one of several ways: a. Double click the Activity OR b. Click to highlight the desired Activity, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). OR c. By clicking the green double arrows, all of the items will transfer to the Selected Records box. Note: To move Activities out of the Selected Records box, simply follow step b. (Above), only click the 2 nd green arrow that points away from the Selected Records box. 57

58 2. Once the desired Activities are in the Selected Records box, click the blue Select icon in the upper left of your screen (see below). 3. This will take you back to the Activity Exception Report page (see screen shot below). Notice now that the number to the right of where it says Activities now has the number of Activities that were selected in the previous steps. 58

59 Select the Users: 1. Click the green selector icon to the right of where it says, Users 0 items (see arrow in screen shot below). Clicking this selector icon will take you to a screen with the available Users in your online campus from which to choose (see screen shot below). The page defaults on a list of Users. 59

60 2. Select the Users you would like to run the report on by moving them into the Selected Records box to right (see screen shot below). Do this in one of several ways: a. Double click the User OR b. Click to highlight the desired user, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). OR c. By clicking the green double arrows, all of the items will transfer to the Selected Records box. Note: To move user out of the Selected Records box, simply follow step b. (Above), only click the 2 nd green arrow that points away from the Selected Records box. 60

61 Note: To run the report on ever user in the online campus, Change the list from Users to Users in Teams in the following steps: a. Locate the drop-down menu above the list of Users where it says, Look for: and to the right in the white box it says User (see arrows indicating in screen shot below). b. Click where it says Team to generate a drop-down menu. c. Click User within this drop-down menu to change the list from User to Users in Teams. d. Now the list should display the Teams. Select all the teams and bring them into the selected records box. You can click the green double arrows, to move all the Teams will to the Selected Records box. Once the desired Users are in the Selected Records box, click the blue Select icon in the upper left of your screen (see below). 61

62 This will take you back to the Activity Exception Report page (see screen shot below). Notice now that the number to the right of where it says Users now has the number of Users (or Teams) that were selected in the previous steps. Status Type: Click the black drop-down menu to the right of where it says, Status Type. Select the assignment Statuses that you would like to view in your report. 62

63 Cover Page: Deselect Cover Page. If you appreciate a good Cover Page and leave this field check-marked, be note that the Report will begin on page 2 (see screen shot below). View Report: Once the required steps ( Select the users (p 58 & 59) and select the Activities ) have been completed, you can now click green View Report icon to the left (see screen shot below). Doing this will generate a report like the one in the screen shot below. 63

64 Note: After generating the report, you can convert it in the following ways: a. Print out a copy using the printer icon in the upper left of the screen. b. Convert this Report to a different digital format (such as an Excel document) format by clicking floppy disc icon and then clicking Excel from the drop-down menu. Save this Excel version to your preferred location. Certificate of Completion Report: DONE! Run a report on to generate certificates of completion for selected Users on selected Activities. These certificates include instructor signatures, company logos, approval information, etc. 1. Begin on the Frequently Used Reports page. (To get here, follow steps 1-3 on pages 53 & 54). 2. Locate the Certificate of Completion Report among the list of Reports (see arrow in screen shot below). 3. Click the blue View icon to the left of the Certificate of Completion Report. 64

65 Clicking this will take you to the Certificate of Completion Report page (see screen shot below). 4. Select a date range by entering in dates that capture the time the Activity was completed. To do this, click the calendar icon next to where it says, Start Date and End Date. 65

66 5. Select the Activities by following steps (p 57 & 58). 6. Select the Users by referring to following steps 1-3 (p 59-61) 7. View Report: Once the required steps ( Select the users and select the Activities ) have been completed, you can now click green View Report icon to the left (see screen shot below). Doing this will generate a report like the one in the screen shot below. 66

67 *Note: After generating the certificate, you can convert it in the following ways: a. Print out a copy using the printer icon in the upper left of the screen. b. convert this certificate to a different digital format (such as a PDF document) format by clicking floppy disc icon and then clicking PDF from the drop-down menu. Save this PDF version to your preferred location. Note: By scrolling down, you will notice that the following: o Instructor signatures o VIP Golden Gals Senior Care and OnCourse Learning logos o Approval information 67

68 DONE! 68

69 Automated Reporting Options: The system has the ability to automatically generate and you Reports and Certificates. These can be sent on a daily, weekly or monthly basis at specified times. Please reach out to IPCed s Client Care team at clientcare@ipced.com to have them show you how to set up these reports. Manage Individual Completion Records To quickly view completion status without running a Report, go to the Manage Completion Records page: 1. Click the Administration tab in the upper right. 2. Click the Tracking and Completions tab from the menu on the left side of the screen. 3. From the sub-menu that pops down, click the Completion Records tab. 69

70 Clicking this takes you to a page with a list of all the completion records in your online campus (see screen shot below). Notice the following: Username of the person who completed the Activity Activity that was completed by the user Date of completion 70

71 How to Assign the Administration Role Assigning the Administration role to a user will give a general user access to the Administration tab in the upper right of their online campus. IN this tab, one can assign training, run reports, manage user accounts, etc. To provide this tab to another user, follow the instructions below. 1.. Click the Administration tab in the upper right. 2. Click the Security tab in the menu on the left (see image below). After the sub menu pops down, click Assign Roles. 71

72 3. Clicking this will take you to the Assign Roles page shown in the image above. To the right of the white box underneath Step 1: Choose the Roles, click the selector icon. 4. Clicking the selector icon will take you to the page shown in the image below. Select the IPCed Express Administrator by double clicking it. 72

73 1. Double clicking this role will bring the Express Administrator role into the Selected Records box to the right (see image below). 2. Now that the role is in the selected records box, click the blue Select icon on the upper left. 3. Clicking Select will take you back to the Assign Roles page. Now, the name of the role ( Express Administrator ) will be contained in the white box underneath Step 1: Choose the Roles. See image below. 73

74 4. Click the Selector Icon to the right of the white box underneath Step 2: Choose Users. Clicking this will take you to a page with a list of users in your online campus (see screen shot below). 74

75 5. Select the user(s) you want to assign the role to by bringing their names into the Selected Records box. This can be done in one of several ways: a. Double click the User OR b. Click to highlight the desired user, then click the top green arrow that points toward the Selected Records box (see arrow in screen shot below). OR c. By clicking the green double arrows, all of the items will transfer to the Selected Records box. Note: To move user out of the Selected Records box, simply follow step b. (Above), only click the 2 nd green arrow that points away from the Selected Records box. 6. Once you have selected the user(s) that you wish to assign the administration role to, click the blue Select icon on the upper left. Clicking the blue Select icon will be take you back to the Assign Roles page. Now, the name of the user should appear in the white box below Step 2: Choose the Users. 75

76 5. Lastly, click the blue Save icon in the upper left. A small message will briefly appear in the upper right of the screen that says Assigned. DONE! 76

77 Notifications The system is set up to send notifications to the that is entered into the user s account. If no is in the field of a user s account, notifications will not be received. To learn to how enter in s, refer to page 7 of this manual. The following notifications are set up for your online campus: New user created: log in credentials and link of where to log in will be sent to the user. New training Assigned: when training has been assigned to user Training due soon: to be sent when a due date is approaching Training completed: a notification that states when an Activity has been completed. Online Campus Support For support for your online campus, please utilize the following resources: Phone: Help Desk: help@ipced.com Account Management Team: clientcare@ipced.com Help and Learning Center: We offer instructional videos that walk you through how to complete all administrative tasks in the system at our Learning Center website. You can access our Learning Center at any time by visiting The Institute for Professional Care Education would like to thank Senior Helpers for your demonstrated commitment to providing training for your employees and, in turn, providing the greatest possible quality of care to your residents and all of the individuals you serve. Thank you! 77

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