Table of Content - Changr › manual.pdfpage 2 Table of Content ... Course(s) WebPort Event(s) Journey(s) Content(s) Resource(s) Task(s) Survey(s) Forum Feedback(s) Sinsim(s) Memo(s)

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Table of ContentSystem Paradigm ...................................................................................................................................... 4

Course Setup Process ............................................................................................................................... 5

BTS Users ........................................................................................................................................ 5

Client / Company & Client Primary Users ..................................................................................... 5

Client Users ..................................................................................................................................... 6

Courses ........................................................................................................................................ 7

Events & Training session .............................................................................................................. 8

Contents .......................................................................................................................................... 9

Journeys .......................................................................................................................................... 10

Facilitator Users ........................................................................................................................... 11

Teams .............................................................................................................................................. 11

Coach Users .................................................................................................................................... 12

Participant Users ............................................................................................................................ 12

Managing a Journey ................................................................................................................................. 13

Initiating the journey ....................................................................................................................... 13

Contacting Journey Stakeholders .................................................................................................. 13

Controlling the Journey ................................................................................................................... 14

Technical Recommendations .................................................................................................................... 15

Apprehending the system .......................................................................................................................... 16

Home Screen .................................................................................................................................... 16

Dashboard ........................................................................................................................................ 16

Personal Information ....................................................................................................................... 16

Screens interface ............................................................................................................................. 17

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HOW TO: Detailed Screens & Options ....................................................................................................... 19

Managing BTS Users ....................................................................................................................... 19

Managing Clients & Client Primary Users ....................................................................................... 21

Managing Courses ................................................................................................................. 21

Edit course’s languages ......................................................................................................... 23

Edit course’s master documents ........................................................................................... 23

Organize course’s resources ................................................................................................. 23

Edit course’s email template ................................................................................................. 24

Organize a Course: Event ................................................................................................................ 25

Delivering a Course: Journeys ......................................................................................................... 26

Managing Course’s Contents ........................................................................................................... 28

Resources ............................................................................................................................... 28

Tasks ....................................................................................................................................... 30

Surveys ................................................................................................................................... 32

Feedbacks ............................................................................................................................... 34

Scenario Listing - SinSim ........................................................................................................ 36

Memos .................................................................................................................................... 40

Gears ....................................................................................................................................... 42

Managing Course’s Users ................................................................................................................. 44

Teams ...................................................................................................................................... 44

Participants ............................................................................................................................ 45

Facilitators .............................................................................................................................. 46

Coaches .................................................................................................................................. 47

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This system aims at providing the BTS team with a tool to setup and manage training sessions and courses resources either online or offline. The user should expect enhancement and modification being imple-mented over time to match the exact need of BTS teams and thus, finding area of the software not covered by this manual.

First of all you need to have a BTS USER account to be able to use the system.

Then, you need to define the Client for whom you will create the program.

Then, you need to think and write the chronological structure of your course as Events.

Note that only one event can be set to be a live Training Session.

Once the course structure has been created, you can create or upload all the Contents necessary to deliver the course and choose in which event they will be available.

At this step the Course is set. You can now organize the delivering of your course, creating and managing Journeys to be instances of all the events dedicated to participants.

Note that you can create as many Journeys as you need.

Participants can be grouped by Teams, supervised by Coaches and trained by Facilitators.

Once a journey is set, you need to confirm it. Then you will be able to send login information to the different stakeholders and to follow the course of the operations.

System Paradigm

BTS User(s)

Company / Primary Client User

Client User(s)

Facilitator(s)

Coach(s)

Team(s)

Participant(s)

Course(s) WebPort

Event(s)

Journey(s)

Content(s)

Resource(s)Task(s)

ForumSurvey(s)

Feedback(s)Sinsim(s)

Memo(s) Gear(s)

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BTS UsersA BTS User is the only one that can access whatever he has created, unless he authorizes another user to access his information.

The system supports the BTS User in managing all aspects of setting up and conducting courses:

- Clients and Users management

- Courses and Contents management

- Events and Journeys management, including follow-up and reporting

- Facilitators management

- Coachs management

- Teams and Participants management

Client / Company & Client Primary UsersA Client is an organisation for which a BTS User sets up courses.

A Client Primary User is associated to every Client when creating it and has the ability to:

- Access to a dedicated platform with Course information: EXECUTR

- Manage Client Users

- Manage Journeys, including follow-up and reporting

- Manage Coaches, Teams and Participants

Click on the «Users» tab and then «Clients» in the navigation menu. In the page that is displayed, click the «Add a new client» button available at the bottom right.

Fill in the information in the dialog box that is displayed and save.

- A Client is created with his first user information (the Client Primary User)

- An email is sent to the new Client Primary User, containing his login information

- The dialog is closed and this client appears in the list.

Course Setup Process

Learn more

Learn more

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Client UsersAdditional Client Users can be created by a Client Primary User or a BTS User when the same Client needs different access to overview or manage different courses.

They have the ability to:

- Access to a dedicated platform with Course information: EXECUTR

- Manage Journeys, including follow-up and reporting

- Manage Coaches, Teams and Participants

Click on the «Users» tab and then «Users» in the navigation menu. In the page that is displayed, click the «Add a new user» button available at the bottom right.

Fill in the information in the dialog box that is displayed, select «Client User» as «User Type», start to enter the name of the client, select the one that appears to automaticaly fill the field and save.

- A Client User is created

- An email is sent to the new user, containing his login information

- The dialog is closed and this user appears in the list.

Learn more

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CoursesA Course represents a group of contents necessary for delivering a program and can be structured with one or more Events. A Course is created by a BTS User and belongs to a unique Client.

The contents could be:

- Necessary information for the Facilitator to support the Course

- Information for Participants, Teams and Coaches

- Tools to be accessible for Clients, Facilitators and Participants

Click on the «Courses» tab, and in the page that is displayed, click the «Add a new course» button available at the bottom right.


- A Course is created

- Dedicated course information are generated (click on the edit icon to retreive it)

- An email is sent to the Client Primary User to inform him of the course setup

- The dialog is closed and this course appears in the list

Note that the information saved can be edited later, but when modifying numbers make sure that all that you’ve designed fit your new numbers !

Mandatory and Optional ResourcesClicking on the relevant icon, you can upload Course Master Documents files including:

- A spreadsheet needed to provide the participant with performances and feedbacks

- A file containing the opening balances for all teams using a scenario simulation

Clicking on the relevant icon, you can decide to use a course dedicated Template rather than the default BTS generic template for emails sent automaticaly or manualy form the platform. The template must be a valid html file using some needed tags. Clicking on the relevant icon, you can decide to provide a multilingual experience to the participant. In order to do this, you must first choose the languages you want to set and then to download the primary language file. Use a standard text editor to translate all words and sentences, and then upload the resulting translation.

Learn more

Learn more

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Events & Training sessionAn Event represents a specific period in the global structure of a Course.

A course can be made with one or several events. The system is actually set to validate only one event as a «training session» but you can have many events before and/or after it.

For example, a basic course can be divided in three different periods : Prework (during X days), Workshop (training session during X days), Postwork (during X days).

As Events are sub-division of a Course, you will have to create all the events composing the Course before making additional actions.

Click on the «Courses» tab and then the «Event» icon in the list of icons on the relevant course. In the page that appears click on the «Add a new event» button.


- Indicate the dates on which the event will start and end.

- Note that the reference date for each journey will be the first day of the training session.

We recomend you to create the «training session» event as your first event and its first day will be automatically set as «#Day 1». So it will be easier to set other events calculating dates from this reference date.

For example, if your training session is from #Day 1 to #Day 30, your previous event can be from #Day -30 to #Day -1 and your next event can be from #Day 31 to #Day 60.

There is no Day 0.

Remember to not cross days when creating the chronological order.

- The Event is created for the chosen course and appears in the list.

Repeat this operation for all the events that made your course.

Learn more

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ContentsOnce events have been created, you can add specific contents available for them. The system is able to deal with several types of contents.

Click on the «Courses» tab and then the content icon in the list of icons on the relevant course. In the page that appears click on the «Add» button.


- For each content you can choose which event it will be available for.

- For certain types of content, you can made them available only for specific journeys.

- For certain types of content, you can choose which kind of user will have access to. (facilitator, coach, team or participants)

- The Content is created for the chosen course and appears in the list.

Repeat this operation for all the contents you want to make available for your course.

Contents auto-activation

Contents can be «auto activated» to be automatically displayed in an event. In that case the content will appear in CHANGR or CHANGR Web once the event is started.

Choosing to «allow this content to be pushed using Facilitatr», means that the content will not appear unless the Facilitator activated it manually.

Contents activation

Contents must be «activate» to be available for the course. If the content is not active, it will not appear at all and the Users will never know it.

Learn more

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JourneysOnce the course has been structured and populated with the necessary contents you can organize real journeys for the participants.

A Journey is one instance of delivering a Course and includes all events that make up a course in chronolo-gical order. The reference date is based on the first day of the Training Session event.

A journey is also defined to a place, by which Facilitators it will be supported and for which Participants (in which Teams) it has been setup for.

The system also uses the reference date of the Training Session to planify standard action from the system.

For example, the day before the first event, the participant will receive his login and password to access prework material, and the day prior to the session start the participant will receive the login and password for his team.

Click on the «Courses» tab and then the «Journey» icon in the list of icons on the relevant course. In the page that appears click on the «Add a new journey» button.


- Set Training Session Start (grey field) to auto-calculate all periods relying on the events set for the course.

- Choose the facilitator that will support this journey.

- A journey is created for the chosen course and appears in the list.

You can now add specific contents for this Journey using the relevant icon in the line of your journey.

Repeat this operation for all the journeys you have to create for your course.

Learn more

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Facilitator UsersCreated by BTS User, a Facilitator User can manage training sessions once involved in a Journey.

A Facilitator User can:

- Access to a dedicated platform with Journey information and contents: FACILITATR

- Upload Course related information

- Manage Journey related contents

- Manage Teams and Participants

You can create new facilitators if you can’t find the one you need in the list of existing facilitators. Click on the «Users» tab and then «Facilitators» in the navigation menu. In the page that is displayed, click the «Add a new facilitator» button available at the bottom right.


- A Facilitator is created

- An email is sent to the new facilitator, containing his login information to FACILITATR

- The dialog is closed and this facilitator appears in the list.

TeamsCreated by BTS User or Client User, a Team represents a group of Participants. Performance in a Training Session is stored per Team and not per Participant.

Each participant can access to the content made available for the team connecting to CHANGR Web using a Team specific login and password. Participants cannot access the CHANGR Web with the team login and password before the start date and after the end date of the training session.

You can create teams and be able to assign coaches to these teams. Click on the «Journeys» tab and then the «Teams» icon in the list of icons on the relevant journey. In the page that appears click on the «Add a new team» button.


- A Team is created for the chosen journey and appears in the list.

Repeat this operation for all the teams you are able to create for your Journey (relies on course setting).

Learn more

Learn more

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Coach UsersCreated by BTS User or Client User, a coach is assigned to one or several team.

A Coach can access dedicated course contents connecting to CHANGR Web and can overview the CHANGR Web Teams screens in read-only mode (no edition rights).

- You can assign coaches to all teams and you can assign more than one coach per team if you need to.

- The coach feature can also be diverted to provide access to team information to another third party.

You can create new coaches if you can’t find the one you need in the list of existing coaches. Click on the «Users» tab and then «coaches» in the navigation menu. In the page that is displayed, click the «Add a new coach» button available at the bottom right.


- A Coach is created

- The dialog is closed and this coach appears in the list.

Participant UsersCreated by BTS User or Client User, a Participant uses the content made available for him.

A Participant User has the ability to:

- Access to a dedicated mini website with Journey information and contents: CHANGR Web

- Access to a dedicated mobile application with Journey information and contents: CHANGR

Click on the «Participants» icon in the list of icons on the relevant team. In the page that appears click on the «Add a participant» button.

Fill in the information in the «Add a participant» dialog that is displayed and save.

A Participant is created for the chosen team and appears in the list.

Repeat this operation for all the participants you are able to create for your team (relies on course setting).

You can also import the participants information from a spreadsheet file.

Learn more

Learn more

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Initiating the journeyOnce a journey is setup properly with a course, a facilitator, teams, participants, coaches if required, and that the client has confirmed the journey, you have to initiate it.

Locate the relevant journey in the journeys list, and click on the relevant «edit Journey» tool. In the dialog that is displayed, after confirming the current setting, check the «Confirmed» checkbox at the bottom of the dialog.

Contacting Journey StakeholdersThe system sends out emails either automatically or manually depending on the «Automatic Emails» option available on the «Edit Course Information» box.

All emails sent are based on:

- The default BTS layout template unless otherwise indicated in the Course Template box

- A default BTS text template unless it has been modified by the BTS user.

If the course is set to send automatic messages: Messages are sent before the first event (when a journey is confirmed):

- To the Client Users to inform them of the confirmation

- To each Facilitator to inform him of the new training session to facilitate

- To each Participant to inform that they’ve been enrolled for the journey

- To each Coach to inform that they’ve been enrolled as coach for the journey

Messages are sent one week prior to the training session date:

> To the facilitator to remind him of the session.

> To each participant and coach to provide them with their login and password.

Messages are sent the day before the training session date:

> To the facilitator as a final reminder

> To the coaches to inform them of the start of the training session

> To each team (all participants are in copy) with the team login and password

Managing a Journey

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If the course is not set to send automatic messages OR each time you want to send emails: You can send emails manually using the dedicated tool once a journey has been set.

- Select a Layout Template for the email. You can use the BTS default template or the course template if it has been uploaded.

- Select one of the existing text templates or enter a free text.

The existing text templates are those used by the system for important messages about the course, the session or the platform.

You will be able to edit the content after selecting a text template.

If you want to provide the participant with system information (his login for exemple) you can copy, from an existing text template, the relevant code in [[ ... ]] and paste it in your message.

- Select who you want to send the email for by checking / unchecking the different choices. All stakeholders are selected by default.

For example, uncheck «all teams» to be able to select the teams or the participants one by one.

When you add new participants to a session already started, don’t forget to send them their login informa-tion.

Controlling the JourneyAs the creator of the course, we recommend you to access from time to time the CHANGR Web and other tools to verify that the uploaded information is correctly deployed on the participant side.

Open the CHANGR Web, enter your administrator login and password. A new screen prompts you to enter the login of the user on behalf of which you want to access the application. Once validated, you will be log-ged into the course as either the selected participant or team.

BEWARE, any action will be recorded as done by the participant or team and cannot be rolled back!

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Internet Browsers

To take advantage of all the features proposed by the system it is recommended to use:

- Google Chrome: http://www.google.com/chrome/browser/

OR

- Mozilla Firefox: http://www.mozilla.org/firefox/

PDF files

The major part of documents available on the system are provided in pdf format. It is recommended the use of:

- Adobe Reader: http://get.adobe.com/reader/

ZIP files

Some downloaded files are compressed in .ZIP format. In this case you must uncompress the file to access the documents inside. It is recommended the use of:

- jZip: http://www.jzip.com/

Technical Recommendations

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Apprehending the system

Home ScreenTo log into the system, enter your email address (the one used to receive your password) and your password in the relevant fields. If you are connecting for the first time, you will be required to update your password. (Make sure it is at least 6 characters.)

If you lost your password, click the «Lost password» link in the «Login» part of the home screen. Enter your email address, and a new temporary password will be sent to you.

DashboardThe dashboard is the place where all users are directed upon login. It presents them with direct access to their most ne-cessary information and tools.

Upcoming Sessions

This section presents the user with the list of upcoming Journeys. This list only includes confirmed sessions. Using the icons you can directly access Journey details and list of participants, teams coaches and facilitators.

Active Sessions

This second section lists the active sessions. These are the sessions for which the start date is either today or that have not been marked as closed.

Toolbox

From this section of the dashboard, the user can directly access the relevant screen to perform the indica-ted action.

Personal InformationYou’ll get access to your own information by clicking the «Me» tab. You can change your name, email and pasword.

You can create or reply to support tickets to get in touch with our support team and obtain additional information about the use of the system.

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Screens interfaceAll other screens of the system work on the same model to manage courses, contents, journeys... Each screen behavior depends from where it has been accessed.

To access the different options you’ll have to place your mouse over a title or a line. Once the mouse is over, the background becomes Orange and the list of the concerned icons appears at the right end of the line.

You can place your mouse over one icon to make its title appear in a little info box before clicking it.

1 > Main menu.

2 > Sub-Menu : depends on the selection of the Menu.

3 > Next to the screen title, the system displays information about the filtered content of the screen.

If nothing is displayed, global information is displayed in the list.

4 > Using the filter and searchbox available at the top of the list, the user can sort and find specific information.

5 > Configuration and management tools.

6 > Links to display and filter the other screens information depending on current choice.

7 > In the lists, information is displayed in differents fonts and colors.

For example a grey italic information indicates that the content has been deactivated.

8 > Creation and export options.

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Some options depend on rights to be displayed. To make them appear you have to access the specific screen using the relevant icon in the hierachical previous list screen.

When clicking some options or links, pop-ups appear to let you manage or create elements.

1 > The content of some fields relies on previously existing information. You just have to start typing and select the relevant information that appears.

2 > Some fields rely on a previously filled field to let you select the corresponding option.

3 > Some fields let you set several choices. Just use CTRL (on your keyboard) when clicking on your choices to color and validate them.

4 > Some options let you select the form of information by checking or unchecking the relevant checkbox.

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Managing BTS UsersA BTS User is the only one that can access whatever he has created, unless he authorizes another BTS User to access his account information.

You can access the BTS Users list by clicking on the «Users» tab and on «Users» in the sub-menu.

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new user» or click on the «edit user info» icon on a line to edit it. ( )

The user information are:

- User name and eMail address

- User type to define that the account is created for a BTS User

- Course Access information

You can select to which courses the user will have access by checking or unchecking tick boxes.

Note that you can only manage Course Access on the Courses you created.

You can also choose to renew the user password.

HOW TO: Detailed Screens & Options

View in Process

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Managing Clients & Client Primary UsersA Primary User is created when creating a new Client.

You can access the Clients list by clicking on the «Users» tab and on «Clients» in the sub-menu. You can click on the relevant icon to «add a new client» or click on the «edit client info» icon on a line to edit it. ( )


- Client name

- Primary contact name and eMail address

For each client, at the end of the relevant line, the user has access to shortcuts:

Filter the courses list to view this client’s courses

Filter the journeys list to view this client’s journeys (on several courses)

Filter the users list to view this client users

Filter the participants list to view this client journeys’ participants

Filter the coaches list to view this client coaches

Filter the facilitators list to view the facilitators that have given training sessions for this client

You can also choose to renew the client primary user password.

Managing Client User

Additional Client Users can be created when the same client needs different access to manage different courses. You can access the Client Users list by clicking on the «Users» tab and on «Users» in the sub-menu. You can click on the relevant icon to «add a new user» or click on the «edit user info» icon on a line to edit it. ( )


- User name and eMail address

- User type to define that the account is created for a Client User

- Course Access information

You can select to which courses the user will have access by checking or unchecking tick boxes.

Note that you can only manage Course Access on the Courses you created.

View in Process

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Managing CoursesA Course represents a group of contents necessary for delivering a program and can be structured with one or more Events.

You can access the Courses list by clicking on the «Courses» tab. The screen displays only the courses you have access to. You can filter this list with the dropdown menus at the top of the list.

Note that if you want to Add a Course you will need to access this screen using the relevant icon on the Clients screen.

Click on the «edit course info» icon on a line to edit it. ( )

The course information are:

- Company Name (start typing and select the relevant name that appears)

- Course Title and Description

- Number of Rounds (needed to save Scenario Simulation performance if added to the program)

- Number of Teams per Training Session (limit the number of teams that can be created)

- Number of Participants per Team (limit the number of participants that can be enrolled in teams)

- Course Remote Access Key (only used for specific development)

- Course Portal URL (Internet adress for the dedicated CHANGR Web portal)

- Course BTS Manager eMail Address

- Forum (activate this specific tool for your course)

- Automatic Emails (the system will launch automatically emails to participants, coaches, facilitators)

- Webport Available (the participants will work on this course with CHANGR Web)

View in Process

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- Changr Available (the participants will work on this course with CHANGR)

- Active (needed to validate your course)

For each course, at the end of the relevant line, the user has access to shortcuts:

Filter the facilitators list to view the facilitators that have given training sessions for this course

Filter the coaches list to view this course’s coaches

Filter the participants list to only view this course’s participants

Filter the events list to only view this course’s events

Filter the journeys list to only view this course’s journeys

Shortcuts dedicated to Contents:

Filter the resources list to only view this course’s resources

Filter the tasks list to only view this course’s tasks

Filter the forum list to only view this course’s forum

Filter the surveys list to only view this course’s surveys

Filter the feedbacks list to only view this course’s feedbacks

Filter the sinsim list to only view this course’s sinsim

Filter the memos list to only view this course’s memos

Filter the gears list to only view this course’s gears

For each course, at the end of the relevant line, the user has access to several options:

Edit course’s languages

Edit course’s master documents

Edit course’s email template

Edit the course appearance in Changr App & Web / Facilitatr

Organize course’s contents

Edit course information

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Edit course’s languages

You can decide to provide a multilingual experience to the participant. To manage the available language for a course, click on the relevant resource tool ( ).

In this dialog you can add, update and remove a language file.

The default language for the course is set by the first language file that is uploaded. Use a standard text editor to translate all words and sentences, and then upload the resulting translation.

To create additional translation, duplicate the default language file on your computer to proceed with the translation. You will be requested to define the language of the newly translated file when uploading it.

Edit course’s master documents

The master documents are:

- The MS-Excel spreadsheet needed to provide the participant with relevant feedback

- The CSV file containing the opening balances for all teams using the online application

To edit a course master documents, click on the relevant resource tool ( ). A new dialog box appear where you can upload the files.

The download is done in a separate window to enable the user to continue working on the system while uploading large documents.

Organize course’s resources

When you created several contents for a course you can use this tool to organize their order of appearance in the events that compose the Course. This order will be used by CHANGR and CHANGR Web to display the contents links.

Just drag and drop the content you want to move and save the new content order. Note that you can’t move a content from an event to another. If you want to re-assign some contents to another event, you will have to edit and modify them in the relevant contents lists.

View in Process

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Edit course’s email template

The system sends out emails either automatically or manually upon request of a user. All emails sent are based on the default BTS layout template unless otherwise indicated in the emailing dialogs or op-tions.

If you want the emails to be formated based on a client or a course specific template, click on the «Edit course’s email template» tool ( ).

A sample template is available and can be edited to your needs. Simply download the BTS default template and edit it.

The template must be packaged in a ZIP file to be uploaded to the BTSJourney system. If you already have a template uploaded to this course, you can delete it or download it to modify its content.

The template must be based on the supplied material using the following codes to add specific content.

- The templates are built using valid HTML file format

- Images must be in PNG format

- The available tags are:

@Uname@: name of the user

@Ufname@: first name of the user

@Fname@: session facilitator name

@Ffname@: session facilitator first name

@Client@: client name

@Course@: course name

@Session@: session place

@Round@: round number

@Team@: team name

@Date@: session date

@text@: message text from the dialog box

@today@: today date

View in Process

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Organize a Course: EventA course is devided in one or several chronological events. The system is actually set to validate only one event as a «training session» but you can have many events before and/or after it.

Place your mouse over the concerned course title and click on the «view events for this course» icon ( ).

You can also access the Task list listing by clicking on the «Courses» tab and then on «Events» in the sub-menu but in that case you won’t be able to add a new one.

For each event, at the end of the relevant line, the user has access to tools:

Edit the list appearance in Changr App & Web / Facilitatr

Edit task list information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new event» or click on the «edit event information» icon on a line to edit it. ( )

The event information are:

- Company Name

- Course Title

- Event Name

- Display Name

- Description

- The list of existing Events for this Course

- Start date (relies on the #Day 1 of the training session.)

- End date (relies on the #Day 1 of the training session.)

- Activate this event as the training session (only one can be set as training session for a course)

View in Process

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Delivering a Course: JourneysA journey is an instance of the succession of events based on the first day of the training session event.

Place your mouse over the concerned course title and click on the «view journeys for this course» icon ( ).

You can also access the Journeys listing by clicking on the «Courses» tab and then on «Journeys» in the sub-menu but in that case you won’t be able to add a new one.

In this list, journeys are displayed as follows:

- In black: Journeys that are planned but nor confirmed

- In blue: Journeys that are confirmed

- In blue italic: Journeys that are ongoing

- In grey: Journeys that have been cancelled

- In grey italic: Journeys that are closed since less than a month

For each journey, at the end of the relevant line, the user has access to shortcuts:

View resource access report for this journey

View participant access to Changr App & Web for this journey

Filter the facilitators list to view this journey’s facilitators

Filter the coaches list to view this journey’s coaches

Filter the participants list to only view this journey’s participants

Filter the teams list to view this journey’s teams

Add or edit Resources dedicated to this journey (and not available for the entire course)

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For each journey, at the end of the relevant line, the user has access to tools:

Send emails to participants, facilitators, coaches or clients about this journey

Organize journey’s content (organize the order of appearance on Changr App & Web)

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new journey» or click on the «edit journey information» icon on a line to edit it. ( )

The journey information are:

- Company Name

- Course Title

- Journey events (set the Session Start date (grey field) to auto-calculate all periods)

Once the date has been auto-calculated you can modify manually the other dates (be carefull, if you modify the basis date later, all the dates will be re-auto-calculated)

Remember to not cross days when creating the chronological order

- Place

- Country

- Description

- Main Facilitator

- Other Facilitators

- Journey remote access key (only used for specific development)

- Journey sinsim access key (needed for the participants to play the sinsim during a training session)

- Confirmed (to launch the journey)

View in Process

More about emails

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Managing Course’s ContentsResources

It is possible to set Resources for an entire Course or dedicated to a specific Journey.

In the Courses screen, place your mouse over the concerned course title and click on the «Add or edit documents for this course» icon ( ).

In the Journeys screen, place your mouse over the concerned journey title and click on the «Add or edit documents for this journey» icon ( ).

You can also access the Resources list by clicking on the «Content» tab and then on «Resources» in the sub-menu but in that case you won’t be able to add a new one.

Resources can also be made available fo different type of users.

When creating / modifying a Resource you can select if you want to made it available for Participants, Coaches or Facilitators.

In the Teams screen, place your mouse over the concerned team title and click on the «Add or edit documents for this team» icon ( ) + select that this resource is available for participants.

In that case, the resource will only be displayed on CHANGR Web if you are connected as a Team.

For each resource, at the end of the relevant line, the user has access to shortcuts and options:

View the tracking of this Resource’s Access

Download the relevant file on your computer

Edit the resource appearance in Changr App & Web / Facilitatr

Edit resource information

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You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new resource» or click on the «edit this resource» icon on a line to edit it. ( )

The resource information are:

- Company Name

- Course Title

- Event (to make the resource available in)

- Language

- Type (the behavior of the link displayed will be adapted to it)

- Resource for (who will have access to it)

- Resource Title

- Resource Description (informing the user of the purpose and content)

- Uncheck to allow this content to be pushed using Facilitatr (to activate it automatically or manually)

- Web link or Upload a Document

The resource can be either a weblink or an uploaded document. If the resource is a weblink, enter the cor-rect URL in the relevant field making sure to add the appropriate protocol (http, ftp, etc). If the resource is a document, uncheck the weblink checkbox and a «Browse» button appears. Click this button to locate the document to upload as the resource.

Track a Ressource

Clicking on the «Resource access report» icon ( ) you can display in a list of who accessed the resource and when. This screen is important to check if the participants viewed all the documentation needed before and during the training session.

A check mark indicates that the resource was accessed by the par-ticipant. When hovering it displays date and time when accessed last.

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Tasks

You can provide the partiipant with a list of things to do relevant on the conduct of the program.

Place your mouse over the concerned course title and click on the «view task lists for this course» icon ( ).

You can also access the Task list listing by clicking on the «Content» tab and then on «Tasks» in the sub-menu but in that case you won’t be able to add a new one.

Note that only one task list can be set per event.

For each tasklist, at the end of the relevant line, the user has access to shortcuts:

View the follow-up for this Task list

Preview the display of the task list

For each tasklist, at the end of the relevant line, the user has access to tools:

Launch the builder to edit the content of the task list

Edit the task list appearance in Changr App & Web / Facilitatr

Edit task list information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new Task list» or click on the «edit task list information» icon on a line to edit it. ( )

The task list information are:

- Company Name

- Course Title


- Task list Name

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- Display Name

- Languages (you can modify task list translation using the builder)


- Active (to validate the content)

Tasklist Follow-Up

In the «Task list Listing» screen, place your mouse over the concerned task list title and click on the «View follow-up for this tasklist» ( ).

In this list, task list follow-ups are displayed:

- In black: Task list sent to the participant

- In grey: Task list not sent to the participant

- Completion Level of the task list by the participant

For each task list follow-up, at the end of the relevant line, you can click the «View task list for this partici-pant» icon ( ) to display the detail of tasks done and/or not done by one participant.

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Surveys

A survey is a form that can be provided to participants to collect usefull information.

Place your mouse over the concerned course title and click on the «view surveys for this course» icon ( ).

You can also access the Survey listing by clicking on the «Content» tab and then on «Surveys» in the sub-menu but in that case you won’t be able to add a new one.

For each survey, at the end of the relevant line, the user has access to shortcuts:

View the results for this Survey

Preview the display of the survey

For each survey, at the end of the relevant line, the user has access to tools:

Launch the builder to edit the content of the survey

Edit the survey appearance in Changr App & Web / Facilitatr

Edit survey information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new survey» or click on the «edit survey information» icon on a line to edit it. ( )

The survey information are:

- Company Name

- Course Title

- Type

Emailing based survey: dedicated to surveys to be sent by email only

Portal notation survey: dedicated to note the training session

Portal generic survey

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- Survey Name

- Display Name

- Display Description

- Survey versions (you can modify survey content using the builder)

- Languages (you can modify translation using the builder)



Survey Results

In the «Survey Listing» screen, place your mouse over the concerned survey title and click on the «View results for this survey» ( ).

In this list, survey results are displayed as follows:

- In black: Survey with answer from the participant

- In blue: Survey with no answer from the participant

- In grey: Survey not sent to the participant

For each Survey Result, at the end of the relevant line, you can click the «View results for this participant» icon ( ) to display questions and answers given by the participant and formated for print.

You can display a graphic view of the global survey results by clicking the «Compile Result» tool.

You can export the global survey results in a CSV file (can be opened with any spreadsheet software) by clicking the «Export Result» tool.

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Feedbacks

A feedback is based on a Survey that will be made available for the participant and that will be sent by email to many respondents when he validates it. You will have to create the Survey first, to be able to select it to become a Feedback.

Note that the Feedback options (event availability option, name, ...) will replace the survey’s ones.

Place your mouse over the concerned course title and click on the «view feed-backs for this course» icon ( ).

You can also access the Feedback listing by clicking on the «Content» tab and then on «Feedbacks» in the sub-menu but in that case you won’t be able to add a new one.

For each feedback, at the end of the relevant line, the user has access to shortcuts:

View the results for this Feedback

Preview the display of the feedback

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new Feedback» or click on the «edit feedback information» icon on a line to edit it. ( )

The feedback information are:

- Company Name and Course Title

- Feedback Type

The number of respondent categories will be relevant to the type of Feedback chosen

180Ds (Get feedback from participant and manager)

360Ds (Get feedback from participant, manager, team, and peers)

450Ds (Get feedback from manager, team, peers, suppliers and clients)

540Ds (Get feedback from participant, manager, team, peers, suppliers and clients)

Follow-up (a feedback that will link back to an existing feedback to handle follow-up evaluations and to display both results together in the document)

180Ds

360Ds54

0Ds

450Ds 18

0Ds

360Ds5

Ds

Team & Peers

Client & Suppliers

Participant

Manager

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- Survey (the survey that will be used as a feedback)


- Feedback Name, Display Name and Description

- Respondent Category (choose the role of the persons that will have to give feedback on the participant)

The participant will need to fill at least one respondent email per category to validate his form.

The survey will then be sent to all of them.



Feedback Results

In the «Feedback Listing» screen, place your mouse over the concerned feedback title and click on the «View results for this feedback» ( ).

In this list, survey results are displayed as follows:

- In black: Feedback with one answer from the participant

- In blue: Feedback with answers from participant and respondent

- In grey: Feedback not sent to the participant

For each Feedback Result, at the end of the relevant line, you can click the «View feedback results for this participant» icon ( ) to display questions and answers given by participant and respondents, and format-ted for print.

You can also click the «View feedbacks for this participant» icon ( ) to display the detail of questions and answers given to the participant.

If someone didn’t answered to the feedback, you can send it to him again.

You can calculate an average feedback result when all participants have answered the feedback by clicking on the «Update Average» tool. You can display a graphic view of the global feedback results by clicking the «Compile Result» tool.

You can export the global feedback results in a CSV file (can be opened with any spreadsheet software) by clicking the «Export Result» tool.

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Scenario Listing - SinSim

You can create scenarios where data and performance will be collected on different Rounds.

- The generic SinSim is a large scenario simulation that will use the Flash technology to be played online or offline.

- The MiniSim is a small scenario simulation that will use the HTML technology to be played online at the same time by several computers. (One will lead the others)

Place your mouse over the concerned course title and click on the «view scenarios for this course» icon ( ).

You can also access the Scenario listing by clicking on the «Content» tab and then on «SinSim» in the sub-menu but in that case you won’t be able to add a new one.

For each SinSim, at the end of the relevant line, the user has access to shortcuts:

View the results for this Scenario

Preview the scenario

For each scenario, at the end of the relevant line, the user has access to tools:

Launch the builder to edit the content of the scenario

Download the standalone Sinsim application

Edit the scenario appearance in CHANGR Web

Edit scenario information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new Sinsim» or click on the «edit sinsim information» icon on a line to edit it. ( )

The feedback information are:

- Company Name

- Course Title

- Display Scenario in a single event

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- Event (to make this content available in)

- Type of scenario

- Scenario Name

- Display Name

- Description

- Scenario versions (you can modify scenario content using the builder)




Scenario Results

In the «Scenario Listing» screen, place your mouse over the concerned scenario title and click on the «View results for this Scenario» ( ) to access the online or downloaded results for each team.

In this list, scenario results are displayed as followss:

- In black: Scenario with answer from the team

- In blue: Scenario with no answer from the team

- In grey: Scenario not sent to the team

For each Scenario Result, at the end of the relevant line, you can click the «View Team Results» icon ( ) to display the detail of the results of the team.

You can display a graphic view of the Feedback Result by clicking the «Compile Result» tool.

You can also export the Feedback Result in CSV file (can be opened with any spreadsheet software) by clicking the «Export Result» tool.

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Install the SinSim Player offline version

In the «Scenario Listing» screen, place your mouse over the concerned scenario title and click on the «Down-load standalone application» ( ) to open the download box.

- Select the version of SinSim you want to download (and copy the ZIP file into a USB key)

- Copy the «Scenario Key» and paste it in a TXT file (put it into your USB key too)

Note that this key will be available for 5 days after its first use on a computer. After that time you will have to get a new key here.

- If the download is for the real training session, we recommand you to use the «Journey sinsim access key» provided in the Edit Journey box (on Journey Screen).

Step 1:

Once you have connected your USB key on participant’s computer, copy and paste the downloaded ZIP file on the participant’s Desktop.

Uncompress the ZIP file to obtain a new folder containing:

· 1 pdf userguide + 1 «installer» folder + 1 compressed file (Data.zip) Don’t uncompress it !

Step 2:

Open the text document you had previously created and copy the «Scenario key».

WINDOWS:

Open the «installer» folder and click on the «SinSim.exe» file to launch the install process.

MAC:

Drag and drop the «installer» folder into the computer’s «Applications» folder.

Open the «Applications» folder and click on the «SinSim» icon to launch the install process.

Paste the «Scenario key» when asked..

Step 3:

Click the «Load Data» button and navigate through the computer’s files to the «Data.zip» file.

Once the data package is uploaded into the SinSim, quit the install process.

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Step 4:

WINDOWS: Once again, open the «installer» folder and click on the «SinSim.exe» file to launch SinSim.

MAC: Once again, open the «Applications» folder and click on the «SinSim» icon to launch SinSim.

Collecting the Team Data (offline)

After each round, the team decisions will be stored in a file located in the «SinSim» folder created in the computer’s «Documents» folder. The files are named «OpeningBalances_» followed by the round number (R1 for example), the team number (T3 for example) and the date.

Copy and paste these files in your USB key and send them to the BTS team.

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Memos

You can provide the participant with some textual information using memos.

Place your mouse over the concerned course title and click on the «view memos for this course» icon ( ).

You can also access the Memos listing by clicking on the «Content» tab and then on «Memos» in the sub-menu but in that case you won’t be able to add a new one.

For each memo, at the end of the relevant line, the user has access to shortcuts:

View the follow-up for this memo

Preview the memo

For each memo, at the end of the relevant line, the user has access to tools:

Launch the builder to edit the content of the memo

Edit the memo appearance in Changr App & Web / Facilitatr

Edit memo information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new memo» or click on the «edit memo information» icon on a line to edit it. ( )

The memo information are:

- Company Name

- Course Title

- Event (to make this content available in)

- Memo Name

- Display Name

- Description

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- Memo versions (you can modify memo content using the builder)




- QR Code (can be used to access this memo directly with Changr)

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Gears

You can provide the participant with usefull metrics and information using gears.

Place your mouse over the concerned course title and click on the «view gears for this course» icon ( ).

You can also access the Gears listing by clicking on the «Content» tab and then on «Gears» in the sub-menu but in that case you won’t be able to add a new one.

You can filter this list with the dropdown menus at the top of the list. For each gear, at the end of the relevant line, the user has access to shortcuts:

Open a preview of this gear

For each gear, at the end of the relevant line, the user has access to tools:

Edit the gear appearance in Changr App & Web / Facilitatr

Edit gear information

You can filter this list with the dropdown menus at the top of the list. You can click on the «edit gear infor-mation» icon on a line to edit it. ( )

The gear information are:

- Company Name

- Course Title

- Event (to make the document available in)

- Gear Name

- Display Name

- Description

- Upload / Download the gear file

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The file must be a valid zipped HTML file.

- Gear versions (you can upload several versions of the gear)



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Managing Course’s UsersTeams

A Team represents a group of Participants. A Team can access dedicated resources through CHANGR Web, using a Team specific login and password.

Place your mouse over the concerned journey title and click on the «view teams for this journey» icon ( ).

You can also access the Teams listing by clicking on the «Courses» tab and then on «Teams» in the sub-menu but in that case you won’t be able to add a new one.

For each team, at the end of the relevant line, the user has access to shortcuts:

Filter the journeys list to view this team’s journey

Filter the participants list to view the participants enrolled to this team

Add or edit Resources dedicated to this Team in this journey (and not available for the entire course)

For each team, at the end of the relevant line, the user has access to tools:

Assign a coach to a Team

Edit team information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new team» or click on the «edit team information» icon on a line to edit it. ( )

The team information are:

- Team Name

- Specific Login and Password for the team

- Course and Journey information

- Team score and possibility to download / upload the team round or final results

View in Process

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Participants

Place your mouse over the concerned course title and than click on «view journeys for this course». Click on the «view participants for this journey» icon ( ) OR click on «view teams for this journey» and then on «view participants for this team». ( )

You can also access the Participants listing by clicking on the «Users» tab and then on «Participants» in the sub-menu but in that case you won’t be able to add a new one.

You can filter this list with the dropdown menus at the top of the list. You can click on the «edit participant information» icon on a line to edit him. ( )

The participant information are:

- List of Courses ans Journeys done by the participant

- The Team in which the participant is enrolled for this journey

- Participant email Address

- Participant Name

Manage Participants

Click on the relevant icon to «add a new participant» and to assign this participant to a Team. You can also remove a Participant from a journey or transfer him to another team when editing him. ( )

When preparing a session, the user may want to import an entire participant list rather than manually crea-ting all participants one by one. Participants for a session can be imported from a CSV file.

Create the teams needed for the session.

Click on «Import participants» and download the CSV Template file.

Populate the spreadsheet with the needed information and upload your list

View in Process

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Facilitators

Click on the «Users» tab and then on «Facilitators» in the sub-menu.

For each facilitator, at the end of the relevant line, the user has access to shortcuts:

Filter the courses list to view the courses done by this facilitator

Filter the journeys to only view the journeys done by this facilitator

Filter the participants list to view the participants trained by this facilitator

For each facilitator, at the end of the relevant line, the user has access to tools:

Edit facilitator information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new facilitator» or click on the «edit facilitator information» icon on a line to edit it. ( )

The facilitator information are:

- Specify if the facilitator is internal or external from BTS

- Facilitator Company Name

- Facilitator email Address

- Facilitator Name

- Active

You can also choose to renew the facilitator’s password.

View in Process

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Coaches

Click on the «Users» tab and then on «Coaches» in the sub-menu.

For each coach, at the end of the relevant line, the user has access to shortcuts:

Filter the participants list to view the participants handled by this coach

Filter the teams list to view the teams handled by this coach

Filter the courses list to only view the courses supervised by this coach

Filter the journeys list to only view the journeys supervised by this coach

For each coach, at the end of the relevant line, the user has access to tools:

Edit coach information

You can filter this list with the dropdown menus at the top of the list. You can click on the relevant icon to «add a new coach» or click on the «edit coach information» icon on a line to edit it. ( )

The coach information are:

- Coach Company Name

- Coach email Address

- Coach Name

- Active

You can also choose to renew the coach’s password.

View in Process

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