2 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

Transcription

1 Content User Manual

2 AMS Introduction... 5 The AMS Assessment Workflow... 5 Adding a Qualification to Your Site... 5 Assessment Certification Process... 5 The Learner Dashboard... 6 Learning Material... 6 Assessments... 7 Certification and Administration Portals... 8 The Training Portal... 8 The Administration Portal... 8 Logging in to the Administration Portal... 9 Home Page... 9 User Accounts Settings Settings Address Settings Module Settings Terms and Conditions Settings Web Content Editor Submit Sitemap Page Archives Add New Page Rearrange Pages The Web Content Editor Actions Toolbar Content Creator P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

3 Creating a New Course Upload a Learning Material Course Thumbnail Image Adding Sections and Pages to your new Learning Material Editing Learning Material Pages Adding Content to a Page Adding a Heading to a Page Adding Images to a Page Linking to a PDF Creating Assessments in the Content Creator Adding Test Questions to your new Assessment Assessment Question Types Question Types Text and Upload Question Types True or False Question Types Multi Choice Question Types Verification Checklist Question Types Short Answer Question Types Re-Order Adding a Qualification Reports User Accounts Creating User Accounts Creating Groups Hierarchical Training Groups News Editor View All News Articles Add News to Your Learner Portal Document Library P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

4 The Document Library Home Page Add a New Document Category Assign a Document to a Category Add a New Document P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

5 AMS Introduction The Assessment Management System (AMS) is a SaaS mobile platform to assess competencies in the cloud for organisations and training organisations. The online certification software allows your organisation to create interactive and responsive assessment tasks which can be supported with content modules and online courses. AMS delivers a complete assessment and online elearning ecosystem with interconnected portals for: The Trainee The Trainer The Assessor The Employer The Verifier The AMS Assessment Workflow The AMS Assessment Workflow can be customised by enabling the portals you require for your project. A typical assessment process could include the following stages: Adding a Qualification to Your Site 1. Course writer creates a certification and adds assessment and verification tasks 2. Course writer creates content modules and course and adds to certification 3. Learner registered in certification training group 4. Assessor and Trainer assigned to the training group 5. Employer assigned to the training group 6. Employers adds their managers as verifiers and assigns the learner to the verifier Assessment Certification Process The online certification software provides the following structured workflow: 1. Learner access the certification from the Learner Dashboard 2. If enabled, the Trainer provides learning support and sets tasks and provides tuition 3. Learner completes assessment tasks online and can reference the course material if required 4. Learner submits and resubmits non-achieved assessment tasks 5. Learner triggers workplace verification tasks to commence 6. Verifiers assess the learner s verification tasks 7. Learner completes or resubmits verification tasks 8. Assessment and Verification tasks queue with Assessor 9. Assessor reviews and releases assessment results 5 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

6 10. Certification or Qualification awarded to learner AVETMISS data shared The Learner Dashboard The Learner Dashboard displays the following functions and services for the trainee: Learners name and image The assigned qualifications or certifications The Assessment Modules The Learning Material Notifications supporting the assessment process Contacts (Assessor and Verifier) The Learner Dashboard is customised with your logo and style-sheet. The learner dashboard is dynamic and delivers automatic updates alerting the learner when an assessment has been achieved. The learner also receives a series a system of alerts that guide then through an assessment or verification re-submission request. When a certification or qualification has been achieved the system publishes the personalised certificate. Learning Material The Learning Material Tab features resource or course material presented in self-contained modules. The AMS Learning Material functionality provides the following functions: The modules are customised with your stylesheet to present a professional display The modules feature an interactive index that allow the learner to navigate to required content pages Content can feature text, images, multimedia, streamed video and audio and tagged documents SCORM content can be added to the Content Creator to publish these resources in your learning material Your Content Creator can use the template designs to produce professional courses or modules without the need for authorware You build unlimited courses or modules and assign these to a specific qualification or certification Unlike our Learning Management System software (the Lion LMS) the learning material does not include any assessment. The assessment is presented as self-contained activities and the learning material can be accessed by the learner as support material. 6 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

7 Assessments The Assessments present the innovation and intuitive nature of AMS assessment. Instead of using the traditional approach of adding assessment in the form of tests as part of your courses, the assessments are now independent standalone modules. The AMS platform has been designed to be fully responsive and can be accessed by all connected devices including ipad, iphone, tablet and Smartphone. The AMS assessment engine is intuitive and flexible. All assessment data (outcomes and all aligned comments and feedback between the assessor and the trainee) is recorded and stored in your database. The system integrates with Student Administration Systems and provides full data integration between these systems. The AMS assessment engines allows for the following functions: When an assessment task is open, tasks are still displayed Multiple tasks can be opened simultaneously The learner completes the questions in fields provided Learner selects ready to submit for each task Status changes in the Learner, Assessor and Verifier Dashboards After all tasks have been completed, the system is updated automatically and will allow the trainee to submit their responses to the Assessor for final assessment 7 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

8 Certification and Administration Portals AMS has two portals - the Training Portal and the Administration Portal. The Training Portal Depending on your requirements, the training portal can be a simple login page or a website that displays banner images, latest news and contact details. The main purpose of the portal is to enable your learners to login to your Online Courses. Once logged in the user will be presented with the courses landing page that will allow them to select the courses they need to complete. The content of the training portal is updated in the Administration Portal. Administration Portal Login Portal The Administration Portal The Administration Portal is a secure area for your managers or senior staff to manage all components of your Certification Portal. You will use the administration portal to add new learners, assessors, employers and verifiers, add and update existing assessment and learning material, create qualifications and review results. This manual will focus on management and use of the administration portal. 8 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

9 Logging in to the Administration Portal The web address of the administration portal is the same as the user portal. Enter your username and password and select the Login button. This will display your home page. It will look similar to this: Home Page Your home page is where the Administration Dashboard is displayed. Depending on your project, there may be more or less modules visible to you. The modules can be accessed either by the menu left on the left of screen, or from the icons that are arranged across the top of the page. 9 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

10 Regardless of which modules are available to you, there are core AMS modules which are featured on every dashboard. These are: Settings: This module is also related to the pages of the user portal. In this module you can adjust the Google Analytics and Maps settings and also the addresses that are used on the user contact us page. This is also where settings such as CPD and re-induction can be adjusted. Web Content Editor: This extensive module allows you to add your own external web pages to your login page if required. User Accounts: This is where you will create usernames and passwords to allow people to add and edit content on your training website. When setting up your administrators, you have the ability to set the user level. This will determine the access level and which modules are available to that user. Qualifications: The Qualifications Module allows you to create qualifications and learning programs by adding assessments and learning material to student groups. Content Creator: The Content Creator is used to create new assessments or Learning Material Courses which can be added to Qualifications or Learning Programs. We will look at Course Editor in more detail in the next section of the manual. Reports: The Reports Module delivers a range of preloaded reports and queries to allow you to download all the required data from your certification portals. User Accounts User accounts allow access to the AMS Administration Portal. By giving someone an user account you are granting them the ability to add assessments, add learning material, add qualifications, create user accounts and view the personal details and assessment records of users. We recommend that only trusted people are given these accounts. To create a new administration account; 1. Click on User Accounts in the left menu. 2. To add a new administration account, click on the Add User icon at the top of the page. This will open the Add User screen. 3. In the User Type drop down, select from a list of account levels. An Admin account will give the new account holder access to all areas of the AMS. 10 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

11 4. Finally fill in the login details for the new account. 5. Click on Save to add the new account to the account list. the account details and the web address of the Administration Portal to the new account holder. Settings The settings module allows administrators to adjust the Google Analytics and Maps settings, the and street addresses that are used on the user contact us page and to manage optional functions such as Continued Professional Development and Re-induction. Click on Settings in the left-hand menu to access these options. Settings Updating your company is done through this setting. To update these details, complete the following: 1. Click . This will open a new page. There are three fields which need to be completed. The first field Admin Address - is the address used as "sender" for every generated from the site. The second field Admin Name - is the name accompanying the address used as "sender" for every generated from the site. The third field Contact Address - is the address used as "recipient" for every enquiry submitted through the Contact Us form. 11 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

12 2. Fill in these fields and click Save to save and exit. Address Settings Updating your company address is also done through this setting. To update these details, complete the following: 1. Click Site at the top of the Settings page. This will open a new page. There are two sections that need to be completed, Site Details and Location Details. 2. Fill in these fields and click Save to save and exit. 12 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

13 Module Settings Each AMS Portal is designed and set up as per instructions from management at your company. The modules which were deemed appropriate for use by your company were selected at that time. This selection cannot be changed by users. A complete list of module options is available in Appendix A, at the end of this document. If you wish to add or remove modules from your platform, please contact Mediasphere. 13 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

14 Terms and Conditions Settings This is where the Terms and Conditions set by our company are viewed. These terms and conditions will need to be agreed to you first login to our portal. Web Content Editor 14 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

15 The Web Content Editor allows you to manage the content on the website (login page) for your training portal. Open the Web Content Editor and the site map displaying your individual web pages is displayed: The menu to manage each of your web pages is displayed below: Submit Sitemap By submitting the structure of your site to search engines you are helping them to index it in a better way. It is recommended that you perform this action after adding new content or updating existing content. This action can be performed only once per hour. 15 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

16 Page Archives Select the archives icon to view the Web page archives. Select the duplicate button to create another version of the page and add new content to this version. When complete you can select the check box to display this version and archive the current page. Add New Page Click the Add New Page button to create a new page. This will open the following window: GENERAL 16 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

17 Page Heading This is a H1 title that will display at the top of your page and also plays an important role in SEO, we recommend including keywords here. Page Name (URL Address) This will be the name attached to the end of your domain name that will direct visitors to the page. It cannot contain any spaces or symbols other than - _ and for good SEO should include a keyword. Type in the name you wish to use for example: contractor-compliance. You can check you do not already have a duplicate page with the same name by clicking the Check Page Name link. Once saved the full link to your page would be: contractor-compliance. External Link Check this box if you want this link to take visitors to a 3 rd party website. External URL (Address) Paste your external link address in here. For example: Show in Main Menu Check this box if you would like a link to this page to display in your main menu (top of your page). 17 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

18 Show in Left Menu Check this box if you would like a link to this page to display in a left menu inside you content page. Show in Sitemap Check this box if you would like a link to this page to display on your sitemap page. Show in Footer Check this box if you would like a link to this page to display in your footer. Page Status Select the drop down and click Draft or Published. META Meta Keywords This is where you will enter the keywords that will help visitors find you when searching in search engines such as Google, Yahoo and Bing. Meta Description This is the description that will display on search engine results page such as Google, Yahoo and Bing. For improved SEO results you should include a few keywords here. 18 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

19 Page Type Details We recommend leaving this section for us to configure for you if required. Contact Mediasphere for more details Content This is where you will add all of your page content and apply styling such as H1, bold, italic etc. If you mouse over the icons a tool tip will appear naming each button. If you have more advanced skills, you can switch to source view and enter html. Please remember not to copy and paste directly from Word or other Websites as this will apply formatting that may conflict with your global stylesheet. We recommend copying and pasting into text editors such as Notepad (PC) and TextEdit (Mac) to strip out formatting and then copying and pasting directly from these programs into the editor below. Rearrange Pages Use your mouse to drag and drop each item into the order you desire. When you re-arrange an item it will automatically save. 19 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

20 The Web Content Editor Actions Toolbar From left to right the icons are: Edit Page Detail: This will open your page content in a CKEditor window which allows you to edit your page content and apply styling. View Page Content: This will open the Content page so you can preview how the page looks in the frontend with all the styling elements applied to it. Add Sub Page: This feature will allow you to add a subpage which will be displayed in both the backend and fronted of your site. Adding a subpage to a top menu page will automatically add a link to a dropdown feature in the frontend. View Page Archives: This will open a list of archived versions of the selected page. You can also use this feature to save a copy of an old version of your page before making any changes to it. To do this simply go into your archived pages and click the Duplicate icon, edit and save with the Status as Archived. Delete This Page: This will permanently delete the page 20 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

21 Content Creator Creating a New Course To create a new course; 1. Click on Course Creator in the left menu. This will open the Course Editor page. 2. Click on the Add Learning Material button at the top of the page and the following screen will be displayed: 21 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

22 3. Enter the title of your course in the field provided. 4. Select the Learning Material Status from the dropdown fields. You have two options: Published or Draft. Draft will allow you to work on a new course without it showing in the user portal. Published will make the new course available to user right away. You can change the course status at any stage. Press Save once you have selected the status. 5. This will take you to the Learning Material page. As you can see, the Course has been created and appears at the front of your course list. 6. In the Course Title bar, there are three icons. These icons give you the following options: 22 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

23 From left to right the icons are: Update Course Thumbnail Image: You can select a thumbnail image to represent the course on the Course Landing page of the User Portal. Duplicate Course: This will create a copy of the selected course complete with all content. This is handy if you need to create a backup of a course before making changes or if you need to create several courses with similar content but with some unique pages. Archive Course: Click on this icon to archive your course. To delete a course, you need to archive it first. Edit: This icon opens the Course Editor for the selected course and allows you to edit the page content of the course. You can edit the title of your course at any time. To do this; 1. Click the edit icon after the title. 2. Change your course title. 3. Select the save icon to update the text. 23 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

24 Upload a Learning Material Course Thumbnail Image To upload a Thumbnail image to your Course; 1. Select the Update Course Thumbnail Image icon. This will open an Upload window underneath the course. 2. Click Choose File and select the image. Click Open. 3. Click Upload. This image will showcase your course on the Course Dashboard. Adding Sections and Pages to your new Learning Material When you create your new course, the first Section will be automatically added. To see this section, click the Edit icon at the bottom right of the course name. You will be presented with the following view: 24 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

25 To add an introductory page or message to your course; 1. Select the Edit icon on the left in the text content box. This will open the CKEditor. Further detail on using the CKEditor is provided in Adding Content to a Page. You can rename the first section by; 1. Clicking the Edit icon. 2. Add your new title and select the Save icon. Editing Learning Material Pages At the top of the course page there is one green icon. Select Add Section to add new sections to your course. Each Section features a range of icons on the left-hand side of the section banner. Re-arrange Item Add Section Page Delete Section We will now explore these functions. Select Re-arrange Section to re-arrange the order of sections within the course. These may be drag and dropped. Select Add Section Page to add a page to the section you are currently editing. Select the Edit icon to give the section a name. Select from these options to continue building the sections of your course. Adding Content to a Page 25 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

26 If you have given the page a name, it will be displayed in the heading box. If it has not been given a name, do so as you would to Re-name a Section. To add content to a page; 1. Click on the Edit icon on the left of the page name. The editor has features that are very similar to Microsoft Word and if you are familiar with that program, you will not have too many problems here. If you move your mouse over any of the icons in the toolbar, a pop-up will appear that explains the function of the icon. To add written content to a page; 1. Type directly into the text window, or copy and paste content from a word document, web site or any other text source. If you are copy and pasting, please paste into notepad or textedit to strip out any formatting that might embed bad code into the source, as this could conflict with your stylesheet. When you have pasted your content into the editor, the page will look something like this: 2. Click Save or Save & Close to update the page and exit. To view the way the page will look on the Learner Portal; 1. Click the Preview Page Content icon. This will open a new window into the front end of your company site. 2. Log in using a learner username and password. 26 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

27 3. Navigate to the page you wish to preview. We recommend leaving this page open in another window. As you make changes and save them, refresh the page on the Learner Portal to see the changes. By viewing the page each time you make a change you will be able to assess the formatting of your content. Alternatively, you can open a learner page in another window before you start. As you make changes, you can refresh the page and check your progress. The page as it appears on the user portal will look slightly different to the way it looks in the editor. That is because the user portal applies some pre-set styling to a page in order to keep all the pages of a course looking consistent no matter who is entering the content. Adding a Heading to a Page To add a heading to a page; 1. Click on Edit to go back into your page. Above your first paragraph add the heading. Now highlight the heading and from the Format drop down menu choose the heading type. Heading 1 is usually the largest heading on a page. In the example shown below, Sub headings on this page will be heading 2. Select heading 2 from the drop down list. The page should now look like this: 27 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

28 2. Save the page and then click Preview. The page will look like this in the user portal: Notice that the heading 2 text is blue. This is a pre-defined style that the user portal applies to heading 2 texts. This means that all heading 2 text will be blue. The colour of your headings is customised in accordance with your design requirements and cannot be changed. Adding Images to a Page You can add images to pages in the course using the editor. Web sites usually use images saved in the JPG format with a resolution of 72dpi. For a standard website the maximum recommended width of an image to upload is 500 pixels. An image of that size will span the width of the content section of the site. It is important to note that scaling an image once it is in the AMS does not change the size of the image file. If an image is 3meg in size when uploaded, it will still be 3meg after upload and scaling in the editor. Images that are larger than the recommended width and resolution will have an adverse effect on the speed that an image will load on the site. 28 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

29 To add an image; 1. Click on the position on the page where you want the image to appear and then click on the Image icon in the toolbar. This will open the Image Properties box. 2. Click on the Browse Server button at the top of the pop-up window. The Upload window will appear. Images that have already been uploaded to the site will be displayed in the window. To choose one of the images, run your mouse over an image and click Insert when the button appears. 29 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

30 3. If you want to upload a new image to the site, click on the Browse button at the top of the window and navigate to the location of the image you want to add. When you have found the image you want, select it and then click on the Open button. 4. The name and location of the image will appear in the Upload File from your local hard drive field. Click the Upload button to upload the image to the AMS. Once the image is uploaded it will appear in the window. Click the image thumbnail. 5. When you have selected the image you want, the URL will appear in the Image Properties pop up. You can also add some Alternative Tex to the image. It is best practice in web design for all images to have a written description. Type a description of the image into this field. You can also control how the image is aligned on the page using the Align field. 6. Click OK to add the image to the page 7. Save the page and then click Preview. The screen below is displayed: 30 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

31 Linking to a PDF You can provide additional information by linking to documents that the learner can download and print. The most widely used format is PDF because of its compact file size, even when dealing with large documents. It is very easy to add links to documents in the Mediasphere AMS. To add a link to a document; 1. Select the text on the page that you want to attach the link to. 2. Next, click on the Link icon in the editor menu bar. 3. The Link box will appear. Click on the Browse Server button and the Upload Document window will open. This works the same way as the Image Upload window. Use the Browse button to locate the document you want to link to and then upload it to the site. 4. Next click on the Target tab at the top of the Link box. From the target drop down box select New Window (_blank). This will open the document you are linking to in a new browser window. Click OK. 31 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

32 5. The document will now be linked to the selected text. Go to the front-end version of your page and hit refresh. You will see the text you selected is now highlighted and will underline when you place your mouse over it. Click on the link to open the PDF. To add a video or audio embed code 1. Navigate to the source of your video or audio file i.e. YouTube or Vimeo. Select share and copy the embed code. 32 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

33 2. Open a page in the course editor in which you wish to embed the multimedia file 3. Select Source Code view for the page 4. Add (paste) the embed code to the Source code 5. Click Save to exit. The video or audio file will now stream and play in your course page. 33 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

34 Creating Assessments in the Content Creator 1. Click on the Add Assessment button at the top of the page and the following screen will be displayed: 2. Enter the title of your assessment in the field provided. 3. Select the Assessment Status from the dropdown fields. You have two options: Published or Draft. Draft will allow you to work on a new assessment without it showing in the user portal. Published will make the new assessment available to user right away. You can change the assessment status at any stage. 4. You will note that the Assessment has been created and appears at the top of your assessment list. 34 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

35 Adding Test Questions to your new Assessment Once you have opened your new assessment, you are prompt to select a unit on the left menu. You can do this by selecting the Add Unit button. Once you have added your Units, you will be presented with the following view: Give your new Unit a name by selecting the edit icon and fill in the Introduction Text Content field. Remember to enable or disable your content in the field by selecting the enable/disable button. 35 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

36 1. Click Add Question to open the drop-down menu and select a question type to add it to your Unit. 2. Click the Edit Content button to write or edit your assessment question/s and answer/s. For this example, we have chosen a simple True or False question. As you can see the assessment has appeared in your Unit. 36 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

37 You can add eight (8) different types of questions to this assessment section. In an assessment section there is no limit to the number of assessment questions that you can add to suit your needs. When you select a specific question type you will be presented with a template and the necessary functions to build these questions. Assessment Question Types The AMS platform features a wide range of questions that you can add to your Assessment Modules. 37 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

38 Question Types Text and Upload Provides short answer or extended text responses with the option to include a file upload from the Learner. Question Types True or False The Learner can respond to a prompt with a True or False option. The administrator can add as many questions as required to the task. 38 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

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40 Question Types Multi Choice The Learner needs to select the correct response or responses in the multi-choice questions. 40 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

41 Question Types Verification Checklist The Verification Question allows you to provide a list of tasks for the learner to complete to validate their practical skills. The learner views the tasks and selects I m Ready to be Verified which sends an alert to the Verifier to test the learner. When the tasks have been completed by the Learner, the verifier completes the assessment and the information is queued back to the assigned Assessor. Question Types Short Answer The Short Answer question option allows you to request a short answer response from the learner. Multiple Short Answer questions can also be chosen. Question Types Re-Order The Re-Order Question allows you to request a learner to drag and drop elements into a sequence. 41 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

42 Adding a Qualification Qualifications are made up of individual units of competency. 1. To create a new qualification, select the Qualifications tab from the left-side menu. The following page will be displayed: 42 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

43 2. Select Add Qualification on the top of the page. 3. Fill in the relevant details such as the Program Title, Summary and Description. 4. Next, open the dropdown tabs and ensure you provide correct information for Recommended Timeframe, Assign Certificate and select whether you would like to Enable Prerequisites for your qualification. 5. Press Save once you have done this. 43 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

44 You are taken back to the List Programs page, where you can Edit Programs, Re-order Program Courses and Delete programs. To edit a Qualification, select the Edit This Program icon (). Here you can change the Qualification s General Information, Assign Assessments, assign Learning Material and Groups to your Qualification. Move through the tabs at the top of the page to edit this information and check each box relevant to your Qualification. 44 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

45 Once you have assigned the relevant assessments, Learning Material and groups to your Qualification, press Save. This will display on the Learner Dashboard like so: 45 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

46 Reports Once your users have begun to submit results from the course assessments, you will want to be able to view these results in a meaningful way. To enable you to do this, there are range of reports which include the following: When generating a report, you have a wide range of options. As an example, we will review the query options in Report 2. You can select the following fields to generate a custom report: Select a course Select an assessment Select a group Select Generate Repor to export a CSV report on this data query. The image below displays the set up to the AMS report, with a range of filters to generate your custom report. 46 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

47 47 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

48 User Accounts Creating User Accounts 1. Select User Accounts from the left hand menu and you will see the screen down below. Here you can view the list of users in your portal. At a glance you will be able view names, logins, groups, status, user type and when the user last logged onto your portal 2. Note that all user types have different functions. The user types include: Trainee Assessor Verifier Employer Admin 3. The icons provide the following controls for a Trainee User Type From left to right the icons are: 48 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

49 View User Details: This opens a page where the administrator can edit the trainee details, assign the trainee to a group (qualification) and allocate verifiers and assessors. Auto Login to This User: This key allows you to login as the Trainee. When clicked, a new tab opens and the administrator can view the user s dashboard Assign RPL: This opens the administration page that allows the administrator to add an RPL, credit transfer and competent status. This assessment is completed outside of the platform and this page allows you to make the appropriate settings against each module in a qualification or Learning Program. Reset This User Result: This will open a page that allows you to reset an assessment for a trainee. Be careful, this will reset (remove) all previous data for this assessment and this data cannot be recovered once reset. Delete This User: This will delete a user from your database. Once deleted, the user is removed completely from your database and this action cannot be undone. When a user is removed all related data and records in the database are also removed. The following icons provide the controls for an Admin User Type: View User Details: This opens a page where the administrator can edit the trainee details, assign the trainee to a group (qualification) and allocate verifiers and assessors. Administrator Login Key (Auto Login to this User): This opens the administration page that allows the administrator to add an RPL, credit transfer and competent status. This assessment is completed outside of the platform and this page allows you to make the appropriate settings against each module in a qualification or Learning Program. 49 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

50 Delete This User: This will delete a user from your database. Once deleted, the user is removed completely from your database and this action cannot be undone. When a user is removed all related data and records in the database are also removed. Select the Assign RPL icon to display the page to set preferences for Competent, Credit Transfer and RPL Assigned. Please view the page below: 50 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

51 Add a User to the AMS Portal 1. Select User Accounts from the left haand menu 2. Select the Add New User 3. Complete the fileds and select the user type a. Trainee b. Employer c. Verfier d. Assessor e. Admin 4. Set the status (options include Active or Disabled) 5. Fill out the individuals personal details 6. Assign a Verifier 7. Link to other user accounts 8. Create a username and password 9. Assign to Groups 10. Click Save. Creating Groups Hierarchical Training Groups There is the option to build a hierarchical list of groups. This is particularly useful in assigning access privileges. Open the Group Management in the left-side menu. From here you can view all Training Groups. Select Add Group to add a new group to your list. After setting up your groups, you can: Assign one or more qualifications to a Training Group Assign Trainees to a group Assign news to a group 51 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

52 Assign documents to a group See the example below of the List Group view: News Editor The News Module allows you to add, delete and edit new stories to your Learner Dashboard. View All News Articles Select News Editor in the left-side menu and the following screen is displayed. Select the pen icon to edit an existing news article. Select the Deleted this News Article circle icon delete the news article. to 52 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

53 Add News to Your Learner Portal Select Add News at the top of the List News screen to add a news article to your portal. The following screen is displayed: 53 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

54 1. Add the Title of your News Article to the News Title Header (this will be displayed in the portal) 2. Add your name as the author of the article 3. Select the groups which you wish to display the news article. If a group is not selected, the news article will not display in that group 4. Set the Status of the News Article to draft or published. If published, the news article will be displayed in the portal 5. Set the News Publish Date this is the date that the Published news article will be displayed on the relevant group Learner pages 6. Set the News Removal Date this is the date that the news article will be hidden from the portal. (note: the news article will not be deleted just hidden from the portal) 7. Use the News Content field to add your text, images, streamed video and audio. 54 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

55 Document Library The Document Library allows you to add Document Categories and Add Documents to be displayed in the Learner Portal as a downloadable file. The Document Library Home Page The Landing Page for the Document Library is displayed below: Add a New Document Category The module allows you to add new documents and add these directly to your Learner Portal. The document will be displayed with the document name and the file type icon on the Learner 55 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

56 Portal, shown below. You may also wish to present your documents in categories. Select Add Category and the following screen is displayed: 56 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

57 To add a new Document Category: 1. Add the Category Name 2. Provide a description of the Category 3. Select the blue Save button Assign a Document to a Category To assign an existing document to a Category; 1. Select Categories at the top of the page and a list of all documents will be displayed: 2. Select the Assign document to this category icon on the required document/s and click on the checkbox to assign the document to this category. 3. Press Save once you have finished. 57 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e

58 Add a New Document To add a new document, select Add Document and the following screen is displayed: 1. Add the Document Name 2. Browse and upload your document 3. Provide a Document Description (optional) 4. Select the Document Category (optional) 5. Add the document to a group 6. Add a Publish Date this will be the date that the document will be displayed in the portal 7. Add the Document Removal Date in dd/mm/yyyy format and this is the date that the document will be hidden from the Learner Portal 58 P a g e P o w e r H o u s e C e r t i f y ( A M S ) 1. 1 U s e r G u i d e