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RATE Managing Your Training

RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

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Page 1: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

RATEManaging Your Training

Page 2: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

RATE

Today's Objectives:• Introduce you to RATE and it's purpose• Highlight the core concepts and features• Demo RATE in action• Talk about the future of RATE

Ask questions at any time!

RATE - Managing Your Training [email protected]

Page 3: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

What is RATE?

RATE is a web portal for managing training schedules, registrations, and resources.

2008:

• Built in-house by GCM

• Developed to manage research related training

• 2-3 departments drove the initial requirements

• Limited features

RATE - Managing Your Training [email protected]

Page 4: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Today:

• Maintained by OCM & OSP

• Completely rebuilt in 2012

• Many enhancements in the last year

• Rapidly growing (2 departments added this year)

• Semi-monthly update schedule

Future:• Literally updating every area with new features• Adding at least 1 more department in 2013

What is RATE?

RATE - Managing Your Training [email protected]

Page 5: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Many of our users have chosen RATE as their primary departmental training tool for these reasons:

• Open to all Vanderbilt users with a VUNETID• Built as a response to department needs, making it

flexible without unnecessary features• Fast response times for questions, bugs, and updates

o [email protected]• Allows admins to manage users, quickly schedule

training, and monitor attendance• Provides trainers with a customized dashboard to retrieve

information about recent and upcoming sessions quickly

Why RATE?

RATE - Managing Your Training [email protected]

Page 6: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Dashboard

RATE - Managing Your Training [email protected]

Page 7: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

• Unit/Department: a specific Vanderbilt department (VICTR, Office of Contracts Management, etc)

• Course: Describes the material covered in a particular subject, defines the target audience, and provides resources related to the subject matter

• Session: A single training event for a course

RATE - Managing Your Training [email protected]

Terminology

Page 8: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

A quick comparison example:

University Example RATE Example

Unit/Department Physics Department OAWA

Course PHYSICS 101 Ethics and Regulation in Animal Research

Sessions MWF 1-3PMMF 1-5PMTTH 1-5PM

July 9, 2013 @ 10AMAugust 16, 2013 @ 2PMSeptember 23, 2013 @ 11AMOctober 30, 2013 @ 2PM

RATE - Managing Your Training [email protected]

Terminology

Page 9: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

3 Core Roles:• System Administrators

o Limited to development team• Super Users

o Can have one or more special privileges• Users

o No special privileges unless listed as a department manager

Core Roles

RATE - Managing Your Training [email protected]

Page 10: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Department Managers• Can manage other users’ training registrations• Can manage multiple departments• Allow managers to view and edit user history,

registrations, and mailing subscriptions

Note: Departments can have multiple managers.

Other Roles

RATE - Managing Your Training [email protected]

Page 11: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Content Managers• Can create new courses and sessions within their

department(s)• Can be assigned to multiple departments• Allowed to upload documents and create links

Trainers• Any registered RATE user can be listed as the trainer for

a session• Trainers have the ability to register users and mark

attendance for their sessions.

Other Roles

RATE - Managing Your Training [email protected]

Page 12: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

RATE provides multiple methods to control your registrations:• Limit the number of participants that can register• Post the course and provide contact information, but

prevent users from registering online• Post the course ahead of time and set the date when

registrations can begin• Require Prerequisites• New! Hide courses from public listings

o Users must have the session URL to register

Registrations

RATE - Managing Your Training [email protected]

Page 13: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

RATE communicates with users via email at key points in the training process:• When users create or cancel a registration, a confirmation

email is sent• All participants receive an email when changes are made

to a session• If the course defines a post-course survey, a user

receives the link to the survey after their attendance is marked

Emails

RATE - Managing Your Training [email protected]

Page 14: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

RATE communicates with users via email at key points in the training process:• Users receive reminders one and two days before the

training session• Users can contact trainers through the application, and

trainers can send messages to session participants

Emails

RATE - Managing Your Training [email protected]

Page 15: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Emails

RATE - Managing Your Training [email protected]

Page 16: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

We have a lot of exciting features in development:• Mobile friendly user interface• Hosted surveys and quizzes• Online video training• Printable certificates• Self-marking attendance options• Groups and targeted courses• Customizable email sending times• Quickly create recurring sessions• Calendar invitations

What's Next?

RATE - Managing Your Training [email protected]

Page 17: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

Languages, Frameworks, etc.• PHP• Zend Framework 1• jQuery / jQuery UI• Twitter Bootstrap• MySQL (soon to be Oracle)• Backbone.js

Tech Notes

RATE - Managing Your Training [email protected]

Page 18: RATE Managing Your Training. RATE Today's Objectives: Introduce you to RATE and it's purpose Highlight the core concepts and features Demo RATE in action

[email protected]

RATE - Managing Your Training [email protected]