WORKBOOK LMS Overview: Learner Modulecoursecontent.ntc.edu/.../lms_learner_module.pdf · WORKBOOK LMS Overview: Learner Module Created on 7/17/2009 11:05:00 AM Page 8 of 51 System

WORKBOOK LMS Overview: Learner Module

Created on 7/17/2009 11:05:00 AM Page 1 of 51 System Version: 5.5.3.0







INDEX LMS OVERVIEW: LEARNER MODULE ....................................................................................................... 4 WHAT’S AN LMS? ........................................................................................................................................ 4 LOGGING IN ................................................................................................................................................. 4 LLooggggiinngg iinnttoo tthhee SSyysstteemm ................................................................................................................................ 4 RReeqquueessttiinngg aa NNeeww PPaasssswwoorrdd ........................................................................................................................ 4 MY HOME TAB ............................................................................................................................................. 5 ORGANIZER ICON ....................................................................................................................................... 6 LEARNING AND METRICS ICON ................................................................................................................ 7 MMyy RReeqquuiirreedd LLeeaarrnniinngg ................................................................................................................................... 9 BByy PPllaann –– UUnnddeerrssttaannddiinngg LLeeaarrnniinngg PPllaannss ................................................................................................... 16 MMyy EElleeccttiivvee LLeeaarrnniinngg ................................................................................................................................... 19 CCaattaalloogg ........................................................................................................................................................ 24 MMyy RReeqquueessttss ............................................................................................................................................... 29 MMyy WWaaiivveerr RReeqquueessttss ................................................................................................................................... 34 CCaalleennddaarr ...................................................................................................................................................... 37 MMyy TTrraannssccrriipptt .............................................................................................................................................. 39 MMyy GGrraaddeebbooookk ............................................................................................................................................. 40 RESOURCE CENTER ICON ...................................................................................................................... 41 OOnnlliinnee RReessoouurrcceess ........................................................................................................................................ 42 SETTINGS AND PREFERENCES ICON ................................................................................................... 44 MMyy PPrrooffiillee .................................................................................................................................................... 45 MMyy SShhoorrttccuuttss ............................................................................................................................................... 48 MMyy RReeggiioonnaall PPrreeffeerreenncceess ............................................................................................................................ 49 PPlluugg--iinnss ....................................................................................................................................................... 50 END-USER TUTORIAL ICON..................................................................................................................... 51



LMS OVERVIEW: LEARNER MODULE This module is designed to enhance your knowledge of the Learning Management System (LMS) by providing you a general overview of features. You are encouraged to ask questions and to share your thoughts during your progression through this module.

WHAT’S AN LMS? A Learning Management System (LMS) is an Internet-hosted human capital management and development platform that enables NTC to capture, manage, and share knowledge to accelerate critical business processes and drive organizational performance. The system centralizes and automates the entire learning process. LOGGING IN The sign-in form on the login page is your gateway to the learning center. From this screen, you can login using an existing username and password, request a new password if you have forgotten. LLooggggiinngg iinnttoo tthhee SSyysstteemm

1. Navigate to https://www.ntc.edu/geolearning/ Tip! Make sure to use https rather than http.

2. In the Username text box, enter your username. This is the username you use to log into your computer

3. In the Password text box, enter your password. This is the password you use to log in to your computer

4. Click the Enter button. RReeqquueessttiinngg aa NNeeww PPaasssswwoorrdd

1. On the login page, click the Forgot your password? Link. 2. In the Username text box, enter your username. 3. Click the Send button. This will trigger the system to randomly generate a

temporary password that will be sent to the email address listed in your User Profile. This temporary password will expire. That expiration time will be displayed on the Forgot Password Form.

4. Click the Back to Login Page link to return to the login page. There, you must login using the temporary password that was emailed to you. The system will prompt you to change the password upon login.



MY HOME TAB The My Home tab contains the following icons:

• Organizer • Learning and Metrics • Resource Center • Settings and Preferences • End-user Tutorial

Best Practice! It is highly recommended that you view the End-user Tutorial before moving forward in this module.



ORGANIZER ICON Your organizer allows you to keep tabs on personal messages and system notices, training and system events, and personal notes. If you click on the icon Organizer the Organizer Home page will appear.



LEARNING AND METRICS ICON Here you can take and register for online courses and instructor-led courses, as well as view your progress against your personal learning plan. You can also view your learner transcripts and certificates for completed courses. To launch a course from Learning & Metrics Home, simply click the launch icon next to any eligible course. If you click on the Learning and Metrics icon the Learning and Metrics Home page will appear.

Available Icons within Learning & Metrics Home:

• My Required Learning: Courses that someone has assigned to you. • My Elective Learning: Courses that you have chosen for yourself. • Catalog: A listing of the available courses within the system. This list may be

filtered according to Catalog Access Codes and your permissions within the system.

• My Requests: Learning requests that you have submitted and their status within the approval cycle.

• My Waiver Requests: Waiver requests that you have submitted and their status within the approval cycle.

• Calendar: Your training on a calendar in day, week, month or year view. • My Transcript: your transcript of learning activities.



Status for Learning Events The following status states are used regardless of whether or not approval is required.

• Registered: The event has been requested. This could mean that you have requested a course and are waiting for administrator approval or that you have registered for a course but have not yet enrolled in the specific class you will attend.

• Enrolled: You have a seat in the ILT class or have been given permission (if required) to take the training. If you need to drop the class, you may do so and then register for another class in the future. (If you choose to drop a required class, you must choose a drop reason.) If you drop a course or class from the “registered” state, you do not have to choose a drop reason since you were not enrolled in the first place.

• Waitlisted: You are on a list of users waiting for a space to open for that particular class. If a waitlist is automatically managed, it works in a “first come, first served” manner, where the user at the top of the list (the user who has been on the list the longest) automatically gets a spot when one becomes available.

• Dropped: You have been dropped from course registration either by your own action or by someone else such as an administrator or manager.

Progress for Learning Events The following progress states are used to indicate your progress through a course.

• Not Attempted: The learning event has not been started yet. • In Progress: The learning event has been started. This state is not used for

User-Defined Tasks. • Complete: The learning event has been completed. OLT completion status is

automatically updated while UDT and ILT will require someone to manually enter completion status through the Gradebook.

Approval States Whether or not the Approval Manager module is being used, some courses require approval. If approval is not required, the approval status does not appear. The states of approval are:

• Awaiting Approval: You have requested approval to take a course or someone has requested approval on your behalf.

• Approved: The request has been granted. • Denied: The request has been denied and a reason provided.



MMyy RReeqquuiirreedd LLeeaarrnniinngg The My Required Learning page shows you all of the learning events for which someone else has registered you. This includes learning plans, individual courses and user-defined tasks. Navigating to My Required Learning

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Required Learning icon.

Managing Your Required Learning To Access a Course from the All Required View

1. Navigate to My Required Learning. 2. Click the All Required tab. 3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the desired button below the list.

To Access a Course from the By Course Only View

1. Navigate to My Required Learning. 2. Click the By Course Only tab. 3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the Open button. This will take you to a page where you can view all the

components of the selected course in one composite view. To Access a Course from the LP History View

1. Navigate to My Required Learning. 2. Click the LP History tab. 3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the Open button. This will take you to a page where you can view all the

components of the selected course in one composite view. To Access a Completed Course You may, at any time, access a course that you have completed. If you choose to access a completed course, its status will remain "Completed" unless it is part of a certification learning plan.

1. Navigate to My Required Learning. 2. Click the History tab.



3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the Open button. This will take you to a page where you can view all the

components of the selected course in one composite view. Dropping a Required Course You may only drop required courses when they are part of a learning plan that allows you to choose from a pool of available courses. Single courses that are assigned to you through the Mass Assignment module may not be dropped. The system will alert you if you attempt to drop a course that is not eligible for that action.

1. Access the course in My Required Learning. 2. In the Select column, click the radio button for the course you want to drop. 3. Click the Drop Course button. 4. From the Drop Reason drop-down, select an appropriate reason for dropping

the course. 5. In the Add Comments text box, enter any applicable comments. 6. Click the Save button.

Launching a Required Course You must be enrolled in a course before the system will allow you to launch it.

1. Access the course activities page in My Required Learning. 2. Click the Launch button. This will open the course in a separate window.

Tip! You may also launch certain courses from your Learning and Metrics Home page. Just click the Launch icon. Best Practice! To ensure that your course completion status updates after you finish a course, click the My Required Learning icon to return to the main list of required courses. This will prompt the system to update your status in your transcript and Reports. Submitting a Waiver Request At times, you may wish to submit a request to have a course's completion requirement waived. Once submitted, the request will be visible on your My Waiver Requests page where you can monitor its progress.

1. Access the required course for which you want to submit a waiver request. 2. Click the Submit Waiver Request button. 3. In the Request Title text box, type a title for your request. This will help the

responder distinguish this request from others. 4. In the Provide Reason text box, type the reason for your request. This will help

the responder understand why you are requesting a waiver for this course. 5. Click the Submit button.



Viewing the Activities for a Registered OLT Course The OLT Activities tab allows you to view information about the activities related to the selected online course including the activity names, any associated scores, your progress for each activity, the last time you accessed that activity and the time you've spent on it. Also displayed are your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button. Viewing a Course Description The Description page shows you basic information about the selected course, including the name, status, description, etc. Important! When someone registers you for an ILT course, they are telling the system that you are required to take that course. You must enroll in the ILT class before you attempt to launch it. You will be automatically enrolled in any OLT or UDT courses. To Enroll in a Course For OLT and UDT courses, the registration and enrollment steps are combined. For ILT courses, you must register before you can enroll in a specific class.

1. Navigate to the Catalog. 2. Locate the course for which you want to enroll. 3. Click the Details button to view the details of the course. 4. Click the Enroll button.

To Register for an ILT Course You must register for ILT courses before you can select dates and enroll in a specific class.

1. Navigate to the Catalog. 2. Locate the ILT course for which you want to register. 3. Click the Details button to view the details of the ILT course. 4. Click the Register button.

To Submit a Request for a Course Your ability to self-register for a course depends on the settings chosen by the administrator. You may need to request registration for certain courses.

1. Navigate to the Course Catalog.



2. Locate the course for which you want to submit a request. 3. Click the Details button to view the details of the course. 4. Click the Submit Request button.

Viewing the Activities for a Registered UDT Course The UDT Activities tab allows you to view information about the activities related to the selected userdefined task including the activity names, any associated scores, your progress for each activity, the last time you accessed that activity and the time you've spent on it. Also displayed are your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button. Viewing the Activities for a Registered ILT Course The ILT Activities tab allows you to view your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. For each activity associated with this course the following information may be displayed depending on the nature of the activity:

• Activity names • Any associated scores • Your progress for each activity • The last time you accessed that activity • The time you've spent on the activity

Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button. Viewing Scheduled Classes The Scheduled Classes tab allows you to view all of the instances when an instructor-led course will be offered. From this page, you can view the details of a particular class or view a schedule of all of the individual ILT class sessions you want to or will attend. To View Class Details

1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, click the radio button for the class whose details you want

to view. 4. Click the View Details button. This allows you to see details about the class as

well as when the classes are being offered so that you may enroll.



To View the Class Schedule

1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, click the radio button for the class whose schedule you

want to view. 4. Click the View My Class Schedule button. This allows you to see how this class

fits into your current class schedule. To Enroll in an ILT Class If you are registered for the course but not enrolled in the class, you can enroll from the Scheduled Classes tab within the course details.

1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, check the box for the desired class. 4. Click the Enroll in this Class button. This will open a page displaying details for

the selected class where you can view how it fits into your current class schedule and/or choose to complete the enrollment process.

Viewing Your Schedule of Classes The Scheduled Classes page shows you the individual class sessions for all of the ILT courses for which you are registered. From this page, you may drop a class, or drop yourself from a class waitlist. You may also adjust your view of the schedule by day, week, month or year using the tabs above the calendar. The time zone can also be adjusted using the Time Zone drop-down. To Drop a Class

1. Access the course in My Required Learning. 2. In the Select column, click the radio button for the class session you want to

drop. 3. Click the Drop Class button.

Note! Not all classes may be eligible to be dropped. To Drop from a Waitlist

1. Access the course in My Required Learning. 2. In the Select column, click the radio button for the class session from which you

want to drop from the waitlist. 3. Click the Drop from Waitlist button.



Viewing Alternate Class Details for an Enrolled Course When accessed through the My Calendar view, the Class Details page allows you to preview the details of other classes offered for your enrolled course. This gives you the opportunity to see how the selected class fits into your schedule. From here, you can see the session name, location, classroom and instructor as well as the dates and times it will be offered. Click the View My Class Schedule button to compare this class against the rest of your training schedule. Best Practice! If you want to switch to another class, it is best to contact the instructor or LMS Administrator and have them manually switch you from one class roster to the other. Taking a Survey If a survey has been assigned to a course, the Take Survey button will appear for that course.

1. Locate the course 2. In the Select column, click the radio button for the class whose survey you want

to take. 3. Click the Take Survey button. 4. Read the survey introduction and then click the Begin button. Depending on the

options chosen by the survey author, you may choose to preview the questions or submit the survey anonymously.

5. For each question, choose your answer then click the Submit button. This will submit your answer for that question. Depending on the options chosen by the survey author, you may be able to review your answers and/or take the survey again.

6. When you are finished reviewing your results, click the Exit button. Taking a Test If a test has been assigned to a course, the Take Test button will appear for that course.

1. Locate the course. 2. In the Select column, click the radio button for the class whose test you want to

take. 3. Click the Take Test button. 4. Read the test introduction and then click the Begin button. 5. For each question, choose your answer then click the Submit button. This will

submit your answer for that question. Depending on the options chosen by the test author, you may be able to review your answers and/or take the test again.

6. When you are finished reviewing your results, click the Exit button.



Writing a Review for a Completed Course Once you have completed a course, you may be presented with the option to write a review that will appear in the course catalog.

1. Navigate to My Required Learning. 2. Click the Completed tab. 3. In the Select column, click the radio button for the course for which you would

like to write a review. 4. Click the Write a Review button. 5. In the Review Title text box, enter a title for this review. Remember that other

users may read your review, so your title should help them understand what your review will be about.

6. In the Comments text box, enter your comments about the course or activity. Remember that other users may read your review in the course catalog, so keep your comments professional and appropriate.

7. From the Choose Star Rating drop-down, choose the number of stars you would award to this course, 4 being the best and 0 being the worst.

8. Click the Submit Review button.



BByy PPllaann –– UUnnddeerrssttaannddiinngg LLeeaarrnniinngg PPllaannss A learning plan is a grouping of learning activities into a curriculum that can be assigned to one or more learners. For example, NTC might require that all new employees complete a curriculum of learning events including history of the college, vacation policies, harassment free workplace, etc. Types of Learning Plans

• A Traditional Learning Plan is best used for curriculum that will not change from one user to the next and is not required for maintaining certification or compliancy in areas like safety, OSHA compliance, or government regulations.

• A Certification Learning Plan is best used for curriculum that supports a learner’s compliance in OSHA regulations for safety and other government regulations where a worker cannot be allowed to begin until they can prove they have obtained the necessary certifications.

What Learning Plans Can Contain A learning plan can contain activities that a learner must complete to qualify for a certification or CEUs (Continuing Education Units). Other characteristics and rules about learning plans:

• They do not appear in the course catalog because they cannot be self-assigned. • Depending on the Learning Plan design, Learners may choose which of the

courses in a plan they will take and which will be electives. • Learning plans are reusable. • Learning plans can be tied to a certification. • Learning plans can be tied to a competency. • Like any other learning activity in the system, users can run reports on plans,

their contents, learners assigned to plans, and learners’ progress.



Learning Plan Status and Assignment Protocol Below are some guidelines to help explain when Learners are registered for a course and when they are enrolled. It also explains the status for a learner's certification plan based on the due dates and recurrence. Important! Once submitted, the learning plan assignment will run in a background process allowing you to move on to other tasks within the LMS. Assignment Protocol Assignment Type Status After Assigned Learner Action Required

Prior to Taking Course* Learning Plan: All courses in plan are required

OLT: Enrolled UDT: Enrolled ILT Course: Registered

OLT: None UDT: None ILT Class: Select class and Enroll

Learning Plan: Some courses are required; some are elective

OLT: Registered UDT: Registered ILT Course: Registered

OLT: Enroll UDT: Enroll ILT Class: Select class and Enroll

Learning Plan: A certain number of courses or CEUs must be taken; none are required


OLT: Enroll UDT: Enroll ILT Class: Select class and Enroll

Mass Assignment


OLT: None UDT: None ILT Class: Select class and Enroll

Roster Management from within Class Manager

OLT: N/A UDT: N/A ILT Class: Enrolled

OLT: N/A UDT: N/A ILT Course: None

* All enrolling can take place from either the Catalog or from the My Required Learning pages.



Learning Plan Completion Status Status Type Description Pending

Appears when a certification plan has been assigned for the very first time but the learner has not yet completed it. This status combines Not Attempted and In Progress from traditional plans. The status can change to: • Certified: when the learner qualifies for the requirements. • Past Due: when the due date has passed. • Expired: when the learning plan is recurring and the trigger date

has passed. Past Due

Appears when the learner has not completed the requirements of a certification plan by the Due Date. This occurs for only the very first iteration of the assignment. The status can change to:

• Certified • Expired

Certified

Appears when a learner has completed all of the requirements in the plan before the due date or recurrence date has passed. The status cannot change once it achieves Certified status. This indicates that the learner's certification is current.

Expired

Appears when a learner has not completed the requirements of the plan by the recurrence date. The status can change to Certified if the learner completes the requirements.



MMyy EElleeccttiivvee LLeeaarrnniinngg The My Elective Learning page shows you all of the learning events that you have chosen for yourself. This includes individual courses and user-defined tasks (UDT) that you have chosen from the catalog. Navigating to My Elective Learning

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Elective Learning icon.

Managing Your Elective Learning The My Elective Learning section allows you to see and manage the learning events for which you are registered but not required to complete. Tip! The Test and Survey columns indicate whether a test and/or survey is available for a particular course. Use the Open button beneath the list to access those items. If completion of a test or survey is required, then the course will appear on the History tab after all of the completion requirements have been met. To Access a Course from any view in My Elective Learning

1. Navigate to My Elective Learning. 2. Click the tab for the view you want. 3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the Open button. This will take you to a page where you can view all the

components of the selected course in one composite view. Launching an Elective Course You must be enrolled in a course before the system will allow you to launch it.

1. Access the course activities page in My Elective Learning. 2. Click the Launch button. This will open the course in a separate window.

Best Practice! To ensure that your course completion status updates after you finish a course, click the My Elective Learning icon to return to the main list of electives. This will prompt the system to update your status in your transcript and Reports. Viewing All Electives The All Electives page allows you to see all of your elective learning at a glance. Remember that electives are courses that you have chosen for yourself. These electives carry no formal completion requirement in the system.



To Access a Course from the All Electives View

1. Navigate to My Elective Learning. 2. Click the All Electives tab. 3. If necessary, use the search criteria to locate the desired course. 4. In the Select column, click the radio button for the course you want to access. 5. Click the desired button below the list.

Viewing Elective Learning History The History tab allows you to see all of the courses that you have completed. When you complete a course, it will be moved to the History tab to keep your view of remaining courses neat and tidy. For each course listed on the History tab, you can see its type, approval status, registration status, progress and grade. To Open the Details of a Course

1. Locate the course title in the list of courses. 2. In the Select column, click the radio button for that course. 3. Click the Open button. This will take you to a page where you can view all the

components of the selected course in one composite view. To Write a Review for a Completed Course

1. Locate the course title in the list of courses. 2. In the Select column, click the radio button for that course. 3. Click the Write a Review button.

Viewing the Activities for a Registered ILT Course The ILT Activities tab allows you to view your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. For each activity associated with this course the following information may be displayed depending on the nature of the activity:


Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button.



Viewing a Course Description The Description page shows you basic information about the selected course, including the name, status, description, etc. Important! When someone registers you for an ILT course, they are telling the system that you are required to take that course. You must enroll in the ILT class before you attempt to launch it. You will be automatically enrolled in any OLT or UDT courses. To Enroll in a Course

1. Access the course for which you want to enroll. 2. Click the Description tab. 3. Click the Enroll button located in the upper right corner of the main workspace. If

you are already enrolled in this course, there is no need to enroll again. Viewing Scheduled Classes The Scheduled Classes tab allows you to view all of the instances when an instructor-led course will be offered. From this page, you can view the details of a particular class or view a schedule of all of the individual ILT class sessions you want to or will attend. To View Class Details

1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, click the radio button for the class whose details you want

to view. 4. Click the View Details button. This allows you to see details about the class as

well as when the classes are being offered so that you may enroll.



To View the Class Schedule 1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, click the radio button for the class whose schedule you

want to view. 4. Click the View My Class Schedule button. This allows you to see how this class

fits into your current class schedule. To Enroll in an ILT Class If you are registered for the course but not enrolled in the class, you can enroll from the Scheduled Classes tab within the course details.

1. Access the course for which you want to enroll. 2. Click the Scheduled Classes tab. 3. In the Select column, check the box for the desired class. 4. Click the Enroll in this Class button. This will open a page displaying details for

the selected class where you can view how it fits into your current class schedule and/or choose to complete the enrollment process.

Viewing the Activities for a Registered OLT Course The OLT Activities tab allows you to view information about the activities related to the selected online course including the activity names, any associated scores, your progress for each activity, the last time you accessed that activity and the time you've spent on it. Also displayed are your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button. Viewing the Activities for a Registered UDT Course The UDT Activities tab allows you to view information about the activities related to the selected userdefined task including the activity names, any associated scores, your progress for each activity, the last time you accessed that activity and the time you've spent on it. Also displayed are your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. Example! To request a waiver for an activity associated with this course, select the activity in the table and click the Submit Waiver Request button.



Submitting a Waiver Request At times, you may wish to submit a request to have a course's completion requirement waived. Once submitted, the request will be visible on your My Waiver Requests page where you can monitor its progress.

1. Access the required course for which you want to submit a waiver request. 2. Click the Submit Waiver Request button. 3. In the Request Title text box, type a title for your request. This will help the

responder distinguish this request from others. 4. In the Provide Reason text box, type the reason for your request. This will help

the responder understand why you are requesting a waiver for this course. 5. Click the Submit button.



CCaattaalloogg The Course Catalog contains all of the course listings within the system. It allows users to search and register for courses and can be viewed by featured courses, by category, alphabetically, or by those with open seats. Within the catalog, learners may do the following depending on their permissions:

• Navigate through and search the catalog. • View available courses. • Manage their individual view of the catalog through filters. • Register for, enroll in, and/or submit requests for available courses depending on

the system settings. • Choose a specific ILT class once they have registered for a course.

The course catalog is divided into these tabs:

• Featured Courses: allow you to view the courses that the administrator has marked as "featured" within the system. These might be featured based on how new or popular they are as well as based on whatever criteria the administrator determines.

• By Category: allows you to view the courses in their hierarchical category structure. Use the plus (+) and minus (-) buttons to expand or contract the categories.

• Alphabetically: allows you to see an alphabetical list of all the available courses within the catalog. The courses visible on this list will be determined by your permissions within the system.

• Open Seats: allows you to see a list of classes with open seats. Navigating to Course Catalog Navigating to the Course Catalog is unique compared to other modules in the system because there are two distinct ways to get there depending on your role and purpose. This division occurs because some users will access the catalog to register for courses and others will access it to manage the contents of the catalog. Navigating to the Catalog as a Learner

1. From My Home, click the Learning and Metrics icon. 2. Click the Catalog icon.

Registration Status Options and Procedures A learner's status for a learning event can change depending upon the individual circumstances of their registration.



Registration Status Options

1. Registered: The event has been requested. The inference is that additional action is required to get to “enrolled” status, including: an approver has not taken action on the request; the user still needs to choose an ILT class; or the user has chosen a class but instructor involvement is required to complete the enrollment.

2. Enrolled: The learner has a seat in the ILT or has been given permission (if required) to take the class. If learners need to drop the class, he does so (must choose drop reason if class is required, but only if he is enrolled) and can register for another class in the future. If user drops a course or class from the “registered” state, he does not have to choose a drop reason since he was not enrolled to begin with.

3. Waitlisted: The learner has a spot on a list of users waiting for a space to open for that particular class. If the waitlist is automatically managed, it works in a “first come, first served” manner, where the user at the top of the list (the user who has been on the list the longest) automatically gets a spot when one becomes available.

Viewing Course Information To View the Details of a Course

1. Navigate to the Catalog. 2. Locate the course you want to view.

a. To locate a course by category: i. To view the entire list of Categories, click the Expand/Collapse All

link. To view a select Category, use the + and - buttons to expand and contract the desired Category.

ii. Click a category name to select it. iii. Click the Show button.

b. To locate a course alphabetically: i. From the Select Letter Range drop-down, select the letter range

that contains the first letter of the course you want. ii. Click the Show button.

3. Click the Details button. Once you locate a course and click to view its details, three more will become visible depending on the type of course: Details, Reviews and Scheduled Classes.

To View a Course Review The Reviews tab allows you to view any reviews that have been written for this course. If the Reviews tab is not visible, no reviews have been written.

1. Navigate to the Catalog. 2. Locate the course that you want to view. 3. Click the Reviews tab. 4. The reviews that have been submitted for the selected course are displayed in

the center pane.



Viewing ILT Class Details This page allows you to view the details of the selected instructor-led course. To View Your Class Schedule from within the Class Details

1. Access the details of the ILT Class you want to view. 2. Click the View Class Details button. 3. Click the View My Class Schedule button.

a. The Session(s) table will display a summary of all the individual class sessions that you will attend or teach as part of the overall class.

b. The Calendar view allows you to see all of the classes for which you are scheduled. This allows you to see an at-a-glance view of your training calendar. Use the Day, Week, Month and Year views to narrow or expand the level of detail shown.

To Enroll in a Class from within the Class Details

1. Access the details of the ILT Class you want to view. 2. Click the View Class Details button. 3. Click the Enroll in this Class button.

To View the Roster for a Class from within the Class Details

1. Access the details of the ILT Class you want to view. 2. Click the View Class Details button. 3. Click the View Roster button. This feature will be available if the Administrator

has made the roster visible for this class. Viewing the Activities for an ILT Course Through the catalog, you can view information about the activities associated with ILT courses. This page includes your progress in the course, whether you are required to take it, and the course duration. Viewing the Scheduled Classes for an Instructor-Led Course You may view classes that have been scheduled for the course. From here, you can choose a class to view details about it and then you can view your own class schedule to see if you want to attend. To View the Details of an ILT Class

1. Navigate to the Catalog. 2. Locate the course you want to view. 3. Click the Details button for that course. 4. In the Select column, click the radio button for the class you want to view. 5. Click the View Details button.



To View the Class Session Schedule for an ILT Class

1. Navigate to the Catalog. 2. Locate the class whose schedule you want to view. 3. Click the Scheduled Classes button. 4. In the Select column, click the radio button for the class whose schedule you

want to view. 5. Click the View My Class Schedule button.

Viewing the Scheduled Classes with Open Seats for an ILT For the selected course, you can view a list of classes with open seats. From here, you can see how many people are registered for a class, choose to view the details for a particular class and then view your own class schedule to see if you want to attend. To View the Details of an ILT Class

1. Navigate to the Catalog. 2. Locate the course you want to view. 3. Click the Details button for that course. 4. Click the Scheduled Classes with Open Seats tab. 5. In the Select column, click the radio button for the class you want to view. 6. Click the View Class Details button.

To View the Class Session Schedule for an ILT Class

1. Navigate to the Catalog. 2. Locate the class whose schedule you want to view. 3. Click the Details button for that course. 4. Click the Scheduled Classes with Open Seats tab. 5. In the Select column, click the radio button for the class whose schedule you

want to view. 6. Click the View My Class Schedule button.

Viewing the Activities for an OLT Course Through the catalog, you can view information about the activities associated with OLT courses. This page includes your progress in the course, whether you are required to take it, and the course duration. You can also launch an OLT course from this page and, if available, submit a waiver request. Viewing the Summary of a Course or User-Defined Task The Summary tab provides information about the selected course or User-Defined Task. Learners may register for and enroll in courses.



To Enroll in a Course For OLT and UDT courses, the registration and enrollment steps are combined. For ILT courses, you must register before you can enroll in a specific class.

1. Navigate to the Catalog. 2. Locate the course for which you want to enroll. 3. Click the Details button to view the details of the course. 4. Click the Enroll button.

To Register for an ILT Course You must register for ILT courses before you can select dates and enroll in a specific class.

1. Navigate to the Catalog. 2. Locate the ILT course for which you want to register. 3. Click the Details button to view the details of the ILT course. 4. Click the Register button.

To Submit a Request for a Course Your ability to self-register for a course depends on the settings chosen by the administrator. You may need to request registration for certain courses.

1. Navigate to the Course Catalog. 2. Locate the course for which you want to submit a request. 3. Click the Details button to view the details of the course. 4. Click the Submit Request button.



MMyy RReeqquueessttss The My Requests module gives you the ability to review your own training requests that have already been submitted or are incomplete. Tabs within this module are:

• All Requests: every state except for ‘Canceled’ shown in this list view. • Open: request still in the approval process. • Approved: all approvers in process have approved request. • Denied: at least one approver has denied the request. • Cancellation Requests: the learner has requested to Cancel a request already

submitted. • Canceled: the learner’s request has been honored and canceled by one of the

Approvers. • Needs Agreement: the learner has yet to agree to the ‘Service Agreement

Terms’ as required. • Incomplete: the learner has to complete a form before submitting the request.

Process: Learner Receives Approval Email

1. Learner receives approval notification and registration email. 2. Learner selects training request list item from Approved tab view. 3. Training Request record is opened. 4. Learner reviews request and notes to written by Approver(s).

Process: Learner Receives Denial Notification

1. Learner receives denial notification. 2. Learner selects training request list item from Denied tab view. 3. Training Request record is opened. 4. Learner reviews request and Approver notes that communicate missing

information or a reason the request was denied. 5. Learner provides missing information on appropriate record tab. 6. Learner updates each tab after editing form. 7. Learner selects “Resubmit” button. 8. System sends notification to Approver that denied original training request. 9. System places request record in Open tab view.

Process: Request is Incomplete

1. Learner needs to finish incomplete training request. 2. Learner selects training request list item from the “Incomplete” tab. 3. Training Request record is opened. 4. Learner reviews request tab by tab. 5. Learner updates request with missing information. 6. Learner updates each tab after editing form. 7. Learner selects “Submit” button. 8. System sends notification to first level Approver. 9. System places request record in Open tab view.



Process: Learner Has Not Received Any Notification

1. Learner has not received notification of any action taken. 2. Learner selects training request list item from the “Open” tab. 3. Training Request record is opened. 4. Learner reviews History tab and sees how long request has been sitting in

Approver’s cue. 5. Learner selects Approver’s email address link. 6. Learner drafts email and sends it. 7. System sends email to Approver.

Navigating to My Requests

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Requests icon.

Submitting a Learning Request This wizard walks you through the steps to submit a request for external training.

1. Navigate to My Requests. 2. Click the Submit Learning Request button. 3. Select the type of request by choosing one of the following options:

a. The total cost of training (including travel related costs) is within a range. b. The total amount of duty and non-duty hours exceeds a specific amount.

4. Click the Begin button. 5. From the Request Forms section, select the form that you want to use.Click the

Next button to proceed. 6. In Section A: Trainee Information, enter any necessary or required information.

Click the Next button to proceed. 7. In Section B: Course Data, enter any necessary or required information. Click

the Next button to proceed. 8. In Section C: Costs and Billing, enter any necessary or required information.

Click the Next button to proceed. 9. In the Terms of Service section, if a service agreement is required, read it and

choose your desired option. Click the Next button to proceed. 10. The Confirm Your Decisions screen allows you to double-check your work

before you proceed. Click the Previous button to make changes before saving; otherwise click the Save button to continue. Once you save your changes, you will be prompted to choose your next action.

Viewing All of My Requests The All Requests page shows you all of the requests that you have submitted, regardless of their status.

1. Navigate to My Requests.



2. Click the All Requests tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.

To Add Review Comments to Your Learning Request

1. View the learning request you want to manage. 2. Click the Trainee Info tab. 3. In the Add Review Comments text box, type the comments you want to add to

this Training Request. 4. Click the Update button.

To View the Course Data for Your Learning Request

1. View the learning request you want to manage. 2. Click the Course Data tab. 3. In the Add Review Comments text box, enter any comments that should

accompany this request. 4. If you want make these comments viewable to the learner, check the box marked

Make these comments viewable to Student only. 5. Click the Update button.

To View the Costs and Billing for Your Learning Request

1. Access the learning request you want to manage. 2. Click the Costs and Billing tab. 3. In the Add Review Comments text box, enter any comments that should

accompany this request. 4. If you want make these comments viewable to the learner, check the box marked

Make these comments viewable to Student only. 5. Click the Update button.

To View the Approvals for a Learning Request

1. Access the learning request you want to manage. 2. Click the Approval tab.

To View the History for a Learning Request

1. Access the learning request you want to manage. 2. Click the History tab.

Viewing My Open Requests The Open Requests tab allows you to see all of the training requests you have submitted which still have an "open" status.



1. Navigate to My Requests. 2. Click the Open tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.

Viewing My Approved Requests The Approved page shows you all of your requests that have been approved.

1. Navigate to My Requests. 2. Click the Approved tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.

Viewing My Cancellation Requests The Cancellation Requests page shows you all of the requests that you requested to cancel but that have not been canceled yet. If you change your mind, you can reinstate the request by submitting it again through the catalog.

1. Navigate to My Requests. 2. Click the Cancellation Requests tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.

Viewing My Canceled Requests The Canceled Requests page shows you all of your requests that have been canceled.

1. Navigate to My Requests. 2. Click the Canceled tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.

Viewing My Denied Requests The Denied page shows you all of your requests that have been denied.

1. Navigate to My Requests. 2. Click the Denied tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.



Viewing My Requests Needing Agreement The Needs Agreement page shows you all of the requests that you have submitted that need approval.

1. Navigate to My Requests. 2. Click the Need Agreements tab. 3. In the data table, locate the Learning Request that you want to view. 4. In the Select column, click the radio button for that Learning Request. 5. Click the Edit button.



MMyy WWaaiivveerr RReeqquueessttss The My Waiver Requests module gives you the ability to review your own waiver requests that have already been submitted or are incomplete. Tabs within this module are:

• All Requests: every state except for ‘Canceled’ shown in this list view. • Open: request still in the approval process. • Approved: request has been approved and requirement has been waived. • Denied: at least one approver has denied the request. • Canceled: the learner’s request has been honored and canceled by one of the

Approvers. Navigating to My Waiver Requests

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Waiver Requests icon.

Viewing All of My Waiver Requests The All Requests page shows you all of the waiver requests that you have submitted, regardless of their status.

1. Navigate to My Waiver Requests. 2. In the data table, locate the Waiver Request that you want to view. 3. In the Select column, click the radio button for that Waiver Request. 4. Click the Edit button.

Viewing My Approved Waiver Requests The Approved page shows you all of your waiver requests that have been approved.

1. Navigate to My Waiver Requests. 2. Click the Approved tab. 3. In the data table, locate the Waiver Request that you want to view. 4. In the Select column, click the radio button for that Waiver Request. 5. Click the Edit button.

Viewing My Canceled Waiver Requests The Canceled Requests page shows you all of your waiver requests that have been canceled.

1. Navigate to My Waiver Requests. 2. Click the Canceled tab. 3. In the data table, locate the Waiver Request that you want to view. 4. In the Select column, click the radio button for that Waiver Request. 5. Click the Edit button.



Viewing My Denied Waiver Requests The Denied page shows you all of your waiver requests that have been denied.

1. Navigate to My Waiver Requests. 2. Click the Denied tab. 3. In the data table, locate the Waiver Request that you want to view. 4. In the Select column, click the radio button for that Waiver Request. 5. Click the Edit button.

Viewing My Open Waiver Requests The Open Requests tab allows you to see all of the waiver requests you have submitted which still have an "open" status.

1. Navigate to My Waiver Requests. 2. Click the Open tab. 3. In the data table, locate the Waiver Request that you want to view. 4. In the Select column, click the radio button for that Waiver Request. 5. Click the Edit button.

Managing Your Notes The Notes feature allows you to create and store notes to yourself within the system. Think of it as a virtual notebook that only you can access. You can create notes, search for and edit existing notes as well as archive notes that are no longer needed. To Access a Note

1. Navigate to Notes. 2. Use the search criteria to locate the note. 3. In the Select column, click the radio button for the note you want to access. 4. Click the Edit button.

Navigating to Notes

1. Click the Notes link in the Quick Links bar.

Adding a Note Adding a note is a simple process. Just complete the form and save it. Tech Note! All text entry fields are limited to 100 characters and allow the following characters ~`!@#$%^&*()-_=+[{]}\|; :'",.?/ unless otherwise noted with the field description. The following characters are not allowed < <> unless otherwise noted.

1. Navigate to Notes. 2. Click the Add Note button. 3. In the Note Name text box, enter a name for this note.



4. In the Description text box, enter a description for this note. The description is the body of the note. This is where you should enter the text that you want to keep as a reference. (Character Limit = Unlimited)

5. Click the Save button. Editing a Note Here, you can edit notes that you have created.

1. Navigate to Notes. 2. Use the search criteria to locate the note. 3. In the Note Name text box, edit the name for this note. 4. In the Description text box, edit the description for this note. The description is

the body of the note. This is where you should enter the text that you want to keep as a reference.

5. Click the Update button.



CCaalleennddaarr The calendar is filtered depending on your role when you view it. When you view the calendar as a Learner, you see your training schedule containing only those classes that you are scheduled to attend. When you view the calendar from another role, you see all of the ILT classes in the system. Within the calendar, you can:

• Filter the view by day, week, month or year. • Specify the time zone in which you would like to see the events displayed. • Export an event to iCal for use in another compatible application. • Print a view showing the day, week, month or year.

Navigating to My Calendar

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the Calendar icon.

Accessing the Calendar Views There are two ways to view information about notifications within the system, by Event, and by Message. Instructions for each are listed below. Before managing the notifications in the system, it is important to understand the distinction between Events and Messages. The Events tab shows you when a notification will be sent (e.g. the event that triggers it) and who will receive it. In contrast, the Messages tab shows you the actual text of the notification that will be sent. To Access a Calendar Event

1. Navigate to Calendar. 2. Select the desired calendar view. 3. Within that view, click the name of the event that you want to access. This will

open the course summary from the catalog.

To Filter the Calendar by Location

1. Navigate to Calendar. 2. From the Events at drop-down, select the desired location. 3. Click the Show button.

To Filter the Calendar by Course

1. Navigate to Calendar. 2. From the Course drop-down, select the desired location.



Viewing the Course Activities from the Calendar The ILT Activities tab allows you to view your progress in the course, whether the course is required or not and its duration. Any actions that can be taken for the course will be available through buttons on this page. For each activity associated with this course the following information may be displayed depending on the nature of the activity:


Viewing a Course Description from the Calendar The Description page shows you basic information about the selected course, including the name, status, description, and other details that may be important to you. Viewing Course Reviews from the Calendar The Reviews tab displays reviews for the selected course submitted by other system users. This tab is only available for courses with this feature enabled. Viewing Class Details from the Calendar The Class Details tab provides the date, time, location and instructor for each individual class session.



MMyy TTrraannssccrriipptt The My Transcript module gives you the ability to create a custom view of your transcript by changing the filters used to display your learning history. Navigating to My Transcript

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Transcript icon.

Filtering Your Transcript The wizard provides you with an intuitive method to create custom filters for your transcript of learning activities.

1. Navigate to My Transcript. 2. In the Completion Status section, choose from the drop-down the option that

best fits how you want to filter for completion status then specify the criteria in the text box. Filtering options here include the following options:

a. Contains: results returned will contain the value entered. For example, if you choose "Contains" and then enter "complete" in the text box the results will include all courses with a completion status of "Complete" as well as those that are "Incomplete".

b. Ends With: results returned will end with the value entered. c. Equals: results returned will equal exactly the value entered. For example,

if you choose "Equals" and then enter "Complete" the results will only include courses that are complete.

d. Starts With: results will begin with the value entered. e. Wildcard: use a wildcard to return a value. Only a percentage sign (%) is

allowed as a wildcard. 3. In the Completion Date section, choose the desired option from the drop-down

and specify in the text box the value by which you want to filter. 4. In the Course Type section, in the Available Value(s) list box, choose the

desired value(s) and click the Add button. This will move the selected values to the Selected Value(s) list box.

5. Click the Next button to proceed. 6. The Confirm Your Decisions screen allows you to double-check your work

before you proceed. Click the Previous button to make changes before saving; otherwise click the Save button to continue. Once you save your changes, you will be prompted to choose your next action.



MMyy GGrraaddeebbooookk My Gradebook allows you to mark grades and completion credit for certain user-defined tasks. Navigating to My Gradebook

1. Click the My Home tab. 2. Click the Learning and Metrics icon. 3. Click the My Gradebook icon.



RESOURCE CENTER ICON The Resource Center module allows you to view the online resources in the system. It contains the Online Resource Repository. Such resources include:

• NTC internally developed courses • Photographs • Process Models

If you click on the Resource Center icon the Resource Center page will appear.



OOnnlliinnee RReessoouurrcceess The Online Resources module contains all of the resources that have been uploaded into the system and made available to you. You can view the resources by name or by category as well as search for resources using either the basic or advanced search feature. Navigating to My Online Resources

1. Click the My Home tab. 2. Click the Resource Center icon. 3. Click the Online Resources icon.

Viewing Online Resources There are two ways to view the online resources within the system, by Name and by Category. Instructions for each are listed below. To Access an Online Resource from the Category View

1. Navigate to Resource Center. 2. Click the By Category tab. 3. To view the entire list of Categories, click the Expand/Collapse All link. To view

a select Online Resource, use the + and - buttons to expand and contract the desired Category.

4. Select the record you want to view. 5. Do one of the following:

a. To access the record to edit it, click the Edit button. b. To access the record to view the actual file or open the URL, click the

Open button. To Access Your Online Resource from the By Name View

1. Navigate to Resource Center. 2. Click the By Name tab. 3. If necessary, use the search criteria to locate the desired resource. 4. In the Select column and click the radio button for the record you want to view. 5. Do one of the following:

a. To open the file or URL, click the Open button. b. To view the details of the resource, click the View Details button.



Viewing the Details of Your Online Resource From the Details tab, you can view the name, description, status and other information about the selected resource. No action can be taken on this screen; it is for display purposes only. Viewing the Categories for an Online Resource The Categories tab allows you to view the categories to which an online resource is assigned. In the list of Online Resource Categories, the categories assigned to the selected online resource will be highlighted.



SETTINGS AND PREFERENCES ICON Here you can adjust various settings and preferences: Change your password and user profile or manage your roles; configure the appearance of the application using themes, and configure My Home content and appearance, or adjust language and regional settings. If you click on the Settings and Preferences icon the Settings and Preferences page will appear.



MMyy PPrrooffiillee The My Profile section allows you to view and manage your user profile based on your permissions. Navigating to My Profile

1. Click the My Home tab. 2. Click the Settings and Preferences icon. 3. Click the My Profile icon.

Editing Your Profile The User Profile is the main record to which all of your training data is tied. Depending on your permissions, you may edit the information contained in your profile. Tech Note! All text entry fields are limited to 100 characters and allow the following characters ~`!@#$%^&*()-_=+[{]}\|; :'",.?/ unless otherwise noted with the field description. The following characters are not allowed < <> unless otherwise noted. To Edit Your User Profile

1. Access your profile. 2. Click the My Profile tab. 3. In the Personal Information section, edit the information as necessary.

a. In the First Name text box, edit your first name. b. In the Middle Initial text box, edit your middle initial, if applicable.

(Character Limit =1) (No special characters allowed.) c. In the Last Name text box, edit your last name. d. In the E-mail Address text box, edit your email address. All

correspondence from the learning center will be sent to this email address. e. In the Address text box, edit your home mailing address, if applicable. f. In the City text box, enter your city. g. From the State drop-down, select your state. h. From the Country drop-down, select your country. i. From the Postal Code Type option group, select one of the following

options. i. US ZIP ii. Foreign Postal Code iii. APO

j. In the Postal Code text box, edit your postal code. (Character Limit = 11) k. In the SSN text box, edit your Social Security Number. NTC’s LMS does

NOT require this – this text box is NOT available. l. If available, in the EHRI Employee ID, enter your Employee ID.

4. In the Location Information section, edit your information as necessary. a. In the Office Telephone text box, edit the telephone number for your

office. (Character Limit = 32)



b. In the Ext. text box, edit your telephone extension, if applicable.(Character Limit = 5) (No special characters allowed.)

c. From the Location drop-down, select the location to which you should be associated.

5. In the Job Information section, edit your information as necessary. a. In the Start Date text box, edit the date that you began their current job. b. From the Job Code drop-down, select your job code. c. From the Pay Grade drop-down, select your pay grade.

Note: There may be other fields present depending on how the Administrator has configured the User Profile using the Custom Fields module.

6. Click the Update button. To Edit Your Login

1. Access your profile. 2. Click the Login tab. 3. In the Login Information section, edit your information as necessary.

a. In the Username text box, enter any edits you want to make to the username. It is important to note that if you make changes to your username or password, you will need to log out and login again for the changes to take effect. (Character Minimum = 6)(Character Limit = 54)

b. In the Password text box, enter the new password. (Character Minimum = 6)(Character Limit = 54)

c. In the Confirm text box, retype the new password. This effort ensures that you have typed the password the same twice (Character Minimum = 6)(Character Limit = 54)

d. From the Time Zone drop-down, select an appropriate time zone for your location. This will allow the system to display class times correctly in your calendar.

4. In the Account Status section, in the Status drop-down, select the status to apply to this user.

5. Click the Update button. Password Status Options

• Active: User account is active and password is active so the user can login. • Temporary: User has been assigned a temporary password; Upon successful

login, the password status will change to Active. • Expired: Password has expired; Upon next login attempt, the user must set a

new password which will return the password status to Active. • Lockout: User has entered the wrong password too many times; Passwords

status will return to Active when the Administrator manually releases the password or the lockout time expires.

• Suspended: User account is Inactive or Archived so they cannot access the system.



• Inactive: User was issued a temporary password but it expired before they logged in to change it; To reactivate the password, the Administrator must set the user's account to Inactive and then to Active, then issue a temporary password.

To Edit Your Assigned Groups

1. Access your profile. 2. Click the User Groups tab. 3. In the list of Groups shown, the groups to which you are currently assigned will

be highlighted. Use the Expand/Collapse All link to change your view of the list. a. To add a group assignment, check the box next to the name of the desired

group. b. To remove an assignment, uncheck the box next to the highlighted name

of the group you want to remove. 4. Click the Update button.

To View Your Assigned Supervisors

1. Access your profile. 2. Click the Supervisors tab. 3. All of the supervisors assigned to your user account are displayed in the data

table in the main window. To View Your Assigned Roles

1. Access your profile. 2. Click the Roles and Permissions tab. 3. All of the roles assigned to your user account are displayed in the data table in

the main window. To Change Your Default Role

1. Access your profile. 2. Click the Roles and Permissions tab. 3. In the Select column, click the radio button for the role that you want to set as

your default role. 4. Click the Default Role button.



MMyy SShhoorrttccuuttss Here you can view and manage your shortcuts within the system. Shortcuts must be created on the page to which you want to create a shortcut. Example! If you want to create a shortcut to Reports, navigate to that module, then click the Add Shortcut button in the upper right corner of the screen. This shortcut will appear on your Organizer page as well as on the My Shortcuts page. To Remove a Shortcut

1. Navigate to My Shortcuts. a. Click the My Home tab. b. Click the Settings and Preferences icon. c. Click the My Shortcuts icon.

2. In the Select column, click the radio button for the shortcut that you want to remove.

3. Click the Archive button.



MMyy RReeggiioonnaall PPrreeffeerreenncceess Depending on the configurations set by the Administrator, you may modify the language and time zone of your learning center interface. Navigating to My Regional Preferences

1. Click the My Home tab. 2. Click the Settings and Preferences icon. 3. Click the My Regional Preferences icon.

Selecting a Language and Time Zone Depending on your permissions, you may select a language and time zone to change your view of the system. Note! The languages available for selection are determined by the languages purchased for your system. If you do not see the language you need, contact your LMS Administrator to inquire about purchasing additional languages. To Select a Language and Time Zone for Your Learning Center Interface

1. Navigate to My Regional Preferences. 2. From the Language drop-down, select the language that you want to use as

your default language. 3. From the Time Zone drop-down, select the time zone that you want to use as

your default time zone. 4. Click the Update button. This will change the language and time zone of only

your view of the learning center. Important Note About Languages! If your system has multiple languages enabled, it is important to know that not all text within the system will be translated. Any text that has been entered into the system (such as a course name, class description, or classroom) will be displayed in the language in which it was entered.



PPlluugg--iinnss This section contains a list of browser plug-in applications that may be required to make full use of the application, including viewing of third party training material such as courses and other tools. Below is a list of some of the available plug-ins:



END-USER TUTORIAL ICON Here you can view the end-user tutorial. The Learning Center provides you with in-depth instruction on navigating the LMS. If you click on the End-user Tutorial icon the Learning Center will automatically appear in a new window.

Documents

WORKBOOK LMS Overview: Learner Modulecoursecontent.ntc.edu/.../lms_learner_module.pdf · WORKBOOK LMS Overview: Learner Module Created on 7/17/2009 11:05:00 AM Page 8 of 51 System