Marketing Training User Guide Internal SharePoint Site. Introduction

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1 Introduction Excellence Training Team has previously utilized an internal site (Learning Gateway) to browse and register for training courses. Only a fraction of the courses within Learning Gateway are marketing-related. The Learning Gateway site is not fully utilized due to usability perceptions, and therefore negatively impacts registration for marketing training courses. The goal of this project is to create a site specifically for the Marketing Excellence Training Team that will allow users to easily browse Marketing courses, view course schedules and pre-work/post-work, and then link through to Learning Gateway for official registration. mt.sanofi.com 3

2 Adding an Internal Course Record 1. Navigate to the Internal Courses list by selecting the Internal Courses link from the left navigation area (from any segment). 4. For the Schedule field, complete the following steps to obtain the web address (URL) to be entered (shown on the next page): a. Open the Marketing Training site in a new browser window. Navigate to the Internal Class Schedules list by selecting the Internal Class Schedules link from the left navigation area (from any segment). b. From the page breadcrumb, click on the segment name (e.g. New to Marketing) and select All Items. c. Hover the mouse over the Course Name column and click the black arrow that appears on the far right of the Course Name column. d. Select the appropriate Course Name from the dropdown list. e. Copy the URL from the browser address bar. f. Marketing Courses New Item Paste the copied URL value into the Web address line of the Schedule field for the new course record being added. 5. The description field below the Schedule web address (URL) is displayed within the courses list in place of the full URL. The description has been currently entered as 6. Co Therefore, the Schedule field will remain empty for courses of this type. 7. To add the Registration web address, copy/paste the appropriate Learning Gateway URL for the course. 8. The description field below the Registration web address (URL) is displayed within the courses list in place of the full URL. The description has been currently entered as 9. For any internal course that is listed, the system provides functionality to add attachments to that list item. To attach a document to a course record, complete the following steps: a. When adding or editing a course item, click the Attach file icon in the Edit bar at the top of the item window. b. Browse and select the desired file. c. Repeat until all desired files are attached. d. Save the item. When an attachment(s) has been included for an item, this is indicated by a paperclip icon next to that record within the course listing. 10. course will appear in the designated Target Segment(s) that was selected and grouped by the Topic selected. mt.sanofi.com 5

3 Adding an Internal Course Record Steps 4(b-d): Adding an Internal Course Record Step 4(e): mt.sanofi.com 6

4 Adding an Internal Class Schedule Record 1. Navigate to an internal class list by selecting the Internal Class Schedules link from the left navigation area (from any segment). 4. Enter the Class ID. Value is obtained from Learning Gateway. 5. When selecting the Course Name, a Course must first be added to the Courses list before it appears in the Course Name dropdown when adding an Internal Class Schedule record. 6. start date associated with them. Therefore, the Start Date field will remain empty for courses of this type. 7. location associated with them. Therefore, the Location field will remain empty for courses of this type. 8. To add the Registration web address, copy/paste the appropriate Learning Gateway URL for the course. 9. The description for the Registration web address (URL) is displayed within the courses 10. Click Save to add the Internal Class record to the Internal Class Schedules list. The class schedule record will appear in the designated Target Segment that was selected and grouped by the Topic selected for the related course record. Adding an External Course Record 1. Navigate to the External Courses list by selecting the External Courses link from the left navigation area (from any segment). 4. To obtain the Registration web address, copy/paste the appropriate URL for the course. 5. The description for the Registration web address (URL) is displayed within the courses 6. Click Save to add the External Course to the External Courses list. The course will appear in the designated Target Segment that was selected and grouped by the Institution selected NOTE: Contact the Collection Administrator if a new Institution needs to be added. mt.sanofi.com 7

5 Adding a Train by Team Course Record 1. Navigate to the Train by Team course list by selecting the Course Offerings link from the Train by Team section in the left navigation area. 4. The Schedule fields will need to be left blank when initially creating the record. After the course record is added (without Schedule field populated) follow steps 9-11 below to add Schedule information. 5. Enter the web address (URL) of the Request Team Training page in the Request field. This URL is: spx 6. The description for the Request web address (URL) is displayed within the courses list in place of the full URL. The description has been currently entered as 7. For any Train by Team course that is listed, the system provides functionality to add attachments to that list item. To attach a document to a course record, complete the following steps: a. When adding or editing a course item, click the Attach file icon at the top of the item window. b. Browse and select the desired file. c. Repeat until all desired files are attached. d. Save the item. When an attachment(s) has been included for an item, this is indicated by a paperclip icon next to that record within the course listing. 8. The course will appear in the list and be grouped by the Topic selected 9. To obtain the web address (URL) to be entered for the Schedule field, complete the following steps: a. Open the Marketing Training site in a new browser window. Navigate to the Scheduled Training list by selecting the Scheduled Training link from the Train by Team section in the left navigation area. b. Hover the mouse over the Course Name column and click the black arrow that appears on the far right of the Course Name column. c. Select the appropriate Course Name from the dropdown list. d. Copy the URL from the browser address bar. e. Select the newly created Train by Team course record (steps 1-8) f. Paste the copied URL value into the Web address line of the Schedule field for the new course record being added. 10. The description for the Schedule web address (URL) is displayed within the courses list in place of the full URL. The descripti 11. mt.sanofi.com 8

6 Setting Alerts for Request Team Training Records When a user has created a Train by Team Request Team Training record, Training Administrator users can request that the system send an automated notification to them by following these steps (pictured below): 1. Navigate to the Request Team Training list by selecting the Request Team Training link from the left navigation area. From the page breadcrumb, click on Train by Team Training Request 3. Click on the List tab in the upper left corner of the site 4. Click on the Alert Me icon Complete the New Alert as desired Alerts can be edited/deleted by following steps 1- alerts Setting Alerts for Request Team Training Records Steps 1-2: mt.sanofi.com 10